Proactive, Post-Sale Order Management

Jan 16, 4:00 – 5:00 PM

How pairing the upcoming customer “Order" object with a "Deliverables" Custom Object can unlock your post-sale customer experience

AdvancedCMS HubCommunity-LedHUGOperations Hub

About this event

A great customer experience doesn't stop at Closed Won. HubSpot admins have found some creative ways to manage post-sale activity using Tickets and Deals, but it always seems to be missing some key functionality that other specialized software could offer.

Not anymore.

Join us as we explore how Chris Carolan and Selim Maalouf, Co-founders at Conveying Your Message, are combining HubSpot CMS with the CRM to create a customer portal that provides the kind of customer experience that we're accustomed to in the consumer space.

  • Why are Customer Facing Teams Getting Crushed?
  • Why Line Items are not the solution
  • The Upcoming "Customer Order" Object and "Deliverable" Custom Object
  • Bringing it all together in HubSpot CMS

Speakers

  • Chris Carolan

    Conveying Your Message

    Co-Founder & Head of Revenue

  • Selim Maalouf

    Conveying Your Message

    Co-Founder & Head of Content

Hosts

  • Kyle Jepson

    HubSpot

    HubSpot Advocate

  • D'Ana Guiloff

    Supered

    HubSpot Admin & Adoption Advocate

Organizers

  • Kyle Jepson

    HubSpot

    HUG Leader

  • D'Ana Guiloff

    Supered

    HUG Co-Leader

  • Kristeen Romero

    RevPartners

    RevOps Technologist

Partners

Supered logo

Supered

Sprocketeer Community logo

Sprocketeer Community