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


  • Chris Carolan

    Conveying Your Message

    Co-Founder & Head of Revenue

  • Selim Maalouf

    Conveying Your Message

    Co-Founder & Head of Content


  • Kyle Jepson


    HubSpot Advocate

  • D'Ana Guiloff


    HubSpot Admin & Adoption Advocate


  • Kyle Jepson


    HUG Leader

  • D'Ana Guiloff


    HUG Co-Leader

  • Kristeen Romero


    RevOps Technologist


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