Efficiencies

Dec 14, 2022, 4:00 – 5:00 PM (UTC)

Customer Success

Fine tune your HubSpot portal to make the most of every minute and every team member.

EnterpriseHubSpot-LedMarketing HubProfessionalSales Hub

About this event

Saving time and finding efficiencies is essential to scaling your business. In this chapter of the Scale Like a Pro, we’ll help you fine tune your HubSpot portal to make the most of every minute and every team member.

This session will explore teams and permissions, as this Marketing Hub pro feature allows you to sort your users into groups for organizational and reporting purposes. We’ll also touch on lead scoring and lead routing, helping your teams to prioritize leads, respond to them appropriately, and increase the rate at which those leads become customers. We’ll also touch on some collaborative tools that can further synchronize your team and provide clarity on your contacts. We’ll showcase how these tools can save your team time and walk you step-by-step through setting them up in your own portal.

Most Valuable For: Marketing Pro+, Sales Pro+

Organizers

  • Ashley Massicott

    HubSpot

    Customer Success Manager, HubSpot

  • Diana Acevedo

    HubSpot

    Customer Success Manager

  • Guillaume Landel

    HubSpot

    Customer Success Manager

  • Salomé Darme

    HubSpot

    Customer Success Manager

  • Vanessa Muñoz

    HubSpot

    Customer Success Manager

  • Annabella Tock

    HubSpot

    Customer Success Manager

  • Shivani Thapa

    HubSpot

    Customer Success Manager

  • Juan Quiroz

    HubSpot

    Senior Customer Success Manager

  • Shona Hughes

    Hubspot

    Customer Success Manager

  • Carlos Pedraza

    HubSpot

    Customer Success Manager

  • Clare Wetmore

    HubSpot

    Customer Success Manager

  • Renéa Prell

    HubSpot

    Senior Customer Success Manager

  • Kerby Billy

    HubSpot

    Customer Success Manager

  • Jennifer Pinto

    HubSpot

    Customer Success Manager

  • Hannah Schoeneman

    HubSpot

    Customer Success Manager

  • Julia Tschechne

    HubSpot

    Customer Success Manager

  • Joe Roche

    HubSpot

    Customer Success Manager