Boost Your Customer Success Management with HubSpot

Boost Your Customer Success Management with HubSpot
HubSpot Hacks Customer Success

HubSpot offers B2B companies a comprehensive solution for effective customer success management. With customization and connectivity, measurement tools, automation capabilities, and standardized processes, HubSpot enables streamlined operations and personalized customer experiences. Embracing HubSpot empowers companies to drive satisfaction, retention, and growth in a competitive market.

Boosting Your Customer Success Management with HubSpot

Technically, HubSpot was not built for Customer Success Management and yes, there is other software out there that was specifically designed to support your B2B customer success team. But we think you should use HubSpot anyway. 

Here's why:

1. Combining Marketing, Sales, and Customer Service

HubSpot is an all-in-one platform that combines marketing, sales, and customer service tools. This provides a more seamless experience for both the customer success team and the customers themselves, as all interactions and data are centralized within a single system.

Because HubSpot is a fully customizable CRM, you can set it up to suit all the needs of your customer success team including the ability to get a 360 view of the customer.  You can create custom properties specific to the customer success team like demographic data, product usage data, customer health scores, renewal likelihood, or any other relevant details.


Hubspot customer success

Hubspot Custom Properties

Behavioral data is especially important for Customer Success Managers. A Customer Success Manager in the B2B software space, for example, may want to look at what tier of software a customer has, what features they are using, and when they are using it. If the Customer Success Manager sees gaps, they can reach out to the customer to figure out why they aren't using a particular tool and see if they can offer support. Custom properties like these allow you to collect and analyze the data that matters most to your customer success efforts.

HubSpot can also connect with your existing tech stack and create a unified system. Integrations with customer support software, billing software, or analytics platforms can provide a comprehensive view of customer data, enabling teams to deliver seamless customer experiences. 


2. Journey Mapping

Understanding your customer’s journey is vital for delivering exceptional customer experiences. HubSpot empowers you to map the entire customer journey, from initial interactions with marketing, through the sales pipeline, and then to purchase, onboarding, and beyond. 

Customer Success teams that use HubSpot see not only the customer's engagement once they have a closed deal but also all of the interactions that the customer had with marketing and sales before they became a customer. Customer success can have access to what drove the customer to your company in the first place, what objections they raised during the sales process, and the details of their contract. 

By visualizing each touchpoint and interaction, you gain valuable insights into customer behavior, pain points, and opportunities for engagement. This comprehensive view enables you to proactively address customer needs, provide personalized support, and drive customer satisfaction and loyalty.


3. Measuring Customer Success

Measuring customer success is essential for assessing the effectiveness of your strategies and identifying areas for improvement. HubSpot provides robust analytics and reporting capabilities, empowering B2B companies to track customer metrics, identify trends, and make data-driven decisions to improve customer satisfaction and retention. Through comprehensive reports and visualizations, you can gain valuable insights into customer behavior, engagement, and product usage

Specifically, with HubSpot's measurement and analytics capabilities, B2B companies can:

  • Track Customer Health: HubSpot's custom health scores allow you to assess the health of each customer relationship based on predefined criteria. By monitoring health scores, you can proactively identify at-risk customers and take appropriate measures to retain them.

  • Assess NPS and Customer Satisfaction: Net Promoter Score (NPS) is a widely used metric to measure customer loyalty and satisfaction. HubSpot enables you to easily collect and analyze NPS data, helping you understand how likely your customers are to recommend your business to others.

  • Analyze Churn Rate: Churn rate analysis is crucial for identifying factors that contribute to customer attrition. With HubSpot, you can track churn rates, identify trends, and uncover reasons behind customer churn. Armed with this information, you can implement targeted strategies to reduce churn and improve customer retention

  • Track Upsell Opportunities: HubSpot allows you to monitor upsell opportunities and track the revenue generated from existing customers. By identifying cross-selling and upselling opportunities, you can maximize customer lifetime value and drive revenue growth.

4. Automating Processes

Automation allows you to supercharge your customer success management and deliver personalized customer experiences at scale. HubSpot enables you to automate repetitive tasks, streamline workflows, and free up your team to focus on building meaningful relationships with customers.

By leveraging automation, you can trigger personalized communications, send timely reminders, and deliver relevant content based on customer behavior and milestones. For example, if a customer hasn't logged into their account in 30 days, HubSpot can automatically send a reminder email to the Customer Support Manager to reach out. Similarly, if a customer gives a poor feedback survey, an alert can be generated, prompting you to address the issue promptly. 

This not only enhances efficiency but also ensures that your customers receive the right information at the right time, nurturing their journey toward success. By setting up pipelines for renewals, upsells, and onboarding, you can easily track and manage each stage of the customer journey.

This standardized approach not only enhances operational efficiency but also improves the overall customer experience.


The Wrap on HubSpot for Customer Success

HubSpot has emerged as a powerful solution for B2B companies seeking to excel in customer success management. By utilizing HubSpot's features, B2B companies can streamline their processes, drive customer satisfaction, and foster long-term customer relationships. To get started setting up HubSpot for your Customer Success team, schedule a consultation with our team of HubSpot experts. 


Watch the HubSpot Hacks episode on Customer Success:


Margaret Long

by Margaret Long on June 08, 2023