I’ll die on this hill 🪦 🏷️ Deal tags & 💡Recommended enablement cards …are the most underrated features for driving HubSpot adoption. Its tough to follow a process when you don’t know the process exists 💀 Take this example for engaging at-risk accounts: In HubSpot, Health Scoring is tracked at the company level, but there are many associated records which a CSM or Account Manager could be engaging with a customer. Here’s how to use an at-risk deal tag to help teams identify renewal deals that need attention: 1. From your Deal Settings page click the “Deal Tags” tab and then “Manage Deal Tags” 2. Create a new deal tag from scratch with the following properties: → Name: 🚨 At-Risk → Description: Identifies deals associated to a primary company with an “At Risk” health status. → Color: Red → Pipelines: All Pipelines → Filters: Deal is associated to: Any Company → AND associated Company has all of: → Health status is any of At-Risk We can go a step further once the record is opened to ensure our At Risk playbook is visible when it’s needed. In the playbook settings we need to: 1. Select the checkbox to log playbook submissions as activities → Engagement type: Call 2. Set the playbook recommendation to display on company records with an At Risk health status → Filters: Deal is associated with a Company that is a member of the list → At-Risk 3. Then customize our deal records to display the playbook in the top of the center panel by adding the “Recommended Enablement” card. What’s your top HubSpot adoption tip? --- p.s. I’m building ConnectedGTM, a media/education company for the HubSpot ecosystem. Get step-by-step GTM playbooks each week. https://connectedgtm.com
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