Turn Your Happy Customers 😁Closed Deals Into
For your customers, onboard them faster with collaborative Arrows action plans that connect directly to HubSpot deals and tickets.
For your team, reduce manual work and allow them to do everything in one place (inside HubSpot) so they can increase capacity and manage more customers.
The HubSpot Customer Success Playbook
This playbook has a written guide + 60 minutes of video, where we cover how to configure HubSpot for running success and onboarding processes across the entire customer journey.
Your onboarding checklists like you’ve never seen them before
Give customers an action plan focused on one thing: what’s next. Whether that's filling out a form, uploading a file, downloading a template, scheduling a meeting and everything inbetween...
It's exactly what you need to keep the momentum going on the path to success.
“With Arrows, we rebuilt our customer onboarding processes and immediately reduced average onboarding time by more than half, while also increasing our annual retention by 23%.”
Collect information from clients with inline forms
- If you need to gather text or files from your clients during onboarding, you can do that inline via forms in Arrows tasks, and then sync that data to HubSpot.
Embed actions in tasks to help customers stay on track
- Whatever you need your customer to do: fill out a form, upload a file, download a template, schedule a meeting and everything inbetween... you can do it all inside the task.
Relative due dates keep the momentum going
- Help your customer stay on track towards their goals, and keep them motivated to keep going.
Keep your team inside HubSpot
Nobody needs another inbox to check. Give everybody visibility by attaching a customer-facing action plan to any deal or ticket, then sync data from your onboarding plans directly into HubSpot.
With a native-like integration, your team can focus on what matters most.
Attach a customer-facing action plan to any deal or ticket
- Sync dynamic data from the associated HubSpot object to help streamline your workflows. This includes the customer's name, email, phone number, and more.
Enrich your CRM with data from your Arrows plans
- All data from your activity in Arrows can be pushed back into HubSpot. Now you can reference action plan data in dashboards, workflows, email sequences, and more.
Native-like integration, so your team can focus on what matters most
- There's no need to keep yet another app pinned in your browser's tab bar. Everything important you need to do for managing onboarding & success plans can happen inside the CRM.
Help your customers be successful at every stage of their journey
Scale your onboarding & success process to drive more revenue and engagement without adding headcount. Help your customers stay on task by automating the most important steps in the process.
“Arrows has reduced my post-meeting work with a new customer from a 15 minute set of activities down to 5. When I'm having 30 of those meetings a month, that's a net savings of over 5+ hours.”
There's something for everybody
One tool for your entire go-to-market team… from product-led to human-driven and everything in between.
Marketing & CX
Use task names and due dates in your automations and email sequences
Sales & RevOps
Create mutual action plans during the sales process to make a good first impression
Onboarding & Implementation
Track onboarding progress and improve time-to-value
Happier customers who were onboarded properly make expansion easier
Trusted by go-to-market teams of all sizes