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Sales
9 essential HubSpot reports to measure sales room performance
Made by:
Arrows
Sales
Track close rate by number of unique sales room visitors in HubSpot
Made by:
Arrows
Sales
Track sales room adoption by sales rep in HubSpot
Made by:
Arrows

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Operations
Require critical properties to be filled out between pipeline stages
Made by:
Arrows
Operations
Create HubSpot pipelines for each customer lifecycle stage
Made by:
Arrows
Customer Success
Educate and activate your new signups
Made by:
Arrows
Onboarding
Automatically escalate "at risk" accounts in HubSpot
Made by:
Arrows
Onboarding
Introduce your onboarding plan to customers
Made by:
Arrows
Onboarding
Ask customers for a referral at the end of onboarding
Made by:
Arrows
Onboarding
Collect customer feedback at the end of your onboarding process
Made by:
Arrows
Onboarding
Show a pipeline tag when customers haven't viewed your onboarding plan
Made by:
Arrows
Onboarding
Show a pipeline tag when customers are stuck on a task in onboarding
Made by:
Arrows
Onboarding
Show a pipeline tag when a customer's onboarding task is overdue
Made by:
Arrows
Onboarding
Show a pipeline tag when a customer's onboarding target date is coming up
Made by:
Arrows
Customer Success
Automatically share customer insights with product teams in Slack
Made by:
Grain
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Marketing

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Build a High-Intent Lead List with Wistia and HubSpot
Made by:
Wistia

Operations

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Require critical properties to be filled out between pipeline stages
Made by:
Arrows
Create HubSpot pipelines for each customer lifecycle stage
Made by:
Arrows
Calculate an account utilization metric in HubSpot
Made by:
Arrows
Keep data in sync between associated objects in HubSpot
Made by:
Arrows

Customer Success

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Nurture your new customers through the first critical weeks post go-live
Made by:
HungryHungry
Configure HubSpot deal and ticket records for customer success
Made by:
Arrows
Report on renewal revenue by type and year in HubSpot
Made by:
Arrows
Create subsequent renewal deals in your HubSpot renewal pipeline
Made by:
Arrows

Sales

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9 essential HubSpot reports to measure sales room performance
Made by:
Arrows
Track close rate by number of unique sales room visitors in HubSpot
Made by:
Arrows
Track sales room adoption by sales rep in HubSpot
Made by:
Arrows
See which sales reps drive the most sales room views
Made by:
Arrows

Onboarding

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Onboarding by Status and Rep: Monitor In-Flight Plans and Team Workload in HubSpot
Made by:
Arrows
Onboarding Tickets Closed by Rep: Measure Team Performance at a Glance in HubSpot
Made by:
Arrows
Measure Average Onboarding Completion Over Time Inside HubSpot
Made by:
Arrows
Average Days to Onboarding Completion: Track and Improve Your Onboarding Efficiency in HubSpot
Made by:
Arrows

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Within minutes of receiving their first Arrows sales room, a prospect responded: 'Love the shared workspace format. Very efficient for storing all relevant info specifically for us.'

Evan Friedkin

Head of Business Development, Roobrik