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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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Onboarding
Get visibility into customers that are set to go live this month
Made by:
Arrows
Onboarding
Invite your customers to a Slack Connect channel during onboarding
Made by:
Arrows
Onboarding
Track the status of your Arrows onboarding plans
Made by:
Arrows
Onboarding
Stay on Top of Customers with Overdue Onboarding Tasks in HubSpot
Made by:
Arrows
Onboarding
Request access to your customer's accounts during onboarding
Made by:
Arrows
Onboarding
Ask customers to leave a review at the end of your onboarding process
Made by:
Arrows
Operations
Integrate product data with HubSpot using Hightouch
Made by:
Arrows
Onboarding
Confirm your customer's goals during onboarding
Made by:
Arrows
Onboarding
Prompt customers to schedule kickoff calls during onboarding
Made by:
Arrows
Onboarding
Collect your customer's brand guidelines during onboarding
Made by:
Arrows
Sales
Proactively notify your sales team and drive renewals
Made by:
Arrows
Operations
Create a “Today’s Date” property for time-based reporting
Made by:
Arrows
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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

Explore More
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