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March 1st, 2024 | 1:00 PM Eastern

Proactive, Post-Sale Order Management with HubSpot

How pairing the upcoming customer β€œOrder" object with a "Deliverables" Custom Object can unlock your post-sale customer experience

 

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About this event

A great customer experience continues beyond Closed Won. HubSpot admins have found creative ways to manage post-sale activity using Tickets and Deals, but it always seems to need some critical functionality added that other specialized software could offer. Not anymore. Join us as we explore how Chris Carolan and Selim Maalouf, Co-founders at Conveying Your Message, are combining HubSpot CMS with the CRM to create a customer portal that provides the kind of customer experience that we're accustomed to in the consumer space.

  • Why are Customer Facing Teams Getting Crushed?
  • Why Line Items are not the solution
  • The Upcoming "Customer Order" Object and
  • "Deliverable" Custom Object
    Bringing it all together in HubSpot CMS
Proactive, Post-Sale Order Management with HubSpot - EVENT

Chris Carolan

Who Is Chris Carolan?

Chris Carolan of Conveying Your Message

Chris is an experienced marketing leader in the industrial sector. He has spent over 15 years working with companies in the industrial and manufacturing space.

Chris helped transition his previous companies into digital marketing and CRM systems. He is passionate about bridging the industrial skills and knowledge gap through marketing and enabling customer-facing teams.

Chris brings a strong understanding of marketing strategy, automation, and customer experience from his background managing production, sales, and marketing.

Who Is George B. Thomas? 

George is the "Chief HubSpot Helper" owner at George B. Thomas, LLCβ€”host of the HubHeroes podcast, Sidekick Strategies Expert Interviews podcast, and the Beyond Your Default podcast.

George helps companies streamline and grow using the right HubSpot CRM, marketing, sales, service, operations, and CMS tools. George has more than 30 years of sales and marketing experience and has been using HubSpot since 2012. George is a vault of valuable information, tactics, and strategies with an all-time high record-breaking 42+ HubSpot Academy certifications, including Inbound Marketing, Inbound Sales, Contextual Marketing, CMS Implementation, Email Marketing, and Content Marketing.

George utilizes his graphic design, web development, and HubSpot expertise to partner with, teach, and develop solutions for companies looking to build their businesses and increase revenue. George is a teacher and motivator at heart. His true passion is being a catalyst for growth and helping others be inspired, educated, and willing to work hard to achieve unlimited success!

In George's free time, he is a professional speaker, emcee, husband, father, and friend to many.

George B Thomas Motivational Professional Speaker

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Join us for the live event, ask questions, and be part of the recording.