u/irishnerd1

Hey!

Recently started a new role in CS in FinTech and a part of my role is doing any renegotiations of rates/contracts etc! Right now - we use HubSpot for deal tracking and whenever I renegotiate a deal, I make a new deal in a renegotiations pipeline whereas sales use their own separate pipeline and it all just feels so confusing?

Does anyone have any good hubspot pipelines they can share that work well? like if it that the sales pipeline should have additional stages? should they be separate? It is so confusing and impossible to track (considering my bonus depends on it!!!)

I'm open to trialling different softwares but HubSpot is where all the sales process lives (even though I would consider CS more Ops than Sales!)

TIA!!

Stressed CSM