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Quickly prepare for client calls
On days where you are having back-to-back-to-back calls, it can be challenging to stay up to date on every account you manage.
By connecting Fellow and HubSpot, you’ll have pre-populated client related information right next to your meeting notes. So when the time comes for your next call, you won’t need to frantically open up various tabs and windows to find the information that you need.
Master the follow-up
One common challenge with using multiple tools to manage customer relationships is that action items can slip through the cracks.
Avoid forgetting important tasks and takeaways by having those documented directly on their HubSpot contact. Take your notes in Fellow and send them directly to HubSpot.
Your customers and prospects will be impressed by your follow-up skills!
Improve the customer hand-off process
Misalignment between the Sales and Customer Success teams can harm client experience.
Use Fellow + HubSpot to keep a history of important information. Each rep can send their notes to HubSpot contacts, companies, and deals.That way neither Sales or CS will be left in the dark about a client relationship
How to connect Fellow and HubSpot
To set-up this integration, follow these steps:
1. Visit User Settings and click on Apps & Integrations
2. Click on the HubSpot card in the CRM section
3. Follow the prompts and login to your HubSpot account
You’ll then be all set-up for your next client call!
Connect HubSpot with Fellow
What is HubSpot?
HubSpot is a CRM platform with a suite of products for inbound marketing, sales, and customer service.
The platform is easy to use and powerful to help users in different teams stay aligned in order to deliver great customer experiences and grow
“Fellow solves three key problems around running meetings. First, creating the agenda. Then, with the ability to take notes, meeting management becomes much simpler. And finally, tracking the action items that come out of every meeting. Having everything in Fellow means we can track it and follow up on it.”
Mychelle MollotChief Marketing Officer