HubSpot CS Bloom Training - 18 March 2025
HubSpot CS Bloom Training - 30 min with Jonathan - March 18
VIEW RECORDING - 40 mins (No highlights)
@0:00 - Jonathan Riis Gilmartin (sunrise.dk)
Hi, I'm muted for some reason. Okay, I thought I was muted but that's good. Hi, I can only briefly attend the meeting.
@0:17 - Sara Bakker (Assessio)
hi.
@0:18 - Annick Delanghe (Assessio)
Yeah, of course.
@0:21 - Jonathan Riis Gilmartin (sunrise.dk)
I'm guessing Hilde is also joining us at some point. I she is. Hello. Hello, yes, I've brought my colleague today, Philip, as well, who will observe and just help me with any follow up.
there's anything that we need to run through, Philip will. It's just easier to be part of the meeting as well.
of joining afterwards. So I know we have 30 minutes, it's a quick training session that I arranged together with Hilde and basically what I wanted to make sure to cover is the some of the bases in Potspot.
So just the recap on some of the things and then I also have some things that we agree with Hilde that I hope I have time to show otherwise we also have for Thursday have another half hour where we can also go through that.
So we can just see the different parts of the system. I will go through some of the very basic things today.
just finding a company, creating a deal, moving the deal through the pipeline, the sales journey, that is set up because we thought that we missed a little of that in the last training because we looked on the CSM workspace and some of that.
off. So now we just want to dive into that as well. Do we agree with that plan, Hilde, or is there anything you want to add that we should also focus on?
Yeah, it's really good.
@2:12 - Hilde van Helsdingen (Assessio)
I think the main people in this room, Annik is already in, so she's been in, looking for Annik to nod her head.
In the app, so in the actual URL. Yeah, and you've also managed to do your Outlook add-on.
@2:30 - Annick Delanghe (Assessio)
I had to log in from time to time, up till now, it has fixed up till this morning. Sorry, Jonathan, for bothering you.
my authenticator who was giving me trouble.
@2:43 - Jonathan Riis Gilmartin (sunrise.dk)
I just saw it coming in.
@2:44 - Annick Delanghe (Assessio)
was like, oh yeah, we can remove it. You got it, so that's nice. Yeah, yeah, yeah.
@2:49 - Hilde van Helsdingen (Assessio)
And I think Fenne and Sarah were unfortunately not able to join the first training. And I'm looking, maybe also not even a follow-up training.
@2:58 - Jonathan Riis Gilmartin (sunrise.dk)
So they are
@3:00 - Hilde van Helsdingen (Assessio)
relatively new to the whole thing. So I'll let them share what they need most or if they would prefer just for you to kick off and then...
Yeah.
@3:12 - Annick Delanghe (Assessio)
I have to leave the meeting in like five minutes. I just have one question at this moment I was working on this morning and for example company name in Holland.
I see like six companies with that name and I'm not sure how I can merge those and also with the compact person.
I'm a little bit struggling with that. Yes.
@3:42 - Jonathan Riis Gilmartin (sunrise.dk)
I can maybe quickly answer that question and then we can go on to the next part because right now we do see a lot of duplicates that were from up sales unfortunately we are merging them for you.
Hopefully this is something we can find. analyze tomorrow so we don't have at least what we can find in a bulk and then we will see what is left there because we do have a lot of companies with the same name for example which is very tough to look through so we are just working on that currently as some of the last brush-ups that needs to be done.
you shouldn't hope if it's just a company name which it sounds like and I should be caught in that merge.
We have the same with some contacts where we have duplicates which we are also merging. We've identified around 80 000 that we are bulk merging currently.
They just have exactly the same name and they were all in in-op sales with four or five different contacts but it's the same contact so yes that is being merged and that should make it more clean for you.
Okay then I'm totally okay so if
@5:00 - Annick Delanghe (Assessio)
If I'm so sorry, I didn't have to leave now, but then Sarah and yeah, thank you.
@5:06 - Jonathan Riis Gilmartin (sunrise.dk)
We could answer your questions.
@5:09 - Annick Delanghe (Assessio)
Bye.
@5:11 - Jonathan Riis Gilmartin (sunrise.dk)
All right.
@5:16 - Fenne Rietjens (Assessio)
Cool. So let's go with the basics.
@5:19 - Jonathan Riis Gilmartin (sunrise.dk)
I can see Sarah, you seem to be okay connected with your outlook and your calendar. When I look in your user at least, I hope the feeling is the same.
And then it looks like your calendar is not connected.
@5:31 - Fenne Rietjens (Assessio)
But what I can do is I can just send you a little video.
@5:34 - Jonathan Riis Gilmartin (sunrise.dk)
It's a one minute video that I have on the training page. And maybe you can just look through that and send me an email if it doesn't work.
Is that okay for you? Yeah, it's fine.
@5:42 - Fenne Rietjens (Assessio)
And I also saw yesterday that finally my email was connected. But when I look at it now, it's not connected anymore.
So do you mean you mean outlook or outlook? Yeah. Okay. So we are implementing SSO.
@6:00 - Jonathan Riis Gilmartin (sunrise.dk)
log in as well. that is what ITMate has told us at least should decrease the number of logouts because right now for security measures you are being logged out of plugins in a matter that I cannot control in Hopspot, which is annoying.
Are you sure we have in the Netherlands ITMate as well because we're not the same as the Swedish?
@6:24 - Hilde van Helsdingen (Assessio)
you sure that we fall on that as well? You mentioned it, but I have to double check. I at least tried to be every day last week in the app and still I got the same as when I said I logged out or I was logged out even when I was in there this morning and I went to another client email it didn't pop up to BCC.
I think yeah some improvement is wish this.
@6:53 - Jonathan Riis Gilmartin (sunrise.dk)
Yeah and I think I talked with Matthias, we had a whole session last week as well on this with some users.
users and some examples, and it seems to be a security measure in that scenario. hope it makes a difference that we can get SSO, that it can keep you locked in for longer.
Yeah, because right now on the hotspot side, I can't do that much, which is super annoying. But yeah, it sits in outlook, as Matthias explained to me at least.
So I will get back to you on that. I have a question about your calendar.
@7:32 - Sara Bakker (Assessio)
Can you also see in hotspots all your invites, all your meetings? Yes, thanks to the ones you've been invited to.
Yes, but also for I have already planned, so. Jeff, you can. Because I have a meeting this afternoon and I want to check if I can see it in hotspot but I couldn't see it, so I was.
@8:02 - Jonathan Riis Gilmartin (sunrise.dk)
So you can see this is my calendar right you see around the same if you go in here and you see your meeting somewhere in here yeah okay and if you click the meeting you can also see your schedule here some yeah there it is and if you click I can click this for example I can then see you and you do the same for that meeting in your yeah and then I have to click on lunch meeting or what oh and then you go into the meeting with you in if you want to do that you can do that but you also just want to check if it sits on the contact in HubSpot or the company in HubSpot yeah and that and that you can see that I have a meeting with that customer or yes meeting with that customer so then you see the activities and the meetings yeah of course can you give me the name of the customer we can check together CVR CV yeah CVR
Yeah, is it the first one? Yes. Oh, it's the first one Yeah, it's oh No, this is another one.
It is young mining. Hmm.
@9:15 - Sara Bakker (Assessio)
Ah, perfect.
@9:16 - Jonathan Riis Gilmartin (sunrise.dk)
Oh, this is this.
@9:17 - Sara Bakker (Assessio)
We haven't done one. I think Maybe we've got it spelled out Sarah So wait, I'll Let me check Is it this one central bureau?
@9:31 - Hilde van Helsdingen (Assessio)
Oh, it's a little better.
@9:34 - Jonathan Riis Gilmartin (sunrise.dk)
But I think it's this one because this is the one owner, but this is the issue as you can see we have a little so you can see here Have you didn't you have a note, but yeah, that was right.
@9:47 - Sara Bakker (Assessio)
I wanted I want to link it to with my meeting I had last Friday and I have a new meeting this afternoon That makes sense.
person you have the meeting with are they in HubSpot? Do you know
@10:00 - Jonathan Riis Gilmartin (sunrise.dk)
because that's okay and you see the is it one of these people yeah yeah it's cool oh no corn yeah this oh yeah yeah yeah this is there i just want to make sure just because so the general rule is that if you get an invite from someone is it this actually if you get a meeting from a meeting invite from a person who is sorry i don't want to check your email if you get if you get an invitation from someone that is already a hotspot it should populate it directly i'm just thinking do you do you remember when received the invite for the meeting was it this week or is it has it been earlier and also tricky question yeah good question i don't know maybe it was two weeks ago something
@11:00 - Sara Bakker (Assessio)
Okay.
@11:00 - Jonathan Riis Gilmartin (sunrise.dk)
Okay. Okay, because it should land on the customer. One thing you can do is if you go to your outlook, see my outlook here, you can see if you find the meeting, you also maybe you can see a little HubSpot icon, because that will then tell you if the meeting is in HubSpot or not.
But it does not seem like it is in HubSpot, but if it's something, there might be a difference between when you...
is connected.
@11:42 - Sara Bakker (Assessio)
Yeah, it seems to be connected. Okay. Perfect.
@11:50 - Jonathan Riis Gilmartin (sunrise.dk)
That's good. I think, can you just, until Thursday, if you get another meeting invitation, and then we can see on Thursday, if that came in, because I think there might...
be some time difference, because this is a standard feature in the HubSpot integration that should work. If he's in HubSpot and he sent you a new invite, that should come into the automatically into the record in HubSpot.
The only thing I can think of is if his email is wrong, but I'm guessing it looks right, right?
pretty good. And Jonathan, what you just saw, but this is actually a really great case.
@12:25 - Hilde van Helsdingen (Assessio)
CBR is the abbreviation. Here it says CBR and then within brackets, the full name. when you looked for CBR earlier, they had like full name without the abbreviation.
Maybe one has just abbreviation. Will your mass merging pick those things up? That seems quite difficult to me.
@12:46 - Jonathan Riis Gilmartin (sunrise.dk)
I will check. I can check the duplicate merge currently and see if that is something we will find. I'm thinking it will not until we give it some rules, but that is something we can input into it.
We have some companies that Like all customers, for example, all customers we are walking through a bit more manually just to check because, for example, Randstahl, which is a great example of someone that has a lot, not necessarily duplicates because you have in different countries, right?
We want to make sure we merge the right ones and then we add other ones to a group. So they sit on the one roof with a group company and then the different subsequent companies as well.
Yeah, but I can see that emails are coming in. So that's always something we just need to make sure that the meeting is also going in here as well.
But I will let you know that when you can check your full company list and full like all companies and also all customers.
I will send that to you later today so you can just have a look and see if there's anyone you feel is a is a duplicate.
It's something we haven't caught in that duplicate check. But great question. Oh, by the way, I'm on the company page now is, and so you saw and finish just searching for the company up here can be fine, as you can see, but I would just be aware if you have all these three clicked off, or if just do this because then you will see more.
I search for CBR here. That's of course now saying, okay, maybe it's this or this for enough. Sometimes it's easier to search when you're searching for something like that to go here to serum and then say companies and then search like this, just then that's how I found it actually.
All the way down here, right?
@14:45 - Sara Bakker (Assessio)
Oh, wow, here you can also see marketing qualifier lead and also on customer. Okay, well, yeah, exactly. So that's some of the merging that needs to be done, right?
@14:57 - Jonathan Riis Gilmartin (sunrise.dk)
Yes, one thing that will. this Germany doing. That's German deals, you don't need to.
@15:04 - Fenne Rietjens (Assessio)
Not good.
@15:06 - Sara Bakker (Assessio)
But anyhow, that's for me to clean up with your customers, I think.
@15:11 - Jonathan Riis Gilmartin (sunrise.dk)
it's, you you need to mark them leads quickly, right? But anyhow, I would just I would want to show you the views that you can do on the company contact and deal level, because they are pretty important for you to get quick overviews of customers that's interesting to you instead of just getting for everyone else.
So you have over here on the right side, you have this ad view function. And what you can do is you search for bloom.
And then you will have something called bloom all companies. She can tag. And then what I would suggest doing is actually move this, you can actually drag this over here.
And you can make this your default. So if you don't want to look at all companies, you can now just look at bloom companies instead.
So instead of having to filter this company view all the time when you come in here, you can just do like this.
Did that make sense? Or did it do it too quickly? No, I can follow you.
@16:12 - Sara Bakker (Assessio)
Okay, perfect.
@16:13 - Jonathan Riis Gilmartin (sunrise.dk)
Yeah, and we have the same one for customers, so you can also just pull that over here so you can quickly move between all customers and, sorry, all companies and customers.
Yeah, and I think you can also select it with your own customers or not. So then you have only your customers.
Exactly.
@16:38 - Sara Bakker (Assessio)
You can always use the company owner and have that checked as me.
@16:42 - Jonathan Riis Gilmartin (sunrise.dk)
I don't own any. I don't have any.
@16:44 - Sara Bakker (Assessio)
So I could, you know, say, Sarah.
@16:49 - Hilde van Helsdingen (Assessio)
Sarah, actually, it should be a default tab that says my companies. Yeah. So you would always have a second tab right after all companies.
if you have bloom. your standard then you always have an automatic MyCompanies which should have all the ones where you are customers MyCompanies and it might still have what I can see is that it might have leads in there or like the if your name was to something so it might be more than what you expect Okay, yeah, and Hilda, do you know if I can be connected to this to some companies as Yeah, so that's yeah, that's the thing I think with Jonathan team.
So now on Jonathan's screen We see company owner. So let's say the fourth column and CS manager the fifth column So the rest of the group we are quite unique that we have a Commer and a CSM like the accommodation that you have you can only have one person per let's say cell So I believe
Jonathan, we agreed that, oh actually I don't remember, we agreed to have, because we wanted to ensure that we have the option to allow for two less CSMs or two owners to be on, but you said the group as a whole has that the company owner is the main point of contact.
@18:23 - Jonathan Riis Gilmartin (sunrise.dk)
So you would just have, if you have two CSMs, you would have number one and the company owner and then you could have number two as the CS manager.
I think that's what we agreed if that worked. that was it.
@18:34 - Hilde van Helsdingen (Assessio)
So then company owner might be then Sarah and then your CS manager. let's say most of the group by Julian's team and maybe Sweden and everything, they don't have that.
So they might have no owner there. And then we can give a view where all your involved accounts are also in.
Yes, how would you have you set that up in Opsales?
@18:57 - Jonathan Riis Gilmartin (sunrise.dk)
Is there something I need to do so I can put that into the CS manager? Or is it something you just know?
@19:02 - Fenne Rietjens (Assessio)
I think it's something we just know, because it was partly in up sales, and then I went on maternity leave.
So I think I deleted my name from most companies. we didn't put it back in up sales.
@19:15 - Hilde van Helsdingen (Assessio)
No, that's fair.
@19:18 - Jonathan Riis Gilmartin (sunrise.dk)
I mean, I will send you these lists after the session today as well. And what you can do is you can just, for example, click on the customer list, and you can just go through it here and mark them.
So you can do it at 100 at a time. So I think the quickest thing might be just to go through here and say, OK, also this one, this one.
I think you get the point. And then you can say, edit.
@19:45 - Fenne Rietjens (Assessio)
And then you can say, say as manager.
@19:48 - Hilde van Helsdingen (Assessio)
And then you can just put in yourself as Finne.
@19:52 - Jonathan Riis Gilmartin (sunrise.dk)
And then you just choose the other one. We will delete your e-mail, it's just we're doing clean up this Thursday.
move stuff like that and I don't see the columns here as manager but I'm not sure if I and did you click on the on one of these because the thing is I have set these views up to look also the data properties like this so if you use this one I think I can send this to you here in the chat so you if you click in the chat and see this view you should be able to see that I have another question there's one column like stage life cycle stage and there you can see customer but also lead and but if you only want to see customer can you filter it or can you only rank it no you can also filter it so you can do it here okay in life cycle stage yeah yeah yeah I was putting on the dots like
I understand. But I also have this view called BlueMap customers that you can click and then it's pre-filtered as well.
I can see sometimes, so we filter by entity and I can see sometimes we have a little nl creeping in here and there.
But I think it's because Jacket used to be on the Bloom team, I think. No, that's the difficulty.
@21:30 - Hilde van Helsdingen (Assessio)
both Bronte and Jacket in the sales team sell both platforms. So she can't be linked. She can't be linked as a solo BDM for one platform.
So I think for this one we just need to make sure that the HubSpot team see as Bloom is just removed.
And does that automatically delete them? So let's say you're going to use the right, so you see Jacket, no owner, sales and L.
just two rows above where you were. How can we ensure that if that is, for example, an NL customer or lead, that it won't show up in, let's say, our bloom overview?
I can do that by team.
@22:19 - Jonathan Riis Gilmartin (sunrise.dk)
I can filter it by team pretty easily. just, when I looked in up sales and I looked at total customers and I just looked at team, for example, that was smaller than what when I looked entity, for example, and I was like, okay, what would then be the correct filtering?
Because I can do both, but and it seems to be team then is actually better.
@22:40 - Hilde van Helsdingen (Assessio)
Well, maybe, maybe we have to go through this because 215 records is, I think, more than what our current live customers are, but it might be not far off if you see, mean, it's like, I think I was expecting 160.
Yeah, we talked about 160 or so on.
@22:57 - Jonathan Riis Gilmartin (sunrise.dk)
So, and I just, I filtered by entity and then I so by bloom and then lifecycle stage customer or journey customer.
That can you only do or can we do that ourselves?
@23:10 - Hilde van Helsdingen (Assessio)
Yeah, in HubSpot. Yeah, you can do that.
@23:17 - Jonathan Riis Gilmartin (sunrise.dk)
Okay. Yeah, so you can see my that's my filter basically. My filter right now is in the advanced filters.
can see the tears bloom but what you would be able to do is say instead you can do an or or you can do an end.
Yeah, I see. Yeah, you can remove this and then you could say then you could say team and then you can just do bloom with that.
@23:42 - Hilde van Helsdingen (Assessio)
So team and entity is bloom therefore and if I would for example to do this would start and then you can see automatically.
@23:51 - Jonathan Riis Gilmartin (sunrise.dk)
Yes, well not entirely automatically you would just need you can see these buttons over here in the top right corner.
I'll zoom a little bit like this. You can just say save. And then updates it for Sarah and Fenna as well.
OK. So now you actually have 138, which was pretty close to the number that you mentioned, right? Sarah, then we have 168 records, i.e.
@24:16 - Hilde van Helsdingen (Assessio)
like the same as what we did in the master agreement of the portfolio. So I think that's pretty close.
And then Sarah can hear me.
@24:25 - Jonathan Riis Gilmartin (sunrise.dk)
Yes, sorry. What was the question?
@24:28 - Sara Bakker (Assessio)
No, no, no question.
@24:29 - Hilde van Helsdingen (Assessio)
So now with this view, we have 168 active companies, and that's pretty close, I think, to the records that we have been looking at.
Ah, OK. Yeah.
@24:39 - Sara Bakker (Assessio)
Yeah, I think we have to check it. Yeah, please.
@24:43 - Jonathan Riis Gilmartin (sunrise.dk)
I mean, we've done our absolute best to make sure that we have everything in HubSpot. Sometimes we've found that we have the data there.
It's just the filtering that I'm then showing you something that's a little off because we need to change the filter.
So just let me know if that is something.
@26:00 - Hilde van Helsdingen (Assessio)
Oh, perfect.
@26:05 - Jonathan Riis Gilmartin (sunrise.dk)
A lot of one.
@26:08 - Hilde van Helsdingen (Assessio)
This is another one where I think there's a lot of duplicates in the name. Yeah, I think you're correct.
I think that might be the issue.
@26:16 - Jonathan Riis Gilmartin (sunrise.dk)
Let me just, uh, I'm looking at customers now or am I not?
@26:22 - Hilde van Helsdingen (Assessio)
Yeah, I think this, yeah, think all customers, no owner.
@26:28 - Sara Bakker (Assessio)
I think that's the thing we have to write.
@26:31 - Jonathan Riis Gilmartin (sunrise.dk)
let's see. Is any better? Yeah, seems a little better here. Oh, wow, it's in your language. Which language? Sorry.
@26:42 - Fenne Rietjens (Assessio)
It's not in Dutch.
@26:43 - Sara Bakker (Assessio)
I don't know which kind of language it is. I think your language, but I see everything. Yeah, this isn't, we have something here that's coming from up sales.
It is activity, so we kind of had to move it.
@26:55 - Jonathan Riis Gilmartin (sunrise.dk)
But we will delete this because it comes on the same. date, we can see someone observes it like a mass activity, giving you tasks to call customers something.
We will remove it, you can see it's on the same date as well. I haven't did a lot of calls.
Yeah, otherwise I did a lot of calls, exactly. So for example, here it says platform access show that is to then be bloom.
@27:24 - Sara Bakker (Assessio)
And the company owner is also bloom, but maybe this is not the correct one.
@27:28 - Hilde van Helsdingen (Assessio)
So maybe if you, yeah, this is one of those where I think the first word, sichting, might not be in all the names.
And maybe it's only, let's say, from the comma s. That might be it.
@27:43 - Jonathan Riis Gilmartin (sunrise.dk)
Maybe we just search for her and Lou instead.
@27:48 - Hilde van Helsdingen (Assessio)
This is one of those, think that internally we might also have, yeah, look at that. So there's seven, six, seven.
Yeah. The thing is, I
@28:00 - Jonathan Riis Gilmartin (sunrise.dk)
This exact customer is one of those where you have like the NL and then you have one that's bloom and I think that can cause a little confusion as well but let's see if we can find another one just to make sure that's not the one but let's see I don't know if they are the right ones of course but do you recognize this one yeah I recognize this one yeah okay so all right okay and it's an existing customer and so right now we also have some information over here right what will happen soon and I know it says soon I mean
Oh, where did it go? Went here. I mean, in the before, in the start April, is you will see what's called a subscription object here.
And that subscription object is the same object you were used to in Opsales, was thinking it's called subscription, and it now just sits in Suora.
What you will also be able to do is, this is on the company level, right? Where you can see it, but you can also see it if you go to your workspace, Customer Success Workspace, you will be able to see your list of customers, but you will also be able to see revenue, and revenue will basically be the subscriptions that will be based on some reason I'm allowed to change it, but anyhow, so it will sit here so you can see your active customers with the active subscriptions that they have that is then linked together.
This is now just me showing something that's for SE, but... I know why it doesn't allow me to change sorry, I have to step out.
@30:02 - Fenne Rietjens (Assessio)
have to go to a client meeting, but thank you. we will see each other on Thursday again.
@30:06 - Jonathan Riis Gilmartin (sunrise.dk)
We will see each other on Thursday, yes.
@30:09 - Fenne Rietjens (Assessio)
So you go to which workplace?
@30:14 - Sara Bakker (Assessio)
Up in the top here you have work spaces and then you have customer success. Yeah, oh yeah and then we're having you, okay.
@30:22 - Jonathan Riis Gilmartin (sunrise.dk)
Yeah, so right now you won't have that much in the subscription part, but you can still see deals.
@30:30 - Sara Bakker (Assessio)
Yeah, if needed.
@30:34 - Jonathan Riis Gilmartin (sunrise.dk)
And then I think I'm running a little over time, but I will make sure that we go through this workspace in detail as well.
So you go, you know, you can see your list of customers. You can see services. We have not thought if we need to use this yet.
This is a new thing. You have not even seen it Hilde, because the workspace got updated last week. I saw a note, yeah.
Yeah, and so what we have revenue, which is... right? Because we need to be able to follow revenue on all our active subscriptions.
You can also see your pipeline in the CS journey, for example, and the CS journey.
@31:11 - Hilde van Helsdingen (Assessio)
I've got a few questions on that, Sir Jonathan. I've got four follow-up questions whilst going in. it best to stay on or email them to you?
How do I stay on? So when looking at all the CS journey from Bloom, I saw a, I saw nothing, basically only one, that was actually for an L.
I think, so if I go to CS journey for L pipeline, sorry, Bloom pipeline, sorry, your fourth tab, CS journey, Bloom pipeline, it had...
@31:45 - Jonathan Riis Gilmartin (sunrise.dk)
Yeah, but I've, there's actually a pretty good explanation for that, that's because your current, all of your current pipeline in Opsale is set in the same, and we, we haven't, so, and that has been migrated into these stages.
Currently, we would actually need your help to say, okay, where would these sit in the CS journey? I can move them on like a best case example.
@32:09 - Hilde van Helsdingen (Assessio)
And then we need to make the estimate of around if it's new business or existing business customers, basically.
@32:16 - Jonathan Riis Gilmartin (sunrise.dk)
Okay.
@32:17 - Hilde van Helsdingen (Assessio)
And will that then also allow us to see upcoming renewals? So let's say we have a term of a year and it ends on the 1st of April, when what pipeline would I, what view would I see that that's coming?
That would be the CS journey.
@32:34 - Jonathan Riis Gilmartin (sunrise.dk)
CS journey, okay, which is now completely empty. the one that you see on board is actually not bloom.
@32:40 - Hilde van Helsdingen (Assessio)
So I think, and I couldn't see how quickly I could change that either, because this is an NNL. Yeah, that makes sense.
@32:49 - Jonathan Riis Gilmartin (sunrise.dk)
I can see that. me just check because then that's because the entity here is for some reason set to bloom, but
Um, no, it's crystal on she she is yeah, is she on the bloom?
@33:12 - Hilde van Helsdingen (Assessio)
No, not yet. Oh, no, no, okay fine. Yeah, let me just try the shouldn't be that it's completely empty if you I mean that's I think something is no, did you and change the team?
@33:33 - Jonathan Riis Gilmartin (sunrise.dk)
I hope not that Julian didn't change the team.
@33:36 - Hilde van Helsdingen (Assessio)
No, no, he didn't but okay, I'll just double check because it's just looking at the team thing but of course it does need to be there but but but that's how we were to be able to see it so Sarah are let's say new local pipeline will be what Milo's handing over to us for bloom and then CS journeys underneath that on the deals
So that would be then, let's say, your CBR who is renewing should be no fewer than everyone in Boone.
@34:08 - Jonathan Riis Gilmartin (sunrise.dk)
Exactly.
@34:09 - Hilde van Helsdingen (Assessio)
Exactly.
@34:10 - Jonathan Riis Gilmartin (sunrise.dk)
And what I can help you do, because you have a lot of existing customers now that are not in either pipeline.
So when we agree on the number of customers, that is if it's 168, for example, what I can do is I can have a deep auto created that is then put in renew, and then we have the renewal date.
So you can follow when dates are coming up. I'm guessing we have the renewal date somewhere on the order from up sales.
Yes, you'll have a date. So I think I can find that and then use that as the go to, because then having that renewal date will give us the option to say, okay, then you have all your renewals to follow.
@34:50 - Hilde van Helsdingen (Assessio)
Right.
@34:52 - Jonathan Riis Gilmartin (sunrise.dk)
Two more questions.
@34:55 - Hilde van Helsdingen (Assessio)
When will the attachments or documents from up sales be imported? So now in Opsales there were documents such as our current agreements or e-signs or anything like that or very old contracts that were literally scanned in, when will those be imported?
@35:12 - Jonathan Riis Gilmartin (sunrise.dk)
I just checked with my developer today actually and we have identified 27,000 attachments, which is a great number of attachments.
We got them as links previously from Opsales and we thought we got them as PDFs. We've just received them as PDFs today and he's actually working it actively.
at the end of the day I'll give you an update but we have the files and we also talked with Maijulina about it yesterday.
She's also the person that actually reminded me to ask this again because I'm not seeing it. She had a great example of her job on, by way, where we looked at it and it had four attachments in Opsales and we didn't have anyone else.
I went back and then we thought okay. land here. I'll send you some for approval so you can see, because it will just go into the attachment section.
@36:08 - Hilde van Helsdingen (Assessio)
And then finally, we've got sort of a way of handing over a new customer from sales to CS. let's say Milo's team has sold something.
We've got quite a lot of, now it's on just a Word document, questions that we need to do, that we need to know.
That might be something very, like of course, the bans and the gains and maybe some deal information, but it might also be what's that color logo?
if that is like something really or what is their preferred name of the actual site? How can I best build that in?
I give that to you to build in? that a playbook? Can I easily do that myself? Good question.
@36:48 - Jonathan Riis Gilmartin (sunrise.dk)
I think maybe if you could give it to me, I can then do a draft and then I can also show you how I did it so you can make changes, but then I do the draft and then you can
I can teach you how to change it ongoingly because you will probably need to add or remove some different fields that you would like, right?
@37:09 - Hilde van Helsdingen (Assessio)
And can we do it like so it's sort of sent to another team? So I like sales consent to ask and we have got a bit that we can send off to let's say our support who's also in HubSpot and ideally if I'm being very high maintenance in that sense we would like to have also sort of a summary that we can send to the people that are not in HubSpot let's say our products and tech colleagues.
We can do that.
@37:37 - Jonathan Riis Gilmartin (sunrise.dk)
mean the current way that it's structured in the standard way is we have this handoff node and that handoff node can be changed based on country or product or platform or entity just anything I just need to be able to branch it.
So as long as I have something to branch it it's perfect because then I can do exactly what you want for blue and yes we can then create a song.
I'm thinking we do a hand-off playbook in HubSpot where we say to the sales people, hey, before you hand it off, fill this out.
Yeah, ideally for them, they shouldn't have to fill it in twice.
@38:11 - Hilde van Helsdingen (Assessio)
the sales playbook should be maybe part, like, pooling it. I agree. Actually, yeah. Okay.
@38:19 - Jonathan Riis Gilmartin (sunrise.dk)
Like, the reason that they contacted the CCO, example, that might be already in their sales playbook.
@38:24 - Hilde van Helsdingen (Assessio)
Yes, exactly. So, of course, I will look at the fields you send and I will say, okay, have it already, or is it something we are adding?
So, yeah. All right.
@38:34 - Jonathan Riis Gilmartin (sunrise.dk)
Thank you.
@38:35 - Hilde van Helsdingen (Assessio)
Sarah, more questions from you in terms of, but I have to go out this meeting.
@38:42 - Sara Bakker (Assessio)
I will see you tomorrow or Thursday. I'm not sure when.
@38:47 - Jonathan Riis Gilmartin (sunrise.dk)
Thursday, we have another one.
@38:49 - Sara Bakker (Assessio)
Can follow your program, you're gonna come. No, no, it's fine. There's a lot of questions that I want to make sure that we have them as well.
@38:56 - Jonathan Riis Gilmartin (sunrise.dk)
I will also today send you this link, which is a link to the training page. that we've embedded into HubSpot.
So it's easy for you to find it. So we have a training page here with a lot of different good videos and examples.
So if you find something you have a little question for, it also has a menu bar here on the right as well.
So you can click Connect Email, for example, or Connect Phone, or I'm doing a word explain a glossary. Thank you.
So also explaining the different things. And this will be updated every week currently because some new things are, you know, needing it.
@39:36 - Hilde van Helsdingen (Assessio)
is the same link as I put in our chat. It was click up. So he's now integrated it. So this is the same.
It's the same.
@39:43 - Jonathan Riis Gilmartin (sunrise.dk)
We just found that some people have easier finding it in a dashboard where they can just look. yeah.
@39:50 - Sara Bakker (Assessio)
Thank you very much, Jonathan, and we'll speak to you soon.
@39:54 - Hilde van Helsdingen (Assessio)
Have a good day. You too. Bye bye.