Seamless Sales-to-Customer-Success Handoff

nBold enables sales and customer success cross-team alignment
through Microsoft Teams and HubSpot integration
Microsoft Teams Directeur des ventes Salesforce

Workspaces per chaque client

Once a deal is closed in HubSpot, you team will get a ready-to-go collaboration workspace in Teams

Succès client Microsoft Teams

Toutes les données essentielles sont readily available

Each workspace contains resources and tools your teams need to build a strong connection with customers

Microsoft Teams Salle des marchés HubSpot

Alignement entre les équipes

Connect people across functions who work on onboarding and supporting customers.

Get a workspace once a deal is closed

Once your Deal in HubSpot is closed, a new team will be created in Microsoft Teams automatically from your own Collaboration Template.

Transformez votre plan d'action en cadres opérationnels

Chaque équipe dispose de directives et d'une base de connaissances pour votre équipe d'assistance, d'un tableau des tâches et d'autres données nécessaires. Désormais, tout le monde sait quoi faire lorsqu'une transaction est conclue.

Get everyone on the same page

Bring together people who work on onboarding and supporting your new customers even if they don’t have HubSpot license.

Mettre tout le monde sur la même longueur d'onde
Montant Mise à jour HubSpot Customer Success Microsoft Teams

Automate routine tasks and focus on what really matters – your customers’ needs

No need to manually share customer updates from HubSpot to Teams. Receive automatic Teams notifications about Opportunity record updates and monitor your customer’s progress

Keep your customer story in one place

No more switching between the platforms – store customer details, activities and updates in a single workspace and automatically archive or delete a workspace later, if needed.

Get a workspace once a deal is closed

Once your Deal in HubSpot is closed, a new team will be created in Microsoft Teams automatically from your own Collaboration Template.

Transformez votre plan d'action en cadres opérationnels

Chaque équipe dispose de directives et d'une base de connaissances pour votre équipe d'assistance, d'un tableau des tâches et d'autres données nécessaires. Désormais, tout le monde sait quoi faire lorsqu'une transaction est conclue.

Get everyone on the same page

Bring together people who work on onboarding and supporting your new customers even if they don’t have HubSpot license.

Mettre tout le monde sur la même longueur d'onde

Automate routine tasks and focus on what really matters – your customers’ needs

No need to manually share customer updates from HubSpot to Teams. Receive automatic Teams notifications about Opportunity record updates and monitor your customer’s progress

Montant Mise à jour HubSpot Customer Success Microsoft Teams

Keep your customer story in one place

No more switching between the platforms – store customer details, activities and updates in a single workspace and automatically archive or delete a workspace later, if needed.