Seamless Sales-to-Customer-Success Handoff
nBold enables sales and customer success cross-team alignment
through Microsoft Teams and HubSpot integration
through Microsoft Teams and HubSpot integration
Workspaces per each customer
Once a deal is closed in HubSpot, you team will get a ready-to-go collaboration workspace in Teams
All essential data readily available
Each workspace contains resources and tools your teams need to build a strong connection with customers
Cross-team alignment
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.
Turn your plan of actions into actionable frameworks
Each team contains guidelines and knowledge base for your support team, a board of tasks and other required data. Now everyone knows what to do when a deal is closed.
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.
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.
Turn your plan of actions into actionable frameworks
Each team contains guidelines and knowledge base for your support team, a board of tasks and other required data. Now everyone knows what to do when a deal is closed.
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.
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.