CloudNet CRM is a fictional SaaS company used to demonstrate how I would manage customer success and account relationships using HubSpot CRM.
In this project, I acted as a Customer Success Specialist responsible for:
- monitoring customer health
- identifying customer risks
- managing follow-ups
- documenting customer interactions
- using CRM data to support retention and customer satisfaction
The project demonstrates my ability to:
- organize customer information
- identify potential risks
- create structured follow-up processes
- use customer data to support proactive Customer Success management.
The main objectives of this project were to:
- Monitor customer health and identify accounts that may require attention.
- Track customer risks and potential churn indicators.
- Maintain accurate customer information and interaction history.
- Create structured follow-up activities for customers.
- Identify opportunities to improve customer satisfaction and retention.
- Use HubSpot CRM data to support proactive customer success decisions.