Arrows

What is Arrows?

Arrows is a specialized tool designed for onboarding, sales, and customer success teams to accelerate revenue closure and improve customer satisfaction. It integrates deeply with HubSpot CRM, allowing teams to manage customer journeys and processes without leaving their CRM environment. By creating mutual action plans visible to customers, Arrows ensures clear communication of next steps and expectations, reducing friction and increasing transparency throughout the sales and onboarding lifecycle. The platform leverages HubSpot’s native reporting and automation capabilities to optimize and scale workflows efficiently.

Key Features

• HubSpot Integration

  Seamless integration with HubSpot CRM enables management of onboarding and sales processes directly within the CRM, eliminating data silos.

• Customer-Facing Action Plans

  Create and share mutual action plans with customers that clearly outline tasks and next steps, keeping customers informed and engaged.

• Plan Templates

  Build reusable plan templates segmented by phases or customer segments to standardize processes and accelerate plan creation.

• Interactive Task Actions

  Enhance tasks with embedded actions like meeting scheduling, forms, file requests, downloads, and videos to streamline customer interactions.

• AI-Powered Suggestions

  Arrows AI analyzes emails, notes, and call recordings in HubSpot to suggest relevant content blocks, next steps, and milestone updates to sales reps.

• Centralized Customer Progress Tracking

  View real-time updates on customer task completion directly within HubSpot deal and ticket records for better process visibility.

Use Cases

• Sales Process Management : Sales teams use Arrows to create structured sales rooms with clear milestones and next steps, accelerating deal closure and improving follow-up.
• Customer Onboarding : Customer success teams deploy onboarding plans that guide customers through setup phases with interactive tasks, ensuring smooth adoption.
• Customer Engagement : By sharing transparent progress plans and interactive tasks, companies keep customers engaged and reduce confusion during complex processes.
• Workflow Automation : Leverage HubSpot automation combined with Arrows plans to trigger task creation and updates automatically, streamlining internal operations.
• Content and Resource Sharing : Easily add educational videos, documents, and forms within customer plans to provide resources directly where customers need them.

FAQs