Arrows

Arrows is a specialized platform designed to enhance the B2B sales and customer onboarding process for teams that rely on HubSpot. It bridges the gap between your team and your customers by creating a centralized, collaborative, and transparent space for every deal and new customer. By replacing static email chains and scattered documents with dynamic, AI-powered plans, Arrows helps businesses increase win rates, shorten sales cycles, and improve customer success outcomes.

The core of Arrows lies in its two main offerings: Sales Rooms and Onboarding Plans. Sales Rooms function as mutual action plans (MAPs), providing prospects with a clear, step-by-step path through the sales process. Onboarding Plans guide new customers through the critical initial stages of using a product or service, ensuring they achieve value quickly. These plans are not just static checklists; they are interactive hubs where teams can share resources, assign tasks, track milestones, and communicate effectively, with all activity seamlessly synced back to the HubSpot CRM.

How to use Arrows

Using Arrows is designed to be an intuitive extension of your existing HubSpot workflow. Here’s a typical process:

1. Connect to HubSpot: Start by signing up for a free Arrows account and establishing the native, best-in-class integration with your HubSpot portal.
2. Create Templates: Build reusable templates for your common sales processes or onboarding sequences. You can define phases, tasks, and pre-load essential resources like documents, videos, or meeting links.
3. Launch a Plan or Room: From a HubSpot deal, ticket, or custom object, launch a new Arrows plan or room using one of your templates. The platform automatically personalizes it with the customer's information.
4. Customize and Collaborate: Tailor the plan for the specific needs of the prospect or customer. Invite them to the shared space with a single, secure link—no login required for them.
5. Embed Resources: Enhance tasks by embedding tools your team already uses, such as Calendly, Loom, Google Docs, PandaDoc, or Typeform, directly into the plan.
6. Track Progress: Monitor customer engagement and task completion in real-time. Arrows provides alerts via Slack and updates the deal timeline in HubSpot, giving your team full visibility into progress and potential roadblocks.

Core Features of Arrows

• Native HubSpot Integration: Manage all Arrows plans, rooms, and data directly from within HubSpot deals, tickets, or custom objects.
• AI-Powered Sales Rooms: Create dynamic, personalized pages for each prospect that outline next steps, share resources, and track milestones to keep deals moving forward.
• Structured Customer Onboarding Plans: Provide customers with a clear, actionable path to success, reducing time-to-value and preventing churn.
• Reusable Templates: Standardize your best practices by creating and reusing templates for different sales plays and customer segments.
• Seamless Customer Experience: Customers can access their plan or room without creating a login, simply by verifying their email, which removes friction.
• Third-Party App Embedding: Integrate essential tools like Calendly, Loom, PandaDoc, and Google Suite directly into your plans and tasks.
• Real-time Notifications and Analytics: Receive alerts in Slack for customer activity and get insights into plan progress to proactively manage relationships.
• Mutual Action Plans (MAPs): Establish clear, mutual accountability with prospects to guide them through complex buying cycles.

Use Cases for Arrows

Arrows is versatile and benefits multiple customer-facing teams:

• Sales Teams: To close complex B2B deals faster by using mutual action plans. Sales reps can ensure alignment with buyers, provide all necessary information in one place, and maintain momentum throughout the sales cycle.
• Customer Onboarding Specialists: To streamline the post-sale handoff and guide new customers through a structured setup process. This ensures consistent and successful onboarding experiences at scale.
• Customer Success Managers: To manage ongoing customer relationships, renewals, and upsell opportunities by creating shared success plans that align on goals and track progress.
• Implementation Teams: To manage complex implementation projects by breaking them down into clear, manageable tasks for both internal teams and the customer.

Advantages of Arrows

By implementing Arrows, businesses gain a significant competitive edge:

• Higher Win Rates: Collaborative plans create transparency and build trust, leading to more deals won.
• Faster Sales Cycles: By clearly defining next steps and centralizing communication, Arrows eliminates delays and accelerates the time-to-close.
• Increased Team Capacity: Automating and standardizing processes allows each team member to manage more deals and onboardings effectively.
• Improved Customer Experience: Providing a professional, easy-to-follow plan shows customers you are invested in their success from day one.
• Centralized Visibility: All stakeholders, both internal and external, have a single source of truth for the status of a deal or onboarding project.

Pricing and Plans

Arrows operates on a freemium model. You can sign up for a free account to explore the platform and build your first templates. For full functionality and to roll out plans to your customers, paid plans are available. They offer both monthly and annual subscription options, with a discount provided for annual commitments. All prices are listed in US Dollars (USD) and payments are processed via Stripe. For detailed information on the different pricing tiers and their specific features, it is recommended to visit the official pricing page on the Arrows website or schedule a demo with their team.