topic Re: Ask Us Anything About Sales Hub & CRM Updates @ INBOUND 2018 in Ask Me Anything and Panel Discussions

Ask Us Anything About Sales Hub & CRM Updates @ INBOUND 2018

agirard — Thu, 27 Sep 2018 20:34:00 GMT

UPDATE: Thank you for participating in the INBOUND 2018 Sales Hub AMA. This AMA is now closed. If you have any additional questions, feel free to reach out on the Sales & CRM Forum.

Next week at INBOUND, HubSpot will launch a number of new products that will help you grow better. A number of these new products and features will be within the Sales Hub & CRM. To celebrate, experts from HubSpot’s product and marketing teams will be answering your questions next week on how you can start growing better with HubSpot using these products.

This thread is meant for asking questions about product updates within the Sales Hub & CRM. If you have questions about product updates in the Marketing or Service Hub, we have separate threads for that as well.

This AMA will start on Friday, September 7 at 11:30 AM EST. The team will be answering questions starting then, but feel free to start adding questions now, and the team will begin answering them on Friday.

This thread is to ask questions about HubSpot's new products features. If you have an idea for how we can improve our product going forward, please post those on our Ideas Forum.

Click here to learn what’s new in HubSpot.

Re: Ask Us Anything About Sales Hub & CRM Updates @ INBOUND 2018

MFrankJohnson — Sat, 01 Sep 2018 10:19:03 GMT

Awesome-excellent! [my word] haha Curious to know much more about HubSpot Video ...

- How will it fit into the HubSpot ecosystem?

- At what tiers will HubSpot Video be available?

- What intelligence will be available in HubSpot around video views?

Thanks in advance.

Best,
Frank

www.MFrankJohnson.com

Proposals

raylawrence — Tue, 04 Sep 2018 10:57:01 GMT

Any plans to add a sales proposal generating option?

Quotes is too basic and not a proposal generator.

The integrations in this area are just too simple to be useful.

"Accept Quote" and then purchase functionality

ChrisWilson — Wed, 05 Sep 2018 17:41:00 GMT

HubSpot Power User Tech Stack Question:

I run a rental business and we are switching over to HubSpot this month.

Our sales process is built on quoting. We get about 700 quote requests a month and our tech stack is a combination of Active Campaign, Pipefy, Quotient, Google Sheets, and Quickbooks (and zapier of course to hold everything together with duct tape and bubble gum).

After purchasing HubSpot we discovered the quoting tool does not allow a customer to "accept" or "decline" a quote and then pay the associated deposit or full balance to book.

Our goal here was to use HubSpot and Quickbooks only but now I'm thinking we might need to keep using a quoting tool that allows for payment processing.

Does anyone have a recommended setup that they use for a quote focused sales process, with online payment, using HubSpot and Quickbooks?

Bonus points if this setup allows a customer to accept a quote and then purchase in one screen without having to have the sales person send an invoice.

Organizing Attachments

StacieB — Wed, 05 Sep 2018 20:27:47 GMT

I am hoping it can become possible to organize attachments. Our company has several attachments per Contact/Deal that we need access to, but only two we would need quick access to. . . You can only pin one and when you get 10-20 attachments, it makes it difficult to find the one you are looking for.

Attaching Custom Documents in Sequences

JackTaylor — Wed, 05 Sep 2018 20:58:05 GMT

Hello,

When sending out sequences I would like to be able to attach custom proposal on the first email. This would be an amazing feature so when I send out estimates/proposals, it can keep the lead hot and continue to send them follow-ups. To clarify, this would not be a default document, this would be different at the beginning of each sequence.

Is this something that will implemented in the future? If so, any projected timeframe?

Thank You in advance!

Search for accounts by custom property

sd_elm — Thu, 06 Sep 2018 13:01:58 GMT

We have the paid version of HubSpot CRM/Sales Hub/Service Hub. Currently we can only search for accounts by the account Name. For all of our accounts, we list an eight digit account code ######-##. Our previous legacy CRM allowed us to search by either name or account code. Please add functionality in the search bars throughout HubSpot to allow users to search for accounts by Name OR custom properties (such as Account Code). At times, the only information we have is Account Code when interacting with our clients.

Re: Ask Us Anything About Sales Hub & CRM Updates @ INBOUND 2018

gil1001 — Thu, 06 Sep 2018 15:59:03 GMT

For existing Sales pro customers - will we get access to see the new enterprise features?

Creating a How to Use HubSpot and Features section

dhspeller — Fri, 07 Sep 2018 13:40:58 GMT

Is there a section on navigating HubSpot and features discription? If not, I think that would be very useful. I've seen the excellent demos and training videos. But, nothing directly address the program itself like:

1. Why do the contacts show up in the order that they do... and how can you fix it to show up a different way. (I saw the two little arrows which seem to chronolize or alphabetize, but nothing to indicate what it's doing.)

2. Why does it keep going back to the first page after working with a contact or company instead of maybe one-stepping back to the last page you were working on to choose the next contact in line.

I think it's an excellent tool... I just don't know if I glossed over a basic use document somewhere.

Thanks!

Daniel

Re: Ask Us Anything About Sales Hub & CRM Updates @ INBOUND 2018

ebeck — Fri, 07 Sep 2018 15:47:48 GMT

Hey Frank! Great questions... You can learn more about HubSpot Video here.

The TLDR; HubSpot Video is really going to be an integral part of the HubSpot ecosystem with availability and use cases across the Marketing Hub, Sales Hub, and Service Hub. It will be available in the Professional edition and above.

Here are a few more resources that we've published:

Re: Proposals

ebeck — Fri, 07 Sep 2018 15:57:41 GMT

Hey Ray,

Interesting idea (and one I can relate to given the amount of time I've spent creating proposals :))

We don't have plans for a proposal generator on the roadmap, but if you have some ideas for what this might look like, we'd love to hear them! Feel free to email me a sample proposal from your company (ebeck@hubspot.com) and I can pass it along to our team.

Re: Ask Us Anything About Sales Hub & CRM Updates @ INBOUND 2018

MFrankJohnson — Mon, 10 Sep 2018 18:33:58 GMT

Thanks @ebeck ... working through a use case with support now. Should be seamless once things get back to normal next week.

Support escalated to product team (today), but no idea why video isn't working in Sales Pro portal (Ticket #1984865).

Re: Proposals

ipalma — Fri, 07 Sep 2018 16:00:58 GMT

Hi, spot on! We are thinking through a potential solution to allow users to easily generate proposals in collaboration with the current quote feature.

If you have examples or would like to share your use case please feel free to email me directly at ipalma@hubspot.com

Thank you!

Re: "Accept Quote" and then purchase functionality

ebeck — Fri, 07 Sep 2018 16:14:43 GMT

Hi Chris,

I think the best thing to do would be to leverage HubSpot's integration with Stripe. In Sales Hub Professional and above, there is the option to add a payment link to your quotes via Stripe. You can learn more about how to set that up here. Stripe will then be able to integrate with Quickbooks for you.

Definitely keep us posted on how this works for you! We launched Quotes this spring and we're very much invested in making this feature even more powerful and valuable to our customers.

Re: Attaching Custom Documents in Sequences

ebeck — Fri, 07 Sep 2018 16:19:45 GMT

Loving this idea! Will pass it along to the team.

In the meantime, a workaround might be to create a Sequence where the first step is a Task reminder to send the quote. You can then set a 1 or 2 day delay between your follow up email or tasks.

Re: Organizing Attachments

ebeck — Fri, 07 Sep 2018 16:21:33 GMT

Hi Stacie,

We don't have a solution for this just yet, but I'm going to share this feedback with the team.

Re: Search for accounts by custom property

ebeck — Fri, 07 Sep 2018 16:26:06 GMT

Great news! Custom property search is now included in any Enterprise edition (Marketing Hub Enterprise, Sales Hub Enterprise, and/or Service Hub Enterprise). To make a property searchable, you'll need to configure it under settings.

Go to Settings > Properties, and search for the property that you'd like to make searchable. If you scroll down, you'll see that there is now an option for "Add to Search", if you check that off, the property will be searchable. Hope that helps!

Re: Ask Us Anything About Sales Hub & CRM Updates @ INBOUND 2018

ebeck — Fri, 07 Sep 2018 16:30:25 GMT

Unfortunately, Sales Hub Professional customers will not get access to the new Sales Hub Enterprise features. If you think you might be interested in the Sales Hub Enterprise features, we do offer a free trial which our sales team can set you up with. Once you're in the trial, you'll be able to play around with all of the new Sales Hub Enterprise features and decide if the product is a good fit for you and your team. You can talk to sales and get started with the Sales Hub Enterprise trial by following this link.

Re: Creating a How to Use HubSpot and Features section

ebeck — Fri, 07 Sep 2018 16:43:13 GMT

Hey Daniel! Not sure if you've already stumbled across this (we've got a lot of resources), but this guide to getting started with the CRM might be helpful. You can also search for just about anything from academy.hubspot.com/help. 🙂

To answer your specific questions,

The contacts by default are ordered by date, but you can use the arrows to filter them a bit.
In terms of going back to the first page... one thing that you might be interested in is task queues. You can learn more about task queues here, but it's basically an easy way for you to power through your to-do list (without having to go back to the first page).

Re: "Accept Quote" and then purchase functionality

ChrisWilson — Fri, 07 Sep 2018 16:56:00 GMT

Hi Collecting the payment with Stripe will not help us here.

Like Quotient and other quoting and proposal tools we have to have the user "e-sign the terms, dates, shipping address" and all of the info on the quote prior to purchasing or making a deposit.

Can you please ask to have this simple functionality added to the quoting tool. It really is important and we can't collect payment prior to acceptance.