Our controller was up until nearly 2:00am in the morning finishing the week’s long work of manually duplicating ALL of our major subscription renewal deals in our Hubspot instance for 2023. Why? (1) Because creating a deal manually one-year in advance is not something sales reps typically do given how much work it is, and they post once closed. (2) Because she needs the pipeline information for forecasting. This would be a non-issue with cloning. She’s a single mom and will be back at the grind this AM. Our team appreciates her effort, but it’s so frustrating b/c virtually every other CRM comes with Deal Cloning.
With all due respect to the Hubspot team, this feature is more important to every sales team in the subscription renewal space than “team goals,” “deal overlays,” and especially, “color coding the deals board.”
Sharing for Hubspot’s consideration.