We have the outlook sidekick plugin on our email accounts, which logs emails and gives you a nice sidebar for more contact details. - Which is great for our actual customer contacts.
However, this plugin is currently adding absolutely everyone to our CRM automatically, so I’ve got a list of emails with no other data, and some contacts are irrelevant and not necessary for our CRM.
PLEASE can you make an option, that only LOGS Emails to existing CRM contacts. And if a contact is not in the CRM, it should pop up and say - “This contact is not in CRM do you what to add this contact” Y/N.
This way - I won’t end up having a list as long as my arm, of half filled out contacts from my team.
The current Gmail integration is insufficient because:
1. It requires a manual effort by salespeople to ‘log’ each and every email. (Unreliable.)
2. Requires the salesperson to manually bcc when using a phone or desktop client. (Seldom done.)
A 100% effective solution can be accomplished using one of two methods:
1. IMAP integration that logs every email that matches a customer email address.
2. BCC integration that logs every email that matches a customer address (because Gmail has a compliance setting that can BCC every email to the hubspot address.)
Both of these methods require a single feature change to be effective: turning OFF the feature to ‘create new contact’ when an email address does not match an existing address. This will ignore personal emails and emails to non-customers.
I cannot roll out HubSpot for Sales to many of my users because they accidently create new contacts. Since the default for the Track and Log check boxes is what you last used, it is easy to forgot to uncheck them. We need the option of turn off the auto create or at least get a warning message that states “you will be creating a new Contact in HubSpot”.
Don’t get your hopes up. This has been a request for over 2 years. Since that time, GDPR and CA’s version has made it illegal to use mail integration without this feature. Each time we press them on it, we are told that it is impossible. Really.
The way it works is dumb: either you have to remember to tick the log box every CRM email or default logging ON and all your private email goes into the CRM and creates new contacts: rather dodgy.
Hubspot CRM has all these stats so it would be great if there was a module in the CRM for each Contact with a recommended best day of the week or month and time of day to send an email or call a contact.
1)What is your current goal and what is the roadblock that is stopping you from carrying it out?
I am trying to increase my connected rate when calling clients. It would be great to know when its the best time for me and my team to call the clients because this might differ by country, sector, client size etc.
2) What is your proposed solution and how would it add value to the tool?
Chart: y-axis: connected calls as a percentage of calls I made; x-axis: time of the day.
3) Do you have any examples of other software apps that have this functionality?
On the Android app, we need all Marketing tools accessible. We need to be able to reach out to potential customers, schedule social media posts and retweet if needed. We would also like to manage and create blogs for the app as well.
We’ve attempted to use the re-tweet feature on the iPhone app but continue to receive errors.
Would love to see this as well (for both Android and iOS)! Could have a Sales Hub and Marketing Hub app. Marketing Hub should include the calendar, projects, blogs, landing pages, and social media. I would LOVE to schedule my social media on an app! Especially with Instagram…much easier to take a photo and create a post from my phone rather than coming back to my desktop.
Projects would be nice to see to keep track of my to-do list on the go and add to it if I’m in a meeting. That plus the Calendar allows me to see what my week is like without having to get on my desktop computer. The Blogs and Landing Pages should include a simple editor and stat view. Even WordPress allows you to do some writing work on their app.
Everything is mobile-accessible now I’m surprised that HubSpot hasn’t created this already! Even accessing the stuff on a browser on a phone isn’t awesome! Where’s the responsive-ness??
Just like you click F11 to remove the browser, I would like to do the same on the “Deals” page to be able to remove the top and left side menu and only show all the swimlanes on my Deals board. It will make a great dashboard for the entire sales team to look at.
Would be great (and is CRM 101) if we had the ability to mandate that at least one ‘contact’ be listed on a deal/opportunity. Not sure why this isn’t part of the mandatory field functionality!!
I set up an email workflow a few weeks ago, and wanted to create an A/B test after the fact. It looks like once the workflow is live with teh emails, you can’t add an A/B test - would be nice to have!
It would be useful if I had the option to display the dates of deals in my pipeline within HubSpot’s Calendar. If I have a deal running from September 15th-20th and another deal running from the 23rd-28th, I want to be able to go into HubSpot’s Calendar, see those deals over those dates, and be able to click on the deal and view information about that deal.
A Calendar View of Deal Close Dates (with total amount for month).
Ability to cycle through a calendar month-by-month to see Close Dates (e.g. how does June look) with total of Deal Amounts for the month on the title. Useful for quick look-ahead on pipeline.
Our sales reps often receive emails in their Outlook that they want to log in Hubspot and/or continue the conversation in Hubspot instead of Outlook. I know that they’re supposed to be able to check the “Log in CRM” checkbox in the Outlook plugin, but currently the plugin is unusable due to performance issues.
What if every Company, Contact, and Deal had a unique identifier that could be blind carbon copied on an email? When Hubspot see’s this, it automatically adds that email chain to the appropriate Company, Contact, or Deal as an email, and the conversation can then be continued in Hubspot.
the persona report on the marketing dashboard shows you the number for each persona, but you can’t click on it to see who the contacts are. The only way is to setup a view, but that is really annoying…other reports on Sales Dashboard are interactive, would be nice if this one was, too. Also, if persona is the foundation for the buyer journey, they need more prominent placement in the system - you shouldn’t have to go through the dashboard to edit, they should be in the navigation and they should be much easier to use, manage and update.
