I am a RevOps Manager and have been tasked with reaserching different software to enhance our TechStack. I would ultimately love a software to provide "Insight" to our data in HubSpot using Revenue Goals and Activities. Does something like this exist? We currently use HubSpot, ZoomInfo and Microsoft PowerBI for metric reporting. With the power of AI, I am hoping something like this exists that will say Hey XYZ, you are 2 months from Year End and you need to generate $$$ more revenue to hit your goal, look at these deals in the pipeline. If you close XYZ, you will reach your goal. Any ideas? Thanks!
Hi @SComeau! I've heard of a few solutions for helping with HubSpot analytics. But a question first - is this something you can build with HubSpot reporting and the sales analytics tools? Or are you looking for a tool to truly be able to use natural languge to ask a specific question like the example you gave? In my experience, that kind of insight comes from a person doing the analysis, not a tool. But I'd be curious to see if others use tools like that.
Here are a few I know of that may help in your research:
PortalIQ (I think this is more high level than specific, but may be helpful)
Databox (more than HubSpot, so it may be useful with your other tools)
Hi @SComeau! I've heard of a few solutions for helping with HubSpot analytics. But a question first - is this something you can build with HubSpot reporting and the sales analytics tools? Or are you looking for a tool to truly be able to use natural languge to ask a specific question like the example you gave? In my experience, that kind of insight comes from a person doing the analysis, not a tool. But I'd be curious to see if others use tools like that.
Here are a few I know of that may help in your research:
PortalIQ (I think this is more high level than specific, but may be helpful)
Databox (more than HubSpot, so it may be useful with your other tools)
I also wanted to invite a couple of subject matter experts to this conversation @danmoyle, @johnelmer and @louischausse do you have recommendations to help @SComeau, please?
Also, if anybody else has anything to add and/or share, please feel free to join in the conversation🙂