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💬 RevOps Discussions

Im Forum 💬 RevOps Discussions nach Lösungen suchen oder eine Frage stellen

maggiebutler on September 14, 2020

Welcome to the OpsLife community! Introduce yourself here 💬

OpsLife is HubSpot's newest community for Operations professionals. Whether you're in Marketing Ops, Sales Ops, Customer Success Ops, RevOps, or another type of Ops role -- we're here to provide a home for the content, education, and resources you n Beitrag ansehen

Antworten

18 Likes

133 Antworten

abhishekmittal9

Mitglied

März 26, 2024 04:35

Hey Everyone, I am Abhishek Mittal from India, Working as a Senior Associate Data Operations @G2Track (Acquired by BetterCloud). Glad to Know you...Beitrag ansehen

Gelöst

JavierZ on August 24, 2023

Integrate a specific from in Hubspot to MS Dynamics 365

Hi. I am looking for some information on the possibility of migrating new submissions from one specific form I created in Hubspot into the MSD 365 CRM environment. Currently, we have a workflow in MS Power Automate but it only syncs new data from H Beitrag ansehen

Antworten CRM

0 Likes

2 Antworten

Accepted Solution

johnelmer

Stratege/Strategin | Elite Partner

August 30, 2023 21:01

@JavierZ I believe you can use Datawarehouse.io for Hightouch in conjunction with the Hightouch app to set up this type of sync. DM me if you wo...Beitrag ansehen

Edmund_Lam on Mai 17, 2023

Two-way Contact Sync After Importing QBO Contacts into HubSpot

I just completed importing companies and contacts for a HubSpot installation. One of the import sources was a contacts spreadsheet exported from QBO. I did some data cleanup to make the data fields lined up with HubSpot's. Now, my client wants to ha Beitrag ansehen

Antworten CRM Integrations

0 Likes

1 Antwort

kvlschaefer

Community-Manager/-in

Mai 19, 2023 09:14

Hi @Edmund_Lam , Thanks for reaching out to the Community! Would you be able to confirm which Quickbooks Integration you are looking to...Beitrag ansehen

Gelöst

Lanny-Heiz on April 13, 2023

Recurring Revenue & Renewals

Hi all, RevOps from a B2B SaaS here and looking for some best practices and how to accurately track up, cross, downsells and churn. Here's our setup: We have the full ENT suite. One pipeline for new sales & one for renewals (Stag Beitrag ansehen

Antworten CRM Enterprise How-To

2 Likes

9 Antworten

Accepted Solution

louischausse

Autorität | Platinum Partner

März 05, 2024 13:47

We've built a Recipe to handle Renewals. A Recipe is a small process that you can install in your HubSpot portal. This doesn't require any third-pa...Beitrag ansehen

maggiebutler on Dezember 18, 2020

What does a 'good' customer experience look like?

I recently signed up for Chewy.com because my pup needs some new medication. Ordering the medication online was so easy because they call your vet to verify the prescription . I didn't have to do anything except buy it! Usually there is some phone Beitrag ansehen

Antworten CRM

2 Likes

2 Antworten

Plats

Mitwirkender/Mitwirkende

Februar 04, 2021 22:49

Hi maggiebutler, It's pretty cool reading this story and seeing just how far customer experience has grown as a whole in businesses and that it's...Beitrag ansehen

maggiebutler on Dezember 16, 2020

If you could describe the value of RevOps or operations in one sentence, what would it be?

As I've been learning about RevOps I have noticed that there isn't a lot of standardization of 'how operations should work' or clarity into this professional role. (I know I'm preaching to the choir here!) So when companies add an Ops team to fix wh Beitrag ansehen

Antworten CRM Enterprise

3 Likes

3 Antworten

Drew_Cohen

Stratege/Strategin

Februar 07, 2021 14:18

Great question, @maggiebutler . I'd say that RevOps works across all revenue-generating areas of a business -- ultimately working to elimina...Beitrag ansehen

maggiebutler on Dezember 14, 2020

How do you hire for tech stack management and innovation?

In our recent Road to Revops event , Scott Brinker moderatoed a session on 'How to Future Proof You Tech Satck' asking the important question: how do you staff a role like this? What kinds of qualities or attributes does a professional need to ha Beitrag ansehen

Antworten CRM

0 Likes

4 Antworten

Drew_Cohen

Stratege/Strategin

Februar 07, 2021 14:38

This is definitely a role that it helps to have some experience in different departments, or experience in a very hybrid role (such as a Strategist a...Beitrag ansehen

maggiebutler on Dezember 09, 2020

The pros and cons of centralizing your Ops team

Last week in our Road to RevOps event, our EVP of RevOps Alison Elworthy talked a lot about centralization in operations. One way we've centralized our operations teams at HubSpot is literally through a new org chart. We've taken our GTM opera Beitrag ansehen

Antworten CRM

3 Likes

1 Antwort

PamCotton

Community-Manager/-in

Dezember 15, 2020 15:18

Welcome new Community users @PLachance @PPedersen @PRyan @RBetancourt @rorycs @RBucholtz @samiam1 @SamR @STarkleson @SKyolova @...Beitrag ansehen

maggiebutler on November 23, 2020

How do you measure tech debt?

As we get ready for our Road to RevOps event , as our How to Future Proof Your Tech Stack discussion, I can't help but think about the phrase tech debt . We know 'debt' of any kind to be not-so-great, so how would you describe tech debt? An Beitrag ansehen

Antworten CRM

3 Likes

3 Antworten

maggiebutler

HubSpot-Moderator/-in

Mai 21, 2021 11:02

Wow! I've never heard of this TDR metric before. Have you been able to get others in your company to adopt / use the TDR metric? Can you use it / calc...Beitrag ansehen

maggiebutler on November 20, 2020

How do you define 'revenue operations' or RevOps?

As we get ready for our live discussion event ' The Road to RevOps ', I'd love to know how our community is thinking about RevOps, if you are at all and what it means to you. HubSpot defines it like this: " RevOps is the mindset, practice, and Beitrag ansehen

Antworten CRM

2 Likes

0 Antwort

JDobbin on Oktober 23, 2020

Connecting HubSpot CRM with accounting systems

Hello! We've been running on HubSpot for the past 6 years and have grew from a single currency/country company to a multi national one, with employees and customers in more than 5 countries. And at the same time that this is awesome, it did created Beitrag ansehen

Antworten CRM CRM & Sales CRM App integration

1 Likes

0 Antwort

Josh on Juli 15, 2020

Data Cleanup Best Practices (BEFORE IMPORT)

When it comes to CRM data you've probably heard the old adage, "garbage in, garbage out". It's incredibly important that you clean-up your data prior to an import. Here are some of our best practices: When collecting your data from your previ Beitrag ansehen

Antworten CRM Data

5 Likes

2 Antworten

JenBergren

Ratgeber/-in

August 07, 2020 11:12

Hi Josh! Great list for before import! A major issue we've seen with a lot of clients importing spreadsheets into HubSpot is after they impor...Beitrag ansehen

RiccardoPisani on März 04, 2020

Spot contacts that viewed your pricing page 3 (or more!) times within a given time window!

Hi HubSpotters within the list tool it looks like you can filter page views only by date OR number of times someone viewed your page/s ~> https://monosnap.com/file/I2oEUhY93vmVwfb0mOudXv5GzhEj91 One criterion only availa Beitrag ansehen

Antworten Contacts CRM list conditions list tool Marketing Operations pageviews Properties url url conditions Workflows

2 Likes

2 Antworten

RiccardoPisani

Stratege/Strategin

März 06, 2020 07:04

Hi @jfields , it would be amazing having the possibility to have this as standard functionality within the list tool! I hear you on the "high i...Beitrag ansehen

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