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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

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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

hafsteinnbg on April 10, 2024

Deal doesn't enroll in workflow after associated company is merged with another

Hey, I am trying to require that all deals are associated to a company that has a property 'HQ Company ID' = known, before they can be moved to closed won. We are a SAAS company, and this HQ Company ID is the product account unique identifier. Beitrag ansehen

Antworten Automation Data Quality Process RevOps

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1 Antwort

PamCotton

Community-Manager/-in

April 10, 2024 18:35

Hey @hafsteinnbg , thank you for posting in our Community! You could Implement validation checks within your pipeline stages to ensure that ...Beitrag ansehen

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DSpagnol on Januar 19, 2024

Stages and Atributtion - Companies VS Contacts

Hey Community! I have had somethings troubling me for some time now and would like to request your support/ideas! 🙂 When we are talking about Lifecycle Stage or Lead Status, we are usually talking about Contacts. But how does this relate to Beitrag ansehen

Antworten MarketingOps Process RevOps SalesOps

0 Likes

3 Antworten

Accepted Solution

SteveHTM

Stratege/Strategin | Partner

Januar 22, 2024 10:42

@DSpagnol - Thank you for tagging my notes as a solution! Per you follow-up question about Lead Status. There's no reason to reset this prope...Beitrag ansehen

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PSterkenburg on September 26, 2023

Feeding Hubspot Product Updates to Slack channel?

Hi all! I am thinking of ways to keep the wider org up to date on all the Hubspot product updates, and one thought is to feed the content of the Product Update page to a Slack channel. Has anyone tried this (or similar) before, and if so, how did Beitrag ansehen

Antworten Automation Integrations Perspective Platform Process RevOps

1 Likes

4 Antworten

Accepted Solution

Shadab_Khan

Ratgeber/-in | Elite Partner

September 28, 2023 02:18

@PSterkenburg Great thought here! It looks like native integration cannot help here. I would build a manual library/database of only relevant u...Beitrag ansehen

PaulAuth on Juli 26, 2023

Quotes - updated functilnality has broken our rev ops' process

Recently the way quotes, adding tax and discounts can be applied to products on a quote has changed. We offer a SaaS product, and many of our quotes go out with a future start date for billing. Quotes sometimes include sales tax, and other times t Beitrag ansehen

Antworten Process RevOps SalesOps

1 Likes

2 Antworten

PaulAuth

Teilnehmer/-in

Juli 27, 2023 18:32

Thanks, Kirsten. I've reached out to @VictoriaGumaerb via email

kellier on April 13, 2023

Tracking upsell/downsell/renewal/churn

Hi everyone, I'm a product manager at a SaaS company, but we're a small team and so part of my role is in helping manage HS as an internal product, basically. I have a lot of background with HS generally, but I'm not well-versed in revenue oper Beitrag ansehen

Antworten Process RevOps SalesOps

2 Likes

3 Antworten

NMalchy

Mitglied

Mai 23, 2023 11:19

Hello, I read https://knowledge.hubspot.com/deals/track-recurring-revenue-with-revenue-analytics?KBOpenTab The values are available in our syst...Beitrag ansehen

Mark_Kelly on März 26, 2023

How can we give a 3rd party partner access to portal with limited visibility?

Hey all - looking for some suggestions here. Does anyone here know of a way to connect an outside organization to a portal, and not let them see anything other than the contacts they will be calling (including timeline events) - think 3rd party SD Beitrag ansehen

Antworten Admin Process RevOps SalesOps

1 Likes

3 Antworten

Mark_Kelly

Teilnehmer/-in | Platinum Partner

März 28, 2023 20:07

Thanks @LaurenRyan . This is where we started, however the companies and contacts are also worked by internal resources who are selling other servic...Beitrag ansehen

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CHouston6 on Februar 19, 2023

What lifecycle stage should I use if the associated deal is 'close lost'?

Hi guys, I'd love to know how people are dealing with the lifcycle stage of contacts that are associated to a deal that's close lost. Should I create a new lifcycle stage for these contacts? Or, should I create a workflow that changes them Beitrag ansehen

Antworten Data Quality MarketingOps Process RevOps SalesOps

1 Likes

7 Antworten

Accepted Solution

karstenkoehler

Berühmtheit | Partner

Februar 20, 2023 00:48

Hi @CHouston6 , This depends a bit on how what you're expecting from the contacts associated to those deals in the future. If you don't expect...Beitrag ansehen

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MarcosBarcelos on Februar 05, 2023

ICP: WHEN TO RE-EVALUATE

DISCUSSION How to know when to re-evaluate your icp? MOTIVATION During the content marketing course, Hubspot . From this he teaches how to create content based on the golden globe, developing intere Beitrag ansehen

Antworten MarketingOps Process RevOps

4 Likes

3 Antworten

Accepted Solution

jolle

Trendsetter/-in | Partner

Februar 07, 2023 16:44

Thanks for the tag and great question, @MarcosBarcelos ! Echoing @danmoyle , I agree that the ICP is something that evolves over time. I thin...Beitrag ansehen

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jolle on Januar 24, 2023

Balancing internal employee experience and external customer experience

Hey, all! I'm gearing up for the RevOps Bootcamp next week and have been thinking through the balance between keeping customers delighted and employees happy, especially for companies that are changing their processes. Sometimes, I think that Beitrag ansehen

Antworten Alignment Perspective Process RevOps

3 Likes

5 Antworten

Accepted Solution

MarcosBarcelos

Mitwirkender/Mitwirkende

Januar 27, 2023 05:39

@jolle I think this is an insight that occurs often. "Do you feel like there's a definable point when the internal team will suffer as a result o...Beitrag ansehen

MariSuper on Dezember 07, 2022

Year End Data Cleaning to give 2023 RevOps more impactful results!

As the year comes to an end, it’s time to review, clean up, prepare for the new year, launch new products, build new OKRs and goals, and re-energize our teams! It’s a lot! But it’s really important to analyze, evolve your CRM & clean the dat Beitrag ansehen

Antworten Automation Data Hygiene Data Quality MarketingOps Process RevOps SalesOps ServiceOps

4 Likes

3 Antworten

HDamásio

Teilnehmer/-in

Dezember 12, 2022 09:01

Thanks for sharing @MariSuper !

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MarcosBarcelos on Dezember 03, 2022

The importance of documenting insights and the experience on SalesOPS

Knowledge is the way. MOTIVATION After analyzing some sales processes, we faced something that we as sales ops should do: the documentation. So that when proposing a new strategy, new activities, or pipelines we would have an e Beitrag ansehen

Antworten Process RevOps SalesOps

2 Likes

2 Antworten

Accepted Solution

JenBergren

Ratgeber/-in

Dezember 19, 2022 12:17

Thanks for sharing @MarcosBarcelos , documentation is one of my favorite topics, everyone should do it including sales ops, yes! I like your focus ...Beitrag ansehen

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ManuelI on September 21, 2022

Trigger Workflows on association changes?

Hey y'all. we are working extensively with custom objects and they are more and more becoming integral part of our CRM. We are a B2B Saas company that offers subscriptions. One company can have multiple subscriptions or a subscription can have mu Beitrag ansehen

Antworten Automation Process RevOps

7 Likes

6 Antworten

Accepted Solution

JBeatty

Ratgeber/-in | Diamond Partner

September 22, 2022 11:03

Hi @ManuelI , My go to when needing to run workflows on association changes is setting up a calculated property for example on a Company that ...Beitrag ansehen

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