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💬 RevOps Discussions

Rechercher 💬 RevOps Discussions pour des solutions ou poser une question

maggiebutler le Septembre 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 Lire la suite

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abhishekmittal9

Membre

Mars 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...Lire la suite

hafsteinnbg le Avril 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. Lire la suite

Répondre Automation Data Quality Process RevOps

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PamCotton

Gestionnaire de communauté

Avril 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 ...Lire la suite

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DSpagnol le Janvier 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 Lire la suite

Répondre MarketingOps Process RevOps SalesOps

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Accepted Solution

SteveHTM

Contributeur de premier rang | Partenaire solutions

Janvier 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...Lire la suite

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PSterkenburg le Septembre 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 Lire la suite

Répondre Automation Integrations Perspective Platform Process RevOps

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Shadab_Khan

Guide | Partenaire solutions Elite

Septembre 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...Lire la suite

PaulAuth le Juillet 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 Lire la suite

Répondre Process RevOps SalesOps

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PaulAuth

Participant

Juillet 27, 2023 18:32

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

kellier le Avril 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 Lire la suite

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NMalchy

Membre

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...Lire la suite

Mark_Kelly le Mars 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 Lire la suite

Répondre Admin Process RevOps SalesOps

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Mark_Kelly

Participant | Partenaire solutions Platinum

Mars 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...Lire la suite

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CHouston6 le Février 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 Lire la suite

Répondre Data Quality MarketingOps Process RevOps SalesOps

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Accepted Solution

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Février 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...Lire la suite

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MarcosBarcelos le Février 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 Lire la suite

Répondre MarketingOps Process RevOps

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3 Réponses

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jolle

Expert reconnu | Partenaire solutions

Février 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...Lire la suite

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jolle le Janvier 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 Lire la suite

Répondre Alignment Perspective Process RevOps

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MarcosBarcelos

Contributeur

Janvier 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...Lire la suite

MariSuper le Décembre 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 Lire la suite

Répondre Automation Data Hygiene Data Quality MarketingOps Process RevOps SalesOps ServiceOps

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HDamásio

Participant

Décembre 12, 2022 09:01

Thanks for sharing @MariSuper !

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MarcosBarcelos le Décembre 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 Lire la suite

Répondre Process RevOps SalesOps

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JenBergren

Guide

Décembre 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 ...Lire la suite

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ManuelI le Septembre 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 Lire la suite

Répondre Automation Process RevOps

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6 Réponses

Accepted Solution

JBeatty

Guide | Partenaire solutions Diamond

Septembre 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 ...Lire la suite

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