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💬 RevOps Discussions

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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 read more

18 upvotes

133 Replies

abhishekmittal9

Member

March 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...read more

benesch_e on July 17, 2020

How do you restrict your sales teams access to the product library?

I don't know if this is a recent change in HubSpot but all users with sales hub professional or enterprise seats can create and view products in the product library from any deal. Does anyone have a clever way to restrict peoples access from mod read more

Reply Accessibility Products & Quotes Sales

0 upvote

1 Reply

esliney

HubSpot Employee

July 30, 2020 11:13

Hi @benesch_e , Thank you for your post. I hear you on having more control over product library permissions. I’d encourage you to comment o...read more

lalexander on April 16, 2020

AMA: Filling Your Lead Pipeline in a Challenging Environment [Now Closed]

Many companies have been forced by the global situation to replace in-person events or meetings with online ones and to develop new means of filling lead pipelines. If you’re looking to supplement your existing lead gen methods, submit a question b read more

Reply AMA Deals Sales

0 upvote

3 Replies

lalexander

HubSpot Employee

April 20, 2020 14:20

@Phill_CF @M_F_Griffin @jonathan_unger @skalka @baylistefl Also wanted to make sure you all saw this opportunity to ask our Head of Busine...read more

troy22 on April 08, 2020

4 Tips for Sales Buy-in and Alignment! [specifically, proposing a change]

Heyo! I was encouraged to share my tips for marketing-sales alignment, so here they are! This recently came to light with the alignment of lead statuses that would be shared across three sales teams with three [very differnent] sales processes. read more

Reply Marketing Operations Sales

3 upvotes

0 Reply

lalexander on February 19, 2020

Lead scoring for multi-brand/multinational companies

Today, we've got a quick tip from HubSpot Customer Success Manager @maggiebomze on lead scoring for global/multi-brand companies. Click HERE to watch the video . How have you adapted lead scoring to your busines read more

Reply Lead Scoring Marketing Sales

0 upvote

0 Reply

RalphDuin on February 11, 2020

What tool do you use on top of Hubspot for detailed Goal setting?

Hi, we've tried all of the hubspot reports but they do not satisfy use enough in goal setting. For example, I would like to set these goals; Generate 10 Qualified Opportunities (a deal stage) in January for team 1. Only count if they are Dir read more

Reply Deals Marketing Operations Reporting Sales

0 upvote

3 Replies

HadarS

HubSpot Employee

February 13, 2020 09:27

Also adding in this article which talks about how to use goals in your HubSpot reports: https://blog.hubspot.com/customers/a-short-guide-to-using-go...read more

Solved

GinaSabelli on February 10, 2020

Getting Playbook Information Out of HubSpot

Hi All! We are working on getting playbooks set up for our sales process, and a problem we are facing is that there is currently no way to export the information out of HubSpot. We would ideally like to get this infomation out of HubSpot to give read more

Reply Exporting Sales Activity Playbooks Sales

10 upvotes

8 Replies

Accepted Solution

HadarS

HubSpot Employee

February 13, 2020 12:54

Ah okay! In that case, you can save your playbook questions into HubSpot properties and then trigger an email that contains these property values as ...read more

davecriswell on February 07, 2020

Using Deals, e-commerce, and attribution reporting

I'd love to connect with anyone who is using an e-commerce platform without a direct integration to Hubspot and creating deals via an API to learn if/how you're capturing source and attribution data. Our challenge is a visitor hits our website read more

Reply APIs B2C Deals Ecommerce Forms Lead Generation Reporting Sales

0 upvote

2 Replies

davecriswell

Top Contributor

February 08, 2020 08:17

Thanks for the suggestion, @morganmcgee We're investigating that as an option though not optimistic due to restrictions from our vendor.

lalexander on January 23, 2020

What one thing have you done to help your sales and marketing teams work together effectively?

Many of you have mentioned that you're skilled in workflows and the CRM, and many of your job titles include phrases like "demand gen" and "automation manager." What is one process, workflow, property, or other thing that you've set up to create a s read more

Reply Automation Marketing Marketing and Sales Alignment Sales Workflows

0 upvote

9 Replies

HadarS

HubSpot Employee

June 26, 2020 15:08

@LizO love that! Please be sure to submit your Ideas to the Ideas Forum: https://community.hubspot.com/t5/custom/page/page-id/ideaslandingpage . T...read more

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