Aug 31, 2018 5:07 PM - edited Sep 27, 2018 4:34 PM
UPDATE: Thank you for participating in the INBOUND 2018 Sales Hub AMA. This AMA is now closed. If you have any additional questions, feel free to reach out on the Sales & CRM Forum.
Next week at INBOUND, HubSpot will launch a number of new products that will help you grow better. A number of these new products and features will be within the Sales Hub & CRM. To celebrate, experts from HubSpot’s product and marketing teams will be answering your questions next week on how you can start growing better with HubSpot using these products.
This thread is meant for asking questions about product updates within the Sales Hub & CRM. If you have questions about product updates in the Marketing or Service Hub, we have separate threads for that as well.
This AMA will start on Friday, September 7 at 11:30 AM EST. The team will be answering questions starting then, but feel free to start adding questions now, and the team will begin answering them on Friday.
This thread is to ask questions about HubSpot's new products features. If you have an idea for how we can improve our product going forward, please post those on our Ideas Forum.
Click here to learn what’s new in HubSpot.
Sep 7, 2018 12:30 PM
Unfortunately, Sales Hub Professional customers will not get access to the new Sales Hub Enterprise features. If you think you might be interested in the Sales Hub Enterprise features, we do offer a free trial which our sales team can set you up with. Once you're in the trial, you'll be able to play around with all of the new Sales Hub Enterprise features and decide if the product is a good fit for you and your team. You can talk to sales and get started with the Sales Hub Enterprise trial by following this link.
Sep 7, 2018 9:40 AM
Is there a section on navigating HubSpot and features discription? If not, I think that would be very useful. I've seen the excellent demos and training videos. But, nothing directly address the program itself like:
1. Why do the contacts show up in the order that they do... and how can you fix it to show up a different way. (I saw the two little arrows which seem to chronolize or alphabetize, but nothing to indicate what it's doing.)
2. Why does it keep going back to the first page after working with a contact or company instead of maybe one-stepping back to the last page you were working on to choose the next contact in line.
I think it's an excellent tool... I just don't know if I glossed over a basic use document somewhere.
Sep 7, 2018 12:43 PM
Hey Daniel! Not sure if you've already stumbled across this (we've got a lot of resources), but this guide to getting started with the CRM might be helpful. You can also search for just about anything from academy.hubspot.com/help. 🙂
To answer your specific questions,
Sep 7, 2018 12:57 PM
Can you please add the ability for a customer to accept or decline a quote prior to paying the deposit or full balance via stripe.
This is super important and would allow our company to only use HubSpot - instead of needing to use another quoting tool.
Sep 7, 2018 1:17 PM - edited Sep 7, 2018 1:25 PM
We just released the eSign as part of the HubSpot quote feature. It is included in Sales Enterprise. You can test the feature via trial steps that Elise described above.
And to add to your question above, we are looking into the integration of quotes with Quickbooks, Xero, etc. to allow information to sync between the systems.
Sep 12, 2018 11:17 AM
Hey Gil - HubSpot Video feauters some Vidyard technology (hosting, playback) but is a native HubSpot integration. This means our product teams built it and is therefore a deeper more built-in integration than what you might expect from a Connect integration.
Marketers don't need to install, signup, or pay for any outside software for it to work. Also as the product matures you'll see deeper video connections between other tools like workflows, lists, the contact record, and reporting.
Marcus Andrews (Product Marketing - HubSpot)
Sep 27, 2018 3:22 PM
Adding a CC or BCC via the template is an interesting idea. I can totally see how valuable that would be for crossfunctional collaboration/operations. I'll make sure to share that idea with our product team.
Would love to learn more about what exactly you mean by "Velocity metrics" to see if that's something we can help with. Feel free to shoot me an email at firstname.lastname@example.org and we can chat more about that.