La fonction de suggestion automatique permet d'affiner rapidement votre recherche en suggérant des correspondances possibles au fur et à mesure de la frappe.
As an Enterprise Sales customer, we should be able to set custom goals. I love that we can set goals for number of calls made, deals created or revenue but I'd also like to set goals for individual users based on Number of Deals Closed by Pipeline and (more importantly for us) Deals with a Deal Stage Modified This Month. We want to be able to show how our Sales associates are progressing their customers through the sales process. This will help us better understand at what point of the sales process do our Sales associates need specific training. If they have had 20 deals progress to Step 3 of the process and only 8 progress to Step 4 then we know that we can focus training efforts on how to get customers to a Step 4. Setting goals around this would be helpful if only on a cumualitive basis.
If creating a goal for "Deals created" and "Revenue" why wouldn't you be able to set a goal for "Deals closed". This is the most important feature for us.
Creating custom goal would obviously solve this problem too.
This should be easy - users should have many more options for setting goals than the boilerplate Hubspot options.
The goal would need to be based on the total count of the property chosen, but needs to be more granular (ie. it's not about total calls but connected calls).
Setting a goal for something like a meeting is simply too basic.
What we need to be able to do is set a goal for something like a 'meeting type' (discovery/demo) and then the subsequent outcome (completed/scheduled).
Right now we are tracking our OKR's within an excel ... We have all the data within Hubspot, we just copy-paste it within Excel. Would love to see this feature live.
Pour ajouter un commentaire ici, vous devez être inscrit. Si vous êtes déjà inscrit, connectez-vous. Dans le cas contraire, inscrivez-vous puis connectez-vous.
