クリエイティブな才能を開花させよう

Hi everybody,    We would really love to have a feature to create custom fields with the field property "direct link to an existing contact, company, deal or ticket" and have the ability to create a relationship between to objects through this direct link.   Example: Multi-Step Sales Process (Software Company sells software to system partners and they sell it to the end customers) -> I would like to add a custom field at the end customer object which is callend "Primary Partner Contact" and add the the primary contact person from the system partner to the end customer object.   THX & BR Mario     ...その他を表示

Hi!   It would be great to have system built-in predictive properties along customer journey.    I'd need this for estimating contacts' churn propabilities to be able trigger pre-emptive activivites via automation and heads-ups to customer tending functions. There predictive properties would be similar to what there is for predictive MQL leading but calculating just a negative measurement criterias vs. customer base measurement points.   As negative measurement points may vary according to customer business environments we'd need some more generic predictive contact property setup and new segment & contact type lookalike comparison functionalities built-in for Hubspot.   Once available we'd be able create comparison models along the customer journey to support other AI enhanched predictive property use cases as well ie. identifiying cross-sales opportunities etc.   With regs,   Pekka ...その他を表示

We’d like to be able to sort or filter our companies and contacts based on the distance of their address to our address (or the address identified by the user). This way, our sales people can filter their companies and/or contacts based distance from their home/work/other address. They could then focus on highest value accounts that are physically closest to them first, then move on to ones further out. I understand you can filter and sort by zip code, but no one knows which zip codes are closest to them past a couple zip codes away. For sales reps that cover large territories, like multiple states, there doesn’t seem to be any way of deterring which contacts or clients are within say 100 miles or less. It would be nice to be able to filter anyone out past a certain distance. ...その他を表示

For sales people, in B2B2C or B2C sales, one of the most important things that hubspot is not capturing is where people used to work. It is one of the best sales leads out there...   e.g. let's say you suddenly start working with Google. First thing to do is search your existing database of contacts to see who used to work at Google and then the first introductory email to them is "we are now working with Google..." immediately there is FOMO there that some business is working with a former employer.   Right now there is no mechanism for tracking this....there should be an "associated company history" tab or something so as people move from one company to another it can be tracked.    You should also be able to manually add company history. E.g. if you see someone on the database used to work at a really exciting firm that you want to target, you can add that firm to his/her company history so that you can use that relationship to get in to his/her former business.   I hope this sounds simple and logical...!   Thanks  ...その他を表示

I'd like to have the option for changing the order of existing contacts linked to a specific company ...その他を表示

It would be very beneficial for us if HubSpot could identify automatically who is on the To: or Cc: address line on a ticket for both searching purposes as well as workflows to assign an agent a ticket that way.   For example, we'll have various senders (associated contacts) outside of our clients and put one of our clients on the To: or Cc: line, so it would be helpful if we could have a workflow that says "if this client email domain is on the To: or Cc: line, assign it to this agent". ...その他を表示

Often LinkedIn profiles of the contacts are quite important.   Unfortunately, there's no LinkedIn profile field.   There is a website URL field, but the putting the LinkedIn profile URL in the website field makes HubSpot think that the contact works for LinkedIn. i.e. the Website field is really for the company, not for the contact.    (in our workflow, we care absolutely zero about companies, 100% about contacts...it's a B2C model) ...その他を表示

We're a B2B vendor and give numerous demos to prospects(contacts) belonging to companies. Since our sales cycles are long and complex, we can give demos multiple times during the course of the long sales cycle. These demos are given on an as-needed basis, not on a set date. Contacts usually attend many of these demos. I want the reps to be able to track the contact attendees that attended these demos. So I want to be able to create a Contact property called 'Demo Attended' with the Field Type value being Date Picker, but with the option to have Multiple picks of dates in the calendar. For example, Brooke attended demos on May 22, June 10, June 19, July 4 and July 14. The rep will have the ability to click on dates in the calendar to capture all of those dates she attended the demo and store them in the field showing these dates. Then we can easily follow up with a specific email to all the attendees and track for engagement and scoring. Right now, it seems the only option is to create a Field type of Multi-line text and manually typing in the dates. With this option, I see reps entering all different types of inconsistent date formats and not allowing easy reporting options. ...その他を表示

Would be great to select multiple properties and be able to merge them into one with additional ability to edit the name of that property ...その他を表示