Great minds think alike

We centralise all our pixels in Google Tag Manager, all we're after is a simple callback from the CTA to the main landing page with data about the submission, so our pixels can fire correctly on successful form submission.   For regular forms this works fine, but if we have a form in a CTA this just doesn't work and it's wildly frustrating.   ...read more

It would be AMAZING to have a column in the list view/dashboard that displays the number of marketing contacts per list just as the list count column displays the number of contacts per list.    This is important for:  Marketing contact tier management  Avoiding email send errors  General reporting  ...read more

It'd be nice to be able to create graphs that show quote values by the term of the agreement.    For example, if I have a signed quote valued at $1,000 and it's a 5 month agreement, it'd be great to be able to make a graph that shows the term value spread out over the 5 months. The graph would show $200 a month for 5 months.  ...read more

Just as you can require a rep to associate a contact and company to a deal, it would be great if there was a way to remind and/or require a sales rep to qualify or disqualify a lead if they attempt to create an opportunity when there is an: 1) associated contact that has an open lead also associated 2) associated company that has open leads associated to it (might be more challenging for enterprise when you have multiple leads on a company record)   Since sales reps can create opps without qualifying or disqualifying a lead, we have to track these in lists AND then remind sales reps to go back and qualify the lead AND associate to the deal they have already created. It would be so much better if they were reminded in the deal creation process. Thanks.  ...read more

It would be helpful to have greater control over how data is joined for reports in the customer report builder. Having the ability to control how the sub data sources are joined would allow for more accurate reporting. Currenty you can select the primary source, but all other sources beyond that use the default join method.   For instance, you could select deals as the primary object and add companies and activities. By default, it will show all companies associated to the deal and all activities associated to the deal. I would like to be able to have the option to adjust that to say companies associated to the deal and activites associated to the companies.  ...read more

The tracking url functionallity on the marketing campaign object could use some work.   1. The ur's a stuffed a way unlogical.  They deserve a own space on the marketing campaigns. Especially on bigger campaigns you might have up to a 100 urls.     2. Currently you can only copy the shortened tracking version, not the long version.  For one it's not always necessary to use a shortened link. Second: Bit.ly (currently only option) is overpriced and we don't want hub.ly links. 3. It would be very helpfull while creating a new tracking url, you can see the already active urls. Preventing from duplicate urls and also creating overview while creating which urls have already been made.  ...read more

I would love to have a Kanban view, similar to what Sales has for Deals, where we can move marketing projects/tasks through a funnel of "Not Started, In progress, In Review, Complete, etc" ...read more

I'd love for there to be analytics around the tracking URLs I create primarily for paid social campaigns. Why? I want to know whether or not the money I'm putting behind a paid campaign is producing results.    In my case, for example, I create a tracking URL with specific UTM parameters that go to a page where someone viewing the paid post can fill out a form to get a demo of our platform. This would be a great way to track and quanitfy MQLs as well.    I would like to see the following analytics: Page views for each unique tracking URL Form submissions on those tracking URL landing pages If a deal has been created from that form submission, and what stage of the pipeline that deal is in now   This would be super helpful to know whether are money is being spent well or how to optimize our ads/promoted posts to get more engagement/traction. ...read more

"Base Sales" term in the MTA reports to account for the number of sales that would happen if you stopped all marketing & sales activity.    currently it attributes that base amount erroneously to activities based on their frequency and timing.         ...read more