クリエイティブな才能を開花させよう

It would be helpful to have a way of exporting what was the last email they received, what email they unsubscribed from, and a reason as to why they unsubscribed.    It would be benefical for us to get to know our leads better and helps with segmentation of similar leads that are still subscribed.  ...その他を表示

Especially in the latter stages of the sales process, we are sharing Sales Documents with leads quite extensively.  Whereas the tracking and reporting on the Sales Document page itself is good - I can see a full list of who downloaded the document - the tracking and reporting on the contact page is very limited.    I propose to enable clicks on a 'Sales Document' to be used as a trigger (e.g. for a workflow) in the same way you can do this with Page Views.  This can then be used in a range of funnel activities, e.g.:   Enrol contact in a new workflow Populate a custom field on contact for e.g. 'Downloaded Document X' with value 'YES' to provide better visibility of whether or not a contract has downloaded the document. Allocate Hubspot Score points as downloads of these Sales Document is a major indicator for whether the lead is hot, or not. ...その他を表示

by removing the little "x" on each activity it makes it virtually impossible to easily see the most important activities  I need tracked.    And your system tracks my internal communications to my colleagues - so once a question/issue is resolved I need to remove that from the activity feed and see other e mail responses ...その他を表示

It would be nice to see conversion rate data (like you can in the Funnel Reports) of all deal stages even when a deal skips a stage.    Almost every sales organization I've been a part of has deals that will go from stage 1 to stage 3 or later, and skip stage 2 for one reason or another. In cases like these, it should still be counted as a conversion from stage 2 to 3 even though it was not "placed" in stage 2.       ...その他を表示

The ability to sort any table view by one column and then by another. Three levels of sorting would probably be sufficient for almost any use-case.   Example: 1st level - sort by column for Deal Stage 2nd level - then sort by column for Deal Amount 3rd level - then sort by column for .....   The value would be to be able to see data exactly in the order in which you want to see it.  I know Salesforce and Excel have this feature. ...その他を表示

It would be great to have details about CLV for each contact. I know it's possible to have a workaround for this (https://community.hubspot.com/t5/APIs-Integrations/Calculated-properties-for-transactional-data/m-p/238284) but as a key metric for many businesses, having this automatically available would be really useful. ...その他を表示

My team would like to see the ongoing results of their assigned workflows. Without allowing the Sales Rep access to the Marketing functions, there is currently no way to report.    The workflow performance reports cannot be exported or printed, and there are no reports for workflows or individual emails.   Please add the ability to create emailed reports of the Workflow Performance page.      thanks. ...その他を表示

We're a B2B company with an external sales team. One report that our management staff tends to watch is "quotes per sales associate." We're pretty new to SalesPro and it's quoting features. We are currently tracking this data manually and I feel like it might be a relativly easy, and useful add-in. Thanks for any consideration! ...その他を表示

If Hubspot was able to calcuate gross margin from margin and amount fields it would make the inputting of deals a much more efficient process for our business. It would also make reporting on these figures much simpler, its a basic requirement of any sales director and should be easy for Hubspot to implement. We currently use 2 custom made free-text properties to facilitate our reporting, it just seems a clunky and time consuming way of doing things. ...その他を表示