Gute Ideen sollten geteilt werden

Playbooks are a nice feature (Although it's too bad the advanced data capture features are only for paid seats...).   One limitation to the current format is the drawn out Q&A format. Cna be large and blocky. (Makes the process feel longer than it actually is.    In terms of using playbooks to enforce process, we would prefer a checklist format. In line with some of the ideas discussed in this book: https://en.wikipedia.org/wiki/The_Checklist_Manifesto   Reps often complain that playbooks are too long. Would be nice to have the option to format some of the steps in a playbook as  checkboxes.   @DMcDaniel  ... Mehr anzeigen

We want our sales team to call specific contacts every month to do a 'health check' on the customer (ask questions to find out how the health of the account is doing), so we schedule recuring tasks. To get the right questions answered we have created a playbook for them to follow. However we want the playbook to apear in the scheduled task so they know that is what they are meant to do without needing to click out of the task then into the playbooks ... Mehr anzeigen

We are currently trying to enforce the use of playbooks for our sales reps, to ensure the correct logging of data and to automate follow-up task creation. Since we have a couple of different call types and activity types, they loose time while finding the correct playbook for each call or activity and opening it.  Ideally, the correct playbook would open by itself once a task is started. Of course this would have to go along with custom activity types, so that we can match each playbook to a specific task type.  ... Mehr anzeigen

Hey HS crew,   Not a critical issue by any means, but I think it would be a great ease-of-use feature to make multi-step playbooks.   Just as HS recently introduced multi-step forms, a multi-step playbook would make it super simple to use playbooks while on the phone with customers. Reps could navigate a couple of questions at a time to ensure focus, order, and the comprehensive completion of the playbook.   Right now, we have sprawling playbooks that look more like doctoral theses than a guide someone can use while mid-conversation. It'd be great to be able to chunk these playbooks into multiple pages of questions.    Cheers, Andrea   ... Mehr anzeigen

The styling on Playbooks makes Playbooks very hard to read and really messes with the usability of this tool. It would be great if you had more control over the fonts and font sizes, etc.   But at a minimum please make the size of the fonts relevant to the hierarchy of information so it is more readable and easier to use.   i.e. Current Experience 'Update {object} property ({property name)}' - is the largest text on the page 'Heading 3 'and the 'Question/Prompt' are the second largest text on the page 'Heading 4' is the third largest text on the page 'Paragraph' text is the smallest text on the page   It would be a lot easier to read and use if it was styled as per the following: 'Heading 3' should be the largest text on the page 'Heading 4' should be the second largest text on the page 'Question/Prompt' and 'Paragraph' text should be the same size 'Update {object property} (property name})' should be a grey tone and italicised    ... Mehr anzeigen

Hi there   Playbooks are becoming more used and accessible but its not really possible (without using a required field or tag in the playbook itself or automation based on completed fields - which is inaccurate) to actually see which sales team members are using playbooks, and who has completed which playbooks.   Being able to understand playbook usage could help understand what top-performing sales team members use and look at usage as a sales activity report. This would also help if you could look at this as part of the sales journey. This could help in finding out if playbook usage is part of the sales conversion journey.   This kind of reporting will also help sales teams who are trying to standardise sales processes and help sales leaders coach their teams. ... Mehr anzeigen

When a Hubspot user places an outbound call from Hubspot, it opens the call pane with the option to take notes, record, etc. Then separately, if a playbook is activated, a separate pane opens up and offers the ability to log a call.   As a result, if one wants to not just use the playbook but also dial from Hubspot, they end up with two call records: one with the recording, transcription, etc, and then the other one with the playbook answers.   Can this be better integrated so there's only one call record with everything? ... Mehr anzeigen

Hubspot playbooks are becoming a central piece of how we use the Hubspot CRM.    You cannot attatch documents to them though....and the file property type when embeded as a question is for some reason not allowing for file uploads. . .    This is a major issue when we want reps to upload agreements and plans through playbooks! (as actual files not just links)   Google drive links are inferior some times for the more formal document types.  ... Mehr anzeigen

Hi Team, just wondering if we can get the functionality to re-sequence the questions in a Playbook? The scenario is that when we get to review our Playbooks, we have to re-type whole the thing (question/ answers) to match the new order.    Furthermore, I am wondering how possible to get 'Create Task' functionality linked to Playbooks. For example, this will allow the sales team to create a task for a meeting while they are on the phone, filling a call log (in a call Playbook).  ... Mehr anzeigen