Gute Ideen sollten geteilt werden

Hey!    Wanna share an idea that came from leadership, they love the playbook feature. We have playbooks on how to sell against/win against each of our competitors. They're based on data and highly effective.    We'd like a way to report on whether a playbook was viewed on a certain deal.    We don't want to require logged calls/notes since this playbook is mainly informational.  This would help us gather data on which reps are using the playbook / what % of deals was this playbook used on / and what the win rate is on deals where the playbook is used.    @DMcDaniel let me know if you have questions, feel free to email me as well. ... Mehr anzeigen

OUTDATED METHOD FOR UPLOADING & SAVING DOCUMENTS/FILES Nearly all software platforms nowadays offer ability for users to easily drag and drop files.  Instead of having to find, then select the file, then upload the file from the drive (3-4 steps every time).   The current method is like driving a vehicle and having to turn the vehicle on with a crank shaft, long outdated.     NEW FEATURE REQUEST - DRAG & DROP FILES/DOCUMENTS INTO HUBSPOT It makes so much sense and much easier if users could drag and drop files (1 step) into: a) Deals b) Notes c) Files / Documents / Ssale Documents / Playbook / Snippets / Templates d) Other areas within Hubspot   Benefits are enormous to HubSpot users.  Frees up users, sales teams, and agencies to focus on what they do best, rather than wasting valuable time using the old way of uploading documents.     ... Mehr anzeigen

Playbook reccomendations feel like spaghetti against the wall.    I'd like to have the ability to filter what playbooks show for certain object types. For instance-- It's great that we have the ability to reccomend playbooks. But the frequently used playbooks also show at the worng times.    Supression filters would be handy.  ... Mehr anzeigen

Use Case: Sales needs to book time with demo team.  Demo team has scheduler page. Sales uses a deals playbook to provide details AND book time in the context of a deal.  Right now they have to leave playbook via hyperlink, schedule in another tab, transposed booked time back into playbook.       I've attempted to paste in the URL and embed code version from meetings tool into the embed content module of playbooks.  No luck.  This was really meant for media but why not expand use.     I've considered the forms portion of the meeting tool but then we can't leverage the context of the deal record.  Sales books this for their prospect (deal based) where the meeting tool is Contact centric.   I have 2 clients who could benefit from this and assume many SAAS companies have a similar model of tyring to arrange time with co-workers to close deals/ tickets.     ... Mehr anzeigen

Our sales team uses Playbooks as their primary tool for updating information about contacts as they communicate with them. They have very robust playbook properties to update about the contacts they talk to. We are now introducing Custom Objects for "Brands" to be associated to Contacts and Deals.   We would like the ability to associate these custom objects to Contacts in Playbooks. I think this could similarly be useful to associate other record types like Deals and Companies in Playbooks as well.   The only problem is... does anyone else even use Playbooks to the extent that we do? They seem like the forgotten feature of HubSpot in terms of the amount of features they support. ... Mehr anzeigen

As far as I can tell from the API docs, there's no endpoints for interacting with Playbooks. If this is the case, the addition of such endpoints would be greatly appreciated! Otherwise, please add the documention for them. ... Mehr anzeigen

It would be great to have the functionality to create deals from playbooks. Meaning, a sales rep fills out a playbook collecting deal properties (so Sales Hub Enterprise level needed) although no deal currently exists and after filling out the playbook, the deal will be created automatically.   Problem today is, no deal properties can be gathered with a playbook if there is no existing deal yet.   This adds value in the sales process as reps have a more structured guideline in meetings/calls with prospects and do not have to jump back and forth between a deal object, contact object and playbook. So the goal is to use a playbook like an internal form. With the regular froms module, no deal properties can be collected. ... Mehr anzeigen

Since meetings can be created from the left side of the Contact/Company page, it would be nice to have an option to limit the logging of playbooks to existing meetings only, so as to prevent the creation of duplicate meetings. Adding a Schedule meeting button and using playbooks without logging almost works, but since the Meeting button on the left side of the company record cant be removed, there is possibility for scheduling the meeting in the wrong place. Then, a playbook isnt automatically logged to that meeting.  ... Mehr anzeigen

It's not useful to have "Notes:" and then line breaks after every question in the logged activity for filling out a playbook.   It makes the logged activity much longer than needed and makes it more difficult to navigate.   The question itself is a sufficient header before the answer.   It's cumbersome to delete all of this manually if you want to have a logged playbook entry that is concise and readable. ... Mehr anzeigen