Grandes mentes pensam igual

Today it is not possible to add a sequence 0 days after something has happened Sometimes we need to do multiple tasks a day to engage a lead in a sequence. ... Exibir mais

Create sales playbooks to help reps their sales process. With playbooks, managers can provide reps with suggested content, in-context training, and guided selling tips.    Managers can report on the success of playbooks and tie content from a sales content library to steps in the sales process ... Exibir mais

I want to auto generate tasks immediately instead of after one business day. Followup currently only allows 1 business day between steps.   When a task is complete, move to the next step in the sequence. ... Exibir mais

Add custom properties something like SKU/Product # Allow the search feature to search by name or SKU/Product # Use a percentage for discounts... 5 %, 10%, etc Allow Manager to set Max Discount Amounts or ability for an approval from a specified sales manager or something. (Sales Reps will always try to push the envelope, to drop prices.) Connect this module with Marketing side so that the Marketers can use products companys are interesed in for Marketing Emails. Ability to Import Products into the product manager Allow Pricing to be automatically altered due to Dollar Volume Allow Pricing to be automatically altered by Custom Properities, Such as Facility Types (WholeSalers vs End Users) ... Exibir mais

Fairly simple, I would like for the CRM to randomly select an agent when a deal is created. As far as I can tell there is no way to do that. I know I can automate the deal stage to assign an owner but it only allows me to select one person.     ... Exibir mais

It looks like playbook are only available to tie to a contact, and there is no way to tie a playbook to a deal, while updating contact info and deal info. An example use case would be to have a form where you map different contacts to their roles in the buying process as described in Hubspot's article  here   ... Exibir mais

                    *CRM users have to click through this prompt every time they launch a Sequence (painful and the lost time/productivity becomes pretty staggering for regular Sequence users).  *There's no value to the user after they've seen this prompt just a few times (users get your simple point after being told just once or twice). You're only slowing down and impeding the effectiveness of your users after the first few reminders (i.e., you have a feature that creates negative leverage for the user, which is roughly the oppositie of what any good technology should do). *I recommend giving users the option to turn off this reminder. *Alternatively, after a small number of consecutive instances of a user sending Sequences (e.g., after, say,  launching 3 sequences within a 24 hour period), the prompts should automatically turn off. ... Exibir mais

According to the FTC CAN-SPAM docs, Sales emails sent individually through the HubSpot platform should be CAN-SPAM compliant - https://www.ftc.gov/tips-advice/business-center/guidance/can-spam-act-compliance-guide-business.   If an email contains "Commercial content which advertises or promotes a commercial product or service, including content on a website operated for a commercial purpose;", it must comply with CAN-SPAM laws, especially if these emails are "cold emails", specifically meaning the sender has not established a prior relationship with the recipient. There shouldn't necessarily be an unsubscribe link because HubSpot is not providing a bulk email service through Sales emails, but there must be "a clear and conspicuous explanation of how the recipient can opt out of getting email from the sender in the future."   Maybe this looks like an uneditable CAN-SPAM compliance token embedded in every template saying something like: {If you no longer want to receive emails from me, please reply to this email with "unsubscribe" in the email body}   Regardless of how this ultimately looks, HubSpot should develop a resolution to this issue to help HubSpot Sales customers to comply with CAN-SPAM since many are small or independent salespeople being threatened in some cases with hefty fines. ... Exibir mais

The widget that shows the total number of pages and the page flip takes too long to load; because of this, your contacts assume that it is only one page instead of multiple pages when they open it. A remedy to this would be to have the side-panel showing all the pages to be open by default. The icon showing 9 squares is also not a clear indicator of scrolling through all the pages. The documents cannot be sorted by "Most Recent View", "Most Views" or "Most Shared". The latter two are in the columns of the Documents tool but we are unable to click on it. As for "Most Recent View", this was something in the previous Documents tool that was relied on a lot.  The current Reports do not show these metrics. ... Exibir mais