Las grandes mentes piensan igual

This applies especially to those selling ecommerce as a B2B storefront. When a contact buys something from you (ie from your shopify store). If they have a company affiliation, then the deal will appear on the contact's profile, but also AUTOMATICALLY under their company profile's deals.   This way, you can quickly see not only which contacts are responsible for the most deals, but also, which companies you are doing best with, if you are a B2B storefront, you will be able to better track which companies, in aggregate, are spending the most with you.   At this point, deals under the company umbrella need to be manually connected through contacts to give a snapshot of which companies are buying the most.   Thanks!   ... Mostrar más

We have a quarterly process with our sales reps and our business development team, where the sales rep tells the business development team to either call or not to call the company/contact that are assigned to their region. We do this to ensure customer satisfaction. The Business Development team asks them if they are happy and if they need anything.   Currently, we have the same property on Company and Contact that is CALL CLIENT - A simple radio button to either DO NOT CALL or YES, CALL option. We have a workflow that copies that property from the company to the contacts. We do this because a note does not automatically get assigned to all contacts for a company. You can associate them with a note. If a new contact gets added to that company, the note does not automatically get associated with that contact. You also can't use notes in Workflows.   We need to have a dashboard with a report on it so that the sales reps can go down their list of companies that select or modify a Company property to either DO NOT CALL or YES, Call option. In other words, have a report that you can check off, select, or modify the property for a contact/company within the report without opening the contact or company. Then the Business Development team would have a report on their dashboard with a list of companies to YES, CALL.  I know I can create a report to SEE the value of the property, but a report currently does not allow me to change the property without opening the company individually.  A report will let me click on a company, open that company, then I can modify it.  Then, I have to go back to the report and do the same thing for the next company.  That is too time consuming.     I am trying to remove an export of companies from HubSpot to Excel; have the sales reps modify the option down their list of companies and then reimport it into HubSpot. ... Mostrar más

I would suggest to add Dashboard access users wise, now it is just everyone or owner. ... Mostrar más

Hey!    It would be great to be able to add a single object report to the center column of custon objects.    thanks! ... Mostrar más

Cordial saludo   He buscado infinitas veces que me solucionen algo, requiero contabilizar los pagos ON OF SALE que contiene los negocios ARR, ya que en los PIPELINE solo me registra un total de lo que me da ingreso mensual durante el año (ARR). pero las ventas que son unico pagos no estan registrandose ni contabilizandose en ningun lado, y por eso tambien comisionamos los KAMs mes a mes y es un item de meta.  ... Mostrar más

There needs to be a better line of sight for the number of sales sequences scheduled to be sent on certain days. This also needs to be visible when creating the sequence. This would benefit both sales leaders and sales teams as it would help prevent users from enrolling too many contacts into a sales sequence. And, if too many users end up enrolling into the sales sequence, there should be a better way to manage the send cap other than not sending the email. Some of the necessary functionalities already exist in Sales Loft and Outreach.    Proposed Solution A possible solution would include 3 new functionalities.  A total enrollment dashboard with a scheduling calender to determine when in the future would be a good time to start the sequence.  Scheduled Send Forecast A total number of emails is schedule to be sent on the scheduled day when enrolling contacts, including estimates with and without emails blocked by tasks. Email Scheduling Load Pause and send the emails on the next available day, prioritizing the longest waiting emails first.  (Optional) This would require a predictive model determining the average time it takes a user to complete a task blocking a sequence, and forecasting sends based on how long it takes them to complete. This could include the functionality of auto-completing tasks if they are not completed within a certain timeline.  ... Mostrar más

Currently, the forecasts tool displays options for "this quarter" and "last quarter" but accessing earlier quarters requires selecting a custom time frame, which is time-consuming for regular use. I suggest enhancing the tool to list all quarters (e.g., Q1 2024, Q4 2023, Q2 2023, etc.) in a dropdown menu, allowing users to quickly select any past quarter directly.       ... Mostrar más

Our team is utilizing the "Forecast Amount Legacy" where we set the forecast category and probability within a workflow. We see that the two main weighted reports you can pull in "Sales Analytics" would be "Weighted Forecast Category" and "Weighted Pipeline Forecast" -- both of these reports are however pulling the same amounts based off of the Deal Stage Probability regardless of our setting to pull via "Forecast Amount Legacy" -- we would like to see this updated so we can pull the "Weighted Forecast Category" report actually on Forecast Category rather than Deal Stage Probability ... Mostrar más

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.  ... Mostrar más