クリエイティブな才能を開花させよう

Hi all,   Just off the phone about this topic with Johan in Support, who was very helpful.   The "Deal change history" report in "Report Collections >> Sales >> Forecasts & Pipelines" is a very nice graphic report and just what I have been looking for.  However, what I ultimately need is a simple tablular version of this report listing the Deal Names, Deal Change Type, and probably a couple of other useful fields (Close Date, Amount, etc.).   Could you add that table as an option for the existing report?   I tried to build it from scratch, but couldn't and so called in to Support.  The issue is that you guys are using some developer secrect sauce to build this kind of query and bring back Deal Change Type, but that kind of query isn't accessible through the UI.     Thanks, Whitney ...その他を表示

For Rep activities EMAIL - there is currently no way to filter out the 1:1 Automated Sequences vs 1:1 email communication.    Adding this as a filter would make EMAIL reporting more accurate. ...その他を表示

When viewing activity reports I am unable to include inmail tasks in reporting even though these are tasks that can be set up in sequences. ...その他を表示

As a Sales Enablement and Systems Manager, Goals have limited usage capabilities for other participants on a deal... Currently, HubSpot's goal tracking system associates goals with the primary object owner, such as a contact owner, deal owner, or company owner. However, in many sales and marketing scenarios, multiple team members contribute to the success of an objective, particularly in complex sales cycles involving BDRs/SDRs (Business Development Representatives/Sales Development Representatives). This proposal suggests enhancing HubSpot's goal tracking functionality to allow for the inclusion of secondary owners, enabling more accurate performance tracking and incentivization for all contributors to an objective.   Use Case: Consider a scenario where a BDR/SDR plays a critical role in nurturing leads and qualifying prospects before handing them off to an Account Executive (AE) for closing. While the AE is designated as the primary owner of the deal in HubSpot, the BDR/SDR's efforts significantly contribute to the deal's progression and ultimate closure. However, under the current system, the BDR/SDR does not receive credit towards the goal associated with the deal. ...その他を表示

At Refindable (Refindable.com), we have verified through Hubspot's support team that the current CRM setup does not offer a built-in feature to exclude non-imported data from a meeting report. Acting on their suggestion, we are sharing this concept to explore the feasibility of its future implementation. This is valuable for teams that do not want to rely specifically on synced information, as sales and marketing agencies tend to work with reps and partners that are not strictly part of their organizations. ...その他を表示

Hi We are new to HubSpot - we are trying to create a report that will allow feedback to our clients - our scenario is as follows: Sales Team record call against a contact at company X regarding one of our clients (eg company Y) - this is assocatied company record. We see the activity recorded against contact and against the company. Now we want to provide report to company Y all activity for a period, ideally we want to show Company Y that our Sales Person called a contact at company X and feedback on Company Y was blah. Support advised only possible if we associate the contact - that doesn't work as they don't work for company Y. Would be great if this could be achieved. Any suggestions/ideas welcome ...その他を表示

The idea is to allow to use custom fields to create (sales) goals.  Right now the template only use a preset field.  If this field doesn't correspond to your needs, you can't use the goal setting module. ...その他を表示

Hi, I often need to report across pipelines with one report. At this time, I can pull this information but am unable to change the order in which it is represented. I'd love the ability to change the order of columns within the report to display the information in a way that is most helpful to our organization when analyzing data.  Thanks! ...その他を表示

Under sales analytics - Lead Funnel    We truly need the ability easily click and view the contact from the lead funnel under sales analytics. the drill down table there is not helpful and hard to use.    Also -- in addition to seeing conversion rate need to also see total qualified.    There's also a need to have a time to qualify metric there! Thanks!   In other words, how long can we expect a lead to become qualified?    I'd want to see a bar graph of   conversion rate by week  avg. time to qualify by week   thanks! ...その他を表示