Las grandes mentes piensan igual

We have several subsidiaries and a separate Social Media appearance for each company/country. Also the newsletters are being sent on country and language level.    We would really like to create one digital marketing dashboard per subsidiary containing only Social Media organic data from their own LinkedIn account and show data about newsletter performances filtered by name, for example. ... Mostrar más

I would like to be able to restrict, on a portal level, how records are exported. I am aware we can restrict the view of some users, but if the user has access to the contact (as they need to) and need to export data related to the contact, but not PII, could we choose what they can export? For example - user A has access to a specific contact (as they are a lead in a region they look after) and I need them to be able to export data for marketing analysis, but NOT personal information (name, email address, phone), without them having to de-select and even so, name and company name are always part of the export - I am aware this i changing, so it is great, but still relies on the person de-selecting the information. It would be great to be able to grant export right to users in a more restricted way, as teams benefiting from analytics data don't necessarily need (or have clearance) to manipulate PII.  Many thanks,  ... Mostrar más

Picture this:   1. Sales rep A is contacting 50 companies in a month, and making 4 activities for each 2. Sales rep B is contacting only 4 companies, but making 50 activities for each     Both have 200 activities per month, but the Sales rep B is not selling as well as the Sales rep A. You can hopefully see why is it so. But how can I see that difference in HubSpot?  Based on the customer support this report is not available, but I think it shows clearly the potential that sales rep have in opening their new market areas.  ... Mostrar más

We've been diving into utilizing the point/score system as a way to build call lists for our sales reps through task assignments.    While building our process for this, we're utilizing reporting functions to get a baseline on a point value for prospects to new customer (contact create to first deal closed) which is an option currently and has been useful to this purpose.   What I would also like is a way to calculate time between deals, or average time between orders.  With this information we can assign a new point value and assign tasks to our sales reps to follow-up with current customers (opposed to prospects) when they've crossed the threshold of X time since last deal.   Also in a general sense for reporting, knowing your average re-order time is very beneficial for C-Level decision making.   Let's make it happen! ... Mostrar más

Currently when looking into the future for reports you can only choose a set time frame (I.e. next week, next month) which limits my ability to manage a sales team on two-week sprints.    For historical data I can do a rolling time frame of 14-days, but not for future filtering.     ... Mostrar más

It would be nice that within the pipeline flow we could place mandatory properties as it can be done today but that depend on another property, if I have a customer that I know visits my branch, the date is mandatory but if he does not visit it, it is not, for instance ... Mostrar más

I am trying to create some reports on Sequences yet when I use the property, "last sequence enrolled" it is a numeric value, not alphanumeric/text.    Why would I want to display a number in a report and not the actual name of the Sequence?  I recommend creating a Last Sequence Enrolled by Name so reporting can be more useful for tracking and management.    ... Mostrar más

I have had issues on several occasions with creating reports that show historical activity on deals or aging. Examples:   1. Real-time deal stage aging and total age of deal - even if you try to create a custom property for this it only lets you calculate from a limited list of date properties which are not helpful - and you can't use a value like "today" to calculate the time between an existing date property and the current date. 2. Deal movement/time it takes in different stages/identifying here deals get stuck -  This is something that seems pretty straightforward and comes out of the box with many other CRMs...wondering why not with Hubspot? If you can track every single change made to a property or deal, and the activity is right there, why can't that information be reported on? The "Time spent in Deal Stage" standard report is not helpful at all - because each stage is only tallied AFTER it moves on to the next stage, not in real time like mentioned above! 3. Last deal stage before closed - this was also impossible to build even with Support helping out, because of the historical reporting limitations.   If we were able to report on and measure time between a wider range of time-stamped events, like deal stage movement, and also report on WHERE deals are getting stuck in the pipeline, this would be a huge step forward for Hubspot reporting limitations. ... Mostrar más

It will be geat to have a report that shows duration of a call. We use in-built HubSpot calling feature to make calls. We used to use Standalone DialPad, but since we switched to this calling, there is no way to find out what the duration of the call is for each sales person. For example, I made a call for prospecting, it took 1.20 seconds. I want to be able to run a report that shows me total duration of all calls for specific rep on selected time frame. Also being able to click on that total to view each call duration will be ice on the cake.   Thank you. ... Mostrar más