Great minds think alike

Good Afternoon,   I recently submited a support ticket when I was trying to set up our sales goals for the year. The company I work for only sells 5 models of a product, for our company we track our goals through product sales as each of those product has a wide cost margin and the price can vary greatly, and we do not want to overwhelm our fab team with 100 of the cheaper product. My idea is to be able to set product sales goals vs. the existing revenue and deal goals. ...read more

In my sequence some of the steps require the SDRs to forward a previously sent email, adding some copy at the top of the email. Because these emails aren't templates, they don't get tracked in the sequence report. This makes more work and doesn't allow me to get the true picture of my sequence performance. It would be great if these forwarded emails could somehow be part of the sequence and so tracked together with templates. ...read more

I would love a report that just shows me the percentage of meetings booked at a step in my sequence. IE: in Sequence XYZ 50% of enrolled contacts booked a meeting at step 6, 10% booked at step 4, etc. ...read more

In order to find the optimum time to send communications, list adverts etc. It would be helpful to see the exact time of day a new contact has entered the 1st deal stage in a sales pipeline.   We could then create a report which displays this over a custom date range, using the labels:   Count of contacts  Time of day   We could then break this down further to work out what time of day high quality leads (who have become customers) have tended to access our website pages/content/forms, using the filter:   Entered X deal stage (X being the deal stage which represents a lead becoming a customer)   Thanks!   ...read more

We'd like to be able to report on the funnel by value of deals rather than number of deals ...read more

Hi Team (Submitting on behalf of customer)    While we currently have time between or time difference between lifecycle stage and deal stages in HubSpot and other time between properties, since Lead Status is another property commonly used, are we able to have such reporting for this property too?      ...read more

Possuímos um relatório pra verificar as taxas de conversão das etapas do nosso SDR pipeline, mas sentimos a necessidade de ter um gráfico de evolução dessas taxas (onde podemos olhar as informações de forma unificada).   Ou seja, visualmente, um gráfico em linha mostrando a evolução das taxas de conversão por etapas de pipeline, comparando MoM e QoQ.   ...read more

The oldest date for 'Became a Lead' does not become the value when two contacts are merged in Hubspot, so the field is incorrect for any merged contacts.   Like Create Date, Hubspot should keep the oldest value when two contacts are merged. Otherwise, the informations is incorrect.  ...read more

Hubspot support suggested I submit an 'idea' to get the Hubspot 'Close Date' to match the 'Close Date' field it syncs from in Salesforce.    Right now, the Hubspot value does not match Salesforce. Hubspot support says this is because Hubspot uses a date-time value and in doing so, Hubspot changes the date that originates in Salesforce. The Hubspot value should match the Salesforce value it syncs from. We cannot use the field if the information in it is incorrect.    ...read more