Gute Ideen sollten geteilt werden

Who (what type of role or team) is the feature for? Sales, Finance, Legal What is their goal? The majority of SaaS companies pursue multi-year contracts with their customers. This provides benefits to the companies retention rates as well as customers can get discounts for signing up for a longer term. What value will this add? Our company is moving toward a minimum of 24-month commitment, so without this feature, the quote tool can't be used.  Are there examples of other places or products who have this feature? I know you can do this once you have your CPQ tool built in Saleforce.  Potential Interim Solution - simply allow users to add totals for additional years. Even if we have to manually calcualte that is better than not being able to add any value at all.  ... Mehr anzeigen

The visual board/sales pipeline in place for Deals is immensely helpful! I would also like to create the same board for Contacts.  (eg we should be able to drag Contacts to different Stages the way we do with Deals).   Bec its not a feature, we've instead created a complicated system where a Contact and Deal is created for each new person that signs up for our product, and then associate these 2 records. However, this is a clumsy solution that causes a number of issues for our team since there are multiple records on each customer.   Snippet of the visual board in place for Deals: ... Mehr anzeigen

With ticket workflows, we can send customer service communication emails confirming a ticket has been received or closed. But for any other status like open or waiting, we've to send marketing emails.   This means that contacts who have unsubscribed won't receive customer service ticket updates when a ticket moves from status open to waiting. Also, new tickets will be created when customers reply to these emails.   To solve this, we've to manually send out one-to-one emails.   As an example, in a situation when we're waiting for the customer with ticket status waiting, we want to trigger a workflow sending two email reminders to the customer.   We're migrating a customer from Zendesk to HubSpot, and in Zendesk, we can do all this automatically.   Give us the ability to create customer service communication emails we can use as part of ticket workflows in any status stage of a ticket flow.   Not just "Ticket Received" and "Ticket Closed".   Ticket workflows need more than Ticket Received and Ticket Closed ... Mehr anzeigen

Hi Team (Submitted on behalf of customer)    Currently, when one opens up a PDF through non-document tool link, it occupies a large height and width, readility of the file is better as it shows larger font. However, if it's through a document link of HubSpot's the visitor, see the entire page and the font is very small and would require one to zoom in   Is there a way to customize the default zoom % for the documents?  ... Mehr anzeigen

I want to create notifications to our team (which get pulled into a slack channel) when support tickets go unresponded to for an hour, two hours, etc. However, there is no way to trigger a workflow based on, for eg, "Last customer reply date", or "Last contacted date" on an hourly bases. Itwill only calculate by days.  ... Mehr anzeigen

Hi Team,    Submitting on behalf of customer   The customer is hoping to see the evolution of how many of the upside, commit etc deals actually converted into closed-won deals and the "movement" of that within weeks of a month or a period of time.    For example, in week 1 of Apr, how many of deals/amount is in "Pipeline stage" and then how many of them were in "Commit Stage" in week 2 then finally they ended up in Closed Won stage in week 3 or week 4. They would like a "funnel" perspective as to how the deals moved along in the respective forecast categories.  ... Mehr anzeigen

Anytime working with a pivot table on a dashboard (light or heavy) it slows down operations INCREDIBLY. Really painful to even execute a filter change, over 1 minute for a simple change waiting for the table to load, click, wait for menu to open, click, wait for report to load, click, wait for filter to pop up... Tested on other users plat forms same issue.  ... Mehr anzeigen

I'm looking for the option to create a custom property that creates a dropdown select or checkbox that would allow me to select another contact in our database. This would allow our sales representatives to select and identify which of our clients are referring new leads to us without having to worry about typos or other data hygiene issues. It would also allow sale supports to create reports that better identify our brand evangelist, as well as further promote the relational/person focus of this CRM. ... Mehr anzeigen

Make it possible to apply Subject Lines to snippets   ... Mehr anzeigen