クリエイティブな才能を開花させよう

Hi there, When we implement HubSpot, we get a lot of confusion between lead status, lifecycle stages and deal stages. We have multiple documents that show the difference, and how they're used. One request we get a lot is "can we just track when leads are qualified in the deal stages?"   We typically explain that, Yes, you can, but really you shouldn't, because they aren't truly pipeline at that point, etc. But everyone wants to do this because they understand the board a lot better (left to right = progress).    So I'm suggesting we get a board view based on lead status! People understand that. They get a lead that's new on the left, and they have to move it to qualified on the right. Progress! Let's do it!    To underscore my point, no matter the level of operational ability, if you see one thing being used in HubSpot, it's the deal pipeline - everyone gets it, and that's the thing they keep updated. Lead status is rarely used, unless they have BDRs/SDRs and a clear handoff to an AE OR they're more sophisticated.    (while we're at it, if you just copy the pipeline process deals, we could get required fields too!)   ...その他を表示

Once you log the email to a record in Hubspot, a clickable link should be generated and display on the email record (at the bottom, for example), so that you can directly navigate from an Outlook email (while in Outlook) to the associated record(s) in Hubspot.   Example: Microsoft Dynamics has this feature where you Track the email to the CRM and Set Regarding to a record (contact, opportunity, etc). Once you do that, a banner appears at the bottom of the email window with a link to that record. If you click it, it opens the record in the browser.  ...その他を表示

Possibility to send marketing emails using company contact lists. Today you can only use contact lists based on contacts and not company contact lists e.g INFO@XX addresses. This means that you cannot use contact lists for email marketing that only contains email addresses connected to companies but instead you have to use contact lists based on individuals within a company.   THIS LIMITS THE ABILITY TO SEND MARKETING EMAILS TO LARGE AMOUNTS OF COMPANY EMAIL ADDRESSES USING CONTACT LISTS.   Solution: When choosing reciepients for a marketing email you should be able to choose a company based contact list. ...その他を表示

In building out a Marketing Campaign, we're adding tasks to our calendar. When adding a task, the Notes field is very helpful in allowing us to add in details about that task.   However, when that task is saved, it automatically double-spaces everything, making it extremely difficult to use this field for anything other than a paragraph. Lists, etc. are all formatted with that additional space and therefore not very helpful in this format.   How it looks when editing the Notes: How it looks in the actual calendar when saved:   It would be extremely helpful if that automatic formatting was removed so this Notes field on Tasks could be more versatile. ...その他を表示

I just have a suggestion. I think it would be great if there was a reaction button on notes. Where we could simply "like" or acknowledge something on a note. 🙂  ...その他を表示

Hello,    When using a campaign comparison  tool (for an e-mail campaign, a news letter sent in several languages or on different days in this case) it would be great to be able to access stats such as average open rate, average click amounts, average time spent reading,... that would include in the average the metrics of all the e-mails sent for a particular campaign.  It would make it easier to analyze and compare the effectiveness of an e-mail campaign and to compare it with another.    Thank you in advance,    Sincerely   Martin     ...その他を表示

Hello Ideas Team,   When in a ticket record, we have been asked if the option to search by Post Code can be added to the Companies object? Currenty you can only search via domain but we would like to search via Postal Code if possible?   Thank you. ...その他を表示

A team or channel can have multiple shared inboxes within it. Why can't we direct a chat bot enquiry to one of these inboxes rather than the whole team? ...その他を表示

Now that we have custom list columns for individual lists it would be great if we can apply the list column selection to other similar lists. At the moment if i have 3 separate lists that i want to keep separate i have to go into each one and apply the list selection to each, but it would be great if there was a dropdown selection in the image below to apply it to other lists (so you would open the dropdown and search for the other lists and it would be multiple choice). We currently can "apply to all my contact lists) but often we dont want to do that.    ...その他を表示