Gute Ideen sollten geteilt werden

We are beginning a Key Account Management program.  We are requiring the development and use of Account Plans for all key Customers.  We are building a standard account plan template but would really like to have Hubspot develop this and embed it into the existing CRM.  Though we can attach files and associate them with Customers and deals, we will not be able to do any extensive analysis (other than by hand) on achieveing the strategic initiatives, targets or metrics laid out in the plan.   There are some good KAM software tools that perhaps you can think about integrating them. ... Mehr anzeigen

Is there a way or would it be possible to add the Buyer Company Logo to the customized quotes template. You have the option to choose Buyer Company Name, Buyer Company Main Address, Buyer Company city, state, zip, Buyer Company Country. Why not have the ability to select the logo, since logo's are part of the Company? ... Mehr anzeigen

I understand and agree with Hubspot's restrictive policy regarding bounce management of emails and that they are immediately marked as "bounced" in the interest of all customers. And are blocked for future mailings. But what I don't understand is why a soft bounce for "mailbox full" status is treated the same as a hard bounce (e.g. email invalid). We have many end customers (B2C) with free email providers. And their mailboxes are often full. After two unbounces we are no longer able to write to them. And the manual unbouncing is also a lot of work.   Suggestion:   - the bounce counter should be reset as soon as an email could be delivered again (please also consider transactional emails for customers with SMTP API as these emails are not affected by bounce management).   - Contacts that are exclusively affected by softbounces like "mailbox full" should be able to be marked as "unbounce" more than two times.   - Bonus: Blocks due to softbounces (mailbox full) should be unblocked periodically, e.g. after three months, so that emails generally reach the recipient again. If a mailbox is repeatedly unavailable for several months (e.g. 2 years) and reports "Mailbox full", the address can be blocked completely. ... Mehr anzeigen

I think the ability to create new deals and contacts on an existing company record is great - makes everything much more streamlined. But it would be great to have the ability to make a new company record from an existing company record (for example when creating a new child company). Having to go back to the main company list and create it from there just adds a further step.  ... Mehr anzeigen

Ordonner les propriétés selon un ordre personnel ... Mehr anzeigen

When a ticket is moved from Closed status back to open, all the associated conversations (chats and emails) are re-opened and floods the Inbox. I can't imagine why this would be necessary since we can send an email to the contact directly in the ticket. There would be no reason to have a chat open back up since we can't reach out to the customer that way. It is confusing for other agents online and a hassle for me to now have to sift through our Inbox and manually close all these outdated conversations that have automatically opened. Fix: Keep closed conversations closed even if the ticket is re-opened. ... Mehr anzeigen

For cookie settings, the only way to give visitors the option to "decline" cookies is if you turn on "Require Opt-In." If you do not turn on Require Opt-In, the only option visitors have is to Accept.   https://recordit.co/ycg8ItMGwo There is no way for the visitor to make the message go away on a site that does not "Require Opt-In" other than agreeing to Opt-In.   What am I missing here?     ... Mehr anzeigen

Die Idee ist es in den Postfächern weitere Unterordner erstellen zu können und dort Filter festzulegen, welche Emails dort automatisch landen sollen. Filter könnten sowas sein wie eine bestimmte Emailadresse, von der die Mail kommt. Heißt: Email kommt von der Mailadresse xy und hubspot erkennt es und schiebt die Mail in den Unterordner ... Mehr anzeigen

Olá! Temos uma necessidade aqui na empresa de uma pessoa conseguir verificar dentro do hubspot a agenda de uma equipe, para que dessa forma possa agendar uma reunião para quem tiver disponibilidade no horário necessitado. Entendo que essa função seria muito relevante pois em um time que conta por exemplo com SDRs para prospecção, essa função é fundamental no comento de passar o lead qualificado para um cormercial, já agendando a reunião com o cliente. Obrigada! ... Mehr anzeigen