Great minds think alike

Hi,   Currently eMail thread with sequence is only for gmail users. However we use outlook and hence each email is being sent separately without a thread of the past emails.   For eg. I have a sequence of 4 emails sent over the period of 1 week ( sent every alternate day if I don't receive any resposne back from the prospect ). When the prospect looks at the 4th eMail, somtime the prospect thinks that we are reaching out to them for the very first time. But that's not the case.   If we have the email thread ( of the past 3 emails sent ) then this would help us as well as the prospect.   Looking forward to hear from you.   Cheers, Sesha ...read more

I would want to see a way to override the deal stage percentage value and give the salesperson a way to give his personal estimate/feel from the interaction with the customer. There are cases that customers will progress in the funnel as expected but in complex sales (B2B or others), there are many cases where people will be very active - so progressing in the deal stage activities , but despite that, the salesperson estimate that the close/win probability is lower than what Hubspot will let it be by the deal stage. While I can do it using a custom field, it won't be included in the forecast with its weighted value so it won't be helpful. ...read more

I'd like to be able to personalize details from the sender into Sales templates. For instance, I'd like to start the email with: "Hey {{contact.first.name}}, {{sender.name}} here, from Instant Magazine." This way we could also personalize phone numbers of email addresses from the sender. Makes it a lot easier to create templates! Now you'd have to create multiple versions of the same email just to include a sender's name.   It's basically similar to insert the sender's meeting link which is already possible now. Ps. Hubspot has told me about using 'HubSpot owner' but that's not reliable enough and it doesn't allow us to only add the first name of our sales rep (it's always first name & last name). ...read more

The Vidyard video integration with HubSpot is super useful for personalizing sales emails for individual customers, wondering if this would ever be implemented in the HubSpot mobile app? It would be nice to have the ability to record videos on the go and attach them to our sales emails via the HubSpot mobile app. ...read more

Using the Sales Content Analytics (BETA).  The reporting on sequences is great.  Would love to be able to sort or view how many contacts have been added into a sequence by user versus just the total enrolled over a given period of time.  Can you add a "By User" button as you have in the "Templates" Analytics? ...read more

When creating prospecting sequences for our sales reps, we like to mix in automated emails with call/voicemail follow ups.    Now, Hubspot supports the ability for these automated emails to only be sent on business days.   However, tasks to call our prospects are assigned to sales reps over the weekend. Why can't Hubspot also support the option to make tasks only assigned on business days?   That way, our sales reps are not given "work" to be done over the weekend. Also, sequences are not very effective if you cannot rely on a call task being completed on time, before an automated follow up email is sent out.    ...read more

Because Hubspot is a customer relationship management system, i thought it would be good to have built within it, a better way for staff to review support and customer services documents when talking with customers.   We are looking at setting this up outside of Hubspot in something like Microsoft SharePoint or even something as simple as Slack's version Tettra. Links are below, but basically we want somewhere where the staff can create and view Business processes, how-to-guides, HR Policies and Handbooks, It needs to be catalogued, searchable and easy to use, navigate and extract / download the pages if required.   https://products.office.com/en-GB/business/get-latest-office-365-for-your-business-with-2016-apps?%26wt.srch%3D1%26wt.mc_id%3DAID623586_SEM_cxaM83GK   https://tettra.co ...read more

Say, we have a two-steps sequence: an initial email and a follow-up after 3 days. The "Threading" checkbox is on.   If the recipient doesn't reply and doesn't delete it, then everything works fine: he receives the follow-up email in the same thread, below the initial email. He sees the context - everything is right.   But if the recipient deletes the initial email, then a big problem occurs: when he receives the follow-up email, he doesn't see the initial email in the thread. He's out of context.   It happens because the subsequent emails (the follow-up email in this case) doesn't include the previous discussion. When we usually press "Reply" in Gmail (or another email client), our message will include all the previous messages as a quote. In Sequences, it doesn't. It's bad.   Please, upgrade Sequences so the subsequent emails include previous replies. It should work like if press "Reply" button in an email client. ...read more

Create sales playbooks to help reps their sales process. With playbooks, managers can provide reps with suggested content, in-context training, and guided selling tips.    Managers can report on the success of playbooks and tie content from a sales content library to steps in the sales process ...read more