Gute Ideen sollten geteilt werden

Hi all,    I am trying to gain more acccuracy when measuring the time (days) that each of our SDRs needs to close a deal since the contact is assigned to them.   I would like to get a property that tracks the time from "owner assigned date" to "close date". This way I could track the performance and selling velocity of the SDRs way more precisely   I am aware there is a "days to close" property in Hubspot, but our Sales Process includes a lead qualification phase.  This can make the timing a contact goes from MQL to SQL vary a lot depending on each of the leads response, which maakes analyzing actual performance more complicated. ... Mehr anzeigen

Sería posible crear una propiedad llamada Recuento de Negocios que se componga de las siguientes características: Número de negocios asociados en los últimos 12 meses separado por pipeline ... Mehr anzeigen

Commission tracking for the sale team that can be controlled by an admin The goal is to have a feature in the sales area that will track commission with variable payout periods (weekly, monthly, quarterly, annually). With the ability to adjust the commission payout based on different properties of the deal (USA Sales 2% of revenue, CAD Sales 1% revenue, deal size, different thresholds for accelerators, etc) This will automate a very manual process that is currently done on a spreadsheet at the end of each commission period. The manual method is prone to errors and is time-consuming.  ... Mehr anzeigen

It would be nice to have File property type field in Custom Object. It would help us save the record related files in the object itself rather than saving it else where and storing the link into a text field of the object every single time  ... Mehr anzeigen

It'd be nice to have the email templates show up in the Outlook sent box of the user they are being sent from so that they have that history of emails sent. ... Mehr anzeigen

If I want to send the contacts their submission data (when they fill a form) I have to create a workflow that is triggered by a form submission. From there I have to create an automated email that holds the property tokens for the properties used in the form. So whenever a contact submits the form, they get enrolled in the workflow and are sent the email with the properties they filled. Too complicated! My suggesttion is creating a new option in the follow up menu to choose if you want the submission data were sent to the contacts. ... Mehr anzeigen

We call on multiple ad agencies that have multiple clients that are prospects of ours. It would be helpful to be able to assign these agencies to multiple companies. Unfortunately, a company can currently only be assigned as a child account to a single parent.  ... Mehr anzeigen

We have built a HubSpot Knowledge Base and have identified a need for better content management. The issue comes with the multiple reviews required to make sure a KB page is OK to publish externally. There is are multiple reviewers involved before we can publish a page live: technical review, marketing review, legal review, etc. At present a KB article does not show the edits made by others nor the state of content reviews. A page is either published or not and while you can go back to a prior version you can't actually see what was changed between two versions. And there is no way to take a snapshot of an entire KB and use that to create a new instance. But, hey, that's a CMS.... There are multiple ways to address this need (e.g. build a CMS) but it seemes to me a lighter weight solution would be to allow content to be managed in a wiki or CMS external to KB and then tag and bulk import a doc set when all reviews are complete. An integration with an external service like GitHub wiki could enable this in the short term. ... Mehr anzeigen

Recently one of our executive leaders realized that the outlook plugin had been tracking every email to his contact record. These emails were to other  C-suite leaders and contained information that should not be public. Hubspot has little to no protections from this except to have each individual person set their Never Log to each of the executive leaders.   My recommendation would be to add functionality to the roles and allow for tracking to be turned off across certain role types to keep this from happening again. ... Mehr anzeigen