This option in Deal settings should be split up into two separate things, as it's initiating two separate actions (which the description even explains):
1) When a deal is created, change the lifecycle stage of associated contacts and companies to Opportunity.
2) When a deal is won, change the lifecycle stage of associated contacts and companies to Customer.
... Mehr anzeigen
Weitere Ideen mit folgender Beschriftung anzeigen:
Hi, when creating Notes on Contact records, they currently are not synced onto the associated Company's timeline. Is this fix coming soon?
... Mehr anzeigen
Weitere Ideen mit folgender Beschriftung anzeigen:
Notes are often used to take the most diverse information altogether, and there are some which could be useful into negotiations. I use to print some notes and have them filed (PDF) into the server. But this could be handy also for other activities.
What if some "single" activities are made printable? This is different than creating a full report.
... Mehr anzeigen
Weitere Ideen mit folgender Beschriftung anzeigen:
It would be great to be able to create an automated call queue for sales / support people based on company's SLA. e.g trying to get in touch with a customer +3, +6 +9 hours if no connection case close
... Mehr anzeigen
Weitere Ideen mit folgender Beschriftung anzeigen:
Admitted by HubSpot, Marketing Grader is an old tool, tracking "old" marketing points that was used to grade overall marketing campaigns. Instead, HubSpot created Website Grader as a new, more comprehensive system. But Website Grader is a separate website that is not on the HubSpot platform. To make it easier to use and implement suggested changes, I suggest that HubSpot moves to replace Marketing Grader with Website Grader.
... Mehr anzeigen
Weitere Ideen mit folgender Beschriftung anzeigen:
Hi there! We use HubSpot forms for our 'contact us' and online quote requests (US based construction supplier). We could recognize spam and phishing attempts easier if IP locations were included. Example: "I need product x for a job in New York, I can have it picked up..." submitted from Nigerian IP address. Right now I have to manually go into the contact, copy the IP and use external geolocation providers. Would be handy if you guys had that option integrated through reverse IP lookup. Thanks for your consideration.
... Mehr anzeigen
Weitere Ideen mit folgender Beschriftung anzeigen:
I just switched from Pipedrive and missing an important feature: In my sales pipeline I need to see in what deals I have scheduled a follow up or any kind of event. For now, all look the same. Is there a way to do so?
... Mehr anzeigen
Weitere Ideen mit folgender Beschriftung anzeigen:
Hi, We´re currently considering stop using TeamWork since HubSpot has its own project management tool. But we´re finding it difficult due to the lack of a built-in time tracker. So I wonder if HubSpot have thought about implementing some kind of time tracking functionality on the projects tool. And, in the meanwhile, I wonder if is there any API integration or way to link tasks from HubSpot Projects to a time tracking app like Harvest or similar app. Thanks in adavance. Fran
... Mehr anzeigen
Weitere Ideen mit folgender Beschriftung anzeigen:
Please upvote this idea!
Current Hubspot scoring is severally lacking compared to its competitors. Hubspots scoring issues are so large that I would strongly warn anyone from choosing Hubspot until they fixed how they score Contacts.
1.) Allow the Hubspot Score to be completely be reset. Right now you can only give negative criteria which causes a bunch of different issues.
2.) Make it possible for new scoring rules, or changes to existing scoring rules, only effect Contacts going forward. If you change a lead scoring criteria, it will retroactively update all your records. If you have any sort of automation associated with the Lead Scoring, such as a head off process from Marketing to Sales, this causes a huge nightmare. Scoring changes should occur FREQUENTLY based on feedback from Sales or conversion analytics. Right now its very difficult to make any changes to scoring because of this limitation.
3.) Show scoring for individual line items within the Contact's Detail Screen and within the Hubspot / Salesforce Visualforce component. Having to "Test" a Contact against your scoring rules is time consuming and inefficient. No one wants to scroll through a giant list of criteria to see if a specific Contact meets a criteria.
4.) Change the way scoring occurs so more generic rules can be set. If you have a new Webinar, whitepaper, etc you're basically forced to create an entire new scoring rule for that specific campaign. You could do it based on a "Type" of campaign or some other Salesforce field, but then you face the issue of creating separate rules for every time the Contact meets the criteria. For example say you have a rule that says if Type = Webinar, give the Contact 10 points... well that works for the first time they meet the criteria. If you want them to be scored for each time they watch a new webinar based on a type field, you're forced to duplicate the scoring rule and specify that they've watched a webinar 2 or more times. The same goes for email clicks. If you want a Contact to be scored for every email click, and not just the first time they meet the criteria, you will have to duplicate the rule out several times and specify within the rule that they've clicked a link at least 2+ times.
These are just a few of the major issues I've faced when creating a scoring process within Hubspot. It needs a lot of work.
... Mehr anzeigen
Weitere Ideen mit folgender Beschriftung anzeigen: