Helping You Collect Insights on Your Deals

[jeffreyr]

A typical sales process is made up of a hundred small but important details. Having a place to capture and organize those details is a first step, but it isn't enough to make sure that data is collected in a timely and accurate manner. That's where the new Closed Won & Closed Lost dialogs come in.

By surfacing the right questions to sales folks at the right time, HubSpot CRM can reduce the complexity of the sales process for reps, and surface valuable insights for managers.

The new Closed Won & Closed Lost dialogs are two great examples of this. Now, when a deal is moved to either the closed won or closed lost stage, a window appears asking for confirmation of the date (to improve reporting accuracy), and in the case of a deal being marked closed lost, the reason why (a valuable nugget of information that is often forgotten.)

The closed lost reason field is a new default field. Out of the box, it's an open text field, but can be changed to a dropdown for teams who want to standardize the list of reasons why a deal may be marked closed lost.