Basic need for Sales Staff - UI Simplification request.
Apr 6, 2018 5:25 AM - edited Apr 6, 2018 5:35 AM
I wonder, would it be possible to provide very simplified and easy-to-use interface for sales people? We are a company working on b2b business, marketing and selling various service products to variety of customers.
The most fundamental basic need for our sales staff is to know:
- Which current or existing customer companies are visiting and which pages they visit.
- Which of (identified) current contacts have accomplished these browsing sessions.
The problem goes here: For the basic need - solution is ackwardly complicated within UI. Hubspot UI requires tens of clicks and modified views to find out this information for daily usage. And when you have finally drilled yourself to piece of information valuable - you need to hit back button or browse again for next piece of information. First of all - I wonder why page vistis for prospects, companies and contacts are on different view? Why companies and contacts are on different view? Why prospects are on sales and others are inside marketing? It is very hard to adapt people to use this tool for their very basic need.
I would suggest very simple view with following structure to cover ALL types of page visits:
Last seen time - Contact Name (or empty) - Company Name (or prospect name) - List of pages visited on this session (CLICK TO EXPAND HERE FOR LIST OF PAGES).