Hello, Darren from SDG Group! We're ramping up our prospecting machine and looking to add lots of data into CRM in 2025, ultimately looking for accurate mobile numbers! To do this we're currently and looking into various solutions including Apol Beitrag ansehen
Our team is very interested in focusing on Personalization in Sequences this quarter, as we start to look at outbound prospecting. Our sequences have a section with a placeholder, in which the team should be adding personalization. Can I report on Beitrag ansehen
Hi @EMcGrath ,
No, this is unfortunately not possible. HubSpot doesn't have any data report data source that would include placeholders, and u...Beitrag ansehen
How can a company use Hubspot to: Keep track of all our key accounts. Track actions, emails and follow-ups. Develop campaign plans for specific accounts. Each account is different so automated emails probably won't work. We would like Beitrag ansehen
Hi @AnnabelleEarps ,
You'd be in very good hands if you took the offer of @Jnix284 's demo – I highly recommend taking it.
For high-lev...Beitrag ansehen
Have others implemented "Conversational Name" field on Company records in Hubspot? For example, if a company's name is "Company Name GMBH" but they just go by "Company" in conversation, we want to track that in case we'd like to use it as a token in Beitrag ansehen
@EMcGrath Yep, this is pretty common.
Companies often have a brand name that they're known by, and then there's the legal entity name.
...Beitrag ansehen
We have 3 different regions US, Europe, Australia. We have a Book a meeting calendar on our website and need to make sure that a person from US is not going to book a meeting with someone from the EU team. Times might overlap so that a US morning is Beitrag ansehen
Hey @davidlazar Each member should set up their availability hours to EU, US, and Australia time accordingly. In this case, Round Robin will s...Beitrag ansehen
I work with a company that offers multiple services that within carry multiple products in each one. I am curious as to how others in this situation has organized their sales Hub? My team & I have thought of deal or product properties to be se Beitrag ansehen
Without more detail into the stages of the sales process and reporting, it's tough to say which way would be ideal. I would probably avoid separa...Beitrag ansehen
Hi community! We have sales portal which has marketing contents and event calender. It's kind of house of content that sales team can access our materials easily. In addition, we have event calendar too. I am curious about do you have anything l Beitrag ansehen
Hi @EnesCinar , For the content, you can use the Document tool of HubSpot's sales Hub where you can build an entire library of content to share ...Beitrag ansehen