Ask Us Anything About Sales Hub & CRM Updates @ INBOUND 2018

Highlighted
HubSpot Product Team

UPDATE: Thank you for participating in the INBOUND 2018 Sales Hub AMA. This AMA is now closed. If you have any additional questions, feel free to reach out on the Sales & CRM Forum.

 

Next week at INBOUND, HubSpot will launch a number of new products that will help you grow better. A number of these new products and features will be within the Sales Hub & CRM. To celebrate, experts from HubSpot’s product and marketing teams will be answering your questions next week on how you can start growing better with HubSpot using these products.

 

This thread is meant for asking questions about product updates within the Sales Hub & CRM. If you have questions about product updates in the Marketing or Service Hub, we have separate threads for that as well.

 

This AMA will start on Friday, September 7 at 11:30 AM EST. The team will be answering questions starting then, but feel free to start adding questions now, and the team will begin answering them on Friday.

 

This thread is to ask questions about HubSpot's new products features. If you have an idea for how we can improve our product going forward, please post those on our Ideas Forum.


Click here to learn what’s new in HubSpot.

43 Replies
Resident Expert

Awesome-excellent! [my word] haha Curious to know much more about HubSpot Video ...

- How will it fit into the HubSpot ecosystem?

- At what tiers will HubSpot Video be available?

- What intelligence will be available in HubSpot around video views?

 

Thanks in advance.

 

Best,
Frank


hubspot-solutions-signature-mfrankjohnson-v03.png

www.MFrankJohnson.com

0 Upvotes
HubSpot Product Team

Hey Frank! Great questions... You can learn more about HubSpot Video here.

 

The TLDR; HubSpot Video is really going to be an integral part of the HubSpot ecosystem with availability and use cases across the Marketing Hub, Sales Hub, and Service Hub. It will be available in the Professional edition and above. 

 

Here are a few more resources that we've published: 

Resident Expert

Thanks @ebeck ... working through a use case with support now. Should be seamless once things get back to normal next week.

Support escalated to product team (today), but no idea why video isn't working in Sales Pro portal (Ticket #1984865).

Regular Contributor

Will it have all the features that Wistia offer like seeing how much of the video people watched - and other stats, in video CTAs?

0 Upvotes
HubSpot Employee

Hi Gil, 

 

As of today (9/12/18) HubSpot Video offers marketers, hosting, SEO optimization, analytics, in-video CTAs/Forms and a few other features related to automation and campaigns. 

 

The analytics we provide can be found on any landing page or blog post performance page that features a video. The analytics inlclude views and watch time rention. 

 

We do offer in-video CTAs and forms. 

 

Thanks,

Marcus (Product Marketing) 

0 Upvotes
Resident Expert

@Marcus_Andrews, you talk about analytics being "found on any landing page or blog post performance page that features a video", but fail to mention where video play info can be found within HubSpot Sales Hub (and Sales Professional) -- the topic of this particular 'Sales Hub Ask Us Anything...'.

 

Will you please confirm that the new HubSpot Video native integration with Vinyard offers no information about video plays on the contact timeline when used within the HubSpot Sales Hub (and Sales Professional) tools?

 

Thanks in advance.

 

cc: @ebeck@agirard

0 Upvotes
HubSpot Employee

Hey Frank, 

 

Right now HubSpot Video analytics are exclusive to the Marketing tools. It's on our roadmap to improve the analytics for Sales and Service users, including adding information to the contact timeline about what videos a prospect has watched. Right now we don't have a timeline for these analytics improvements. We have heard from many users that they still get a tremendous ammount of value out of being able to share and send videos via the CRM but we understand how important analytics are as well. Thanks for your patience as we learn about how folks use the tools and where to invest development efforts moving forward. 

 

- Marcus, Product Marketing HubSpot 

0 Upvotes
Resident Expert

Appreciate the fast response @Marcus_Andrews
Just to be clear here, we're only talking about seeing (in HubSpot) when a Sales Hub Pro email recipient VIEWS / PLAYS a video we send them. This data is readily available within Vidyard on a player-by-player basis if you want to go digging. (not)
And this is a 'native integration'? (rhetorical)


Right now, we have no way of knowing recipients of our SALES email even watched at all. We honestly can't expect buy-in on HubSpot Video from Sales organizations who want to scale video when we throw a half-baked integration at them.
Ask Sales!


Marketing and blog page analytics are great for marketers, but frankly (as video marketers) fairly straight forward workarounds to obtain video level analytics (per page / post) from within our video hosting platforms have existed forever. (years) Yes, they're time-consuming, and yes, they waste storage space (if that's even a thing anymore), but they work. (important)


Nothing new to see here. Looking forward to v3.0. (head shaking)

HubSpot Employee

Thanks for the feedback Frank. We're listneing and will be making updates to the tools overe time. 

 

Thanks,

Marcus

0 Upvotes
Regular Contributor

I'm with Frank, today using the Wistia integration our sales people see if videos on the page or in email were played and how long. If I understand your answers correct, this is not supported in the new video integration?

0 Upvotes
HubSpot Employee

Correct this is not supported in the product today. Like I mentioned added analytics and reporting is on the roadmap and will be coming of the course of this year. We encourage you to use the solution that works best for you, Wisita is a great prouct. 

0 Upvotes
Resident Expert

At Inbound17 Dharmesh announced the introduction of Sales Hub and how Sales Pro users who subscribed before the official launch date (1-Oct?) would not be impacted by price or a different feature set. Last week, at Inbound18, Dharmesh spent his entire keynote around growing better and serving customers in a transparent way. You guys even launched #GrowBetter as corresponding campaign.


How is it now that core video functionality released in Sales Hub Pro is (all of a sudden) NOT part of Sales Pro?
- This question stands on its own and deserves an uncanned answer considering the context outlined above.


Furthermore ...

Does this pricing tactic mean that future Sales Hub Professional feature sets will no longer be included in existing Sales Pro accounts?


Will these differences be made clearer on existing pricing pages which currently make no reference to any limitations on the video offering?
(see image -- notice no underline thingy's to indicate further explanation or limitations)

sales-pro-features-not-upgraded.pngHubSpot Pricing 11-Sep-2018 

Will these differences be communicated clearly to David Hunt's Frontline Support team so we (HubSpot customers) don't waste days with fruitless HubSpot Support back-n-forth only to learn, " I was originally lead to believe that the grandfathered account will work with this integration but now I am informed otherwise." -- a direct quote from HubSpot Support agent today.

(head shaking with intense disappointment)

0 Upvotes
HubSpot Product Team

Hi Frank, 

 

I'm so sorry for the misunderstanding. All Sales Hub Professional customers (including -- and especially those who've been with us from the start) should have access to HubSpot Video. I'm currently working with our product team to resolve this issue. 

 

We always strive to have a fair and honest approach to "grandparenting"... which sometimes leaves us with a few extra details to manage when we launch a new feature like HubSpot Video. This was an oversight on our end and I'm sorry for any inconvenience it caused. 

 

You should be seeing HubSpot Video in your account soon. I will follow up with you here as soon as it's available in your account. 

 

 

 

 

 

HubSpot Product Team

This functionality should now be live in your account. You may need to log out and log back in again, but it will be there. 

0 Upvotes
Resident Expert

Thanks @ebeck. Appears to be functional now, but all of the 'normal people' have gone home for the day. Only us geeks are still around testing new functionality ...

 

Will get confirmation from HubSpot Support in the morning on the tests we performed earlier this week.

 

The Shah will be proud how his words transformed 'the right thing' into reality. A prime example of #GrowBetter in action.

 

Thank you and the Product Teams for all you do. 

 

Best,

Frank

Occasional Contributor

When will you be able to export product data?  This is super critical to us to know what products, pricing and discounts are associated with which deals.  I created the report fine between deals and products in the new tool, but when i go to export the data it says it's only available for deals, contacts and companies.   

Regular Contributor

Any plans to add a sales proposal generating option?

 

Quotes is too basic and not a proposal generator.

The integrations in this area are just too simple to be useful.

HubSpot Product Team

Hey Ray, 

 

Interesting idea (and one I can relate to given the amount of time I've spent creating proposals Smiley Happy)

 

We don't have plans for a proposal generator on the roadmap, but if you have some ideas for what this might look like, we'd love to hear them! Feel free to email me a sample proposal from your company (ebeck@hubspot.com) and I can pass it along to our team. 

0 Upvotes
Community Manager

Hi, spot on! We are thinking through a potential solution to allow users to easily generate proposals in collaboration with the current quote feature.

 

If you have examples or would like to share your use case please feel free to email me directly at ipalma@hubspot.com

 

Thank you!

Occasional Contributor

HubSpot Power User Tech Stack Question:

I run a rental business and we are switching over to HubSpot this month.

Our sales process is built on quoting. We get about 700 quote requests a month and our tech stack is a combination of Active Campaign, Pipefy, Quotient, Google Sheets, and Quickbooks (and zapier of course to hold everything together with duct tape and bubble gum).

After purchasing HubSpot we discovered the quoting tool does not allow a customer to "accept" or "decline" a quote and then pay the associated deposit or full balance to book.

Our goal here was to use HubSpot and Quickbooks only but now I'm thinking we might need to keep using a quoting tool that allows for payment processing.

Does anyone have a recommended setup that they use for a quote focused sales process, with online payment, using HubSpot and Quickbooks?

Bonus points if this setup allows a customer to accept a quote and then purchase in one screen without having to have the sales person send an invoice. 

HubSpot Product Team

Hi Chris, 

 

I think the best thing to do would be to leverage HubSpot's integration with Stripe. In Sales Hub Professional and above, there is the option to add a payment link to your quotes via Stripe. You can learn more about how to set that up here. Stripe will then be able to integrate with Quickbooks for you. 

 

Definitely keep us posted on how this works for you! We launched Quotes this spring and we're very much invested in making this feature even more powerful and valuable to our customers. 

0 Upvotes
Occasional Contributor

Hi Collecting the payment with Stripe will not help us here. 

 

Like Quotient and other quoting and proposal tools we have to have the user "e-sign the terms, dates, shipping address" and all of the info on the quote prior to purchasing or making a deposit. 

 

Can you please ask to have this simple functionality added to the quoting tool. It really is important and we can't collect payment prior to acceptance. 

0 Upvotes
New Contributor

Hi Chris,

 

I know that it involves extra cost, but you may want to look into PanadaDoc.  This is a Hubspot integration quote and proposal tool that provides you with esignatute and payment capture capabilities.

 

We use it here and really love it. 

 

I would also like to do everything in HubSpot including the quoting process, but at this point, I feel that part of the product is not quite mature enough yet.

0 Upvotes
New Contributor

Hello,

 

When sending out sequences I would like to be able to attach custom proposal on the first email.  This would be an amazing feature so when I send out estimates/proposals, it can keep the lead hot and continue to send them follow-ups.  To clarify, this would not be a default document, this would be different at the beginning of each sequence.

 

Is this something that will implemented in the future?  If so, any projected timeframe?

 

Thank You in advance!

HubSpot Product Team

Loving this idea! Will pass it along to the team. 

 

In the meantime, a workaround might be to create a Sequence where the first step is a Task reminder to send the quote. You can then set a 1 or 2 day delay between your follow up email or tasks. 

0 Upvotes
Occasional Contributor

I am hoping it can become possible to organize attachments. Our company has several attachments per Contact/Deal that we need access to, but only two we would need quick access to. . . You can only pin one and when you get 10-20 attachments, it makes it difficult to find the one you are looking for. 

0 Upvotes
HubSpot Product Team

Hi Stacie, 

 

We don't have a solution for this just yet, but I'm going to share this feedback with the team. 

 

 

0 Upvotes
Regular Contributor

We have the paid version of HubSpot CRM/Sales Hub/Service Hub. Currently we can only search for accounts by the account Name. For all of our accounts, we list an eight digit account code ######-##. Our previous legacy CRM allowed us to search by either name or account code. Please add functionality in the search bars throughout HubSpot to allow users to search for accounts by Name OR custom properties (such as Account Code). At times, the only information we have is Account Code when interacting with our clients. 

0 Upvotes
HubSpot Product Team

Great news! Custom property search is now included in any Enterprise edition (Marketing Hub Enterprise, Sales Hub Enterprise, and/or Service Hub Enterprise). To make a property searchable, you'll need to configure it under settings. 

 

Go to Settings > Properties, and search for the property that you'd like to make searchable. If you scroll down, you'll see that there is now an option for "Add to Search", if you check that off, the property will be searchable. Hope that helps! 

0 Upvotes