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

Top Contributor

For existing Sales pro customers - will we get access to see the new enterprise features?

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HubSpot Product Team

Unfortunately, Sales Hub Professional customers will not get access to the new Sales Hub Enterprise features. If you think you might be interested in the Sales Hub Enterprise features, we do offer a free trial which our sales team can set you up with. Once you're in the trial, you'll be able to play around with all of the new Sales Hub Enterprise features and decide if the product is a good fit for you and your team. You can talk to sales and get started with the Sales Hub Enterprise trial by following this link.

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New Member

Is there a section on navigating HubSpot and features discription?  If not, I think that would be very useful.  I've seen the excellent  demos and training videos.  But, nothing directly address the program itself like:

 

1. Why do the contacts show up in the order that they do... and how can you fix it to show up a different way. (I saw the two little arrows which seem to chronolize or alphabetize, but nothing to indicate what it's doing.)

2. Why does it keep going back to the first page after working with a contact or company instead of maybe one-stepping back to the last page you were working on to choose the next contact in line.

 

I think it's an excellent tool... I just don't know if I glossed over a basic use document somewhere.

 

Thanks!

 

Daniel

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HubSpot Product Team

Hey Daniel! Not sure if you've already stumbled across this (we've got a lot of resources), but this guide to getting started with the CRM might be helpful. You can also search for just about anything from academy.hubspot.com/help. Smiley Happy 

 

To answer your specific questions, 

  1. The contacts by default are ordered by date, but you can use the arrows to filter them a bit. 
  2. In terms of going back to the first page... one thing that you might be interested in is task queues. You can learn more about task queues here, but it's basically an easy way for you to power through your to-do list (without having to go back to the first page). 
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Occasional Contributor

Can you please add the ability for a customer to accept or decline a quote prior to paying the deposit or full balance via stripe. 

This is super important and would allow our company to only use HubSpot - instead of needing to use another quoting tool. 

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Community Manager

Hi Chris, 

 

We just released the eSign as part of the HubSpot quote feature. It is included in Sales Enterprise. You can test the feature via trial steps that Elise described above. 

 

And to add to your question above, we are looking into the integration of quotes with Quickbooks, Xero, etc. to allow information to sync between the systems. 

 

Thank you,

Iuliia

 

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Occasional Contributor

THIS IS GREAT!!! Thanks 

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Top Contributor

How different is the new video option from what is supported today through the Wistia integration?

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HubSpot Employee

Hey Gil - HubSpot Video feauters some Vidyard technology (hosting, playback) but is a native HubSpot integration. This means our product teams built it and is therefore a deeper more built-in integration than what you might expect from a Connect integration. 

 

Marketers don't need to install, signup, or pay for any outside software for it to work. Also as the product matures you'll see deeper video connections between other tools like workflows, lists, the contact record, and reporting. 

 

Thanks,

Marcus Andrews (Product Marketing - HubSpot) 

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Highlighted
Occasional Contributor

Love that HS released advanced reporting to Enterprise customers but it has some flaws! I can't add a report created to a custom dashboard. 

 

Screen Shot 2018-09-12 at 10.37.59 AM.pngFrom the Reports tool - there is not an option for "Existing Custom Dashboard" and "Existing Dashboard" only allows the default HS dashboards to be selectedScreen Shot 2018-09-12 at 10.37.47 AM.png"Existing Dashboard" only allows the default HS dashboards to be selected not the custom dashboards.

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Visitor

1) With templates, allow including a CC or BCC that we also always email

2) Reporting to include Velocity metrics

 

Thanks. Keep up all the great work!

 

Cheers,

Sean

HubSpot Product Team

Hey Sean, 

 

Adding a CC or BCC via the template is an interesting idea. I can totally see how valuable that would be for crossfunctional collaboration/operations. I'll make sure to share that idea with our product team. 

 

Would love to learn more about what exactly you mean by "Velocity metrics" to see if that's something we can help with. Feel free to shoot me an email at ebeck@hubspot.com and we can chat more about that. 

 

-Elise

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New Member

For Products, is it possible to include an inventory quantity and track number of units sold against inventory?

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HubSpot Product Team

@stevenecht this is a great idea! I'll be sure to pass it along to our product team. 

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