Jaimem

Member | Platinum Partner

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Jaime Moro

Ayudamos a las empresas a integrar sus herramientas: ERP, CRM, Saas, ecommerce y otros... con herramientas de automatización en marketing, ventas y soporte. Alineando a todos los equipos y mejorando los objetivos.

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NMoews on December 01, 2021

Hubspot Vorlagen mit mehreren Empfängern personalisieren

Hallo, Leider gibt es bisher noch nicht die Möglichkeit über die Personalisierungstoken von Hubspot die Daten von zwei (oder mehr) Kontakten in einer E-Mail automatisch zu ziehen. Ein Beispiel hierfür wäre, wenn ich zum Beispiel Herrn Maier und read more

Reply Idea Conversations

8 upvotes

2 Replies

Jaimem

Member | Platinum Partner

December 01, 2021

Hello NMoews , If you have an Enterprise license with custom objects it is possible. Several clients have asked us for exactly what ...read more

Jaimem on March 05, 2021

Companies with multiple locations

Hello, It is something that I heard that there was a beta. but I can't find anything related. We find on many occasions that a company has 2 or XXX offices spread all over the world. In each of them different employees. It is something tha read more

Reply Idea Contacts & Companies

12 upvotes

5 Replies

AndyPitre on April 04, 2017

Customized "Deal Cards" in Deals Dashboard

I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla read more

Reply Idea Deals

1362 upvotes

445 Replies

Jaimem

Member | Platinum Partner

March 05, 2021

+10

romi on May 16, 2019

Quotes Pricing Templates

Pricing or Quote templates would be excellent for reducing time and potential errors in creating quotes. How this would work When adding a quote: Have the option to select from a Quote template Quote text fields are populated from th read more

Reply Idea Products & Quotes

48 upvotes

11 Replies

Jaimem

Member | Platinum Partner

January 16, 2021

Hello, I don't know if I'm going to have to go here. From the option to edit quotes, it has freed us to adapt the quote template to 100%,...read more

WhoOrderedRice on May 01, 2018

Only log emails to EXISTING CRM contacts!!

We have the outlook sidekick plugin on our email accounts, which logs emails and gives you a nice sidebar for more contact details. - Which is great for our actual customer contacts. However, this plugin is currently adding absolutely everyone read more

Reply Idea Connected Email Contacts & Companies Sales Email Extensions & Add-Ins

134 upvotes

197 Replies

Jaimem

Member | Platinum Partner

January 16, 2021

Hello, The new functionality is fine, but on certain clients, employees don't follow the guidelines for disconnecting mail records. So long...read more