FinallyMatt

Se debe instalar y activar JavaScript para utilizar estos foros. Parece que el navegador tiene JavaScript desactivado o que no lo admite. Consulte el archivo de ayuda del navegador para determinar cómo activar JavaScript.

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Matt Bradford-Aunger

Inbound Marketing Manager at FINALLY. Helping Engineering & Manufacturing companies attract, engage, and delight their customers over and over again.

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FinallyMatt en Junio 09, 2021

Adjust contact/company setup properties for different teams

It would be really useful to customise the required properties when setting up a contact, depending on a user's primary team, role, or individually. There are different requirements for teams throughout businesses when it comes to storing cont Leer más

Responder Idea Contacts & Companies Forms Properties

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0 Respuestas

FinallyMatt en Marzo 12, 2021

Report on task completion date, not due date in Sales Analytics tool

We stumbled across what we thought was an issue with completed task tracking not recording to user activities in the Sales Analytics tool. After a conversation with the support team, it turned out the acitivty report uses the task due date whe Leer más

Responder Idea Analytics Tools Sales Reporting Tasks

3 Me gusta

1 Respuestas

FinallyMatt en Diciembre 09, 2020

Revenue and Deal attribution reporting for Starter, and Pro tiers

Revenue attribution reporting is a great tool that enables enterprise sales and marketing teams to demostrate ROI, and in doing so provides an incredibly compelling reason to invest more in marketing, and grow their businesses. But is it enter Leer más

Responder Idea Analytics Tools Dashboards & Reports Deals Marketing Reporting Sales Reporting

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2 Respuestas

FinallyMatt en Diciembre 07, 2020

LinkedIn streams to monitor hashtags

It could be really useful to have the ability to create LinkedIn streams for monitoring and reporting around particular keywords or hashtags. This could be a really valuable tool for social managers, particularly those focusing businesses on a Leer más

Responder Idea Analytics Tools Marketing Reporting Social Media

10 Me gusta

2 Respuestas

FinallyMatt en Julio 02, 2020

Option for Deal value to sync with discounted Quote values

When negotiating a deal, dropping a custom discount on-the-fly can often be what ultimately tips a lead to a customer. In turn, that discount changes the value of a deal...or at least, it should! The trouble is, right now it doesn't. Custom Leer más

Responder Idea Account Settings CRM Objects (Contacts & Companies & Deals & Tickets) Dashboards & Reports Products and Quotes Sales Reporting

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30 Respuestas

FinallyMatt

Participante | Partner nivel Platinum

Noviembre 18, 2020

That's well thought out @AlanR . Absolutely agree, taxes shouldn't be included in the deal value, but should reflect the Net Value after discounts. ...Leer más

AJLaPorte_diagr en Octubre 10, 2017

Create a connector for Google DataStudio

You should create a connector for use with Google's DataStudio Application. This would help us create a more robust report for our users and we can leverage the statistics that HubSpot provides. Currently, other services like Databox can connect to Leer más

Responder Idea Integrations Marketing Reporting

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FinallyMatt

Participante | Partner nivel Platinum

Noviembre 11, 2020

@Kimberley Yeah we had the same issue. We've ended up resigning ourselves to the dashboards in HubSpot and linking to them in the DataStudio report...Leer más

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