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danielruby
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Membre depuis ‎juin 11, 2020
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Daniel Ruby

Long-time marketing automation, marketing ops, demand generation and CRM practitioner, I love thinking about marketing with a programming mindset. Currently Head of Marketing at Demand Sage, a free-to-use tool that connects HubSpot data to a Google Sheet to be manipulated either via SQL querying, via a visual report builder, or via our library of deeper-insight reports.

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alex_callcott le Novembre 02, 2020
Month-on-month conversion rates
So, at the moment, we have three reports set up to showcase the conversion rates from prospect --> lead, lead --> MQL and MQL --> opportunity, which report on these rates on a monthly basis. What we would like to be able to do is report on Lire la suite
Répondre Discussion Professional
1 Mention J'aime
3 Réponses
danielruby
Participant
Novembre 03, 2020
Hi Alex, I would (of course) promote Demand Sage for this, but I'd like to noodle on how to build this in HubSpot, if it's doable. Snapshotting of co...Lire la suite
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007Dan le Août 16, 2019
Historical Pipeline Reporting
Can you report on previous months pipeline? I am looking to show pipeline trends.
Répondre Discussion Sales Content Analytics
7 Mentions J'aime
6 Réponses
danielruby
Participant
Octobre 09, 2020
We just put out a report that does this at Demand Sage - syncs your HS data to a Google Sheet and then we have a library of pre-baked reports, includ...Lire la suite
Résolues
pdansey le Juillet 17, 2020
Pipeline report over time
Hi folks I need to see how the total pipeline (i.e. the total Amount of all active deals) is varying over time. Along the lines of Jan1 = 1.2m, Feb1=1.4m, Mar1=1.6m, Apr1=2.1m (but ideally in a nice pretty graph. I can report like that on w Lire la suite
Répondre Discussion Sales Dashboard
0 Mention J'aime
5 Réponses
danielruby
Participant
Octobre 09, 2020
Hi @pdansey Just thought I'd pop in for a second to let you know that Demand Sage offers a pipeline-over-time report that auto-syncs to Google Shee...Lire la suite
jennysowyrda le Septembre 14, 2020
Slack vs. Microsoft Teams: which is better?
This week we're discussing Slack vs. Microsoft Teams. As we continue to operate in a more remote friendly world, communicating with your team is more important than ever. There are dozens of options for how to chat with co-workers and stay co Lire la suite
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22 Réponses
danielruby
Participant
Septembre 17, 2020
We use Slack, although in part that might be due to inertia - Slack has been core to our internal communication strategies both at Demand Sage and at...Lire la suite
Résolues
sskurdah le Octobre 17, 2017
Populate Google Sheets With HubSpot Data
Hi All - I'm looking for a way to populate Google Sheets wtih HubSpot data for reporting purposes. Ideally, as data is populated and edited within HubSpot, the Google Sheet would update as well. Is there currently any sort of integration o Lire la suite
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16 Réponses
danielruby
Participant
Juillet 15, 2020
I know this is an old-ish thread, but Demand Sage does that for free. Syncs all Contact, Company and Deal data to a Google Sheet and gives you a li...Lire la suite
Ruchika le Juillet 09, 2020
Sequece report - Contacts enrolled designation and country
Hi all, I have to share the report with my Management on the designation our team enrolled in the sequence with respect to country along with company names. Can any one help on that.
Répondre Discussion Sales Dashboard
0 Mention J'aime
3 Réponses
danielruby
Participant
Juillet 15, 2020
I don't think you can actually do that with reporting. Unfortunately sales activities - both sequences and email templates - don't really have any go...Lire la suite
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