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danielruby
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コミュニティー参加日： ‎6 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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解決済み
alex_callcott 11月 02日, 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 続きを読む
返信 ディスカッション Professional
1 いいね！
3 コメント
danielruby
参加者
11月 03日, 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...続きを読む
解決済み
007Dan 8月 16日, 2019
Historical Pipeline Reporting
Can you report on previous months pipeline? I am looking to show pipeline trends.
返信 ディスカッション Sales Content Analytics
7 いいね！
6 コメント
danielruby
参加者
10月 09日, 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...続きを読む
解決済み
pdansey 7月 17日, 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 続きを読む
返信 ディスカッション Sales Dashboard
0 いいね！
5 コメント
danielruby
参加者
10月 09日, 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...続きを読む
jennysowyrda 9月 14日, 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 続きを読む
返信 ディスカッション
6 いいね！
22 コメント
danielruby
参加者
9月 17日, 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...続きを読む
解決済み
sskurdah 10月 17日, 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 続きを読む
返信 ディスカッション
0 いいね！
16 コメント
danielruby
参加者
7月 15日, 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...続きを読む
Ruchika 7月 09日, 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.
返信 ディスカッション Sales Dashboard
0 いいね！
3 コメント
danielruby
参加者
7月 15日, 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...続きを読む
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