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SWilcox
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Member since ‎Nov 24, 2020
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Sean Wilcox

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Activity

Siddall on June 22, 2017
Define our Fiscal Year / Quarters
We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is no read more
Reply Idea Lists Sales Reporting
282 upvotes
170 Replies
SWilcox
Participant
October 01, 2021
agreed. at this point i've lost the hubspot battle. moving to SFDC and Marketo...
ernopyykko on September 28, 2018
Social media notifications and workflow
We'd like to throw an idea your way about adding a few things onto your social media hub. It would make the hub a lot more practical if, we could trigger notifications to the owners of the contacts when they receive comments on their posts. read more
Reply Idea Social Media
45 upvotes
8 Replies
SWilcox
Participant
September 30, 2021
i would love to initiate a workflow (ie, notify everyone at our company via email to like, share, etc. a new post) based on a social media post that ...read more
Siddall on June 22, 2017
Define our Fiscal Year / Quarters
We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is no read more
Reply Idea Lists Sales Reporting
282 upvotes
170 Replies
SWilcox
Participant
October 01, 2021
agreed. at this point i've lost the hubspot battle. moving to SFDC and Marketo...
SWilcox on June 16, 2021
Integrating HS with Outreach
Hi all - My sales team recently purchased Outreach for SDR automation and I'm trying to synch HS and Outreach. right now web hits, eg, go to HS first and HS is our single source of truth. i have basic contact sync'ing working. I'm using the outr read more
Reply Discussion Automation Outreach
2 upvotes
4 Replies
SWilcox
Participant
June 17, 2021
Is this because it is not yet slotted into any upcoming release? Thus, it could even be 2022 or never? Would you classify this as an HS limitation or...read more
SWilcox on June 16, 2021
Integrating HS with Outreach
Hi all - My sales team recently purchased Outreach for SDR automation and I'm trying to synch HS and Outreach. right now web hits, eg, go to HS first and HS is our single source of truth. i have basic contact sync'ing working. I'm using the outr read more
Reply Discussion Automation Outreach
2 upvotes
4 Replies
SWilcox
Participant
June 17, 2021
Is this because it is not yet slotted into any upcoming release? Thus, it could even be 2022 or never? Would you classify this as an HS limitation or...read more
jmacandrews on February 17, 2021
Fiscal Year Beta
Hello, I'm seeking the timeline for implementation of this feature into the reporting & analytics areas. We find this feature extremely important, but useless if not applied to reporting and analytics. Our fiscal year begins April 1st and w read more
Reply Discussion
57 upvotes
22 Replies
SWilcox
Participant
March 10, 2021
+++25 i was originally happy to see this beta started but it's useless for reporting and analytics. seems like they did the minimum amount of dev...read more
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