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SWilcox
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Membro desde ‎nov 24, 2020
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Sean Wilcox

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Siddall on Junho 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 Leia mais
Responder Idéia Lists Sales Reporting
282 avaliações positivas
170 Respostas
SWilcox
Participante
Outubro 01, 2021
agreed. at this point i've lost the hubspot battle. moving to SFDC and Marketo...
ernopyykko on Setembro 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. Leia mais
Responder Idéia Social Media
45 avaliações positivas
8 Respostas
SWilcox
Participante
Setembro 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 ...Leia mais
Siddall on Junho 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 Leia mais
Responder Idéia Lists Sales Reporting
282 avaliações positivas
170 Respostas
SWilcox
Participante
Outubro 01, 2021
agreed. at this point i've lost the hubspot battle. moving to SFDC and Marketo...
SWilcox on Junho 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 Leia mais
Responder Discussão Automation Outreach
2 avaliações positivas
4 Respostas
SWilcox
Participante
Junho 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...Leia mais
SWilcox on Junho 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 Leia mais
Responder Discussão Automation Outreach
2 avaliações positivas
4 Respostas
SWilcox
Participante
Junho 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...Leia mais
jmacandrews on Fevereiro 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 Leia mais
Responder Discussão
57 avaliações positivas
22 Respostas
SWilcox
Participante
Março 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...Leia mais
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