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BagMan
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Membro desde ‎jan 13, 2021
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Adam Wiebe

CRM, PRM, strong.... Marketing not so much.

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BagMan on Março 01, 2021
Add "reports to" as default property on Contact page
Good sales qualifying includes understanding where a Contact "resides" in the organizatoinal hierarchy and who they "report to". Thanks for considering adding "reports to" as a default property. Not gonna mention names but most other CRM sys Leia mais
Responder Idéia Contacts & Companies
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Solucionado
BagMan on Fevereiro 22, 2021
Clearslide integration? (or alternative)
We are hoping to create a slide deck that will provide insights into how the audience interacts with the slides. Use Case: We sell widgets through Selling Partners. Our Partner Reps get in front of Buyers but use the sales collatera Leia mais
Responder Discussão Professional
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BagMan
Participante
Fevereiro 24, 2021
Thanks @TiphaineCuisset and @johnelmer , I apprediate your replies. John, we will explore the Documents functionality. Thanks again!
Solucionado
BagMan on Fevereiro 22, 2021
Clearslide integration? (or alternative)
We are hoping to create a slide deck that will provide insights into how the audience interacts with the slides. Use Case: We sell widgets through Selling Partners. Our Partner Reps get in front of Buyers but use the sales collatera Leia mais
Responder Discussão Professional
0 avaliações positivas
3 Respostas
BagMan
Participante
Fevereiro 24, 2021
Thanks @TiphaineCuisset and @johnelmer , I apprediate your replies. John, we will explore the Documents functionality. Thanks again!
BagMan on Janeiro 29, 2021
Need to track who my Partners forwarded the email too. (Me-->Distributor-->Customer)
We don't have a direct sales team - we sell through Distributors. Our pricebook (see below) is able to track when a Distributor'a Sales Rep opens the email but not WHO they forwarded it too. Ultimately, we want to track who opens and how th Leia mais
Responder Discussão Marketing Email Professional
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BagMan
Participante
Fevereiro 01, 2021
Thanks for the reply. The link doesn't seem to be working for me. Can you resend?
BagMan on Janeiro 29, 2021
Need to track who my Partners forwarded the email too. (Me-->Distributor-->Customer)
We don't have a direct sales team - we sell through Distributors. Our pricebook (see below) is able to track when a Distributor'a Sales Rep opens the email but not WHO they forwarded it too. Ultimately, we want to track who opens and how th Leia mais
Responder Discussão Marketing Email Professional
0 avaliações positivas
2 Respostas
BagMan
Participante
Fevereiro 01, 2021
Thanks for the reply. The link doesn't seem to be working for me. Can you resend?
Solucionado
ddwolf2 on Maio 02, 2017
tracking deals sold through a reseller
We have just started to use Hub Spot for tracking business. Our business has agents that need to register opportunities in Hub Spot. We would like to tie all the deals to the agents but still have the individual companies in the deal forecast. Can s Leia mais
Responder Discussão
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19 Respostas
BagMan
Participante
Janeiro 18, 2021
@KyleJepson Thanks for letting us know. Allowing the Deal entity to be associated w/ companies will be huge! Creating an object (not just a f...Leia mais
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