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MrBean
(He/him)
Top Contributor
Member since ‎Jan 13, 2022
  • solutions
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  • Replies
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  • Upvotes Given
    111
  • Upvotes Received
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James Traynelis

In the spring of 2021, I took an entry-level sales position at a mid-sized startup. Little did I know-- that role would have a profound impact on me as a professional and business leader. By the end of the year, I was championing HubSpot internally and putting together reports and dashboards for our executives on things like top of funnel visibility, activity performance, and sales forecasting. Fast-forward 2 years later, I have seen first hand how HubSpot adoption can overcome the challenges scaling businesses face. And while there may be a heated debate around whether HubSpot is the future for every business-- I can say with an extremely high degree of confidence HubSpot is in my future. This incredibly easy-to-adopt suite of tools, all localized in one place, is the communication engine and single source of truth that every scaling business needs.

Activity

ToddSutt on June 14, 2022
Our sales team uses Playbooks as their primary tool for updating information about contacts as they communicate with them. They have very robust playbook properties to update about the contacts they talk to. We are now introducing Custom Objects for read more
9 upvotes
7 Replies
Top Contributor
October 13, 2023
true that. have you reached out to drew (The Playbooks PM) regarding this? I could dm you his contact if you want?
Trevor on August 03, 2017
Hello, this would be helpful for multiple reasons. An example of a use case would be to create a workflow to copy the parent company Hubspot owner to its child companies. Thanks!
298 upvotes
105 Replies
Top Contributor
October 06, 2023
is there a private beta we can join?
MrBean on October 06, 2023
Why is it when you the ONE calculation field in a custom report you cannot set the type to currency . . . this is mad annoying and just sloppy frankly. This request is two fold: Allow more than one calculation per report. Fix the formatting err read more
MrBean on October 06, 2023
We'd use an option to save as new sequence within the sending feature. that way if a rep realizes they should really create a seperate seuqnec they could easily do that.
0 upvote
1 Reply
Top Contributor
October 06, 2023
I observed this happening on a live call wasted 10-15 mins personalizing an email
MrBean on October 06, 2023
We'd use an option to save as new sequence within the sending feature. that way if a rep realizes they should really create a seperate seuqnec they could easily do that.
0 upvote
1 Reply
Top Contributor
October 06, 2023
I observed this happening on a live call wasted 10-15 mins personalizing an email
MrBean on October 06, 2023
We'd love to have the ability to load tokens conditionally based on custom fields within sequences. ie management level = C-Level "say xyz" = Non-manager "say abc" @adimarino would reduce the amount of sequences we would have to build read more
0 upvote
0 Reply
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