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Martin Klose

International BDM with a weak spot for application development


DarrenScottUK on October 12, 2019
It would be helpful if you could bulk assign contacts to a company record rather than manually assigning each one. i.e. if you have 1000 contacts with @hotmail these wont be assigned to the correct company. We currently havee to manually go through read more
10 Replies
June 29, 2022
We have oved 3,000 unassigned contacts that this function could help us effectively handle the assignments!
MartinK on May 11, 2022
Since more an more communication is done using alternative channels we need HS capabilities to log interactions from Whatsapp, Teams, Facebook and others.
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JLopezAdalid on July 06, 2021
I would like to pitch an idea regarding the service Hub to work as an omnichannel. Currently customer service works also as a sales department, specially in the ecommerce B2C companies. Customers want to be able to contact companies through any read more
May 11, 2022
Totall agree. There needs to be functionality to accomodate alternative messenger tools into HS. Whatsapp, MSN, Facebook, Teams...
MartinK on May 11, 2022
The current contact to company association workflow is totally inadequate. There needs to be a way to see if contact already has a primary account associated, preferably with the option to build compound searches by selecting multiple criteria. ( read more
BHastingsDRF on April 19, 2022
You have created an unnecessarily clunky workflow in adding contacts to an existing Company record. From within an existing Company page, hit "+Add" to contacts. It automatically deploys you on Associate Existing. Now you are faced with a choi read more
May 11, 2022
Totally agree! Furthermore, when adding additional contacts there needs to be a way to see if contact already have a primary account associated. more
MartinK on April 27, 2022
There should be a field type 'roll-up' that aggregates values accros hierarchies, everywhere a top hierarchy aggregates values from below. This would be relevant to aggregate values in account hierarchies (ABM) or across deals (total revenue) or acr read more
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