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Dan Currin

Longtime HubSpot user who is building HubSpot Apps, which hopefully make us all Grow Better together.

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franksteiner79 on January 18, 2023

On Demand AMA with Frank Steiner: HubSpot Lists - the most underrated HubSpot feature?

Although the official AMA will run for one week starting on Monday, 23rd January; I’ll keep an eye on comments beyond this. Having been an active HubSpot user for nearly a decade, I think HubSpot Lists Tool might be the most u read more

Reply Discussion AMA

15 upvotes

15 Replies

Dan1

Top Contributor

January 26, 2023

Hi @franksteiner79 , Great post, thanks for putting it together!! I especially like number 9. Maybe this list type could sneak onto n...read more

Solved

Fridrik on May 28, 2017

Multiple companies with the same domain

I'm sure there must be an answer to this somewhere, but after searching both the knowledge base and the community without finding an answer, I'll just go ahead and ask. My customers are schools and other educational institutions, and quite often read more

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4 upvotes

15 Replies

Dan1

Top Contributor

December 21, 2022

Hi @dougw03 , Thanks for the kind words. Sorry I haven't ever attempted it on import, as we use our account mapping functionality to assemble those...read more

Rickey33Payne1 on November 30, 2022

Best Practices for Account Management/Customer Success pipelines

Our Account Manager/Customer Success team has to maximize our customer's use of our services. Unlike a typical sales pipeline, this pipeline doesn't end once the customer agrees/pays or the service/product has been delivered. Any best practices read more

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0 upvote

6 Replies

Dan1

Top Contributor

December 01, 2022

Hi @kvonloesecke , thanks for tagging me into this message. @Rickey33Payne1 , we shared our Customer success renewal pipeline back in 2017...read more

Solved

giedreLego on November 09, 2022

CRM for inbound sales vs CRM for outbound sales?

Hi, dear people! I just got signed in. I was figuring out, which crm to use now (previously I had experience with others). I got confused when I sow, that hubSpot crm is for inbound sales, so it got me wondering, why(how?) the crms may differ, read more

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0 upvote

2 Replies

Dan1

Top Contributor

November 14, 2022

Hi @giedreLego , I can see how that confusion has occured, as a lot of HubSpots messaging has been about driving Inbound leads. However @Mr...read more

charstar on December 29, 2020

Parent/Child Company Roll-up

I would like to be able to able see the hierarchy of the parent/child relationships and have a roll-up where you can see revenue not only by company, but also by parent company. So if Parent Company A, had Child 1, Child 2, and Child 3, where read more

Reply Idea Contacts & Companies

36 upvotes

3 Replies

Dan1

Top Contributor

November 14, 2022

Hi @charstar , As HubSpot customers ourselves and long time HubSpot certified app partners (since 2018) we wanted to make this happen 😊 . ...read more

Solved

CaitlinHaire on August 29, 2022

Child Company Reporting

Does anyone know how I could create a Report that lists the parent companies and then all the child companies underneath that? All I can find is a report that will list the number of child companies with each, but not the names of those. We're c read more

Reply Discussion Professional

1 upvote

3 Replies

Dan1

Top Contributor

November 14, 2022

Hi @CaitlinHaire , Many of our customers (who are all HubSpot customers, as we only build for HubSpot) , have a similar challenge when anals...read more

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