Currently working for Accord Mortgages developing insights for our sales team using CRM & visualising opportunities within Tableau to develop professional meaningful Insights for our sales members and management team.
Currently, there is no feature in HubSpot that allows me to communicate/show information to all users within the portal. For example, if HubSpot has an Issue, the team puts a banner at the top of the screen letting us know there is an issue. We' read more
When issuing emails it would be great when adding images to be able to customise the hyperlink applied to an image. I.e on a contact owners signature we have a meeting link button/logo but it can't be hyperlinked to default to the co ta t owners mee read more
For existing sales users it would help them to gauge their performance and recent activity if the report could be sent to them which then also showed their activity vs their "HubSpot Team" average. This would help with coa ching and development of s read more
There's a standard report in hubspot that shows which users and which templates are performing well / being used. As part of tracking CRM feature adoption, I want to be able to filter that report on specific teams to show users that are using t read more
As an admin it would be useful to allow them to control which users have their calendars connected rather than the user setting this up themself. THis could be done centrally without having to chase colleagues to set sync the inbox and calendar.
It would be good for a management view to report on the meetings booked by their sales team members and their outcomes similar to when you log a call you can log whther the call was connected, voicemail etc. there is no such function for a meeting t read more
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
Along the toolbar in CRM it would be useful to have a quick access shortcut option to create a company or contact rather than having to go into the contacts or company list. Only a small icon would suffice along the toolbar.
Within our company and I presume many others we have to adhere to regular password restes. It would be beneficial to allow some automationto automatically issue password rest reminders to all users every 3 months etc. Currently someone has to manual read more
It would be beneficial to be able to trigger a workflow based on the size of a list of contacts, we have lists of contacts based on their subscriptions and to easier highlight milestone signups it would be helpful to use a workflow to notify colleag read more