DarrenScottUK

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Darren Scott

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.

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DarrenScottUK 12月 10日, 2023

Enforce users to log meeting notes or tasks to be created where no notes are added

Is there anyway to ensure sales users log meeting notes on the activity or even better when a meeting is logged without any notes that a task is created to remind the activity creator to go back and add notes. However the workflow for task creation 続きを読む

返信ディスカッション Meetings Workflows

0 いいね！

1 コメント

DCunningham2 12月 01日, 2023

AI Chat Booking Agent

Would love to see AI chat booking calls for leads. We currently use Woosender. Hubspot could easily implement something like this. It would be a game changer.

返信アイデア Live Chat & Bots

8 いいね！

3 コメント

DarrenScottUK

投稿者

12月 02日, 2023

thumbs up, would be great and save even more time.

CVokoun 12月 01日, 2023

Spotify Wrapped for HubSpot

Desperate for an easy-to-pull report that includes the following, just like a Spotify wrapped for our company's HubSpot success.: open and interaction rates for all emails sent Hours spent by our team in the back end Hours spent by people intera 続きを読む

返信アイデア Dashboards & Reports

3 いいね！

1 コメント

DarrenScottUK

投稿者

12月 02日, 2023

yes this would be great, visually theyre very good and could help offer some previously unknown insights.

DarrenScottUK 11月 21日, 2023

HubSpot AI to automatically summarise a ticket and add a predetermined ticket type automatically

With the addons of HubSpot AI it would be a real time saver if going forward, when tickets are raised, the AI could summarise this and was then somehow able to suggest a theme of the ticket, this could save agents time as they have to categorise a t 続きを読む

返信アイデア Tickets

0 いいね！

0 コメント

ABeian 11月 01日, 2023

Bring back the right side panel in the Tasks section!

Recently HubSpot released a new tool, the Prospecting Workspace. With that release an exiting tool was modified as well, for worse! The Tasks section used to have a right side panel which showed at a quick glance the current activity status. 続きを読む

返信アイデア Tasks

13 いいね！

10 コメント

DarrenScottUK

投稿者

11月 21日, 2023

agreed, our users fed this back that the summary was helpful when selecting tasks but now it means they have to make more clicks.

DarrenScottUK 11月 21日, 2023

Webchat to show an average response time based on the last X hours

FOr the chat widget there is the option to set a default response time (within a few minutes/hours etc) however it would be better if there was some kind of automated calculation to state the average answer time today or in the last 60 minites its x 続きを読む

返信アイデア Live Chat & Bots

0 いいね！

0 コメント

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