Perfil

DarrenScottUK
Colaborador(a)
Membro desde ‎abr 22, 2019
  • Soluções
    0
  • Respostas
    18
  • Avaliações positivas dadas
    315
  • Avaliações positivas recebidas
    375
  • Ideias
    55

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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.

Atividade

DarrenScottUK on Agosto 03, 2024
WHen creating a report for a dashboard be it a bar or line graph, there is quite a lot of dead space/padding which could be filled to make the graph be better represented if the user had the option to edit the padding to maker the graph fill the con Leia mais
DarrenScottUK on Junho 07, 2024
When a user logs certain activity types, it would help analysts & the team if an admin could set certain fields to be mandatory i.e. call outcome and direction. This will help teams to collect the info they need and not end up 6 months into the Leia mais
1 avaliações positivas
1 Respostas
Solucionado
DarrenScottUK on Dezembro 10, 2023
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 Leia mais
0 avaliações positivas
1 Respostas
DCunningham2 on Dezembro 01, 2023
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.
9 avaliações positivas
3 Respostas
Colaborador(a)
Dezembro 02, 2023
thumbs up, would be great and save even more time.
CVokoun on Dezembro 01, 2023
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 Leia mais
3 avaliações positivas
1 Respostas
Colaborador(a)
Dezembro 02, 2023
yes this would be great, visually theyre very good and could help offer some previously unknown insights.
DarrenScottUK on Novembro 21, 2023
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 Leia mais
0 avaliações positivas
0 Respostas
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