Sales Analytics Software Discussions

We recently released a free Beta of a Box and Hubspot Integration for Hubspot CRM. Feel free to check it out - we'd love any feedback https://www.boxconnector.app/

Will the game-changing any new functionality in pipeline to. Seek more market share

We are about to migrate from another CRM to Insightly. Anyone have some lessons learned?

Hi, couldn't find anything specific on this topic. Do you have any instructions how to export PDF or text file? Many thanks in advance

What sources of buyer intent data are you using and how do you make that a part of your sequences in Outreach?

where can optimizations be done for custom-designed modules?

There are a lot of extras that would need to get bought for us to get everything.

Sometimes I can't click on my next task or it duplicates information from my last task

I know I personally had the struggle to learn it in the beginning. Is there a way you guys can make it easier for newer people?

I have read a few different things about SharpSpring attribution. You can choose your attribution model or use their default, which combines time decay, multi-touch and custom attribution models. From what I understand, the platform uses algorithmic attribution, based on their pixel placed... Read more

Is there a easier way to create automations?

I genuinely feel that every sales team should be using this software!

I use the tool at my own pace, but I think more can be done. any guidance available?

Sometimes I don't see inbound emails being tracked in my opportunity notes

is there a simple way to integrate M2 with AC without using Zapier?

Being able to see how others may have used it and get some best practices would be great!

I'm curious on how I should clean our email list and what to do with our inactive subscribers. Also some good habits to keep our list healthy.

My limit is 1000 emails a day. I get kicked out of Microsoft even if I am below my limit.

I met with the Outreach's CSM and she recommended I not use it for large scale TOFU activity.

:D

Is very inconvenient

contact number

I'm asking leads to book a strategy session. If they don't book, go down one path. If they do book with calendly, get a different series of emails. Tested multiple scenarios, but leads are still going thru the "didn't book path".

What's the best way to manage partners inside Hubspot? Knowing all companies are partners, assigning deals, etc.

They told me is not possible without affecting other users.

My advice is to implement the IPAD app correctly. I use IPAD exclusively and it is very convenient, however if there was an app done right, it would be a great asset. It could be very useful for me to be able to upload attachments directly via app. This is because if I sync ( kalendarik ) with... Read more

I have started to have problems with our gmail server. I regularly send up to 1,000 emails per day on sequences. Is there a best practice or better way here?

System requirements in running your organization

Nothing

I have added a client/contact under the wrong company and I am not seeing the delete option but a merging of contacts only. Please guide me through. Thanks!

Is there a way to stop having tickets automatically associate to deals with the same contact?

Need to send 1 email to multiple possible clients

I would like someone to review if I'm optimizing my experience with this tool. Thanks

Is it or will it be possible to fill standard documents with the data filled in the fields of the opportunities?

Has anyone else had seemingly un fixable broken links in AC?Support could not help me fix mine after tonnes of messaging so now I send that link in a separate email to my clients which is a bit clunky to say the least!

This would be a game-changer for me to be able to actually speak with someone one and one to walk me through my challenges with the platform

Noticed that FIlters like Call % and Personalisation % are not available is there any way we can custom add it.

Do you offer helpful tours of your site to help me use all that you offer better?

this is a constant issue that me and my reps run into where activity doesn't get logged because outreach got signed out. I'd really love to get an answer tot his question. I'd also really love to finish this review.

Would be great to have step by step plan with all the useful features. As for now we only do our newsletters through the Active campaign and only recently started to set automation.