DealHub.io’s Post

HubSpot has now enabled users to have more control over lead assignment. Contact owners are no longer lead owners by default, which is particularly key when faced with complex sales routing or other industry-specific challenges. Watch the video below for a demo from our Solutions Architect, Ashley. #HubSpot #LeadAssignment #CRM

What I'm Working On Two of the biggest criticisms of HubSpot's CRM are the lack of customization of record pages and the inability to require fields based on other record values. However, there is a solution! By customizing the screen layouts, including creating custom sections, association cards, and middle column cards, you can create a personalized experience for your team. In addition, you can require certain deal properties at different deal stages by configuring the pipeline settings. While HubSpot still has some catching up to do compared to Salesforce, the sophistication of a CRM is ultimately dictated by end users' needs and the data needed for internal and external stakeholders. #CRMcustomization #HubSpot #Salesforce

Many businesses use Notion to manage their leads and clients in one place - in a simple and streamlined way. But building your Notion CRM on your own can be challenging and time consuming. Want a Notion CRM tailored to your needs - done-for-you? From tracking leads and engagements to automations and integrations, our Notion Certified Consultants can help you set it up on Notion! 💼 Send me a DM if to set up a free discovery call! #notion #notionconsultant #businesssystems #leadtracker

🚀 Excited to share this week's #ReviewFriday insight. 🌟 When it comes to software, delivering insights is crucial. 💡 CRMs like Salesforce & HubSpot excel in this area within your business. But let's talk about taking it a step further. 🚀 Enter ChurnZero! 🌟 This tool is a game changer for your #CustomerSuccess team, providing actionable insights that drive real results. 💼 Let's level up your CS game together! 💪 #ChurnZero #SoftwareInsights #CRM #HubSpot #Salesforce 🔥

Another rockstar review for ChurnZero to highlight this week! CS account insights that are quick and actionable and help you stay ahead of your book of business. Way to go, team!!

New in Dock: Auto-personalize workspaces with custom CRM fields 🦾 You can now pull any CRM field from HubSpot or Salesforce into your Dock templates to instantly personalize your customer's sales or onboarding experience. Just map a CRM field to Dock, then add your custom field to a Dock template as a dynamic variable, and that field will auto-populate when you publish a new workspace or section. For example, your Dock onboarding template could include auto-populated fields for: ● Products your customer signed up for ● Names of stakeholders ● Key milestone dates ● Product-usage stats ● Kickoff notes No need for your reps to copy-paste it all from your CRM. Available now to everyone on the Enterprise plan 🙌

Not sure where to start when it comes to HubSpot? Our team of experts will help you every step of the way, no matter your needs. From integration to management, we are here for you and your business. Ready to get started? Send us an email- info@toplineresults.com #HubSpot #CRM #integration

The #TeamOrange vs. #TeamBlue debate continues to go strong. In @Wizard of Ops #shOPStalk, "Hubspot CRM: Hype or Reality?", @Will Smith, @Brad Smith, and @Connor Jeffers have a healthy debate about the pros of cons of Salesforce and Hubspot, which CRM they favor, and why. Regardless of which side of the fence you stand on, this discussion will help you make an informed decision for your company's CRM needs. Watch the full video here 👉 https://lnkd.in/gzxHSM7F . . . #RevOps #HubSpot #Salesforce #CRM #BusinessGrowth

Not sure where to start when it comes to HubSpot? Our team of experts will help you every step of the way, no matter your needs. From integration to management, we are here for you and your business. Ready to get started? Send us an email- info@toplineresults.com #HubSpot #CRM #integration

I love to see that HubSpot and Salesforce continue to play well together 🧡 As of February 13th, you can now have Bidirectional Activity Sync between Salesforce and HubSpot! Now, you can seamlessly sync campaign activity data – from meetings and calls to email tasks – bidirectionally between HubSpot and Salesforce. Why does this matter? Previously, syncing activities was a one-way street, limited to Salesforce ➡️ HubSpot. But with this update, you can ensure both platforms stay in sync, keeping your Salesforce environment updated with the latest changes from HubSpot. How does it work? It's simple: Navigate to your personal portal dropdown menu. Select "Product Updates." Locate the "Bidirectional Activities Sync Public Beta" and hit "Join Beta." Once opted in, enable the new two-way sync feature under the existing 'Activities' tab on the main Salesforce integration application page. Who can benefit from this? This feature is now available to a wide range of users, including CMS Enterprise, CMS Pro, Enterprise Customer Platform, Professional Customer Platform, Marketing Enterprise, Marketing Pro, Sales Enterprise, Sales Pro, Service Enterprise, and Service Pro. #Salesforce #HubSpot #Integration #ProductUpdate #BetaTesting #CRM #MarketingAutomation #SalesAutomation #StayConnected