Using HubSpot's reporting add-on with HubSpot CRM or our marketing tools? We've made a number of refinements to the reporting dashboard.
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Using HubSpot's reporting add-on with HubSpot CRM or our marketing tools? We've made a number of refinements to the reporting dashboard.
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Two improvements have been rolled out to notifications in HubSpot CRM - assigment notifications, and a new settings screen that gives you more granular control over which notifications you receive and when.
Read More >>We're excited to share an update on our latest CRM integration partner PandaDoc. Their software makes it easy to create, deliver, and eSign your team’s quotes, proposals, contracts, and other sales collateral right from HubSpot CRM. Built for sales team’s, PandaDoc can automate the sales approval process and save hours on every quote, proposal, and contract you send.
Ensure fast, error-free pricing with PandaDoc’s CPQ module. Replace printing, scanning, faxing, and snail mail with legally binding electronic signature software.
As marketers it's our mission to generate leads for our sales team. But, we should aim to generate quality leads that come from real individuals and not necessarily bots or scripts.
Many sales processes involve a mix of email and other sales actions (like making a call, connecting with a prospect on LinkedIn, or taking another kind of action.) Now, Sequences supports these other types of activities by making it possible for you to schedule tasks for yourself in addition to sending emails.
Read More >>As marketers we understand the importance of relevance in communicating with prospects and customers. But getting started making those communications more relevant can be hard.
Read More >>Your landing pages are crucial to a successful lead generation strategy. You may have two different landing pages with vastly different performance, but understanding each requires manual work.
Read More >>How did you hear about our company? That common question leads to an array of answers, such as a web search, word of mouth, news story, or reviews blog. And just as your customers learn about your product in a variety of ways, so too do they come to you: some through your website's contact form, others through a trade show booth and some through personal email correspondence. Many leads from many places. That's the way it is.
Read More >>Knowing where users are clicking on your emails is extremely valuable. Do they prefer to click on links in the top, middle, or bottom? How many links are they clicking? Answers to these questions can be hard to get - until now.
Read More >>Using Sidekick for Business with Salesforce? We've got a brand new navigation for you when you login to your Sidekick for Business portal.
Read More >>Anyone who works in sales knows that following up with a lead over time is a time-consuming, monotonous task … and doing it in a relevant, personal way is even harder. Sequences, a new feature of Sidekick for Business, makes following up easier than ever.
Read More >>You’ve identified a company that is a good fit for you to sell to and seems to be interested. The next logical question: Who do you reach out to? It isn’t hard to dredge up an email address from the web, but more often than not, contacting a prospect out of the blue ends up being a dead end for the seller, and an annoyance for the buyer. Sidekick Connections, a new feature of Sidekick for Business, aims to change this.
Read More >>As marketers we need an easy way of organizing and creating pages, and separately, a way to find out how those pages are performing. Today we're happy to introduce the beta of new dashboards for Landing Pages and Website. Both dashboards have brand-new 'Manage' and 'Analyze' sections for quicly creating, organizing and manaing your content and separately measuring your content.
Read More >>The best time to get information from a visitor is while their filling-in a form. With dependent form fields you can dynamically display additional questions based on the answer to the previous question.
Read More >>The best time to qualify and get relevant information from a prospect is when they're filling out a form. Starting today with Dependent Form Fields you can ask further qualifying questions based on previous answers.
Read More >>For a lot of sales teams, there are all sorts of documents & pieces of content that play a big role in their sales process. Product specs. Whitepapers. Agreements. Decks. Sidekick for Business gives you useful insight into when your prospects actually engage with the documents and content you send. And now, Sidekick for Business sends you an email alert when a prospect you are working with views a document you've shared.
Read More >>Sidekick for Business gives you a behind the scenes look at the companies who are visiting your website in real time (even if they aren't in your database and haven't filled out a form on your website!) Now, Sidekick for Business can deliver those prospects notifications right to your desktop or inbox.
Read More >>If you frequently run campaigns, cloning all the previous landing pages, emails, and other assets you've created can be a huge time saver. Today, we're happy to introduce one-click cloning of campaigns which will make a copy of the campaign and all assets within that campaign.
Read More >>Documents in Sidekick for Business makes it easy for sales teams to share content, know the instant prospects engage with a piece of content, and understand which pieces of content best support their sales process. Now, using documents is faster and easier than ever.
Read More >>The contact profile is ground zero for day to day work with your prospects and customers, and we're working hard to make it even better. Today, you'll notice some useful improvements to contacts in HubSpot CRM.
Read More >>Having a CRM system doesn’t do you a lot of good if it doesn’t “talk” to the other parts of your sales process. Today, we’re taking a big step in making connecting the many tools and parts of your company to HubSpot CRM easier with the new HubSpot CRM - Zapier integration.
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Email templates are a great timesaver. In Sidekick for Business, Template Reporting takes things a step further by telling you which templates are most effective so you can share the best approaches across your team.
Today, we are going a step further with the new Template Sidebar.
Read More >>When you send a lot of email, templates can be a huge timesaver. But saving time is only one piece of the puzzle - your templates tool should also help you improve the effectiveness of your messages over time. Template reporting in Sidekick for Business is designed to do just that - and today, our reports are getting a makeover.
Read More >>In an effort to make finding and editing the many settings in HubSpot CRM easier, we're introducing an all new CRM settings page that you can reach right from the top navigation in HubSpot CRM. Here, we'll take a quick walk through the new settings page to get a feel for just what you can do.
Read More >>Dialing a desk phone is so 2014. Writing up notes on a call and logging it in your CRM is so… well… it sounds even more archaic. That’s why so many folks love Calling (a premium feature available as part of Sidekick for Business.) And now, Calling is available to our friends in many Asia/Pacific and all European countries.
Read More >>It's amongst the most common requests for HubSpot CRM - more control over which contacts, companies, deals and tasks each sales user sees and can access when they log into HubSpot CRM. That's why we're excited to introduce Permissions in HubSpot CRM.
Read More >>Templates make it easy to send sales emails quickly and efficiently, while collecting valuable insights into which approaches work the best at different stages of the sales process. Two improvements to templates that stemmed from user feedback are now live.
Read More >>You asked, we listened - you can now CC and BCC additional contacts when sending emails from the CRM. It’s often necessary to include other folks in on the conversation. Now you don’t have to leave the CRM to copy other contacts on your emails.
Read More >>“I wonder how many times I’ve written this exact email...” For many sales professionals, it’s a question they ask themselves over and over again. The trouble is that building, maintaining, and actually using templates is enough of a hassle that it doesn’t save you any time. HubSpot CRM Templates are different.
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