Sales Analytics Software Discussions

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.

Is it possible to track emails when sent from the Gmail app or Apple Mail app? IS there any way to make sure that all elements of an email conversation, regardless of platform (desktop, laptop, mobile, etc.) are being tracked across all devices

I had been using copyai for my writing blogs and i got a liitle confused on how to make a detailed more persuasive approach in generating titles . Because the genrated ones are very similar to each other

So that my team can watch a loop/reel of similar call snippets (rather than having to listen to the snippets one by one in the Library).

I'm interested in seeing if you guys will be implementing an update to Groove phone where we have the ability to set up a Voice mailbox system so that way clients can leave us messages and we can stay more on track with follow-ups!

Multiple business units within my organization use Groove, and we each have folders for our templates. Is there a folder nesting structure? This would help me better organize and more quickly recycle templates.

How can crea

I like very much I use it it give me benefit Gong is fa mouse2 soft were

Good communication skills is need

I'd like to have customers make appointments that don't overlap and show up on my calendar.

I find it very redundant and time-consuming to copy the notes from my phone system into the case description and manually enter the time spent on the call. I would like an option for the phone system to automatically populate the case description and time spent based on the notes from the phone... Read more

We would like start doing automation and would like a video showing all the steps.

Previously I tried to complete the ActiveCampaign course on the different tools to use and I saw that some of them only had a video showing what it was but no explanation of how to use it.

It´s not so intuitive to create a form and make it nice with design. AC need to make this process much more friendly.

Like aweber does: include/exclude

My team is currently using Salesloft and PipeDrive and we are strongly considering transitioning to Hubspot as our CRM. I'm all ears to any advice on the Hubspot & Salesloft integration along with best practices.

I wonder how a successful Adhoc customization would work when changing Zoho's underlying code.