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Great video. Could you please explain how companies are tracking their MRR on a monthly, quarterly, and annual basis for the full term of a deal, not just the month in which the deal is closed or MRR billing begins, but again, for the whole deal term (example 12 months MRR)? I haven't found where this is possible in HubSpot.
What is your recommendation for situations in which the demo or the discovery call got canceled? As not all deals go through that stage, I would think that this shouldn't be a separate deal stage. Should these deals stay in "Demo scheduled" even if currently there is no new date for the demo/discovery call?
what if I want to make a list with new contacts and some old ones that are already on my contact list. But I don't want to put a filter since they will only be used for a specific campaign.
Question: in your opinion this is a uesful tool despite the fact that it has no kanban view to manage the leads pipeline? How do you suggest to handle it without the Kanban view? Thanks!
Great video, Tyler! Two questions: 1) what is the difference between 'forecasted revenue' and'revenue'? 2) Is there a way to set a pipeline target? Currently, the only option is to select a target for number of new deals, not the total new deal amount.
what's wrong with you? why you changed the interface of hubspot???? it is NOT USER FRIENDLY ANYMORE! I try to figure out for minutes how that new dashboard works....
We are sorry to hear you are having trouble with the new interface. While we do not work for HubSpot, we understand the pains of trying to navigate their frequent changes. Be sure to reach out to HubSpot support and provide your feedback directly to the HubSpot community!
Hi! Thanks for the great summary. I have two questions: 1. Do I still need the Lead Status field? I have this on my contact in addition, but it doesn't correspond with the new Lead Status in the Prospecting Hub. 2. In your video about the lifecycle stages (with the fancy graphics), you mentioned that MQL includes the Lead Status "New" and "Attempted to Contact" and SQL includes "Connected" and "Qualified." However, here you show that only the SQL should be recorded as Lead / Prospect. What are your thoughts on this? Best regards, Mike
Thanks so much for reviewing Content Remix! I'm the product manager for the team behind that feature, and we're working hard to continue making it even better. Repurposing content is such a win for marketers- it takes what you've already done so well and makes sure your voice, your authority, your subject matter expertise gets distributed across all the marketing channels that matter to you. Personally, my background is as a content marketer, and while I love writing long-form content, I've never been stellar with social media or email copy; I like to use Remix to play to my strengths and create really good long-form content, Remix it into short-form content, and then just polish it up before hitting publish.
Hi! I have a website on Wordpress and need to do many landingapges. What would you say are the downsides of Hubspot vs Wordpress and vice versa. GOod video maybe? :)
Hi! Great video, thanks for sharing. I have a question though. How do you handle Contacts and Leads? Which one is created first and then promoted to the other category?
Great question! The contact would be created first and then the Lead. Typically a lead creation trigger will be based on the contacts lifecycle stage or some triggered activity.
You guys are changing my life. I am a huge HubSpot fan with 5 of their certificates and I can never stop watching all your videos. Thank you for all you do
What about new Contacts that are created from HubSpot forms? How can they be associated with the parent Company - to later be associated, either manually or via a Workflow, with the appropriate child Company/location?
This seems like a great tool, except it looks like there's no way to save the template at the end so that you can come back later and update or change the info (for a different employee for instance). Do you really have to start over every time? Is your design layout saved somewhere in Hubspot?
Thanks, Scott! We've got tons of sales experience under our teams belt and even more exposure from different tactics we see our clients use for their approaches. You just have to find what works for you!
Hi, I have a client trying to import a mapped out system of deals and logs into hubspot sales hub deals. How can we do this securely without making mistakes
