Not all sales activities are created equal. Seeing that you’ve made 300 calls in a month, or had 100 meetings, is great --- but it doesn’t tell the whole story. Were they all introductory calls? Demos? Closing calls? Meetings to negotiate pricing and discounts? Optimizing your process is all about getting specific with where your team is spending its time. With today’s update, create custom types for your calls and meetings, set a type for each activity as you log it, and report on your activity types over time.
How it works
Navigate to Settings > Sales > Call & Meeting Types.
Click “Enable Call and Meeting Types.”
Add your types.
Then, when you’re logging an activity from a record in your CRM, simply click “Select Call Type,” and choose your desired type.
Want to learn about reporting on these new features?
What is it? The new forms editor, which has been in beta for the past couple of months, is now available for Opt-in for all HubSpot users.
Why it matters: The forms editor in HubSpot has gotten a brand new look, and a variety of new functions have been added so that you can easily create dynamic conversion points for your prospects and leads.
Documents let you upload PDFs and share them seamlessly. You can track exactly when and how prospects are engaging with your sales enablement content so you can follow up with speed and precision.
The new design for documents lets your brand shine. Add your logo and customize the color scheme of your documents for a more professional look and feel. This custom branding is now available to HubSpot Sales Starter and HubSpot Sales Professional users.
Another awesome update: folks viewing your documents have the option to book a meeting or send an email without leaving the page:
This option will only be available once you’ve set up meetings in HubSpot and any request to book a meeting will take reps directly to your default bookings page.
With its intuitive drag and drop interface, you can build an entire HubSpot website on your lunch break.
There are over 500 custom modules to choose from, with everything from hero sections, image galleries, team sections, FAQs, pricing modules and more.
You can preview your designs across desktop, mobile, and tablet, and then share them with colleagues instantly.
Every module is priced individually, so you have complete control over the cost of your page.
You can even change the color of your CTAs from within the editor
Once you’re happy with your designs, they’ll be imported into your HubSpot portal within 24 hours, where you can easily change images, text, and reuse every individual module over as many pages as you like.
Here is some of my ideas that can take Leadflow to the next level. I work for one of the first tools CRO tools here in Sweden before and we had this and much more. Please leave a comment or Unlike this if you think that I have something interesting here.
Set to pixel
Design - functions, and elements
Placement of logos
Shape of the Pop-up
PNG out of bounds
Video Basic styles menu
Amount of clicks
Show one time, two times, three times - week, month, year