#hubspot is just a total disaster! They always seem to let us down at the exact moment we need them most. I will definitely NOT be renewing my premium subscription. This happens too frequently and compromises us too much. https://t.co/RjyikAouxn
Now, stuff like this happens. It’s inevitable. And sometimes I wonder if some of us early HubSpotters got spoiled with customer support when HubSpot was a smaller, newer platform.
This feels like some of the growing pains of becoming a major player in the CRM space, but maybe I shouldn’t let them off too easily?
Report On This
A new series where we break down our favorite custom reports.
HubSpot has an out-of-the-box Time in Deal Stage property that is created automatically for each of your deal stages. The only problem with that is, it isn’t a rolling property, it only populates AFTER a deal has moved out of that deal stage - so it can’t show you if you have deals STUCK in that particular stage, it really just shows you retrospectively things like average time your deals are spending in each stage (valuable, but doesn’t help us with this conundrum).
There is a way to hack it, though! And that’s with the hidden reporting property we talked about waaaaay back in episode 192 - Entered Stage Date.
HubSpot will automatically mark a date property for when each deal enters each deal stage, and you can use this to create reports to see how many deals are stuck in any given deal stage.
Here’s an example:
What’s on Our Minds: Tracking Pillar Content Success
Stephanie and I have both recently published our own pillars, and our pillar guru, Liz Murphy, recently published an awesome article on how we at IMPACT are starting to track the success of our pillars.
She also brings up the Campaigns tool - something we’ve touched on recently but haven’t dove too deep into. Long story short: campaigns = see influenced revenue from your content.
This Episode’s Sponsor: Woopra
Woopra allows you to build the complete end-to-end customer journey, starting with the point your users click on an ad and land on your website, all the way till the point they convert into your paying customers, and beyond.
I recently sat down with Elie, one of the founders at Woopra, to talk to him about why they started the platform, and some of his favorite stories of how he’s seen people use the tools.
HubSpot Wishlist: Create a Report That Captures Form Submissions
“Need a report that captures which forms have been filled out the most so I can see the running total on my dashboard. This would give a quick view of the number of contacts captured and which channels captured the most. Currently, you have to go to each contact and look individually to see where they came from and what they filled out. Getting a top-line view of the most used forms would be helpful.”
Shoutout to Devin from DigitalMarketer for sharing this in the HubSpot User Slack!
I would love to see this ESPECIALLY broken down by Original Source.
[Now Live] A Streamlined New Record Design
“On April 2, after several months of collecting and iterating on your feedback, we'll move over to the new record permanently; the current design will no longer be available.” Learn More
I (Carina) actually love it. Steph - what’s your take??
Until Next Time
If you’re listening on iTunes - head on over and leave us a review! We love hearing your feedback, so feel free to leave some in the comments, or shoot me an email at firstname.lastname@example.org!
Until next time. This is Carina Duffy & Stephanie Baoicchi saying to you, get out there and get after it!
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