XEN Systems

Inbound Marketing Agency for B2B Tech Companies. HubSpot Gold Partner. Co-host of @hubshots HubSpot podcast.

[XEN Systems @xensystems]

More important than every, thinking through how you use analytics for enterprise reporting:
https://t.co/s3qsQ4tNMm

[XEN Systems @xensystems]

Loving the new beta feature in #HubSpot - 'List Custom Properties'. Use these to better organise, filter, and create tailored views for your lists. Similar to contact views, you can limit who can access them - either private, specific team, or everyone.

[XEN Systems @xensystems]

What is the purpose of the Close date property in #HubSpot? At its core, it's the date a deal reaches the closed won stage or a contact becomes a customer, but there's more... It is also an an estimate of when a deal will be closed - a sales rep can set this when creating a deal.

[XEN Systems @xensystems]

🎉Exciting News! 🎉 Catch the latest HubShots Episode 304 as Craig and Ian unpack the hottest product announcements! 🚀 Get ready to discover Campaign Assistant, prospecting tool and more! 💪 Full shownotes available here: https://t.co/T6GdysLRJB
#HubShots #HubSpot #CRMPlatform

[XEN Systems @xensystems]

Need a way to count the number of open tickets in your pipeline? Especially when a single company has several due to purchasing multiple products/services at once? Here’s a quick guide on how we utilised calculated properties in #HubSpot to keep things streamlined.

[XEN Systems @xensystems]

Encountered a #HubSpotBug with inaccurate 'used in' property info? Fix it by:

1. Turning off/editing the Workflow
2. Adding an action & deleting it

This refreshes the Workflow and corrects the 'used in' tab.
#HubSpotProperties #HubSpotWorkflows"

[XEN Systems @xensystems]

Testing HubSpot's new beta feature: 'Conditional Property Logic'! Think of it as the internal version of form dependent fields. While form's dependent fields are are meant for website visitors, Conditional Property Logic tailors the internal data entry process. #HubSpot

[XEN Systems @xensystems]

Testing this new beta Workflow feature: AI to generated descriptions within #HubSpot Workflows.

If the first attempt doesn’t nail it, you can always re-generate a new one. Or tweak where needed. So use it as a starting point and tweak as necessary.

[XEN Systems @xensystems]

HubSpot has made the global search box much more prominent - take advantage of it by using it more frequently! Speed up your search for any of your HubSpot assets - from records, settings to workflows and more. #HubSpot

[XEN Systems @xensystems]

A clever way to set up your reports - utlise list membership for both inclusion and exclusion criteria.
#HubSpotReport #HubSpot

[XEN Systems @xensystems]

#HubSpot Workflow limitation we noticed - the 'increase or decrease property value' action is bound by the object-type of the Workflow.

For instance, it's not possible for a Ticket/Deal-based Workflow to increase/decrease a Company property value.

#HubSpotWorkflows

[XEN Systems @xensystems]

HubSpot's new feature allows users to easily add emojis directly in the Conversations Inbox. A small yet impactful way to personalise your messages. Again, it's the little things that make us happy!

#HubSpot

[XEN Systems @xensystems]

One of the features we consistently appreciate in #HubSpotCMS Hub is, you can easily build a full site on the temporary HubSpot domain before going live. Then, when going live you simply add the domain into HubSpot and point the DNS, and HubSpot takes care of the rest.

[XEN Systems @xensystems]

[Public beta] #HubSpot introduces a very handy feature reminiscent of Google Sheets: the ability to freeze the first column in your table views.

As you scroll to the right, the primary column remains visible, anchoring your data and providing context. It's the little things! 👏

[XEN Systems @xensystems]

Workflow descriptions in HubSpot can save you time and provide clarity. Use them to note recent changes or key outcomes. #HubSpot

[XEN Systems @xensystems]

Stay updated with the latest #HubSpot releases and features by navigating to the 'Products and Updates' menu in your portal. You'll see all the recent updates and have the option to join betas!

Alternatively, you can listen to #HubShots: https://t.co/Lnjv6eAKFf

[XEN Systems @xensystems]

Deal Lists in HubSpot was launched last month - if you haven't explored it yet, now's the time. Tip: Use deal-based lists in Workflow triggers and Custom Reports filters.

#HubSpot #HubSpotList

[XEN Systems @xensystems]

Forecast submissions are strategic insights; they represent a salesperson's personal prediction about the deals they'll close in a given period.

So when setting up/updating your Forecast in #HubSpot, try incorporating forecast submission. Here's how this can benefit your team.

[XEN Systems @xensystems]

What is the weighted amount you see in a #HubSpot sales pipeline?

A weighted amount is essentially a revenue forecast, calculated by multiplying the total deal amount and the probability percentage set for each stage.

This provides you with a more realistic revenue forecast.

[XEN Systems @xensystems]

Quick #HubSpot tip: add key reports from the Sales Analytics to your desired Dashboard with a simple click on 'Save report' > 'Save chart' or 'Save table'.

Benefit? Consolidate crucial sales data on one page and schedule the Dashboard to be emailed to specific users regularly.

[XEN Systems @xensystems]

Does looking at your Sales Analytics reports overwhelm you? Check the 'About this report' tab for insights and to familiarise the reports. This will show you:
- report description
- properties used
- definition of terms
- and link to relevant HubSpot KB articles

#HubSpot