The best time to qualify and get relevant information from a prospect is when they're filling out a form. Starting today with Dependent Form Fields you can ask further qualifying questions based on previous answers.
Read More >>The best time to qualify and get relevant information from a prospect is when they're filling out a form. Starting today with Dependent Form Fields you can ask further qualifying questions based on previous answers.
Read More >>For a lot of sales teams, there are all sorts of documents & pieces of content that play a big role in their sales process. Product specs. Whitepapers. Agreements. Decks. Sidekick for Business gives you useful insight into when your prospects actually engage with the documents and content you send. And now, Sidekick for Business sends you an email alert when a prospect you are working with views a document you've shared.
Read More >>Sidekick for Business gives you a behind the scenes look at the companies who are visiting your website in real time (even if they aren't in your database and haven't filled out a form on your website!) Now, Sidekick for Business can deliver those prospects notifications right to your desktop or inbox.
Read More >>If you frequently run campaigns, cloning all the previous landing pages, emails, and other assets you've created can be a huge time saver. Today, we're happy to introduce one-click cloning of campaigns which will make a copy of the campaign and all assets within that campaign.
Read More >>Documents in Sidekick for Business makes it easy for sales teams to share content, know the instant prospects engage with a piece of content, and understand which pieces of content best support their sales process. Now, using documents is faster and easier than ever.
Read More >>The contact profile is ground zero for day to day work with your prospects and customers, and we're working hard to make it even better. Today, you'll notice some useful improvements to contacts in HubSpot CRM.
Read More >>HubSpot CRM and Sidekick are a power couple of sales productivity tools, and they now work together even better. You can now access your Sidekick stream right inside HubSpot CRM by clicking Sidekick > Stream in your CRM navigation.
Read More >>We are working hard to improve many of the finer points around how Sidekick for Business works with Salesforce. One recent improvement you'll notice - when your propsects interact with documents you've shared with them, those interactions are now logged right to the prospects' activity history in Salesforce, along with how long they viewed that piece of content for.
Read More >>It's official - on May 19th, we formally announced Sidekick for Business, a premium set of tools that works with HubSpot CRM or Salesforce. Over the past several months, we've put Sidekick for Business into the hands of hundreds of sales teams, learning from their experience with the tools along the way, and we're excited to finally make it official.
Read More >>Having a CRM system doesn’t do you a lot of good if it doesn’t “talk” to the other parts of your sales process. Today, we’re taking a big step in making connecting the many tools and parts of your company to HubSpot CRM easier with the new HubSpot CRM - Zapier integration.
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Email templates are a great timesaver. In Sidekick for Business, Template Reporting takes things a step further by telling you which templates are most effective so you can share the best approaches across your team.
Today, we are going a step further with the new Template Sidebar.
Read More >>When you send a lot of email, templates can be a huge timesaver. But saving time is only one piece of the puzzle - your templates tool should also help you improve the effectiveness of your messages over time. Template reporting in Sidekick for Business is designed to do just that - and today, our reports are getting a makeover.
Read More >>In an effort to make finding and editing the many settings in HubSpot CRM easier, we're introducing an all new CRM settings page that you can reach right from the top navigation in HubSpot CRM. Here, we'll take a quick walk through the new settings page to get a feel for just what you can do.
Read More >>Dialing a desk phone is so 2014. Writing up notes on a call and logging it in your CRM is so… well… it sounds even more archaic. That’s why so many folks love Calling (a premium feature available as part of Sidekick for Business.) And now, Calling is available to our friends in many Asia/Pacific and all European countries.
Read More >>It's amongst the most common requests for HubSpot CRM - more control over which contacts, companies, deals and tasks each sales user sees and can access when they log into HubSpot CRM. That's why we're excited to introduce Permissions in HubSpot CRM.
Read More >>Templates make it easy to send sales emails quickly and efficiently, while collecting valuable insights into which approaches work the best at different stages of the sales process. Two improvements to templates that stemmed from user feedback are now live.
Read More >>You asked, we listened - you can now CC and BCC additional contacts when sending emails from the CRM. It’s often necessary to include other folks in on the conversation. Now you don’t have to leave the CRM to copy other contacts on your emails.
Read More >>“I wonder how many times I’ve written this exact email...” For many sales professionals, it’s a question they ask themselves over and over again. The trouble is that building, maintaining, and actually using templates is enough of a hassle that it doesn’t save you any time. HubSpot CRM Templates are different.
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