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February 18, 2021
- This SLA’s requirements focus on the wrong activities.
- This SLA’s requirements aren’t specific enough.
- This SLA is missing a requirement.
- No change needed.
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February 17, 2021
- Use the email scheduling tool to make sure your emails will be delivered at a time that’s convenient for your contacts.
- Send emails first thing in the morning to make sure your contacts see them when they get into work.
- Send emails at the end of the day to avoid interrupting your contacts’ daily schedule.
- Use the sequences tool to make sure your emails get re-sent to the recipient if they don’t respond.
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February 17, 2021
- You can use it to share a document with your contacts and get insights into how they interact with it.
- You can use it to create customized documents such as personalized quotes.
- You can use it to take notes about the conversations you have with your contacts throughout your sales process.
- You can use it for customized reports about the webpages a contact visits most frequently.
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February 17, 2021
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February 17, 2021
- The steps of your sales process
- An automated series of emails and tasks
- A playlist of tasks that you can work through
- An outline to follow during a sales call
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February 17, 2021
- Deal revenue leaderboard.
- Deal forecast.
- Sales performance.
- Deals closed vs goal.
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February 17, 2021
- An instant notification on your computer, if you’re using the Chrome or Outlook extension.
- A push notification on your phone, if you’re using the HubSpot mobile app.
- In the activity feed inside HubSpot CRM.
- A phone call, if you’re using HubSpot’s virtual secretary.
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February 17, 2021
- Your IT department can filter records for you in as little as three hours from the time of your request.
- You can search for exact record matches and sort the results alphabetically or by the date they were created.
- You can filter your records by using simple command line prompts.
- You can filter the records you have access to in real time based on values contained in their contact properties.
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February 17, 2021
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February 17, 2021
- Templates
- Documents
- Snippets
- Meetings
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