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构建

MethodData

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应用程序

MethodData

HubSpot 认证应用程序

Bespoke and out-the-box Reporting & Dashboards for HubSpot Sales users

构建者
MethodData
安装
超过 100 次安装
评分

5(4)

登录以进行安装需要 MethodData 订阅

要求

HubSpot 计划
    适用于所有 HubSpot 计划
了解更多信息
HubSpot 帐户权限
查看必要帐户权限
MethodData 订阅
Monthly Subscription 计划

概览

1) We create the Custom HubSpot Sales Reports and Dashboards your business needs

It’s your data, you should be able to do whatever you want with it and we are here to help you do just that!

Our team is committed to helping businesses put the human touch into the HubSpot platform by providing meaningful, internally-facing sales metrics that will help them grow. You know your business and sales process better than anyone and together we can help create the custom HubSpot Reports and Dashboards that will provide you the information you need to grow and when you need it.

2) Out-the-box email Sales Reports

We offer 5 automated and flexible email Reports in our standard plan. We have the Sales Reports you crave delivered right to your inbox. Choose to receive updates on stagnant leads, deal changes, deal velocity and more. We make it easy for Sales managers to get the data they need to grow their Sales teams in the ways they know how.

Since our solution is a standalone integration, there’s no setup required within HubSpot. You simply need to login and get started. All our Reports were designed and built based on feedback from real customers and solving their everyday Sales Reporting issues. Check back regularly as we add more out-the-box Reports.

3) Out-the box Dashboards

We offer 3 Dashboards in our standard plan. We designed our Dashboards to provide sales managers with the data they need to accurately forecast Sales on a granular level, coach their Sales Representitives to succeed and understand Sales changes they face within a historical context. All our Dashboards were designed and built based on feedback from real customers and solving their everyday Sales Dashboard issues. Check back regularly as we add more out-the-box Dashboards.

功能

I need a bespoke Report/Dashboard and HubSpot can’t build it

Issue: HubSpot has a large range of Sales Reports but there is no ability to build your own bespoke reports Solution: MethodData has their own portal where our team can build bespoke Reports/Dashboards. If the data exists in your HubSpot, there is no Report/Dashboard that MethodData cannot build

I have no way of emailing new or existing Contacts to myself or team

Issue: I can't email out new or existing Lists of Contacts Solution: The MethodData List Report is our most popular report. The Contacts are included directly in an email with a HubSpot link for each Contact or can also be attached in a spreadsheet or CSV

I want to know the Velocity of my Deals

Issue: There is no way in HubSpot to compare the Velocity of any Deal in a Pipeline to the average. This means a Sales Leader doesn’t know which deals need his/her focus at a glance Solution: The MethodData Deal Velocity report will send a regular email showing the top 10 and bottom slowest deals

I can’t see what information has changed in a Deal

Issue: There is no way to compare what has changed in a deal since it was last reviewed Solution: MethodData’s Pipeline Change Report generates an email showing the changes on every deal since the report was last generated. It will show changes in stage, amount, etc.

What is the value of my forecasted vs actual Pipelines per Sales Rep?

Issue: I want a breakdown of Pipeline value per Sales Rep per quarter for forecasted vs actual Solution: MethodData’s Forecasted vs. Actual Revenue by Representative Dashboard displays this information for the current quarter and for the next 4 quarters per Sales Representative per Pipeline

应用程序功能

共享数据
数据源
同步方向
在 HubSpot 中
在 HubSpot 中

Contacts

联系人

联系人

评论

平均评分

5.0

根据 4 个评分


总审查数

4

历来审查数


5
100% 完成
100%
4
0% 完成
0%
3
0% 完成
0%
2
0% 完成
0%
1
0% 完成
0%

平均评分

5.0

根据 4 个评分

总审查数

4

历来审查数

5
100% 完成
100%
4
0% 完成
0%
3
0% 完成
0%
2
0% 完成
0%
1
0% 完成
0%

过滤评论:

排序:


5/5
    2021年3月2日

The reports I always wanted delivered daily

Method Data has awesome out of the box reports but it is their custom reporting capabilities and integration expertise where they really shine. Easy to work with and well worth engaging.

你想解决什么问题?

Deeper level automated sales reports sent to my inbox

  • Forhan, C.

  • 营销服务
  • 51 到 200 个员工

5/5
    2020年9月15日

Absolutely Recomend

Sebastian and Connor were very attentive to our needs and took the time to learn our business to tailor the best product for us. I would recommend working with them for your sales reporting needs.

你想解决什么问题?

Sales Reporting

你喜欢什么?

Flexible and thorough

  • Cornelius, G.

  • 银行/金融服务
  • 11 到 25 个员工

Monthly Subscription

US$41.25

/月

Full access to all out-of-the-box dashboards and email reports.

  • Full access to all out-of-the-box dashboards and email reports.

Monthly Subscription

US$41.25

/月

Full access to all out-of-the-box dashboards and email reports.

  • Full access to all out-of-the-box dashboards and email reports.

* 此处的定价仅供展示。所有价格均不包含税、奖励、折扣或其他定价变量。你应联系合作伙伴以获取最新的正确定价信息。HubSpot 对合作伙伴所提供的定价信息不承担任何责任。上次更新定价时间:2020/06/15

更多信息

构建者
MethodData
安装
超过 100 次安装
类别
应用程序可用的语言
英语

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