hapily

Don't mind us, we're still reeling over all the incredible campfire chats and epic vibes from HubSpot INBOUND! Watching this on repeat to relive s’more of the #camphapily energy ??? #INBOUND24

?? Optimizing Sales Rep Management with HubSpot ?? ?? Challenge: Managing different sales reps—junior vs. senior or across various teams—often requires distinct rules and controls. ?? Solution: You can now implement specific quoting rules for your sales reps, whether it’s: ? Approval Requirements: Automatically route quotes created by junior reps for approval. ?? Discount Limits: Restrict discounts above a certain percentage for new reps in their first few months. This setup allows you to control, streamline, and customize the quoting experience for your team, ensuring consistency and compliance. ?? #hubspotsalescrm #hapily #quotehapily #salesprocess

I about lost my mind last night... Zachary Foster hit me with the pre-launch goodies. Automatic. Price. Overrides. Imagine setting Price Books using the SAME HUBSPOT PRODUCT SKU that allow for blanket discounts or tier-specific pricing based upon any deal scenario you can come up with. Game changing for manufacturing, home services, and anyone that can't just duplicate skus and change the prices AND don't want to depend on the reps to make the correct choice. Anyone got any use cases for this? Would love to build them live!

Who had sock puppet interviews on their #INBOUND24 bingo card? ????

?? UPCOMING #WEBINAR ?? This week we’re teaming up with our friends at BabelQuest | Accredited HubSpot Partner to dive deep into managing #CPQ in HubSpot! Sometimes, HubSpot’s native quoting features are all you need. But when your quoting process gets more complex, that’s where quote?hapily comes in. This session will feature step-by-step demos of both approaches to help you master your CPQ process! Learn how to: ??Build product libraries ??Create custom quotes tied to deals ??Set signatures and approvals ??Build rules-based configurations ??Customize price books ???????? ?????????????????????????? ???? ??????????: ?????????????????? ??????????????’?? ?????? ?????????? ?? Thursday 10/3/2024 | 1:00 PM BST / 8:00 AM ET ?? ???????????????? ??????: https://lnkd.in/eUhb_RKq

???? SPOOKY SEASON is finally here, and we want to keep the #camphapily vibe alive with some HubSpot scary stories! You ever log into a portal and get chills down your spine? Maybe it’s from a ghostly workflow causing chaos, pipelines full of cobwebs, or a contact list that’s basically a graveyard. ?? So ... what's *your* HubSpot nightmare? Gather 'round and share your spookiest tale below! ????

Vibes are everything, especially in sales. ? Max Cohen ????and I been holding out on the fun we've been having with quote?hapily. The rules engine can pretty much shape your entire sales org into doing the right thing, every time. Even if you're a small town skateshop, revops matters. See how Lester and Greg quote hapily in HubSpot. P.S. This is just the beginning. Tons more fun en route. ??

I SPY WITH MY LITTLE EYE … ????? How many hapily apps can you find?

Max Cohen ???? from hapily sat down with Slav Yanov at INBOUND24 today to talk about the future of the HubSpot ecosystem, thoughts on HubSpot CEO Yamini Rangan's HubSpot Spotlight, and more. Stay tuned for the full conversation, coming soon... . . . #inbound #hubspot #saas #inbound24

Oh quick note. I spent about 45 min last week setting up our event hapily for #INBOUND24 Most of our team’s planes haven’t even landed yet. But… Every contact we captured at our booth and mobile devices have already been assigned to the right person automatically. Lead objects have already been created for our sellers, with full context of the interactions. Nothing will slip thru the cracks. Tasks have been assigned to leadership for folks they need to follow up with. Our expenses have been tracked. Our generated deals will automatically attribute to the event. The event ROI will calculate itself in real time. ….have fun uploading ur lists tho…. If this is not the experience you are having… I suggest you talk to Joe St Germain before your next tradeshow/conference.