Revenue
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Sales
Marketing
RevOps
CX
Hubspot
Salesforce
For these companies , can you pull the latest logged call (who made it, when) + any notes? drop it in a table. if there’s been no call in 30+ days, flag it.
Hubspot
Salesforce
I am looking for insights on $0 orders (Opportunities with an amount of 0). I'm curious what kind of associations you can make, looking at the Accounts. One metric might be percentage of Account Type where these occur, but I need the values on the Account to be ‘point-in-time’ possibly cross-referencing the Account History object. Suggest any other metrics you think might be interesting.
Hubspot
Salesforce
Analyze the opportunity conversion for the records with and not done .