Seeking Hubspot CRM Reporting Ideas for Customer Marketing Metrics

·

Hey there - does anyone use Hubspot as their CRM, and are you doing any reporting on key metrics? Looking for some help on what types of reports/dashboards to build related to customer marketing - tracking engagement on customer stories, newsletter, retention, etc. open to all ideas or tips 💡

👀

2

3 comments

· Sorted by Oldest

Crystal Anderson
·
Following the thread. I just started at a new company as well and am new to using Hubspot as a CRM. Would love to join if you have a call or email on best practices and reporting/dashboards Hubspot can build. I have solely used SFDC in my career, so looking to see if Hubspot offers similar reporting (which I assume they do, but have heard from our Hubspot operations team that some fields aren't as customizable as SFDC - activity type/task type for example).
👍2
Ryan Gutierrez, Community Agility Specialist
·
I know an incredible freelancer that would be worth an exploratory call. He is equal parts exceptional Hubspot brain and awesome human to work with
👍🏽1
Crystal Anderson
·
Thanks Ryan - would you mind introing me to him please? crystal@fieldguide.io
👏1

Crystal Anderson
·
Following the thread. I just started at a new company as well and am new to using Hubspot as a CRM. Would love to join if you have a call or email on best practices and reporting/dashboards Hubspot can build. I have solely used SFDC in my career, so looking to see if Hubspot offers similar reporting (which I assume they do, but have heard from our Hubspot operations team that some fields aren't as customizable as SFDC - activity type/task type for example).
👍2
Ryan Gutierrez, Community Agility Specialist
·
I know an incredible freelancer that would be worth an exploratory call. He is equal parts exceptional Hubspot brain and awesome human to work with
👍🏽1
Crystal Anderson
·
Thanks Ryan - would you mind introing me to him please? crystal@fieldguide.io
👏1