Contact, Company, or Deal properties that are viewable to everyone (or select teams) but only editable by admins (or specific users).
Currently, no such feature exists.
Of course, there are a ton of factors that contribute to our decision making when onboarding a new platform, but if we're familiar with the tool and believe it will become an integral part of our stack, we follow the 18% rule:
If the discount is greater than 18% when paid annually, we pay annually; any discount below 18% - we remain on a monthly payment plan.
One approach to take: 1) Off the bat, you definitely want to exercise any free trial period with the software to test it out. 2) If you're unable to commit long-term after the trial and can't extend it, ask if your team can sign-up for a month-to-month plan and if within the first 1-2 months you can commit to the full year, have the remaining balance prorated at the annually discounted rate.
Depending on the time of year and size of the contract, you'd be surprised how often sales teams will honor this type of plan to appeal to new (and potentially long-term) customers.
Living up to its name, greetbot welcomes all new members to a slack workplace with a personalized message and can handle a variety of different tasks. We use the bot to give new users an overview of the different public channels and what each of them are used for. Nothing big but a fun little add-on.
While it requires holding and storing a physical hard drive, I think the Time Machine app on OS makes it super simple to backup everything on your computer - and even easier to install all of your folders and files right back on to a new computer.
Yes - email and SMS are easier and quicker to use, especially on mobile when the code plugs directly into the code input box. But if security is your number one concern, an authenticator app is second to none.
The best support teams are those that are accessible across all 3 channels - and meet their customers on the channel that works best for them. Shoutout to Hubspot for making this a priority
The all-too-common occurrence: you're on an email chain with several colleagues and several external partners. At one point, a client asks for/about something that requires you to check with teams internally or forward on to someone else. You forward the chain and begin a separate conversation within that same gmail thread. When it finally comes time to respond to the initial email thread, you find yourself scrolling back up to find the last point of contact.
With the Slack add-on, you can easily attach an email to any direct message or channel within Slack and add a comment - taking the conversation out of email for clarity and speeding up the entire back and forth.
Gmail has the option of breaking your inbox down into several sections (up to 4) with their priority inbox setting. A section can be a variety of things: unread messages, starred emails, or any custom folder that you create (among several others). You can customize the order that each section is shown (and have that group disappear if there aren't any messages inside).
Using this inbox style in compact view, I'm quickly able to throw new emails that appear at the top of the inbox into different folders, and they appear farther down (or disappear completely), depending on the messages priority.
Amongst the many Hubspot integrations that our team currently uses, we find the Linkedin Navigator add-on to be an incredibly useful tool for the sales team. If you are both a Hubspot user (including those on the free CRM plan) and a Linkedin Sales Navigator for Teams* subscriber, you can connect the two accounts and within your Hubspot CRM, any contact page that you visit will include a small section off to the side that pulls in the users Linkedin profile, allows you to connect with a personalized message, and lists any mutual connections that you share - regardless of whether you are a 1st degree connection or not. On company pages, the tool will list any "icebreakers" - folks either on your team or that you may be connected to who can introduce you to a possible decision maker at the company. It's a neat feature for AE's to have at their disposal when contacting countless companies and always looking for a bit of a personal touch.
The downside of the integration: A) it works on an individual basis within Hubspot (it's not companywide but only for the specific users paying for the Linkedin plan) B) As of now, not only do you need Linkedin Sales Navigator ($80/month per user when paying monthly) but you need to purchase the Team edition ($135/month per user when paying monthly) - costs that can add up fairly quickly with even only a small sales team
Putting cost aside, it's a great integration that can really help sales teams increase efficiency.
As new Gusto users, it has been such a pleasant and welcome experience working with a team that prioritizes customer support and the client experience so strongly. When onboarding any new saas tool or provider, our team always wants to know about the different support channels/options available, and Gusto has us covered with phone, email, and chat support. Thus far, the representatives have only been friendly and knowledgeable, and the interactions have been enjoyable - something to look for in any software but amazing to have in your payroll and benefit provider.