Teams | Collaboration | Customer Service | Project Management

September 2024

How to Report on Multiple Zendesk Accounts in One View

If you use Zendesk, you will likely have come across Zendesk's native reporting and analytics tool, Zendesk Explore. This allows you to create custom views of the metrics in your Zendesk account. But what if you want to create reports and dashboards that visualize data from multiple Zendesk accounts? Sadly, this is not possible in Zendesk Explore. Fortunately, it is possible to visualise data from several Zendesk instances in Geckoboard.

How to Monitor HubSpot, LinkedIn & Google Analytics Metrics

If your business uses HubSpot for sales, alongside common marketing tools like Google Analytics and LinkedIn, you might eventually find it becomes time-consuming to keep track of all your KPIs. It’s not just that it’s time-consuming for leaders who need to monitor these performance metrics. The biggest downside is that teams and individuals stay in their silos.

How to Report on Multiple Pipedrive Accounts

There are many situations in which you might need to monitor multiple Pipedrive accounts at the same time. For example, you might own multiple businesses with their own, seperate Pipedrive accounts. Or you might be a technical consultant who is helping multiple businesses set up and maintain their Pipedrive platform. In this situation, it’s helpful to understand how much your clients are using the platform, to understand how well they are onboarding.

How to Report on Multiple HubSpot Accounts

We all know HubSpot has some excellent reporting features for visualizing your key sales data. But what happens when you want to create dashboards and reports that visualize data from multiple HubSpot accounts? Can you achieve this in HubSpot? Unfortunately not. But never fear, in this article we’ll explore how you can use Geckoboard to visualize metrics from several HubSpot accounts in a single dashboard.

11 sales contest ideas: A guide to running sales competitions

Sales is a naturally competitive role that attracts people with a competitive spirit. If you run a sales team, you’ll likely find there are times when you need to inject that extra boost of competition into your team culture. A sales contest or competition is often the best way to harness your team’s enthusiasm for victory with healthy team rivalry. In this article, we’ll explore when might be a good time to run successful sales contests.

3 Ways to Connect HubSpot to Looker Studio

Any sales team that uses HubSpot will know the CRM produces lots of useful metrics and KPIs. You may want to make the most out of this data by using it to power a custom KPI dashboard, in order to keep your team informed and motivated. Although it’s possible to build custom dashboards within HubSpot itself, there are many instances where you will need a third-party data visualization tool to produce your dashboard.

3 Ways to Connect HubSpot and Slack

HubSpot is one of the most popular CRM tools available for sales teams today. Not least, because it both simplifies and automates the sales management process, so teams can focus on what they do best – selling. In this article, we’re going to explore another way you can use HubSpot to make your team more productive – connecting HubSpot to Slack. Integrating HubSpot and Slack will enhance your team communication by allowing real-time updates and notifications directly in Slack channels.