When you need to get your pipeline tidied up, instead of staring at a deal and figuring out what needs to be updated, the deal data sidekick gives you a nudge on what’s most important (and a quick way to do it). You’ll find it… Read More »Deal Data Sidekick
If you’re not already using deal updates, this could be a perfect time to start! At the moment, it’s impossible to add an update from HubSpot and you only see them in HubSpot if you choose to add it as a note when you create one.… Read More »Deal updates
Setting up First up, you’ll need to install the extension via the chrome web store. Once you’ve done that, it’s a good idea to pin it so that you can access it directly from the top of your screen. Just click the jigsaw puzzle icon… Read More »Reviewing deals with the chrome extension
Deal check gives you a way to understand how a deal is progressing at a glance without leaving ctrl, showing data live pulled directly from the deal in HubSpot CRM. It’s available to view from the forecast area and from the triage panel in an… Read More »Deal check
For each event with a member of your team that you open from the event list, you get an event canvas. At first glance, it probably looks like a dashboard. But it’s more than that. With a dashboard, you go back to the same one… Read More »Using the event canvas
The first steps in using Ctrl are adding someone from your team and connecting to your HubSpot account. Once you’ve done that you can use the triage, goal alignment, deal check and forecast features. Here’s a step by step guide:
Ctrl.io syncs your deal data from HubSpot so that you can triage your deals. If you’d like to use the deal triage panel in any events with each person on your team, you’ll need to connect your HubSpot CRM account to your Ctrl.io account. IMPORTANT… Read More »Connecting to HubSpot CRM
Using the Ctrl.io deal triage process helps you have a better conversation about how you plan to use the opportunities in your pipeline to hit quota. Note: You can use the triage panel in any event that includes the manager and only one person on… Read More »Deal triage with Hubspot integration
If your manager is using ctrl.io they might ask you to log in so you can prepare for upcoming events. Make sure they’ve already added you to their team with your work email address, then you can go to my.ctrl.io where you can choose whether… Read More »Preparing for a 1:1
You’ll see some charts at the top of the team page to help you understand more about the events you’re having with the members of your team so you can make adjustments if you need to. You can switch the time period you’d like to… Read More »Understanding your team metrics