Increase account research efficiency and help to keep company records accurate with this hidden feature in HubSpot's Chrome Sales Extension.
Say goodbye to switching between a company website and their record in HubSpot. With a flick of a switch (literally), you can view a HubSpot company record when you're viewing their website in Chrome. This means you can see:
- 'About this company' details from the Company record
- Activity record
- Contacts
- Associated deals
- Associated tickets
Not only that, you can make edits to the Company record, create deals, add notes, book meetings and more from right within the extension. Your Sales and Service teams will love this feature - it'll give them a great efficiency boost when researching accounts. I'd also say, from a personal point-of-view, when you look at a company record in HubSpot they can all sort of blend into one because visually, they look the same. Viewing the company record directly on their website helps me really think about the brand and business behind the company properties.
Here's how you set it up:
1) Download the HubSpot Sales Chrome Extension, if you haven't already
2) Enable the extension to appear on 'All other websites' by navigating to the extension settings
3) Refresh your browser (and ensure you are using the most up-to-date version of Chrome)
4) Navigate to the company website and click on the sprocket icon which appears on the right-hand side of the page
5) View and edit your company records!
Author: Hollie Higa
Head of Marketing