The new Deal Page, is a powerful interface that has been designed to help you visualise your sales, update deals faster and provide more powerful KPI’s. We know you’re going to love it

Watch the video below to see how it works !

Ginni Rometty CEO of IBM said “When you remove layers, speed and simplicity happen.”

Let’s admit it, if you do something fast its fun. Living life in the fast lane, driving fast, all these actions are synonymous with fun.

Tubular has now introduced our quick actions button which decreases the time it takes to review and update your sales pipeline, all from the same window. From a single click you can now add notes, upload files, log calls and make updates with each deal. Look for the lightning bolt and speed up your sales today!

The post Introducing – Quick Actions appeared first on Tubular.

Like a good investment portfolio, your sales pipeline should be well diversified to increase your chances of closing more deals.

A well-diversified sales pipeline can be broken down by

– Which region the deal is assigned to
– Which country the deal is assigned to
– The division that bought the sale to fruition (sales/marketing)
– How much of your pipeline is allocated to recurring revenue?
– Which advertising channel brought in the lead or deal

But how do you measure and arrange these details to ensure your strategic decisions are spot on when actioning your Sales Pipeline?

Tagging!

Tagging is a new feature update from Tubular to help you organise, review, sort and process your deals quicker than ever!

1.     Your Tags can be found in the colour coded section under the deal name.

2.     To add a tag – Click on the tag (you see where I am going with this)

3.     And type the name of the tag (you can have multiple tags for deals)

4.     Now in the Filter section you will see Tags filter.

5.     By clicking on a tag – it allows you to see all your sales pipeline via tags.

Set up your call today and learn more about the Tubular Feature set!

The post New Feature : Tagging in Tubular appeared first on Tubular.

I’m finally excited to announce this new feature in Tubular. It’s taken us quite some time to get it just right!

Outlook, 365 & Exchange Integration is here !

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Our Outlook Integration means no more leaving Tubular when you need to check, read, reply or write emails. Easily reply to your clients from within the deal page.

If you are a Pro or Enterprise Tier subscriber, you will see a new Email tab appear next to the Timeline tab.

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If you use Gmail or G Suite for your business email hosting, you can easily sync your Gmail account with a single click.

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Once your account is connected, you can use the email tab to email the contact in your deal directly.

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No longer is there a need to “cc” everyone in your team on correspondence, now with a single click, you can share emails with your team by Pinning them to your timeline!

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Your emails are held in your Microsoft account, so we don’t store your data on our servers, so everything is kept in sync! 

If you have any questions or want one of the Team to help you get started with Gmail integration, drop us an email and we’ll arrange a time to get it all set up for you.

Check it out and let us know what you think.

​Try GMAIL in Tubular ​

Keep closing deals!

 Team Tubular

The post 365 and Outlook Integration is here! appeared first on Tubular.

We know the drill! It’s Monday morning, you live and breathe sales, and you want to get cracking on making those calls, chasing your leads, and closing those deals.

But……

As if to suck the life out of you, management needs a sales meeting. Hold that thought, management needs figures and performance results. The number crunchers need their say. What needs crunching, you ask? “Numbers,” they respond humorlessly.

• What did we close last week?
• What’s in the active deal pipeline this week?
• Did we close more last week than two weeks ago?
• What’s our month-to-month growth?

Your palms are sweaty, knees weak, arms heavy. You feel yourself losing your clients already, hold the confetti.

Sales are measured by numbers, but to a salesperson reporting takes time. Hours better spent on building relationships and pushing through signatures. Reporting is retrospective analysis rather than forward-facing deal closure. Unfortunately, forward-facing relationship building doesn’t please the numbers guys, and so the sales team throws together a lifeless sales report that might keep management at bay for another 7 days.

Not only are sales meetings tedious, but they are also expensive! In his blog, “How long should a meeting last?”  Randy McCloskey predicts that your sales meetings cost your firm $340 per hour. Increase that to $1050 per hour if senior management is involved. A pricey few hours for your company to chew through first thing on a Monday morning.

At Tubular, we believe successful companies are built on using time efficiently. We have developed our sales reporting feature so it is responsive, intuitive, elegant and most of all simple, providing any company with the real-time stats they need to analyse their sales funnel.

Join the growing number of companies adopting Tubular, and learn why we can improve sales reporting, performance reporting, and organisational reporting.

The benefits of weekly, monthly and quarterly reports.

1. Weekly reporting

Aaaah! The joys of weekly reports. Those who cut their teeth on B2B sales can know that at times not a lot can progress in a week. Therefore, weekly reports can at times look relatively similar.

To combat this, we recommend you bring other Key Performance Indicators (KPI’s) that turn your weekly sales reports from sluggish stationary charts into reactive, responsive reports.

Start by measuring not only closed deals, but also active deals, so you get a balanced view of how healthy your sales pipeline is.

“An active deal is a deal within the various stages of your sales pipeline; so that deals are not won, lost, trashed or archived.”

So by merely clicking the overlay of deals won this week vs deals won in previous week, I can start seeing the positive or negative weekly growth.

Pros –  Errors, sticking points in the sales funnel. Any decrease in performance is quickly isolated before it becomes a long-term problem.

Cons – Some sales lifecycles are too long to see any drastic change on a weekly basis.

2. Monthly reports

An instant snapshot of a monthly report is where you can start making up-to-date actionable decisions that positively affect your sales pipeline.

Seeing your monthly closure rates can engage and incentivise your team to take affirmative steps to close their deals. Who knows? You might even find value in resuscitating some of the stagnant deals.

You can even dive into the revenue closed by sales rep by clicking the avatar on the right-hand side to get your personalised reports.

Pros – Percentage growth of deal flow and pipeline makes it easy to pick up the slightest of increase or decrease of performance.

Cons – Honestly, every company should have a monthly sales report and analyse their active deal  flow through the month.

Quarterly reports

The time of the year where a brief overview isn’t enough. Sales reps need to stand up and report on segments, deal size, lead sources and closure ratios. Luckily, with Tubular this is not a difficult exercise. Quarterly reports are drawn up instantaneously for you and correlate with the data that has been uploaded to Tubular during the previous quarter.

Don’t forget that your sales quarter constitutes bonus time, so don’t be scared of pulling away from the pack to show off your position with the Tubular Sales Leaderboard.

Annual Sales report

Everything is a panic at year end, the month can be short, or you may find yourself having to navigate your way around a short month interspersed with holidays with the same targets to hit, meaning hours upon an hours of distracting sales meetings.

Create calm amongst the ranks by having your annual sales reports ready at the click of a button. Watch how to build your Tubular reports by watching this video here.

Go on. This one is on us. Take the weekend off.

Sign up to Tubular

The post Simple Sales Performance Reports. appeared first on Tubular.

For those of you that know Zapier, you will know how much of a great tool it is, you can literally integrate any app with another, or with multiple apps from their repository. What this means for Tubular is that Zapier now enables us to integrate with over 1,000 apps. You can literally create Leads and Deals from anywhere, you will never loose a Lead again!!

Firstly let me show you where you can find our dedicated Zapier Page

We now have a dedicated Zapier page in the setting Menu, just click on the toggle in the top right hand side, the drop down will appear and you will see the Zapier icon and name. click on this to open the page.

We are going to be adding pre made “Zaps” to Tubular each week so keep checking back in the setting menu for the latest updates.

Here are some Examples of how you can use Zapier and Tubular 

There are so many Zaps it would be difficult to list them all, on our Zapbook page you can search over 750 apps that integrate with Tubular : Click here for our Zapbook 

But we have created some “Quick Zaps” which are ready for you to use straight away.

Google Sheets 

There’s no need to export your spreadsheets by hand all the time — we can take care of it for you. Once this integration is fully configured, Zapier will automatically create a new lead in Tubular from the information added to every new row on a Google Sheet, saving you from having to do it yourself.

Autopilot 

If you’re trying to convert leads more efficiently, this awesome automated Zap can help. Whenever a new contact is added in Autopilot, creating a matching lead for them on Tubular to help your sales team stay focused on the right relationships.

Calendly

Keep track of potential leads who schedule calls with you without the hassle of copy and pasting. Whenever new invitees in Calendly schedule a meeting with you, this integration will automatically convert those invitees into a lead in tubular – Bonus !

Intercom

Using Intercom to communicate with users but want to track them as leads in Tubular? Use this integration to create leads in Tubular every time a new contact is added in Intercom. Easily convert your contacts to leads with this Zapier integration.

How to create your own Zap in Zapier

The above templates can be found in our Zapbook or inside the new settings menu within our app. But how do you create your own Zap ? Thanks to the awesome team over at Zapier its really easy !

Let me show you :

Step 1

1. Login to your Zapier account, if you dont have one you can set up one for free here.
2. When you logged in click “MAKE A ZAP!“
3. Choose your Trigger App
   First you’ll pick the app that you want to start the Zap. Enter the app’s name in the search box.
4. Choose your Trigger
   Pick the specific Trigger for the app from the list of options provided.  With our example we are using Typeform, this might be “new form entry”
5. Connect your App
   (You will need your trigger app login details) A pop-up will appear, prompting you to authorize Zapier to connect to the app. Then click : Save + Continue.
6. Edit your options
7. Test your app.
   Click the “Fetch & Continue” button to make sure the Trigger works. Wait for the success message before you proceed to the next step.
   

Step 2

1. Choose the Action App
   Search for the name of the app you want the action to be applied to. In our care this would be Tubular !
2. Choose your action
3. Connect to your Tubular account. If you do not already have Tubular connected a pop-up will appear, prompting you to authorize Zapier to connect to Tubular. Then just click “Save + Continue.”
4. Set up the Template ( Customise )
   Click on the dropdown boxes or the plus (+) sign on the righthand side of every field to tell the Zap to pull in data to Tubular from the Trigger step.
5. Test
6. Name and save your “Zap“

If at any point you need help getting started from your Tubular account? The just reach out to us on Support, as always we are more than happy to help !

Not sure where to start ? Head over to Zapier and browse hundreds of potential Integrations on Zapier.

The awesome team at Zapier also wrote a blog about Integrating with Tubular, you can read that here.

Happy Zapping !

Sean & The Tubular Team

The post Tubular, say hello to Zapier appeared first on Tubular.

For any business, just having an opt-in pop-up can immediately increase their email opt-in, subscribers and leads.

If you are not optimising a pop-up, or worse not noticing a pop-up, it means users are leaving without any prompts or follow up. It’s hard to fix a lead generation system that misses out on a large portion of potential customers.

It’s a bit like inviting someone to your office and not talking to them!

However, opt-ins are a double-edged sword – We, the consumer, are getting wise to them and know that parting with our email address invites the marketing drip campaigns. Whether these campaigns are overly aggressive or just not relevant to us can be a huge turn off in terms of engagement.

Follow these four tips to ensure your pop-ups pique the interest of your users.

1- Your call to action (CTA) needs to be strong.

Requesting someone join a mailing list is not good enough. The point should be that the content is strong enough to entice the user and make them feel that they are receiving relevant content.

Originality is key. I like this pop-up from Switch playground

We all leave an exercise class wishing that we had the music on our playlist.

Now we do by entering our info into the pop-up.

It’s original, it’s enticing, and it’s not a generic invite to a mail list. Think how you can apply this to your business.

49% of all the pop-ups offer a lead magnet like an ebook, free content, tools, templates, promotions, or discounts. Think about how you can utilize this for your business.

2. Time your pop-ups correctly

There is nothing worse than getting halfway through an article and being interrupted by a pop-up. It is this sort of activity that leads to “banner-blindness,” so try to give your user 30-40 seconds on your website before hitting them with an offer.

3. People love Free Sh…Stuff

36% of all brands use the word free on their banner. Be it free time or free access to premium content like an e-book.

Again there is a slight catch in that the “free” stuff needs to be good. If you are not Tim Ferris, it can be hard to delivery quality daily content to a growing list, so it is best to give some thought to what your free offer is.

Free consultation always works as it offers a prime opportunity to upsell.

 

4. The arrogance test

This tactic really does work. A pop-up with a provocative question. Just look how a provocative statement like, “No Thanks, I prefer to pay full price for my clothing.” effects email capture rate.

One thing I would recommend is that the message fits in with the brand reputation, so if the brand is bold and punchy then, by all means, go ahead. Entice your audience. It works!!

To start building your own Tubular Lead Builder and converting Leads into Deals:

Sign up for a Free Trial

Or organize a call with one of our team.

The post It was a Pop-Up…….I Swear! appeared first on Tubular.

I’m so excited to announce this new feature in Tubular. It’s taken us quite some time to get it just right!

Gmail Integration is here !

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Our Gmail Integration means no more leaving Tubular when you need to check, read, reply or write emails. Easily reply to your clients from within a deal page.

If you are a Pro Tier subscriber, you will see a new Email tab appear next to the Timeline tab.

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If you use Gmail or G Suite for your business email hosting, you can easily sync your Gmail account with a single click.

​​

Once your account is connected, you can use the email tab to email the contact in your deal directly.

​​

No longer is there a need to “cc” everyone in your team on correspondence, now with a single click, you can share emails with your team by Pinning them to your timeline!

​​

Your emails are held in Gmail, so we don’t store your data on our servers, so everything is kept in sync! 

As always, if you have any questions or want one of the Team to help you get started with Gmail integration, drop us an email and we’ll arrange a time to get it all set up for you.

Check it out and let us know what you think.

​Try GMAIL in Tubular ​

Keep Growing Your Business!

Sean and the Tubular Team

The post Gmail Integration is here! appeared first on Tubular.

We’re calling it, Lead DNA.

DNA means no more searching for Social Media or LinkedIn profiles, addresses, contact details or trawling google to find the details you need about your lead.

All you need to do is input your Leads email address and click on the “Get DNA” Button. Simples

Once that’s done, we’ll load all the information you need on your Lead to help you move that sale to the next stage.

We’ll even fill your notes with any additional info we can find :

We’ve created Lead DNA to help you spend less time in admin and searching for data and more time winning deals.

And don’t worry, DNA also works when adding Contacts and Organisations! Giving you information like Industry, Employees, Year the company was founded and MUCH MORE ! 

Check it out and let us know what you think.

Try Lead DNA 

Keep Closing Those Deals !

Sean | CEO Tubular

The post 🚀 Meet Lead DNA 🚀 appeared first on Tubular.

That’s fine. There’s nothing wrong with manually handling this process, but it can turn something that’s relatively simple into a real pain. If sales are just one feather in your cap during your daily sales cycle, how can you separate this from your other work and focus on your core business? Or what happens if you need to scale up and more than one person is managing sales? Or what if your startup has just secured a series A investment round?

You and your staff are now chasing sales and deals across multiple inboxes and email addresses.

You’re finding it difficult to hunt down the right emails from the rest of the junk.

Some correspondence is missing.

You’re handling multiple opportunities through one contact and finding it difficult to keep track due to crossover.

There’s been a lot of frustration over email the last few years, with Chat tools as one solution, so people are focusing less time on email and more time on being productive. To some extent, this has been successful.Email doesn’t need to be the go-to tool for all your communication  (our friends at Slack claim a 32% increase in productivity! However, email is still one of the most robust channels of communication in business, particularly when you’re looking beyond in-house communication.

On the flip side, many CRMs rely on email too much, requiring you to sync your whole email account with software before you can get started. How do you continue to leverage the pros and minimise the cons when it comes to email and your sales process?

Be selective. Don’t dump your whole inbox and address book into your sales software or CRM and end up in a bigger mess than when you started. Make sure you filter this down to only your active contact list before you do this.

Focus on the deals. If one contact has a number of deals on the table, you need to find a way to keep track of them all.

Avoid the dreaded, ‘No Results Found’ inbox search. This can take chunks of time out of your day.

What if you could easily see the emails relevant to a particular deal and see them in context without needing to sync your whole email account?

At Tubular we thought long and hard about how to work best with email. We wanted to develop something that was non-intrusive, flexible and easy to use.

That why we came up with our BCC Feature. In Tubular each deal you create is automatically assigned its own email address.

You can choose to copy this address into the BCC or CC line to field any email correspondence. By doing so, the email automatically gets added into your deals timeline.

The benefit means only the emails you really need are displayed in each deal, nothing important gets missed, and you don’t need to search back through multiple inboxes for missing info. Correspondence is easily traceable and there is no mix-up between different team members as you can clearly see within the deal who sent the email to whom and when.  

To find out more ways Tubular can help you, visit us online or get started with a 14-day free trial today!

The post Email Integration in Tubular appeared first on Tubular.

TYPEFORM INTEGRATION: SEE YOUR TYPEFORM LEADS IN TUBULAR.

Tubular prides itself on its simplicity of use. Typeform makes form building simple. Integrating the two seemed like a no-brainer to us. You can now import leads and deals from your typeforms to Tubular in just a few clicks.

First you need to obtain your API key from Typeform. To make the whole process easier we’ve created a short guide to assist you along the way.

Typeform:

Login to your Typeform account here.

Once inside select your icon in the top right and then “My Account“.

At the bottom of the My Account page you will find your “API Key“. Copy it.

Tubular:

After obtaining your Typeform API key it’s time to move to your Tubular account and configure the integration settings.

Login to your Tubular account here.

Click cog icon in the top right corner and select “Settings“.

Select “Integrations“ from the left menu.

Paste the API key you copied from Typeform into the Typeform Integration field and click “Connect“.

Select from which Typeforms you want to import the data into Tubular.

In the next step you will need to map the Typeform fields with the Tubular fields. This is as simple as selecting a field from dropdown.

All that is left now is to confirm the import.

After confirmation you will receive message that import is underway. Your Typeform data is now being imported into Tubular.

The post Typeform Integration in Tubular appeared first on Tubular.