In GlassHive, a range of customization options is available to enhance your workflow, making marketing and sales both enjoyable and effortless.
Customizing GlassHive allows businesses to tailor the platform to their specific processes and objectives. This personalization enhances workflow efficiency, aligns tools with unique strategies, and optimizes campaign management, resulting in more effective targeting, improved lead handling, and ultimately, better sales and marketing outcomes.
To access these features, select Account > Account Settings > Customizations
From here you will have access to all of the following customizations:
Account Email Signature
The account email signature is used for your plain text campaigns. Rather than sending an email with your signature, set up a general signature for the account.
Branding Options -- email, landing pages, collateral
Maintain consistent branding by setting your branding options for email, landing pages, and collateral. When you update your branding, all your emails, landing pages, and collateral builds will update automatically.
Solutions:
Allows you to add line items directly into opportunities. These should mirror your services offered as well as possibly one-off solutions such as hardware etc...
Company Type
The purpose of a company type is to categorize businesses based on their characteristics, helping to tailor marketing, sales, and interactions to meet the specific needs of each group more effectively.
Contact Statuses
The purpose of a contact status is to categorize and track a contact’s current stage in the customer journey, aiding in prioritizing actions and tailoring communications for more effective sales and marketing efforts.
Opportunity Types
Categorize sales opportunities by their nature, such as new business or upsell, helping sales teams prioritize, manage, and track progress more effectively. This organization improves insights into the sales pipeline, revenue forecasting, and strategy development.
Opportunity Stages
Tracking sales opportunities through defined stages helps businesses visualize their pipeline, assess deal progress, and prioritize efforts. This structure aids in identifying obstacles, developing strategies, and improving forecasting accuracy and success rates.
Verticals
Categorizing businesses by industry or market sector helps tailor marketing, sales, and product strategies to meet the unique needs of each vertical, improving solution relevance, customer relationships, and competitive edge.
Categories
Add or edit categories to help your teams easily identify different types of content throughout GlassHive, such as media files, emails, journeys, landing pages, etc...
Custom Contact Fields
The purpose of custom contact fields is to capture additional, specific details about contacts that are unique to a business’s needs, enhancing data accuracy and personalization in interactions.
Custom Company Fields
Custom company fields capture specific information about companies not covered by standard fields, allowing for more tailored data management and interactions.
Custom Opportunity Fields
The purpose of custom opportunity fields is to capture specific information related to sales opportunities that is not included in standard fields. This customization helps businesses track relevant details, tailor their sales strategies, and manage opportunities more effectively.
Custom Insert Tags
Custom Insert tags can be created and leveraged in Documents to automatically insert the tag of choice.
Custom Activity Types
Allow businesses to track and manage specific actions or interactions that are unique to their processes and goals. By defining custom activities, companies can monitor tasks that aren't covered by standard activity types, ensuring that all critical actions are recorded and analyzed. This helps in gaining deeper insights into their operations, improving workflow efficiency, and better aligning activities with their strategic objectives.