8 Areas to Focus Marketing and Sales During a Crisis (Even When Your Market Freezes Up)

Posted by Josh Paul on Mar 28, 2020 7:15:00 AM

As a marketer and business owner, I am ambivalent about marketing and selling during this global health crisis. I know my company’s HubSpot CRM and revenue operations programs make a huge difference for companies during normal times. However, what we’re facing today is anything but normal. 

Here is what I know:

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Topics: B2B Marketing, Sales, Content Marketing

The Best Way to Support Your Customers During a Crisis

Posted by Josh Paul on Mar 27, 2020 8:15:00 AM

By now, the situation has sunk in. The coronavirus pandemic of 2020 will change the world’s economic landscape for years to come. 

This means that marketing agencies, business influencers, and sales gurus have all had time to formulate thoughts on how your business should survive this crisis

Your LinkedIn feed is filled with advice. If you jump in any business-oriented Facebook group, this is all people are talking about. 

Currently, the guidance ranges from “spend more time with your family” to “apply for as many government programs as you can” to “crank up your sales and marketing engine to grab market share." These diverse opinions about what to do next can make your head spin and give you analysis paralysis.

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Topics: Customer Experience

How to Optimize Your Sales Process by Flipping It Upside-Down

Posted by Josh Paul on Mar 19, 2020 8:07:00 AM

Every company strives for more sales. The “holy grail” is a repeatable sales process that results in consistent and predictable growth.

The problem is many companies don't know the winning formula behind their current sales. While deals are being closed, many sales executives don't fully understand which parts of their sales process work in terms of messaging, process, and cadence. 

This is a roadblock to both implementing a successful sales process and improving their current sales tactics. 

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Topics: CRM Adoption, Sales Process

Why HubSpot Being Named Best Place to Work Matters to HubSpot Customers

Posted by Josh Paul on Dec 16, 2019 3:20:09 PM

Have you ever walked into a store or restaurant and instantly known that the staff loves working there?

In every interaction you have with them, it is clear that:

  • They are true believers and they wear it on their sleeves.
  • They take pride in being part of that company.
  • They are invested in giving you an outstanding customer experience.

This type of culture and employee satisfaction is very difficult to achieve. It takes time and deliberate design. A purposeful culture like this leads to higher customer satisfaction, strong word-of-mouth marketing, and overall growth.

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Topics: HubSpot, Customer Experience

Structure vs. Simplicity: Which Is Better for Your Sales Process?

Posted by Josh Paul on Dec 5, 2019 1:34:15 PM

Sales managers don't have easy jobs. They need to keep their team motivated and performing throughout the year. One of the biggest tools they have at their disposal is their sales process. 

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Topics: HubSpot, Sales, Lead Management, CRM Adoption

How to Avoid Sending Marketing Campaigns in HubSpot to Leads with Scheduled Sales Calls

Posted by Josh Paul on Dec 2, 2019 3:22:28 PM

One of the most important parts of your HubSpot lead management framework is your ability to see where each lead is in the sales process. This is key for both accurate reporting and actionable segmentation. 

More specifically, if you're sending a marketing email out and you don't want people who are already engaged in the sales process to get that email, you need to know which of your leads are already engaged with a salesperson.

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Topics: Email Marketing, HubSpot, Lead Nurturing, Sales, CRM, Lead Management, Campaign Planning

How to Organize HubSpot Campaigns for Better Reporting and Optimization

Posted by Josh Paul on Nov 26, 2019 12:21:18 PM

“Campaigns” is one of the most overused and misused words in the sales and marketing world. It can mean anything from a specific messaging initiative to a particular list you are going to target. Being a HubSpot user doesn’t exclude me from this complex reality.

However, it’s important to note that HubSpot uses the term “campaign” differently than other CRM and marketing platforms do. Let’s discuss some of those differences. 

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Topics: HubSpot, Campaign Planning

How to Update a User's Email Address in HubSpot Without Rebuilding Your Workflows, Reports, and Lead Assignments

Posted by Josh Paul on Nov 19, 2019 5:18:14 PM

When you’re using HubSpot to grow your business, you quickly realize how much weight the email address associated with your HubSpot user account holds. Your email address is your login. It is also where you receive all of your notifications, exports, and alerts. 

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Topics: HubSpot, Productivity, CRM

Introducing Pipeline Ops, The CRM And Sales Optimization HubSpot Agency

Posted by Josh Paul on Nov 1, 2019 7:10:23 PM

“Small Marketing Teams” was never meant to be a business name. 

After spending 10 years learning and testing processes for growing business without a big marketing budget or a big team, I wanted to give back to the business community by sharing the systems, process, and tools I have developed. 

So, I launched Small Marketing Teams as a podcast in 2016 to teach people how to increase leads and sales.

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Topics: HubSpot, CRM, Company News

How Pipeline Ops Increased Revenue At Medical Clinic, BioXcellerator, By Streamlining Their Sales Process In HubSpot And Increasing Qualified Sales Meetings

Posted by Josh Paul on Sep 30, 2019 7:11:11 PM

Setting companies up to grow by getting more people to buy their products and services is one of the most rewarding aspects of our work at Pipeline Ops. However, when that product or service provides life-changing benefits to people across the world, it takes job satisfaction to an entirely different level. 

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Topics: HubSpot, Sales, CRM, Lead Management