Josh Paul

Josh Paul

Recent Posts

Join our HubSpot Reporting and Analytics Workshop for the HubSpot User Group

Posted by Josh Paul on Jul 7, 2020 5:04:20 PM

Certified HubSpot Partner, Pipeline Ops, is leading a HubSpot Reporting and Analytics Workshop for the Phoenix HubSpot User Group on Tuesday,  July 7, 2020.

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Topics: Company News, HubSpot Reporting and Analytics, HubSpot User Group

How to Set Up HubSpot Custom Properties Without Cluttering Up Your System

Posted by Josh Paul on Jun 30, 2020 9:59:41 AM

Your HubSpot CRM and marketing software only work to grow your company if it is set up for your specific business. For instance, start-ups are set up very differently than enterprise-level businesses. A real estate company needs a different configuration than a SaaS software provider. 

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Topics: HubSpot, CRM, Lead Management

How to Get Your Marketing Team Onboard to Optimize Your Sales Process in HubSpot

Posted by Josh Paul on Jun 18, 2020 5:00:00 AM

Traditionally, marketing and sales departments have a friendly, but hands-off relationship. If there is a problem with your marketing strategy, sales stays out of it and marketing tries to fix it. If there is a sales problem, sales does not want marketing involved in the solution process.

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Topics: HubSpot, CRM, Sales Process, Sales and Marketing Alignment

Three Sales Management Lessons for Managing Sales Teams Remotely

Posted by Josh Paul on Jun 16, 2020 9:38:22 AM

Let’s flashback to your sales team in the year 2019...

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Topics: HubSpot, Sales, CRM, Sales Process, Sales Efficiency

How to Use HubSpot Sales Dashboards or Leaderboards to Increase Revenue and Sales Rep Productivity

Posted by Josh Paul on Jun 11, 2020 9:42:41 AM

If you think your business’ data is simply about numbers or charts, you’re not seeing the full picture. And, if you think data is about looking backwards and creating important-looking slides for your next presentation, you are missing a big opportunity. 

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Topics: HubSpot, Sales, CRM, CRM Adoption, Sales Process, Sales Efficiency

17 Types of Sales Content That Marketers Can Create to Help Win More Deals

Posted by Josh Paul on Jun 9, 2020 9:47:20 AM

Whether you grow your business by cold calling and pounding the pavement, you primarily use an account-based marketing approach, or you generate leads through inbound marketing, content is at the center of your growth strategy.

Even digital entrepreneurs, who claim that you don’t need to create a lot of content to generate leads and sales, still produce a lot of content to spread their message, build a community, and attract new buyers.

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Topics: Content Marketing, sales content

Why Optimizing Your CRM Is Not Always About Improving "Lead to Sale" Conversion Rates

Posted by Josh Paul on Jun 8, 2020 2:59:13 PM

Recently, we had a new member join our HubSpot CRM program who has great conversion rates throughout the customer journey - from getting qualified leads to converting those demos into customers.

Then, why did they feel the need to optimize their lead management process and increase efficiency for their sales team?

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Topics: CRM, Lead Management, Sales Efficiency

How to Optimize Your HubSpot CRM Deal Stages

Posted by Josh Paul on May 29, 2020 6:35:34 PM

What if I told you that being an expert in the HubSpot platform is only a fraction of what you need to increase sales using the HubSpot CRM? You can spend your nights and weekends getting certified in every feature and button within the platform, but you still may not be fully confident that your HubSpot CRM is set up right for your business. 

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Topics: HubSpot, CRM, Lead Management, CRM Adoption, Marketing Automation, Sales Automation

What is RevOps? (A Clear Definition of Revenue Operations)

Posted by Josh Paul on May 20, 2020 10:21:23 AM

I still remember the day that I realized that I was not running a marketing agency.

My team was very good at creating content and generating leads, but we did not have the interest or structure to do it in an agency model. 

Our most successful clients leveraged my team to develop complex sales and marketing automation and implement business-specific lead management frameworks. To optimize the post-sales stages of the customer journey, we automated processes, accountability, and reporting in the delivery of products and services once somebody became a customer.

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Topics: Productivity, Revenue Operations, Sales Efficiency

HubSpot Workflows: 5 Pro Tips Before You Build Sales and Marketing Automation in HubSpot

Posted by Josh Paul on May 13, 2020 11:07:28 AM

News flash - HubSpot is no longer a marketing platform. 

This might be news to you.  Since HubSpot has done such a good job branding themselves as a leading marketing platform, it's really hard for them to convey that they are no longer simply marketing software. 

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Topics: HubSpot, Lead Nurturing, Lead Management, Marketing Automation, Sales Automation