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

How to Budget for HubSpot: A Realistic Approach

Posted by Josh Paul on Aug 26, 2019 7:23:00 AM

Several times a week, I speak to business leaders who ask me if HubSpot is the right fit for their company. 

Since I’m known for helping companies grow using HubSpot, you might think that I recommend HubSpot to every CEO I encounter.

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Topics: HubSpot, Inbound Marketing, Marketing And Sales Budgets

My #1 Tip For Getting a Marketing Job

Posted by Josh Paul on Aug 23, 2019 7:24:00 AM

Creating content is a top strategy that marketers use every day to generate awareness, leads, and close sales for their businesses. However, when it comes to finding a new job, too many marketers forget about the power of content marketing.

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Topics: Content Marketing, Career Advice For Marketers

Episode #30: How To Avoid This Common Content Marketing Mistake

Posted by Josh Paul on Aug 15, 2019 12:55:13 PM

There are 4.5 million new blog posts published every day. What does that mean for a company that is publishing content to get found?

It means that the competition is fierce.

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Topics: Inbound Marketing, Content Marketing

Why The INBOUND Conference Is a Must-Attend Event For Serious HubSpot Customers [INFOGRAPHIC]

Posted by Josh Paul on Aug 12, 2019 4:33:51 PM

Get A Bullet-Proof Justification Framework

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Topics: B2B Marketing, HubSpot, Inbound Marketing, Content Marketing

What Is Lead Management?

Posted by Josh Paul on Aug 1, 2019 3:50:27 PM

Your lead management process must include the following 5 elements:

  1. Definitions
  2. Process
  3. Automation
  4. Accountability
  5. Reporting
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Topics: Sales, CRM, Lead Management