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