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 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

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

Salesforce vs. HubSpot: Customizing Your CRM

Posted by Josh Paul on Jun 14, 2019 8:19:30 AM

HubSpot and Salesforce are both great CRM platforms.

However, they are very different software products.

This week, I was asked to advise a large enterprise company on the best CRM and customer experience platform for their current and long-term strategies across multiple divisions.

There were over a dozen people on the phone - from IT to sales.

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Topics: HubSpot, Sales, CRM, Lead Management

How HubSpot’s Sales Platform Makes Sales Reps 72% More Efficient [Data]

Posted by Josh Paul on May 30, 2019 7:15:31 PM

The following experiment shows how using HubSpot’s sales tools correctly can help sales reps redirect 30 hours a month back to selling and building relationships.

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Topics: HubSpot, Productivity, Sales, CRM

Episode #26: How To Stop This Hidden Sales Killer Before It Does Lasting Damage To Your Company And Career

Posted by Josh Paul on Apr 10, 2019 12:47:27 AM

If you are under pressure to increase revenue, it can be an awful feeling.

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Topics: Sales, CRM, Lead Management

Episode #24: When Your CRM Should Be Simple And When It Shouldn't Be

Posted by Josh Paul on Mar 26, 2019 1:05:28 PM

Are you ready to jump head first into the HubSpot CRM or another new CRM?

Maybe you already took the plunge and it is not living up to your expectations.

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Topics: HubSpot, CRM, Lead Management