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

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

How to Increase CRM Adoption

Posted by Josh Paul on Apr 30, 2020 1:25:51 PM

Getting your sales team to follow a consistent process and adopt your CRM and sales tools is critical to growing revenue at your company.

Confidence that the leads you generate will be converted into revenue is the holy grail for most executives.

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Topics: HubSpot, Sales, CRM, Lead Management, CRM Adoption, Sales Process

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