The Key to Creating HubSpot Reports and Dashboards

Posted by Josh Paul on Oct 28, 2020 4:58:21 PM

Data analytics is a key business tool that helps successful companies plan growth, execute strategies, and make the right adjustments along the way. According to Insights2020 research, nearly 70% of executives working with “overperforming” companies attributed the corporate success to interpreting and acting on disparate chunks of data.

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Topics: CRM, Lead Management, HubSpot Reporting and Analytics

Four Ways to Keep Your HubSpot CRM Data Squeaky Clean

Posted by Cally Kobza on Oct 1, 2020 1:41:06 PM

When it comes to data and CRM upkeep, businesses often struggle to identify errors, create processes, and get their team on track. In fact, according to Bdaily News, “the average professional looking at data does not understand how that data got there, when it is useful, and what state it is in.”

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Topics: HubSpot, CRM, Revenue Operations

How to Use the "HubSpot Rule of Seven" to Create a Better HubSpot Admin Team

Posted by Josh Paul on Aug 27, 2020 12:41:37 PM

HubSpot is an incredibly powerful tool for businesses of all shapes and sizes. Its sales and marketing workflow automation can help your team contact the right prospects at the right time, without burdening your reps with additional CRM admin tasks. 

However, as a manager or c-suite executive, you probably don't have the time to learn HubSpot inside and out.

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Topics: HubSpot, CRM, Lead Management

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