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. 

Read More

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.

Read More

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...

Read More

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. 

Read More

Topics: HubSpot, Sales, CRM, CRM Adoption, Sales Process, 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. 

Read More

Topics: HubSpot, CRM, Lead Management, CRM Adoption, Marketing Automation, Sales Automation

HubSpot Workflows: 5 Pro Tips Before You Build Sales and Marketing Automation in HubSpot

Posted by Josh Paul on May 13, 2020 11:07:28 AM

News flash - HubSpot is no longer a marketing platform. 

This might be news to you.  Since HubSpot has done such a good job branding themselves as a leading marketing platform, it's really hard for them to convey that they are no longer simply marketing software. 

Read More

Topics: HubSpot, Lead Nurturing, Lead Management, 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.

Read More

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

Why HubSpot Being Named Best Place to Work Matters to HubSpot Customers

Posted by Josh Paul on Dec 16, 2019 3:20:09 PM

Have you ever walked into a store or restaurant and instantly known that the staff loves working there?

In every interaction you have with them, it is clear that:

  • They are true believers and they wear it on their sleeves.
  • They take pride in being part of that company.
  • They are invested in giving you an outstanding customer experience.

This type of culture and employee satisfaction is very difficult to achieve. It takes time and deliberate design. A purposeful culture like this leads to higher customer satisfaction, strong word-of-mouth marketing, and overall growth.

Read More

Topics: HubSpot, Customer Experience

Structure vs. Simplicity: Which Is Better for Your Sales Process?

Posted by Josh Paul on Dec 5, 2019 1:34:15 PM

Sales managers don't have easy jobs. They need to keep their team motivated and performing throughout the year. One of the biggest tools they have at their disposal is their sales process. 

Read More

Topics: HubSpot, Sales, Lead Management, CRM Adoption

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.

Read More

Topics: Email Marketing, HubSpot, Lead Nurturing, Sales, CRM, Lead Management, Campaign Planning