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

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

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. 

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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.

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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.

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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. 

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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.

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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

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