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

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

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

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 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