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

What is RevOps? (A Clear Definition of Revenue Operations)

Posted by Josh Paul on May 20, 2020 10:21:23 AM

I still remember the day that I realized that I was not running a marketing agency.

My team was very good at creating content and generating leads, but we did not have the interest or structure to do it in an agency model. 

Our most successful clients leveraged my team to develop complex sales and marketing automation and implement business-specific lead management frameworks. To optimize the post-sales stages of the customer journey, we automated processes, accountability, and reporting in the delivery of products and services once somebody became a customer.

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Topics: Productivity, Revenue Operations, Sales Efficiency