HubSpot lets you classify each record as marketing or non-marketing. Marketing contacts are the only ones eligible for marketing emails and count toward your paid tier. Non-marketing contacts can still be worked by sales, tracked in the CRM, and used in reporting without increasing your marketing contact bill.
Topics: HubSpot Tips, Hubspot Training
“Our data is a mess.”
Practically every CRM we see that’s been in use for two or more years (sometimes less) suffers from the same problem: incomplete, outdated, or inconsistent records.
When that happens, frustration sets in. Sales reps stop entering information, managers stop trusting reports, and leadership loses confidence in the system. Over time, the CRM collapses into noise instead of clarity.
That’s why one of the first things we do for our clients is set up a Data Audit Dashboard inside HubSpot.
Topics: HubSpot Tips, Hubspot Training
Amidst all of the fever dream around AI assistants and agents, sometimes the most basic features of HubSpot can be ignored. We see this is just about every portal we encounter. HubSpot’s data back up and restore is one of the most glaring examples. Data back up is critical. Here’s a quick guide to do that in HubSpot.
In this post, we’ll walk you through the step-by-step process to back up your HubSpot data, ensure continuity across your teams, and provide peace of mind for stakeholders.
Topics: HubSpot Tips, Hubspot Training
You bought HubSpot, turned it on, maybe clicked around the menus, and now your sales team is grumbling that nothing makes sense. I’ve seen this movie many times before—different cast, same ending. The problem isn’t HubSpot. It’s the way it’s set up, right out of the gate. And that setup, what I call “technical onboarding,” is boring, unglamorous, and absolutely mission-critical. If it didn’t get recorded in HubSpot it didn’t happen.
Topics: HubSpot Tips, Hubspot Training
Here are two interesting yet somewhat contradictory statistics about marketing automation adoption and usage:
Topics: Online Marketing Essentials, HubSpot Tips, Hubspot Training
Inbound marketing is growing like a weed. Many B2B companies are catching on to the benefits. And from a pure conceptual standpoint there’s no better way to gain new visits and leads to your website. But from my vantage point, all is not necessarily well in inbound land as it relates to training and time commitment relative to success. Here’s what I often hear from companies:
Topics: hubspot, inbound marketing, Hubspot Training
