I understand that HubSpot CRM was built for the “inbound” world, but given the growth of the product over the past few years,…

Hi @gotmike , While inbound is at the core of HubSpot, I don’t believe the CRM was built only to support inbound leads. There…

Actually, it should no be set up with deals. Its recommended to use contact records in a specific Lifecycle stage and asigned…

Hi Mike, I would not encourage you to use a pipeline for your outbound prospecting efforts, but a clear way to segment the l…

This is something we’ve come across recently too. Partly out of a drive to more efficiently manage outbound & inbound activit…

Mostly Sales Pro, but I heard Salesloft has a HubSpot connection coming soon.

here’s an example… the Lifecycle Stage of a contact starts at Subscriber, then goes to Lead and then to MQL. technically, som…

Hi @gotmike , I think the difference here is your definition of MQL vs Lead. Lead is before MQL. The step you are referring t…

I don’t typically advise creating a deal for early-stage prospecting. In this stage, there will be a high amount of failure…

i guess i was kindof thinking maybe it makes sense to attach a bunch of contacts or companies to a single deal with a combine…

Hi @gotmike , To filter/focus on the correct prospects I would use a combination of reports and active lists that pull the ri…

Hello @gotmike , One thing we have helped with clients with who were looking for support in their sales process is to create …

yes, so we are trying this route for now, b/c we like the “board view” that you get with deals and stages. the problem with l…

A lot of things change due to Covid. Reaching out to clients have been challenging. Still companies try to call clients and g…

understood. again, this was more about how to use the software.

How are people managing outreach activity?

CSam1 March 25, 2022, 12:56pm 10

Customer outreach is always about making sure that clients know the products that we offer and give them ideas on how the products will benefit them.

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