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maggiebutler on September 14, 2020
OpsLife is HubSpot's newest community for Operations professionals. Whether you're in Marketing Ops, Sales Ops, Customer Success Ops, RevOps, or another type of Ops role -- we're here to provide a home for the content, education, and resources you n read more
105 Replies
Thought Leader | Partner
March 07, 2023 16:36
Hi 👋🏻 @shyannehkr welcome to OpsLife! 🙂
CHouston6 on February 19, 2023
Hi guys, I'd love to know how people are dealing with the lifcycle stage of contacts that are associated to a deal that's close lost. Should I create a new lifcycle stage for these contacts? Or, should I create a workflow that changes them read more
Accepted Solution
Hall of Famer | Partner
February 19, 2023 21:48
Hi @CHouston6 , This depends a bit on how what you're expecting from the contacts associated to those deals in the future. If you don't expect...read more
MarcosBarcelos on February 05, 2023
DISCUSSION How to know when to re-evaluate your icp? MOTIVATION During the content marketing course, Hubspot . From this he teaches how to create content based on the golden globe, developing intere read more
3 Replies
Accepted Solution
Key Advisor | Platinum Partner
February 07, 2023 13:44
Thanks for the tag and great question, @MarcosBarcelos ! Echoing @danmoyle , I agree that the ICP is something that evolves over time. I thin...read more
jolle on January 24, 2023
Hey, all! I'm gearing up for the RevOps Bootcamp next week and have been thinking through the balance between keeping customers delighted and employees happy, especially for companies that are changing their processes. Sometimes, I think that read more
5 Replies
Accepted Solution
January 27, 2023 02:39
@jolle I think this is an insight that occurs often. "Do you feel like there's a definable point when the internal team will suffer as a result o...read more
MariSuper on December 07, 2022
As the year comes to an end, it’s time to review, clean up, prepare for the new year, launch new products, build new OKRs and goals, and re-energize our teams! It’s a lot! But it’s really important to analyze, evolve your CRM & clean the dat read more
December 12, 2022 06:01
Thanks for sharing @MariSuper !
MarcosBarcelos on December 03, 2022
Knowledge is the way. MOTIVATION After analyzing some sales processes, we faced something that we as sales ops should do: the documentation. So that when proposing a new strategy, new activities, or pipelines we would have an e read more
2 Replies
Accepted Solution
Guide | Diamond Partner
December 19, 2022 09:17
Thanks for sharing @MarcosBarcelos , documentation is one of my favorite topics, everyone should do it including sales ops, yes! I like your focus ...read more
ManuelI on September 21, 2022
Hey y'all. we are working extensively with custom objects and they are more and more becoming integral part of our CRM. We are a B2B Saas company that offers subscriptions. One company can have multiple subscriptions or a subscription can have mu read more
6 Replies
Accepted Solution
Guide | Diamond Partner
September 22, 2022 08:03
Hi @ManuelI , My go to when needing to run workflows on association changes is setting up a calculated property for example on a Company that ...read more
ktfritchen on September 19, 2022
Marketing “oldie” but SDR/AE process newbie here. I'm working on re-vamping our lead management process and am wondering if anyone out there would be willing to share their advice and/or how they do it. Here's some context: We're a super sma read more
1 upvote
5 Replies
November 17, 2022 15:55
This is why observation skills are critical. great write-up mind if I share it?
nthatcher-airbr on June 08, 2022
Hello RevOps community, I am trying to create a workflow that sends email notifications to customers that have a failed payment on our platform. We are currently receiving the notice in Hubspot through a custom integration with our application i read more
0 upvote
0 Reply
jbogaert on May 11, 2021
Hi everyone, I was reading this blog post this morning by Jenn Deering Davis this morning and it got me thinking. Jenn rightly states that for customer hand-offs to go well, they need to be smooth, but also clearly communicated . While the read more
0 upvote
0 Reply
FelipeFelix on April 27, 2021
Hello! My Compliance Team needs to verify our customer's identity before we send a contract (with government-issued personal documents, bank statements, and other documents), in HubSpot, we can't segregate those documents access enough to be sec read more
4 Replies
Accepted Solution
Recognized Expert | Elite Partner
May 03, 2021 19:47
Thank you @MiaSrebrnjak for adding me to the thread. 😊 So @FelipeFelix , we searched a list of software that can manage your customer's ...read more
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