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Top Resources for CRM & Sales Hub

  • Tracking/Stocktaking Marketing Materials

    • We have a number of marketing stands in different formats and looking to track/stocktake them at the Company level. I thought of maybe making it a funnel, but surely there is a better option, anyone? ...read more

  • How to address large amount of duplicate companies?

    • Our CRM has over 5000 duplicate companies. Some companies have as many as 20+ duplicates while most have at least 2. These were created from various Zaps and are now addressed. Now that we are stuck with this huge amount of duplicates I am not sure how best to solve the issue. I know that HubSpot has a "Manage Duplicates" feature but this is quite manual and requires lots of user intervention. What would be the best approach to dealing with ...read more

  • How to Prevent Spelling Errors in 'Job Title' Property Set as Single Line Text?

    • Hello everyone, I am facing a challenge with the 'job title' property in our CRM, which is currently set as a single line text field. This field is highly susceptible to spelling errors, posing a problem for our data consistency. Specifically, we are dealing with variations in the spelling of job titles, such as 'Service Level Manager'. This title can be written in various ways, with differences in uppercase and lowercase letters, and typos ...read more

  • Inbound Leads > Disqualification Email Automation

    • Greetings, Looking to confirm current best practices as the product continues to evolve. We have both Sales and Marketing Professional. The goal is to automate the responses to inbound inquiries who submit a request for more information on Eterprise for organizations of less than 25. Organizations of that size will be redirected to our self-serve PLG page to buy their licenses directly. All other leads will generate a notification to a sale ...read more

  • Taking advantage of the Inbox feature

    • Good morning, I am asking for support to take advantage of Inbox features for lead generation. I would like to understand what are the tips, best practices, and anything that can be used for generating new leads. For example, is it possible to save a lead who prefers to write to the generic email address instead of filling out a form? Is it possible to create follow-up workflows and for internal notifications? Thank you in adv ...read more

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CharlotteJ on January 17, 2022
New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️
One of the best ways to learn is by doing and sharing with other new HubSpot Sales Hub users, just like you. That’s why we’re so excited about this space to learn and grow better together! To get started, say hello and introduce you read more
Reply Discussion Announcement Sales
13 upvotes
100 Replies
VBeliak
Participant
November 19, 2023
Greetings! Nice to meet you. I'm the Owner of a consulting company for business automation, optimization, and modernization. We do marketing, sales, ...read more
CharlotteJ on December 14, 2021
Sales Hub Pro - Onboarding step 1 : Strong foundations
Welcome to our Community-enabled onboarding program! In this introductory video we will be guiding you through the very first steps to successfully start your journey with theSales Hub of Hubspot. We will notably talk about how to set up read more
Reply Discussion Getting Started Sales
12 upvotes
11 Replies
MJohn0
Member
December 03, 2023
Sales Hub Pro's "Onboarding Step 1: Strong Foundations" is the initial phase of the onboarding process designed to establish a solid groundwork for e...read more
Coombiyah on December 03, 2023
Renewal or Sales Close Date - Do I have to enter before actual close?
Hi All, We have an internal debate happening regarding Close Date/Anticipated Close Date vs. Term Dates. I need your brains to help. In my efforts to create solid renewal pipeline reporting, is it necessary to enter deal/opportunity close da read more
Reply Discussion Professional
0 upvote
0 Reply
JackBDMN on December 03, 2023
Best Practices for Lead Nurturing
I'm looking to optimize our lead nurturing strategy for the upcoming year. What are the latest and most effective best practices for lead nurturing? ANWhatsAPK
Reply Discussion Admin
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
December 03, 2023
Hi @JackBDMN , This is one of those questions where ChatGPT is very helpful and can give a great overview of things you should think about: ...read more
jroogc on December 01, 2023
Slow Load Time
With the Gmail extension, load times and performance are greatly degraded. Anyone have a solution to overcome?
Reply Discussion Free
0 upvote
2 Replies
cp5113
Member
December 02, 2023
This is also happening to me, just started a few days ago. It happens across multiple browsers and computers. It makes the CPU on my computer jump to...read more
Solved
BAllen5 on December 01, 2023
How to structure products for consulting services sold?
Hello, We are a consulting firm and I am trying to figure out the best way to utilize products for our service offerings. I'll do my best to describe the nuances of our business/pricing model and hopefully convey my point accurately. We ha read more
Reply Discussion Enterprise
0 upvote
2 Replies
BAllen5
Participant
December 01, 2023
In the time of me posting and you replying, I saw how I could add product properties with the information I wanted. Thank you for your help!
Solved
MStach on December 01, 2023
Better layout for overview tab
It would be great to be able to add properties to the overview tab where you don't have to view the information in a table that scrolls left to right. How about a form-type layout where you can place properties in a grid 4x4, for example. That would read more
Reply Discussion Enterprise
0 upvote
2 Replies
PamCotton
Community Manager
December 01, 2023
Thank you for sharing this solution @LewTalon !
Solved
DBrazil on December 01, 2023
Pre-population of meeting forms
In sales > Meetings > you have the option to pre-populate fileds with known values. If I am adding a prospect to a sequence and Hubspot already has their required values BUT they have never visited the website before is there any way to ge read more
Reply Discussion Professional
0 upvote
5 Replies
karstenkoehler
Hall of Famer | Partner
December 01, 2023
Hi @DBrazil , In that case pre-population is not an option. If contacts never consented to being tracked via cookies and if we're additionally...read more

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