Hey Community
After an insightful exploration of optimizing the middle column of CRM records in our last challenge , it's time to dive deeper into the realm of workflows. Whether you're a pro or just getting started, there's Beitrag ansehen
What are your best tips for optimizing workflows to save time, reduce effort, and improve efficiency? Share your strategies, tools, or techniques tha...Beitrag ansehen
Historically, product teams and go-to-market (GTM) teams have been siloed—especially when it comes to data.
But, when GTM teams have access to behavioral product data at their fingertips and in their CRM, they can be more personalized and r Beitrag ansehen
I've been driving a platform migration and buildout for just over three months now, and definitely have gotten a lot out of the knowledge center & Academy materials. But since this is my first time managing a CRM, you don't know what you don't k Beitrag ansehen
Hi @JMartin1094 ! Congrats on your first CRM management job!
I would encourage you to join this group also: HubSpot Community - HubSpot Admi...Beitrag ansehen
Hi Everyone, Apologies if this isnt the right location. Before the question let me explain the use case; In our business it is common to have multiple open deals in hubspot for a company. We can have a deal for a certain product or service and then Beitrag ansehen
Hi @BButterfield ,
This should be pretty straight forward 🙂
First, you would create a company-based list of contacts that are associa...Beitrag ansehen
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The consumer journey is changing fast, and tactics that worked even a few months ago may no longer be effective. Today's customers are more knowledgeable, engaged, and require a new end-to-end buying exp Beitrag ansehen
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Businesses in the UK and Ireland have been experiencing economic turmoil, geopolitical shifts, and climate concerns, Beitrag ansehen
Which social media or channes can I use to improve sales on the US? Are there popular sites that I should register on the area of Florida? I'm having a very difficult time to reach buyers using only facebook and Instagram.
Hey @PaoloPinoargote it's really down to your target audience and market. This can vary wildly depending on your product/ideal customer. What I'd p...Beitrag ansehen
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Marketing, sales and customer service managers have been at the front line of remarkable change over the past few Beitrag ansehen
Hi! We have agents in a call center that work at different time schedules. We are having trouble assigning them leads. We have a workflow for creating and assigning deals to our call center. The procedure is very simple: (i) every time a lead Beitrag ansehen
Hi @AGüell ,
@AGüell wrote:
We've tried different approaches like creating different workflows that are only active in some times of the ...Beitrag ansehen
I have been exploring the various features and capabilities of HubSpot and would like to dive into website Balanced Wellness Hub marketing. I believe that a strong marketing strategy for our website is crucial for attracting and engaging our tar Beitrag ansehen
Hubspot has 2 features of websites, you can host your website with their CMS, or utilize ads to drive traffic, but that traffic can go to landing pag...Beitrag ansehen
I am hoping to create a workflow that bridges the gap between Sales and Marketing. The idea is that after a contact (prospect) opens a marketing email more than 4 times (or a significant number), then the contact owner recieves an email. The email w Beitrag ansehen
Is there a different number that you would suggest to use as significant perhaps? I am asking because in the industry in general, email sends often h...Beitrag ansehen
Hi, Can anyone please help me understand in an easy way the difference between the lifecycle stage and the lead status stage? What property usually does SDR/BDR update when lead/contact is hand-off to the sales team from the marketing team? An Beitrag ansehen
Hi @KaKaRoT ,
@franksteiner79 published a post here, explaining the difference and how to use each field: https://community.hubspot.com/t5/...Beitrag ansehen
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At HubSpot, when we look at t Beitrag ansehen