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Tips, Tricks & Best Practices

Buscar soluciones en Tips, Tricks & Best Practices o hacer una pregunta

PamCotton en Febrero 29, 2024

Working smarter, not harder - with Workflows! | Share your Workflows optimization tips

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 Leer más

Responder Announcement best practices Workflows

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MiaSrebrnjak

Administrador de la comunidad

Marzo 22, 2024 13:33

Hi @JWronski , apologies for the late follow up here & thank you for your comment! 🙏 Is there something that's costing you a lot of tim...Leer más

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JMartin1094 en Marzo 26, 2024

CRM & Modules Starter Checklist?

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 Leer más

Responder best practices CRM Getting Started Marketing Professional Sales Service

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Crystal_Hopper

Asesor destacado

Marzo 26, 2024 15:56

Hi @JMartin1094 ! Congrats on your first CRM management job! I would encourage you to join this group also: HubSpot Community - HubSpot Admi...Leer más

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BButterfield en Marzo 25, 2024

Automated email to lost deals

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 Leer más

Responder Knowledge Base Marketing Sales Workaround Workflows

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karstenkoehler

Miembro del salón de la fama | Partner

Marzo 26, 2024 01:05

Hi @BButterfield , This should be pretty straight forward 🙂 First, you would create a company-based list of contacts that are associa...Leer más

beatrizlima en Enero 17, 2024

[Free Guide] 2024 Sales and Marketing Trends in EMEA

➡️ Download the guide now 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 Leer más

Responder best practices Marketing Sales

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beatrizlima en Septiembre 28, 2023

[Free Guide] An Introduction to Elemental Growth

Strategies for Success That Help Businesses Thrive in Unstable Environments ➡️ Download the guide now Businesses in the UK and Ireland have been experiencing economic turmoil, geopolitical shifts, and climate concerns, Leer más

Responder best practices Campaigns CTAs Free Marketing Reports Sales

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PaoloPinoargote en Septiembre 03, 2023

Best sales channels on the US?

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.

Responder Marketing Sales Starter

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TomM2

Asesor destacado | Partner

Septiembre 04, 2023 03:04

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...Leer más

kateflynn en Julio 20, 2023

Behind the Scenes: A Marketing, Sales and CX Pulse Check

[Free Report] Behind the Scenes: A Marketing, Sales and CX Pulse Check ➡️ Download for Free Now Marketing, sales and customer service managers have been at the front line of remarkable change over the past few Leer más

Responder best practices Campaigns CTAs Free Marketing Marketing Email Reports Sales

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BérangèreL

Administrador de la comunidad

Julio 21, 2023 04:59

Hi @kateflynn , Thanks for sharing this interesting report 🙂 Have a great day! Bérangère

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AGüell en Julio 07, 2023

Creating deals and assigning to an owner

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 Leer más

Responder Calling Contacts Deals Sales Workflows

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karstenkoehler

Miembro del salón de la fama | Partner

Julio 07, 2023 04:53

Hi @AGüell , @AGüell wrote: We've tried different approaches like creating different workflows that are only active in some times of the ...Leer más

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dizaiah en May 18, 2023

Effective Website Marketing Strategies in HubSpot

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 Leer más

Responder Sales

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Ben_M

Asesor destacado

May 18, 2023 08:10

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...Leer más

alexagatiss en Marzo 24, 2023

Using workflows to alert Sales team of prospects opening marketing emails

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 Leer más

Responder Marketing Email Sales Workflows

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alexagatiss

Colaborador

Marzo 31, 2023 18:08

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...Leer más

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KaKaRoT en Enero 04, 2023

Difference Between Lifecycle Stage & Lead Status

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 Leer más

Responder best practices Contacts Enterprise Marketing Sales

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karstenkoehler

Miembro del salón de la fama | Partner

Enero 04, 2023 09:33

Hi @KaKaRoT , @franksteiner79 published a post here, explaining the difference and how to use each field: https://community.hubspot.com/t5/...Leer más

DJayagoda en Junio 16, 2022

[Guide] Marketing Automation Software for Scaling Teams

A Buyer's Evaluation Guide: Marketing Automation Software for Scaling Teams Get Your Free Guide Now Spend less time evaluating software and more time delighting customers. At HubSpot, when we look at t Leer más

Responder Academy Announcement best practices Blog Campaigns Connected Email CRM Enterprise How-To Marketing Marketing Email Professional Sales Service Workflows

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danmoyle

Miembro estimable | Partner nivel Elite

Julio 27, 2022 08:49

@DJayagoda this looks like a really helpful guide. Thanks for sharing!

DJayagoda en May 11, 2022

[EVENT] GROW 2022: Nurture what's next | 27th June

GROW 2022: Nurture what's next Register for FREE Now Join us on Monday 27th June In-person a nd/or online. GROW 2022, powered by HubSpot, is a hybrid event for pioneers in marketing, sales, and cust Leer más

Responder Announcement best practices CRM Developer Enterprise Free How-To Marketing Professional Sales Service Starter

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