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Tips, Tricks & Best Practices

Tips, Tricks & Best Practices を検索する

PamCotton 2月 29日, 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 続きを読む

返信 Announcement Best Practices Workflows

11 いいね！

25 コメント

hkhan496

メンバー

11月 21日, 2024 23:34

Thanks for sharing this

kara_susvilla 6月 05日, 2024

4 ways GTM teams can drive growth with the Pendo app for HubSpot

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 続きを読む

返信 Integrations Marketing Sales Service

3 いいね！

1 コメント

chighsmith

HubSpot進行役

6月 13日, 2024 16:31

@kara_susvilla Thank you for sharing!

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JMartin1094 3月 26日, 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 続きを読む

返信 Best Practices CRM Getting Started Marketing Professional Sales Service

1 いいね！

5 コメント

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Crystal_Hopper

キーアドバイザー

3月 26日, 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...続きを読む

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BButterfield 3月 25日, 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 続きを読む

返信 Knowledge Base Marketing Sales Workaround Workflows

0 いいね！

2 コメント

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karstenkoehler

殿堂入り | Solutions Partner

3月 26日, 2024 01:05

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

beatrizlima 1月 17日, 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 続きを読む

返信 Best Practices Marketing Sales

4 いいね！

0 コメント

beatrizlima 9月 28日, 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, 続きを読む

返信 Best Practices Campaigns CTAs FREE Marketing Reports Sales

4 いいね！

0 コメント

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PaoloPinoargote 9月 03日, 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.

返信 Marketing Sales Starter

0 いいね！

1 コメント

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TomM2

ソートリーダー | Platinum Partner

9月 04日, 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...続きを読む

kateflynn 7月 20日, 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 続きを読む

返信 Best Practices Campaigns CTAs FREE Marketing Marketing Email Reports Sales

2 いいね！

1 コメント

BérangèreL

コミュニティーマネージャー

7月 21日, 2023 04:59

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

解決済み

AGüell 7月 07日, 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 続きを読む

返信 Calling Contacts Deals Sales Workflows

0 いいね！

1 コメント

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karstenkoehler

殿堂入り | Solutions Partner

7月 07日, 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 ...続きを読む

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dizaiah 5月 18日, 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 続きを読む

返信 Sales

0 いいね！

1 コメント

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Ben_M

キーアドバイザー

5月 18日, 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...続きを読む

alexagatiss 3月 24日, 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 続きを読む

返信 Marketing Email Sales Workflows

1 いいね！

2 コメント

alexagatiss

投稿者

3月 31日, 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...続きを読む

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KaKaRoT 1月 04日, 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 続きを読む

返信 Best Practices Contacts Enterprise Marketing Sales

1 いいね！

2 コメント

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karstenkoehler

殿堂入り | Solutions Partner

1月 04日, 2023 09:33

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

DJayagoda 6月 16日, 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 続きを読む