Tips, Tricks & Best Practices

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AliR on May 17, 2020
Could you please share any tips/tricks needed in SDR role e.g. tools that are used, processes that are involved on a day-to-day basis, anything in specific as in skillset. That would certainly help in skilling up for this role. And most importantly read more
0 upvote
1 Reply
HubSpot Alumni
May 20, 2020 04:13
Hi @AliR , Thanks for reaching out. I'd like to recommend this sales software academy course for you. Apart from that, this knowledge more
KeriStahl on July 31, 2017
Any content ideas on how to reach out to subscribers who only leave an email address as contact info? Looking to reach out but don't want to seem creepy and needy!
0 upvote
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Accepted Solution
Most Valuable Member | Elite Partner
August 01, 2017 00:58
Hi @KeriStahl I recommend that you group subscribers by topic, based on the page that they converted on - you could use a rule like 'recent more
Babel_Izzy on February 14, 2017
I created this article a few months ago around the HubSpot CRM - I hope that you'll find it useful! Please do let me know if you have any feedback or if there's anything that you do in the HubSpot CRM which should be included. Thanks! h read more
11 Replies
Accepted Solution
February 20, 2017 07:37
Hi @gux , Here's a really useful guide for creating custom views in the CRM: more
JohnnyTargaryen on December 28, 2016
We use deals to manage our opportunity pipeline. When a new deal closes, we mark it closed won. If it churns, we don't know what to do. If you move the deal to closed lost, you can no longer look back retrospectively and get an accurate picture of read more
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Accepted Solution
October 02, 2017 11:34
Hi @JohnnyTargaryen , I am also very sensitive about my data, and understanding new sales versus repeat sales and churn. I have found you don' more
meagmccann on October 25, 2016
I'm Meaghan, an Inbound Sales Consultant here at HubSpot. I help teams optomize their sales process with the CRM + Sales Pro tools. A while back, I shared a few CRM tips for marketers using Hubspot: 3 CRM Hacks Every Marketer Needs to Know read more
July 18, 2017 03:59
I'll certainly be sharing this with the marketers on our small 'smarketing' team. Thanks for sharing @meagmccann 😄
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