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twengler
Contributor | Platinum Partner
Contributor | Platinum Partner
Member since ‎Jul 10, 2018
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  • Replies
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  • Upvotes Given
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  • Upvotes Received
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Tom Wengler

HubSpot Platinum Partner

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KSenette4 on August 22, 2024
How Does Your Organization's Tech Stack Up?
Check out this quiz to see the health of your organization's tech stack 👀 After submitting your quiz, you can see where you are in good shape and read about how you can address any areas of weakness. For everyone who completes this read more
Reply Discussion Dashboards and Reporting Donor Management Getting Started Workarounds
2 upvotes
2 Replies
twengler
Contributor | Platinum Partner
August 28, 2024
It's a lead generator quiz for her company. not a criticism, just the truth - it's actually a pretty smart idea!
Solved
Wanda_P on August 16, 2024
New User - How to set up a deal pipeline in sales hub
Our nonprofit is new to Hubspot sales professional. We selected this platform because we want to create a process for tracking our regranting process to member organizations (leads). We are having a challange with the termemology the deal pipeline read more
Reply Discussion Workflows
0 upvote
5 Replies
twengler
Contributor | Platinum Partner
August 21, 2024
Hi Wanda, I've got 100 501c3 - 501c6's using HubSpot. We have templates that we apply to HubSpot which insta-customizes for non-profits. Imagine ...read more
corrivj on January 05, 2018
Sandbox
What I would like to see is the ability to copy my entire HubSpot environment from a production to a sandbox environment. It would also be helpful if there was a way to move changes from HubSpot Sandbox to HubSpot Production. We have data syn read more
Reply Idea CMS Development Tools
248 upvotes
62 Replies
twengler
Contributor | Platinum Partner
February 03, 2023
Hi Bob, it's much easier than you might think to get this done (and free) Please email me. tomw@convergence-crm.com (HubSpot Partner)
corrivj on January 05, 2018
Sandbox
What I would like to see is the ability to copy my entire HubSpot environment from a production to a sandbox environment. It would also be helpful if there was a way to move changes from HubSpot Sandbox to HubSpot Production. We have data syn read more
Reply Idea CMS Development Tools
248 upvotes
62 Replies
twengler
Contributor | Platinum Partner
February 03, 2023
Hi Bob, it's much easier than you might think to get this done (and free) Please email me. tomw@convergence-crm.com (HubSpot Partner)
Wilpope on February 14, 2022
HubSpot and Fundraise Up: Integrated tools to help better identify and understand your donors
HubSpot and Fundraise Up recently held a webinar series to discuss what omnichannel fundraising is and how nonprofits can unify all of their fundraising channels. When a nonprofit uses Fundraise Up with HubSpot, they close the gap between their ma read more
Reply Discussion Announcement best practices Donor Management
5 upvotes
1 Reply
twengler
Contributor | Platinum Partner
February 21, 2022
Great videos.. nice work here.
Solved
DMarty on February 10, 2022
Tracking Annual Membership
We are a small non profit and are making the switch from spreadsheets to a CRM. I am new to HubSpot, but have used a number of CRMs in the past. One really common thing in non profits is the annual membership drive. This include five levels of me read more
Reply Discussion Donor Management
2 upvotes
6 Replies
twengler
Contributor | Platinum Partner
February 14, 2022
HubSpot should track Sold numbers. AR and AP should be tracked in QB or whatever your accounting system is. HubSpot is not an ERP or Accounting sys...read more
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