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BCohen04
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Member since ‎Jan 27, 2024
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Bethany Cohen

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JorieMunroe on July 11, 2021
On a past thread, we discussed some of the ways that workflows can trigger your team internally. You can use them to automate data clean up or to trigger notifications to your sales team. Now, let’s discuss ways you can use workflows to read more
228 upvotes
514 Replies
Member
February 17, 2024
I think a lot of workflows function really well as prompts to a customer - sending a birthday email with an offer (which places like Starbucks are re...read more
JorieMunroe on July 11, 2021
We’re in a data-driven era, where datasets are shared between marketing, sales, and customer service teams to increase organizational effectiveness and facilitate alignment. When you have high levels of inconsistent data, it’s not just one team tak read more
206 upvotes
1604 Replies
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January 28, 2024
I agree with HubSpot's suggestion that it be once every quarter. I think a lot of companies do clean up each quarter - whether it's inventory, or eva...read more
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