Our thinking about HubSpot, AI, & removing silo'ed data

Updated 2 June 2026 A HubSpot audit is a structured review of your HubSpot portal - account defaults, users and teams, data quality, custom properties, workflows, integrations, permissions, marketing assets, and contact tier usage - that surfaces the gaps slowing your team down and inflating your bill. Every growing HubSpot portal drifts into chaos over time: thousands of records, dozens of workflows, overlapping properties, integrations failing silently, Super Admins multiplying. Auditing is how you arrest that drift. This guide walks

Updated 28 May 2026 HubSpot onboarding is the structured setup process that takes you from a blank portal to a configured, data-loaded CRM your team can actually use. HubSpot requires onboarding for its Professional and Enterprise plans, and how well you prepare for it is the single biggest factor in how quickly you reach value. Onboarding can be done directly with HubSpot or with a HubSpot Solutions Partner. There are advantages to both. HubSpot offers a well-worn, standardised onboarding process; it does not stray from

HubSpot has multiple solutions to a vast number of business problems. Depending on your situation, you would need to consider which is the best option for your organisation and the teams within it. When it comes to choosing the correct solution to host multiple entities under one HubSpot roof, you have two main ways to approach this. These two ways would be to purchase additional brands under your existing HubSpot or, more recently, connect your HubSpot portal to already existing HubSpot instances. Who is the new multi-account for?

In the modern world, we want everything to be automated. We want our lights to turn on automatically, and the geyser time to be set to save time and money. Frankly, those are practical uses where technology has come in and changed the way we do things. The same can be said in business. We have moved from a paper world where everything was written and signed on a piece of paper to a world where if you can’t sign digitally, it feels like a task.. I even asked a colleague the other day why we still have a printer in our office (it barely gets used). Where did this all come from? In

A former sales manager used to say, “We don’t want you wasting your time playing email-email”, or “If you aren’t talking to people you aren’t selling”. These days with the advanced sales automation tools we have in HubSpot it is easier than ever to focus on selling. One does not need to be an AI engineer to set these up, they are built in. In the below post, we will unpack some of the simple and more advanced features that can help salespeople save time. Simple day-to-day automation We often talk to sales teams that have one common pain point, their salespeople spend too much time

As with any training, training your sales teams on HubSpot starts with a solid plan and an understanding of your goals. Deciding what you want your team to know is crucial to building a solid plan. Once you have the plan together, map it out into digestible sessions. Fit your business Each business has its process, especially when it comes to sales. These could be based on: Deal information to smooth internal and external processes Specific contact/lead information Details you collect at a company

As Salespeople, we collect data about and from our customers and prospects daily. Increased legislation and regulations and the evolution of sales have led to changes in how this data is stored, collected and used in the sales process. We're HubSpot fans, so we'll refer to HubSpot below, but any good CRM will handle the process well.

HubSpot Sales Hub is the sales tool that compliments HubSpot’s customer platform. Sales are the single most important element of HubSpot - because without sales - businesses do not grow, are outcompeted, and will cease to exist. So how do we use HubSpot Sales Hub effectively? What are the key elements we need to be aware of? Let’s jump in. Prospecting Prospecting is something all sales teams do daily. Often the details of prospects and follow-ups get lost in Excel spreadsheets or written in a notebook. HubSpots Prospecting tool allows salespeople