CRM, HubSpot, Digital Marketing & Transformation

If you are already using HubSpot, chances are you’ve got your marketing campaigns humming and your sales team living in the CRM. But what happens after the deal is closed? Where do your customers go once the “Closed Won” confetti settles? If your answer is “Into the support inbox, I guess?”, then it’s time to meet your new favourite Service Hub feature: HubSpot’s Customer Success Workspace. It’s a brand new tool that’s easy to miss (it has appeared in the “Workspaces” section). Which is a shame, because it could be the difference between a loyal customer and a quiet

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

Being an SDR (Sales Development Representative) entails many tasks throughout the day, like prospecting, follow-ups, qualifying new leads, and keeping your pipeline moving and growing. These tasks can quickly become very overwhelming, but HubSpot’s Sales Workspace has changed the game for me. It keeps me organised, manages my workflow, and provides me with the necessary tools to keep on top of my leads and close deals faster. Here’s a list of how I use the Sales Workspace to make my day more effective: Keeping My Day Organised Everything I need to keep my day organised is

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.

These days, the major influencing factors required to close a deal have more to do with the buyer than with a salesperson's ability. With information at their fingertips, buyers are more informed than ever. Buyers can research your company, products, and even your salespeople before deciding. They can compare your offerings against all your competitors, are well-informed on what will work for them, and won’t be sold over a cold call or a pushy sales call. So, how do you work with this new dynamic to close more?

A strong sales pipeline is customised to your company's sales process, but it will still follow a universal core structure. A deal in the sales pipeline is moved from stage to stage in the sales process until it either falls off the pipeline (Lost Deal) or is closed (Won Deal) and becomes a customer. Related: B2B Sales: Build a B2B strategy to generate better leads 12 Reasons Bad Sales Qualification Is

The most critical priority for sales professionals is hitting those sales targets. No one will dispute this. However, the remote working revolution has changed the way that sales work. HubSpot, one of the world’s leading Sales CRM vendors, asked a global audience of 6,399 professionals across 141 countries what their company’s top sales priorities are for the next 12 months. We dived into the data and filtered it for the sales priorities in the UK. Here’s

Before any marketing and sales activities begin, it is essential to understand the difference between Leads and Qualified Leads. It's straightforward to do and enables us to prioritise future marketing and sales activities.& What is a Qualified vs Unqualified Lead? A Lead is anyone who has interacted with your company, although they may or may not become a customer. A Lead is anyone who has engaged with your company in some way, whether through a call-in, website inquiry,