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Tricks and Treats with HubSpot Dashboards

Oct 21, 2021 / by Lex Hultquist

Reporting and dashboards are some of the defining features of HubSpot's CRM and automation tools. There are a number of useful tips and tricks you can use to enhance your HubSpot dashboards, share more data with your team, and maximize utilization within your organization.

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UTM Tracking in HubSpot with Custom Properties and Forms

Sep 30, 2021 / by Lex Hultquist posted in HubSpot, analytics, lead conversion, HubSpot reporting, forms, custom properties, utm parameters

Curious which of your ads are leading to revenue? Want to know which channel has the highest conversion rate?

UTM parameters allow you to measure and analyze your website conversions at a more granular level, providing marketers a great way to track the effectiveness of their channels, campaigns, and content. 

UTMs provide you with significantly more visibility into your revops metrics. When you capture and report on UTMs in HubSpot, you're able to: 

  • Identify the specific assets, ads, and campaigns that are driving the most revenue
  • Uncover the source of a specific conversion, i.e. how your prospect got to your website for the specific conversion session
  • Enhance your multi-touch attribution

By simply adding hidden fields on your forms and including some additional information in your URL link, you can quickly and easily begin capturing this essential data. 

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Ultimate Guide: HubSpot Salesforce Integration

Apr 13, 2021 / by Lex Hultquist posted in HubSpot, intergrations, reporting

6 Keys to a Seamless HubSpot Salesforce Integration

HubSpot and Salesforce are two extremely powerful pieces of a company's tech stack, and getting the most out of both systems requires a sophisticated strategic approach that leverages the strengths and limitations of both platforms.

The details of your specific setup will depend on numerous factors, including your teams, your processes, and your experience using each system. While there is no magic formula for confiuring your integration, reliable data is a must. 

Focusing on these six key areas will ensure your integration provides marketing, sales, and customer success / service the right information and accessibility required for success. It's essential to get these right!

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Connect HubSpot to Google Sheets Using Workflows

Apr 2, 2021 / by Lex Hultquist posted in HubSpot, analytics, intergrations, reporting

HubSpot has a robust and evolving set of reporting tools, built to help you slice and dice your CRM data. These tools let you assemble reports and dashboards that provide valuable insights into your marketing, sales, and customer success teams. Invariably, however, there are always times that pulling your data into a spreadsheet is necessary. The good news - using HubSpot workflows and integrations, you can connect to and populate Google sheets automatically.

This is a handy feature allows you to funnel your HubSpot data directly into a neat and tidy Google Sheet for analysis. Another benefit is that it makes it much easier to share information with internal and external teams. 

 

Here's how it works. First, you'll connect your Google account and assign HubSpot data to specific columns in your spreadsheet. Each time the action is triggered by your workflow, a row will be added to your Google Sheet, populating data into one or more columns. 

 

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Lead Nurturing: Drive Sales by Following These 5 Steps

Nov 24, 2020 / by Meghan Hultquist posted in strategy, marketing automation

A new prospect hits your website. Their company is a perfect fit for your services, and you quickly reach out to make contact, but alas! The prospect is not yet ready to buy. This is the scenario facing companies and sales teams of all sizes, who find themselves with a pile of qualified leads who aren’t quite ready to make a purchase. Lead nurturing is the perfect tactic to engage this group of prospective customers until they’re ready to make a purchasing decision. 

A lead nurturing campaign typically consists of a series of automated emails specifically designed to keep leads engaged with your company, nurturing them along their buying journey to becoming a customer. Orchestrated properly, lead nurturing establishes trust with your leads, positions your organization as a bona fide expert in your space, leads to warmer sales conversations, and, most importantly, closes more deals. 

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7 Pandemic-Proof Ways to Generate B2B Leads

Apr 22, 2020 / by Meghan Hultquist posted in marketing, lead generation

So….2020 probably isn’t going quite as you’d planned. The COVID-19 pandemic has completely upended our way of life and caused massive disruption in nearly every industry and business.

For marketing and sales teams, this means, among other things, that in-person lead generation activities, like trade shows, conferences, and networking events, are canceled for the foreseeable future. 

Thousands of companies are struggling to figure out what to do next. Many B2B companies rely heavily upon in-person events to generate leads, and the COVID-19 crisis has created an alarming gap. 

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7 Marketing Automation Strategy Must-Haves for 2020

Jan 31, 2020 / by Meghan Hultquist posted in strategy, marketing automation

Marketing automation adoption continues to grow among marketers in 2020, with most marketing teams now using at least one automation tool as part of their tech stack.

Building a smart marketing automation strategy is a great way to generate remarkable marketing results and revenue growth in 2020. Like most things in digital marketing, being strategic and thoughtful in your approach to marketing automation is the best way to proceed. A sloppy or on-the-fly approach without a thoughtful, buttoned-up strategy is almost certain to create headaches and hurdles down the road. And it certainly won’t be scalable.

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How to Create a Measurable Forecasting System in HubSpot for Your B2B Sales Team

Dec 3, 2019 / by Lex Hultquist posted in HubSpot, analytics, forecasting

Forecasting is one of the "holy grails" in the sales and marketing world. Perfect forecasting affords perfectly timed budget decisions, investments, new hires ... you get the idea.

Sales leaders and executives examine specific data points to drive their business decisions. This type of analysis covers everything from hiring new team members to prioritizing product innovation. Accurately forecasting sales shines light on important data that lets you make effective decisions about hiring, marketing, and growth.

In this post, we'll focus on the four elements you'll need to create an automated forecasting system in HubSpot:

  1. Custom properties to track and measure forecast data
  2. Workflows to automate data capture and capture time stamps
  3. Reports to measure performance and accuracy
  4. Team documentation/training to ensure consistent process and data integrity
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Analyze Your Marketing and Sales Pipeline: 6 Key HubSpot Reports and How to Build Them

Nov 12, 2019 / by Lex Hultquist posted in HubSpot, analytics

Marketing and sales teams are swimming in data, and in available tools to collect, analyze, and visualize their data.

But what's most important for marketing and sales teams is often data that's right in front of us, and right within our HubSpot portals. In order to drive growth, it's important to hone in on the most critical data that impacts your bottom line. All that's required is knowing where and how to look for this information.

Here are six key reports you can create in HubSpot to measure the impact of your marketing and sales efforts, along with step-by-step directions on how to create them. 

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Managing Salesforce Campaigns in Your HubSpot Portal

Sep 17, 2019 / by Lex Hultquist posted in HubSpot, intergrations

Warning: Don't Confuse Salesforce Campaigns with HubSpot Campaigns

It's important to know that HubSpot also has a campaigns tool, and it is specifically not the same as Salesforce campaigns. You can skip to the bottom of this article for more about HubSpot campaigns and some ideas on how to leverage them.

The word "campaign" is thrown around a lot in marketing. Despite its prevalence, there is a marked lack of clarity around the term "campaign," which has several different meanings and functions within marketing and sales.

This has the potential to cause significant headaches for marketing teams, especially when you layer on powerful technologies like HubSpot and Salesforce, with their own CRM and automation systems that must be configured together

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