BLOG

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
Read More >

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. 

Read More >

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

Read More >

4 Tips to Create and Request Amazing Customer Reviews

Aug 21, 2019 / by Meghan Hultquist

Customer reviews are a vital part of an effective digital marketing strategy today. That's because today's consumers simply don't trust brands. Instead, they rely on the opinions of their peers to help guide their purchasing decisions. It's becoming more and more important to pay attention to and get proactive about monitoring your online reputation if you want to compete with others digitally.

Read More >

Create a 2020 Inbound Marketing Plan in 10 Steps

Jul 22, 2019 / by Meghan Hultquist posted in inbound marketing

If you're interested in crushing your 2020 growth goals, a killer inbound marketing plan is a no-brainer. Inbound marketing is an impressively powerful lead generation strategy, and as marketing technology advances, the opportunities for impressive results with inbound continue to grow rapidly.

The most challenging aspect of creating an effective inbound marketing plan is usually just knowing where to begin. So we've created this easy-to-follow 10-step guide on how to create a powerful inbound marketing strategy that will rock your organization's sales and marketing world in 2020 and beyond.

Read More >

Inbound Website Must-Haves: 5 Steps to Make Your Website Irresistible to Target Customers

Jul 16, 2019 / by Meghan Hultquist posted in websites, lead generation, inbound marketing

No matter your organization or industry, your website is the digital epicenter of marketing and sales activity.

How do you ensure that your website not only speaks clearly and directly to your target audience, but that it also actually influences their behavior, getting them to convert on a form or complete another desired action established by your marketing team?

These five steps will outline a blueprint to develop an inbound website - one that will be irresistible to your target customers.

Read More >

7 Proven Ways to Boost Your Website Conversion Rate

May 30, 2019 / by Meghan Hultquist posted in lead generation, optimization

When it comes to boosting your website's conversion rate, you can focus your efforts on several areas to see results almost immediately. Every website is unique, but some tried-and-true best practices within conversion rate optimization prove to increase website lead generation for pretty much everyone.

Try these seven proven ways to boost your website conversion rate and start getting more leads from your existing website traffic. These tips will generate improvement for almost any website, particularly when implemented all together.

Read More >

4 Easy Blog Upgrades to Convert More Leads

May 7, 2019 / by Meghan Hultquist posted in optimization, inbound marketing, content marketing

Managing a blog for your brand is an awesome way to generate traffic and leads. But very few teams know exactly what to focus on in their blog to get the impressive results they're really looking for. 

You can use these high-impact, low-effort tips to improve conversion performance on almost any blog.

Read More >

Mapping Your Sales Process 101: HubSpot Lifecycle Stages, Lead Statuses, and Deal Stages

Apr 29, 2019 / by Meghan Hultquist posted in HubSpot, sales enablement, marketing automation

Setting yourself up for success within HubSpot is a critical process. HubSpot contains a powerful set of tools to help increase lead generation and customer acquisition, but it's not a magic button that is ready to go from the gate. You need to properly configure your system to make it work well for your organization, and that starts with properly mapping your sales process using lifecycle stages, lead statuses, and deal stages.

Read More >

Implementation: Where Most Marketing Plans Go to Die

Mar 5, 2019 / by Meghan Hultquist posted in marketing, strategy

One key trait that identifies all high achievers is that they take action. They don't just talk about ideas; they do. Winning teams practice the art of implementation relentlessly. 

It's not particularly surprising, then, that successful implementation of a strategic marketing plan is one of the biggest challenges consistently facing marketing teams. 

Failed implementation is a stressful situation for any member of your marketing team, but it's marketing leaders that end up taking the brunt of the blame when a marketing plan fails to launch. Organizations regularly cite failure to execute a strategic plan as their primary reason for firing a CMO. 

Read More >

Subscribe to Email Updates

Search the Blog