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Optimize Your HubSpot CRM for AI in 7 Steps

Feb 20, 2024 / by Lex Hultquist posted in HubSpot, AI, HubSpot AI, HubSpot AI Assistants

Optimizing your HubSpot CRM for AI success involves several key steps to ensure that you leverage AI capabilities effectively to enhance customer relationships, improve efficiency, and drive business growth.

Like other HubSpot automation and reporting tools, HubSpot's AI Assistants and integration with ChatGPT, ChatSpot, work best when meshed with your business strategy and processes. Here's how to optimize your HubSpot CRM for AI success in seven steps:

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Supercharge 2024 with HubSpot AI Assistants

Feb 15, 2024 / by Lex Hultquist posted in HubSpot, CRM, AI, HubSpot AI, HubSpot AI Assistants

Seemingly overnight, the ability to harness the power of AI for business is at our fingertips. Organizations embracing AI are gaining an incredible competitive advantage. 

HubSpot AI tools are revolutionizing operations for sales, marketing, and customer success teams. HubSpot AI Assistants streamline and expedite processes, slash production time, uncover hidden reporting insights, and empower data-driven decisions like never before. 

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How to Set Up Your Deal Pipeline and Stages in HubSpot CRM

Jan 30, 2024 / by Meghan Hultquist posted in sales, technology, HubSpot, sales enablement, strategy, RevOps, CRM, Revenue Operations

Editor's Note: This blog was originally published in July 2018 and updated in May 2019 and January 2024.

HubSpot CRM is a great tool to help sales leaders gain visibility into their pipeline and to implement measurable change in their organization.

Click here to get the HubSpot CRM now. It’s free and it’s awesome, we promise.

Setting up well-defined deal stages is an important first step to gaining insight into your sales funnel and improving sales team performance.

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Setup UTM Tracking in HubSpot with Custom Properties and Forms

Oct 11, 2023 / 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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How to Convert More Leads with A/B Testing in HubSpot

Mar 10, 2022 / by Lex Hultquist posted in marketing, HubSpot, lead conversion, marketing automation, a/b testing

EDITORS NOTE: This blog was originally published August 10, 2018 and has been updated.

A/B testing (or split testing, if you prefer) might be the most underutilized tool marketers have today. Consider, in less than 3 minutes you can:

  • Set up a test to see if your call-to-action could be more powerful
  • Try two great layouts on your landing page
  • Test out both of your catchy subject lines.
The possibilities are nearly endless.

An A/B test means showing two versions of the same website page, email, or blog to visitors simultaneously and measuring performance for both variations. The version that performs better wins, it's as simple as that.

HubSpot's CRM and automation software tools make it easy to perform an A/B test on nearly every piece of digital marketing collateral, from website pages to emails, to ads and CTAs. 

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Implementing Revenue Operations in HubSpot

Feb 28, 2022 / by Lex Hultquist posted in HubSpot, HubSpot reporting, HubSpot Custom Objects, RevOps, Revenue Operations

Using prospect and customer data to solve today's business challenges requires a unified system that can automate and report on all of your essential business processes and functions. Successful and scalable teams today have a key factor in common - they function as a cohesive revenue team that competently handles revenue operations.

What is Revenue Operations?

Revenue Operations, or RevOps, is the fusion of your marketing, sales, and customer success processes, and data into one cohesive and aligned system. Together, these functions provide critical business insights in real-time.

Orienting your marketing, sales, and customer services teams around a single, highly-visible, set of KPIs provides several essential advantages, including the ability to quickly identify and overcome obstacles across departments and to optimize both processes and teams for predictable, scalable, growth. 

As an emerging area critical to the success of growing companies and organizations, teams of all shapes and sizes have merged teams, roles, and responsibilities to unify their understanding customers, better measure marketing and sales efforts, and automate processes and data reporting. 

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Using Custom Association Labels Between Objects in HubSpot

Feb 18, 2022 / by Lex Hultquist posted in HubSpot, HubSpot Custom Objects, Custom Objects, RevOps, CRM

Setup Multiple Types of Associations Between Contacts, Companies, and Deals in Your HubSpot Portal

RevOps teams understand the visibility and power that comes from associating object records in your CRM. There are significant limitations to the reporting and automation capabilities of a database that must rely soley on data stored within custom property values, as opposed to creating a relationship with another object record.

With custom associations, you can create additional relationships between contacts, companies, deals, and tickets, identifying relationships such as partners or distributors. Proper associations are one the of the keys to a creating scalable reporting and automation in your organization. 

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How to Create a Custom Object in HubSpot - No Coding Required

Nov 2, 2021 / by Lex Hultquist posted in HubSpot, analytics, HubSpot reporting, HubSpot Custom Objects, Custom Objects, RevOps, CRM

PLUS Six Examples of Custom Object You Can Make in HubSpot

Does it ever feel like no combination of custom properties, lists, and workflows can solve a particularly important reporting or automation challenge?

Many organizations find themselves in a position where they need to store a significant amount of data unique to their organization and their industry, which cannot be easily managed using custom properties alone.

The solution? Custom objects! These can be created in your HubSpot enterprise portal and can be associated with existing contacts, companies, deals, tickets, and even other custom objects!

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6 Free Integrations and Apps to Supercharge Your HubSpot Portal

Jul 15, 2021 / by Lex Hultquist posted in sales, technology, HubSpot, customer acquisition, optimization

There are now thousands of apps that seamlessly connect with HubSpot, plus tens of thousands, if not hundreds of thousands existing API configurations with custom apps that exist to help companies grow better.

Every organization has its own set of priorities when it comes to infusing HubSpot across its specific tech stack; however, there are a number of high-value, free-version apps every company can connect to HubSpot in order to extract more value from the platform. We've outlined six of these free apps to get you started maximizing your HubSpot investment. (and a bonus with Google Sheets at the bottom!)

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Ultimate Guide: HubSpot Salesforce Integration

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

6 Keys and Best Practices 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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