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Kasie Dailey


Kasie Dailey

Kasie Dailey is the Director of Client Services at xoombi. She doesn't think outside the box, she believes there is unlimited potential inside it, and creates processes that leave room for the spontaneous. She approaches inbound marketing campaigns the same way she approaches a mural: starting with the end in mind. She constructs her inbound marketing campaigns considering the end of the buyers journey. She spends a lot of time determining how to support the sales staff best by delivering the best possible leads, teeing them up for smooth transactions, and ensuring customer happiness for higher referral rates.


Recent Posts

6 Ways to Marry Account Based Marketing & Inbound Marketing

How can you marry account based and inbound marketing to better target and nurture prospects?

What differentiates account based marketing in the first place and why it is effective? 

Account based marketing is basically outbound marketing for specific accounts (usually companies). Instead of casting a wide net with outbound marketing efforts, account based marketing would be the equivalent of spearfishing--you’re going after one specific fish at a time with a better chance of getting it. 

xoombi Announcement: Remote 365

Does your company operate in a remote enviroment? Are you considering moving in that direction? 

At xoombi, we are a 100% remote marketing agency for many companies all around the world. We have fine-tuned our operation to be very efficient and lean, while still showing massive results for our clients.

Because of the way we operate, we get questions about working remotely all the time, and we hear the hesitation of the unknown and potential hiccups. We have overcome those same hurdles in our business, and helped some clients utilize our approaches as well. 

7 Do's and Don'ts of the HubSpot CRM

Now that you know how to train your sales team on how to use the HubSpot CRM, your salespeople will be more efficient and move deals down the pipeline faster, meaning higher close rates and an increase in revenue.

Download our free HubSpot CRM Guide to learn how to make your CRM work for you.

However, there are some do’s and don’ts to keep in mind when installing and leveraging the HubSpot CRM. You may want to post these where you can easily reference them during the integration phase to ensure you make it as smooth as possible! 

How to Get Your Hubspot CRM to Work: Training Your Sales Team

By now, your HubSpot CRM should be ready to rock. You understand how to use the Contact, Companies, Deals and Tasks features and have set up your Lead Statuses and Deal Stages using Sequences.

To refresh your memory, you can always watch this HubSpot video that gives a quick tour of the platform.

Now that the machine is built, your salespeople need to be taught how to use it correctly.

How to Get Your HubSpot CRM to Work: Sequences

Before we move on to how to set up sequences in the HubSpot CRM, let’s first review what we’ve already learned.

We kicked off the series by showing you how to get the most out of the Contacts, Companies, Deals and Tasks features. Next, we showed you how to use HubSpot Sales (formerly Sidekick) to see when people are opening your emails and revisiting your website. Then we dove into setting up lead statuses to help sales reps manage prospects up to the first meeting, and deal stages to help them manage leads from the first meeting to close.

Now it’s time to cover sequences, which can help your salespeople manage the tasks needed for all lead statuses and deal stages. 

How to Get Your HubSpot CRM to Work: Deal Stages

In the last post in our HubSpot CRM series you learned about Lead Statuses. Using the Actions and Outcomes features, you should now be able to identify real opportunities. And once that happens, you’ll need to know how to set up Deal Stages. 

Let’s jump in.

How to Get Your HubSpot CRM to Work: Lead Statuses

If you’re keeping up with our HubSpot CRM series, you should now understand the main features of the CRM and how they work together. This includes:

In the next three posts of this series, we’re going to show you how to set up the HubSpot CRM and make it work for you. We’ll do so by teaching you how to manage your CRM using three important components: lead statuses, deal stages, and sequences. 

How to Get Your HubSpot CRM to Work: HubSpot Sales

We’ve now covered the wonderful Contacts, Companies, Deals and Tasks features of the HubSpot CRM. Now it’s time to look at another great functionality: HubSpot Sales (previously called Sidekick).

Here are the basics of HubSpot Sales and how you can utilize this powerful feature of the CRM to make your life easier!

How to Get Your HubSpot CRM to Work: Deals and Tasks

If you’re keeping up with our series, you’ve already learned how to harness the power of the Contacts and Companies features of the HubSpot CRM.

Now it’s time to take that knowledge and apply it to two more powerful features: Deals and Tasks. Deals allows you to add and view deals and their stages, while Tasks allows you to create tasks and set reminders.

Let’s take a closer look at each.

How to Get Your HubSpot CRM to Work: Contacts and Companies

Are you using the HubSpot CRM to manage your daily sales activities? If it’s not properly set up or maintained, you might not be working as efficiently as possible.

In this first part of our seven-part series on how to get your HubSpot CRM to work, we’ll take a closer look at the Contacts and Companies features of the CRM. 

Let’s jump in. 

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