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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 Use Online Surveys to Get Inside Your Visitors’ Minds

By: Mike Dane

A/B testing?

Wild shots in the dark!

But what if you could actually ask your visitors point blank how they felt about your website instead of guessing and testing your guesses?

Even Google uses this method on some of their sites. And if a company that famously tested 41 shades of blue to see which one would convert the best is doing it, then you know it must be getting some great results.

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. 

4 Ways to Get Your Blog Off the Ground

You’ve done the heavy lifting. 

You’ve chosen a web host, picked a good content management system (see the perks of Hubspot vs Wordpress here), have a solid, good-looking design, and are all set up to promote your posts once you hit publish.

Now come the nuts and bolts of planning, creating, and promoting content.

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. 

4 Takeaways from the 2016 State of Link Building Survey

The state of link building survey began in 2013. Although 2015 didn’t see a survey, 2016 saw it brought back, and with it, some interesting findings.

Moz and Credo collected 435 responses (compared to 315 in 2014) to the survey, which included questions “designed to reflect link building’s evolution into a more legitimate and integrated marketing channel.”

Most of the respondents (41%) worked at an agency, followed by in-house SEOs (27%) and consultants/freelancers (12%). Furthermore, the majority of respondents (65%) worked for companies that had one to 50 employees.

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 Design a Sales Process that Supports the Buyer's Journey

The buyer’s journey today looks very different than it did 10 years ago. That’s because 67% of it is now completed digitally.

What is the buyer’s journey? As Hubspot puts it, the journey is “the active research process a potential buyer goes through leading up to a purchase.”

There are three stages of the buyer’s journey—awareness, consideration, and decision. Let’s look at what salespeople can do to support the predominantly digital buyer’s journey by designing a sales process that aligns with each stage.

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