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Unlocking Customer Retention in HubSpot

SmartBug Media

Fortunately, CCOs who use HubSpot are well positioned to retain customers and even turn renewals into upsells. How Can You Analyze Purchase History in HubSpot? Analyzing purchase history in HubSpot provides valuable insights into your customers' behavior, preferences, and purchasing patterns.

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9 CRM Tips & Tricks from HubSpot's Experts

Hubspot

In this blog post, we'll highlight CRM tips to help you elevate your customer relationships and drive business success, including advice from HubSpot experts who've used their CRM to help business thrive. With HubSpot User Permissions, you’ll be able to gain control over access to various areas of the HubSpot customer platform.

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How to Address Common System Integration Errors That Arise with a HubSpot-Salesforce Integration

SmartBug Media

HubSpot and Salesforce have put significant effort into optimizing their platforms to support their clients’ diverse needs. Similar standard objects and seamless activity sync are just two of the numerous capabilities that make a HubSpot-Salesforce integration beneficial for your organization. This is where batching can be a lifesaver.

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How to Leverage HubSpot's Predictive Forecasting Tool to Drive Revenue

SmartBug Media

HubSpot is changing that with its new rollout of a predictive forecasting tool powered by artificial intelligence (AI). Sales forecasting isn’t a new feature within HubSpot, but this new AI-powered projection—which comes as part of the latest Sales Hub refresh—can help companies more accurately predict future sales using historical data.

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HubSpot-Salesforce Integration: 5 Prerequisites to Prepare for an Integration

SmartBug Media

You know that a HubSpot-Salesforce integration can streamline your marketing and sales operations, but you’re not sure how to get started or what prerequisites need to be in place before diving into the integration process. What are you hoping to achieve by integrating HubSpot and Salesforce? You’ve come to the right spot!

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How to Do a Webinar with HubSpot and Zoom

SmartBug Media

A while back, I wrote a blog post on how to do a webinar with HubSpot and GoToWebinar. I am a huge fan of GTW, and given its native integration with HubSpot, it is always my first choice for webinar technology. Establish accounts at HubSpot and Zoom. You’ll need accounts at both HubSpot and Zoom to make this work.

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Getting Started with HubSpot: A 4-Step HubSpot Setup Plan

SmartBug Media

Whether you are just getting started with HubSpot (as your first CRM platform), or you’re migrating from your current marketing automation platform into HubSpot, there are four defined phases that will help you run a smooth setup. This is where you add users to your portal, create teams, and give special permissions if needed.

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