inboundlab

Your Hubspot pre-purchase checklist... Consider the following items to prepare for your HubSpot implementation. Our team can walk you through the process. 1️⃣ Review & document your existing sales processes 2️⃣ Record your existing system: records, integrations, workflows and automation, lead assignment rules, views, dashboards, and reports 3️⃣ Prepare your data by merging and eliminating stale or out of date records & underutilized fields 5️⃣ Upskill your team on HubSpot product knowledge by completing the free HubSpot Sales Software Certification 6️⃣ Start developing a change management and communication plan 🤖 image created using napkin.ai 👉 Get Hubspot support here inboundlab.marketing ♻️ Repost this to inform your network

Hubspot Workflow Testing: Don't Skip It! Workflows are a key part of any successful HubSpot strategy, but they can also be a source of frustration if they're not working properly. That's why it's important to test your workflows before you turn them on. Here are a few tips for testing your workflows: 🏁 "Go Live" Testing: Enroll a small test group and monitor their progression through the workflow. 👻 "Ghost" Testing: Create a duplicate workflow and make it inactive. Enroll test contacts and observe the outcomes. ⚙️ Unit Testing: Break down complex workflows into smaller units and test each one individually. By following these tips, you can feel confident that your workflows are working properly and that your leads are being nurtured effectively. 👉 Hubspot support here https://buff.ly/4fDjrJa ♻️ Repost this to inform your network

Customer Journey vs the Buyer's Journey Many businesses I've worked with were confused about the differences between the Customer’s Journey and the Buyer’s Journey. Here's a breakdown of the key differences: 🛒 Buyer's Journey Focus: Pre-purchase Goal: Convert prospects into customers Stages: Awareness, consideration, decision 🤝 Customer Journey Focus: Post-purchase Goal: Retain customers, deepen relationships Stages: Onboarding, usage, support, repeat purchases By understanding both journeys, businesses can create comprehensive strategies that attract and retain customers. Need to map out your company's customer journey and experience? 👉 Free consultation https://buff.ly/4fDjrJa ♻️ Repost this to inform your network

Planning a HubSpot implementation? 🤔 This podcast episode breaks down the crucial steps to ensure a smooth onboarding process. Learn about goal setting, data migration, technical setup, and more! 🚀 Need help with Hubspot? Go to https://lnkd.in/eAa4R5FN Watch full podcast - https://lnkd.in/eYSsfuHh 🤫 Podcast was created with the help of AI 🤖 but also a ton of old fashioned human work 😓 #hubspotonboardingservices #CRM #marketingautomation #hubspot

Unlock the full potential of your Hubspot CRM with a strategic implementation. Here's your roadmap to success: 1. Define Goals and Strategy This ensures everyone involved in the implementation understands the "why" behind it. Without clear goals, you risk getting lost in the features and functionalities of HubSpot and losing sight of what you're trying to achieve. > Outline specific business objectives for implementing HubSpot > Identify key performance indicators (KPIs) to measure success > Develop a high-level inbound marketing and sales strategy Click here for the full checklist: https://lnkd.in/e7SvJQDr Why is this important? A focused approach ensures you stay aligned with your strategic goals and maximize your HubSpot investment. #HubSpot #CRMStrategy #InboundSuccess #HubspotOnboarding