CRM News Today

HubSpot Account-Based Marketing (ABM): Setup and Strategy

HubSpot ABM guide: setting up target accounts and ICP tiers, the ABM dashboard, running LinkedIn ad campaigns to target accounts, coordinated sales outreach, and measuring ABM pipeline contribution.

HubSpot Forecast Tool: How to Track Sales Performance

HubSpot Forecast tool guide: how forecast aggregation works, deal stage probability calibration, forecast categories (commit, best case, pipeline), goals setup, and building forecast accuracy with pipeline review discipline.

HubSpot Products and Price Books Setup Guide

HubSpot Products and Price Books: setting up the product library, creating products via CSV, configuring price books for regional and channel pricing, deal line items, discount control, and product revenue reporting.

HubSpot Quotes Tool: How to Create and Send Sales Proposals

HubSpot Quotes guide: setting up the product library, creating quotes from deals, sharing quotes with buyers, e-signature workflow, quote approval processes, and when to use dedicated proposal tools instead.

HubSpot Email Sequences: Best Practices for Sales Teams

<p>HubSpot email sequences (sales sequences) guide: what a HubSpot sales sequence is, hubspot sequences examples, dynamic sequences, sequence structure and step timing, personalisation tokens, send window settings, enrollment best practices, and using analytics to optimise reply rates.</p>

HubSpot Segmentation Guide: How to Target the Right Contacts

HubSpot segmentation guide: active lists vs contact views, property-based and behaviour-based segmentation, lead scoring, ABM company segmentation, AND/OR filter logic, and testing segments before campaigns.

HubSpot Lists: Static vs Active Lists and When to Use Each

HubSpot lists explained: how active lists work vs static lists, when to use each type, building list criteria, use cases for workflow enrollment and suppression, and list management best practices.

HubSpot Properties: Custom and Default Fields Explained

HubSpot properties guide: default vs custom properties, all field types explained, property groups, how to create a custom property, avoiding property sprawl, and using properties in segmentation and automation.

HubSpot Custom Reports: A Practical Tutorial

HubSpot custom report builder tutorial: selecting data sources, building reports step by step, marketing attribution, sales cycle analysis, rep activity vs outcomes, and adding reports to dashboards.

HubSpot Sales Analytics Dashboard Guide

HubSpot sales analytics: pipeline snapshot, deal velocity, activity reports, won/lost analysis, rep leaderboards, forecast tool, building custom dashboards, and scheduling report delivery.