As a Marketing Technologist, I spend a lot of time working with CRM (Customer Relationship Management) software. It’s an amazing tool and I personally believe all companies should use one in order to effectively build, nurture, and – eventually – turn leads into customers. However, any CRM consists of many moving parts and taking full advantage of them can be tricky and overwhelming. Here are 5 tips for using your CRM to the fullest.
So you’ve purchased HubSpot Marketing Hub – now what? It’s time to start setting up all of your new tools. There are so many features included in all levels of the Marketing Hub and each one will help benefit your organization in a different way. But if you don’t have a HubSpot expert working in your business, it can be overwhelming to try implementing everything at once. It’s best practice to start with the most critical tools and features from there.
When you’re moving up from a small to a medium size company — or just want to expand your business — this is the question that often comes up: