Make the Important Fields Required " Read More Nobody fills in fields they don’t have to. That’s not a criticism — it’s just human nature. When a sales rep is moving fast, they’re logging the call and moving on. When marketing is importing a...
Your CRM Has Duplicates. Here’s What That’s Actually Breaking. " Read More The longer it goes, the more expensive it gets. Your CRM has two of the same person in it right now. Probably more than two. Every time I run an audit for a new client I find...
Stop Hunting for Info Inside Your Own CRM " Read More Most HubSpot record views were built for everyone — which means they work perfectly for no one. You’re on a call with a customer. They mention an invoice they’re waiting on. Or you’re catching up...
You’re Probably Paying for Contacts You Shouldn’t Be " Read More It’s about having a CRM that reflects reality. The marketing vs. non-marketing contact setting is one of the most misunderstood — and most expensive — things in HubSpot. Here’s a...
Why You’re Getting “Delete My Data” Requests for Contacts You’ve Never Talked To " Read More Responsible data use builds trust Action needed: Enriched data delete requests pending If you use data enrichment in HubSpot, you’ve probably seen an email like this land in...
Turn a Messy Job Title Field Into a Segmentation Superpower " Read More The data is there. It’s just not usable. Here’s a situation I run into constantly. A client wants to send an email to their VP-level contacts. Reasonable request. So we go to build the...
