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...
What HubSpot Just Did to Meetings (And Why It Matters) " Read More HubSpot is moving fast. Like, really fast. Spot Check is a new weekly series that pulls out the updates worth paying attention to — so you don’t have to read every release note yourself. This...
Good, Cheap, Fast — Pick Two. " Read More The mistake most people make is optimizing for only one corner of the triangle. Or: Why I Finally Took My Car to the Local Guy There’s an old triangle in every service industry. Good. Cheap. Fast. Pick two. It’s...
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...
The Psychology of Motivation — Then and Now " Read More It’s about having a CRM that reflects reality. Editor’s note: The original version of this article was published in Website Magazine in 2013 under my byline — which their current site has since...
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...
