When I was a child, one of the highlights of Christmas morning was the anticipation of opening the latest annual that had been left by Father Christmas (my parents were always very anti using the term Santa). Would it be the latest annual from Blue Peter, or Dennis the Menace, or the Goodies? One year I even remember getting the Rolf Harris Annual – not much of a demand for that these days…
Over the last week I’ve had a couple of detailed discussions with people about how we approach our todo lists and in particular how we ensure that we feel good about what we’ve accomplished during the day. A common concern seems to be “I’ve been really busy all day doing stuff, but I don’t seem to have got anything significant done”.
For me, Productivity is not a goal – it’s simply a set of habits aimed at helping me get my most important stuff done in the most efficient way. While tools are important, they won’t make you more productive by themselves; nor will they tell you what your goals are. However they can support you in developing better habits and making better choices.
The media is under fire! Cries of “Fake News” are hurled at stories to cover a myriad of possibilities including completely fabricated articles, articles from opposing viewpoints and even satire.
So this seems to be the perfect time to talk about my own newspaper called the Purple Patch and confess that a little of it is fake news. But only for fun – I’m not trying to rig my local parish council election here.
If you have been following and applying this series from the start, you will have evolved your CRM to be an asset of significant value to your business. However the steps are a little laborious, so I’m always on the lookout for little hacks that can be used to automate some of these tasks. I have found 3 that I really want to share – but would love to hear from you if you have come across others. There are free versions of each of them that are perfectly usable, but even the paid-for versions are inexpensive and can save you hours.
In the first two articles of this series, I looked at how to devise a Hubspot CRM strategy and how you can import data from your most critical sources. In this post I’ll look at how you can massage and manipulate the data you’ve imported, so that it is coherent and valuable for you.
By now you probably have quite a large number of fields that you’ve added to your default set within Hubspot. Now we need to start cleaning!
To clean and manipulate my CRM data I used a combination of spreadsheet functionality and the ability to create customised views within Hubspot.
In the first part of this series I described how I wanted to build a CRM system for my business based around the free Hubspot CRM. In this part I’ll walk you through the steps I used to integrate data from 3 critical sources: LinkedIn, Google Contacts and other third party sources such as Lead Forensics or Event attendee lists etc.
Are you using Hubspot for your inbound or outbound marketing? If you are, I wonder if you are making best use of the pretty handy CRM that you already have as part of your license. In this four part “How-To” series I’ll share with you my Hubspot CRM journey that has helped my take my client and prospect records a strategic asset rather than, well, a bit of an embarrassment.
Even without a crystal ball, I can confidently predict that much of the marketing data you use for your marketing campaigns is rotten. In my corporate career at IBM it was a constant area of frustration, as it has been in almost every client I’ve worked with over the last 4 years, irrespective of size.
In the years since I established Purple Salix, I’ve been fortunate to work with CMOs and marketing leaders of large global companies through to small startups, and across the tech sector and multiple industry sectors beyond – including Finance, Oil, and Green chemicals manufacturing. However, irrespective of size and industry, the areas of challenge are remarkably consistent. Without wishing to betray any client confidences, here are 4 of the questions that every marketing director most frequently asks me to help them address.
Seven years is a long time in marketing. Let me take you back to September 2008. The iPhone was barely a year old, Lehman Brothers had gone to the wall the previous week, and in a small venue in London I was sharing a platform with Steve Woods (then CTO at Eloqua) and Will Schnabel of SilverPop . My presentation was entitled “An Organic Gardener’s Guide to Lead Nurturing“.