Tag Archives: hubspot

Massage and Manipulate: Giving your Hubspot CRM a full workover (Hubspot CRM Guide #3)





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.

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3 Valuable Sources of data for your CRM (Hubspot CRM Guide #2)




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. More

4 Steps to Hubspot CRM Heaven (Hubspot CRM Guide #1)





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.

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How to make your rancid marketing data a little sweeter

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. More

Too Small for Marketing Automation? Think Again.

Until recently I’ve believed that Marketing Automation is really only applicable to larger enterprises – and even then, typically only successful in companies where there is real leadership commitment to seeing through a full transformation of the marketing function. But a couple of recent client engagements have helped me realise that the world is changing and that Marketing Automation can be deployed in smaller enterprises, especially those with tiny marketing departments. So what’s changed?
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Top Tip: Don’t Deploy Marketing Automation (yet)!