Business Growth Blog

I played around with an org chart integration tool (OrgChartHub) for HubSpot CRM, and it’s pretty cool. I believe it would be super valuable for organizations targeting larger accounts with complex sales, or companies with multiple opportunities in different areas. It gives you a great overview of the org structure and who is being worked by sales and engaged by marketing.

Here are some screenshots to show you how it looks in HubSpot. If you want to try it yourself, go to your HubSpot integrations settings and add it. And if you have questions or need assistance, you know where to find us!

Every company must invest some time and money into marketing to get customers. You can’t do business without it. The investment is usually about 7-8% of the projected gross revenue for a small business. How a company uses the money is critical to its success. The ONLY way to know if the investment is getting a return is to collect and track specific sales and marketing data.

HubSpot CRM is a database that stores information about the people related to your business. In addition to standard contact data, such as phone, email, and address, users can add or customize fields to their unique situation and needs. Here is a quick overview of how to manage properties in HubSpot.

Marketers and salespeople need to communicate with the same customers at various stages of the buyer’s journey. HubSpot is a centralized database for all business growth related contact data. Here’s an overview of how each role typically uses HubSpot to quickly access the lists, views, and contacts they need to do their job.

The days of email blasts to lists of contacts are coming to an end. The EU and California instituted more stringent privacy laws in 2018. More states and regions are soon to follow. If you use HubSpot, and email to contacts in the EU or California, here are some tips on using their GDPR functionality.

The number one benefit of HubSpot, in my view, is that the CRM is central to the entire tech stack. If set up correctly, it stores multitudes of valuable data about the one thing sales, marketers, and business leaders care about the most: target buyers. These are the people that will, hopefully, become their future customers. Taking time to set up contact, company, and deal record views in HubSpot is essential to use the tool effectively. Watch the video or download the slides to see how to do it.