The Revenue Operating System Newsletter 📨

HubSpot CRM how-to guides, insights and lessons from our client work, and in-depth analysis of topics affecting revenue operations.

Should you use Invoices in HubSpot?

Should you use Invoices in HubSpot?

With the addition of Invoices to HubSpot CRM, companies can now track individual...

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Churn is determined the moment a misaligned deal is signed

Churn is determined the moment a misaligned deal is signed

You're at your weekly leadership meeting. Numbers are up, but there’s tension in the air.

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Lifecycle stages and buyer's journey reporting in HubSpot

Lifecycle stages and buyer's journey reporting in HubSpot

In this article, I am going to introduce the basic principles we need in order to create...

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Selling with the customer - The power of small moments in big deals

Selling with the customer - The power of small moments in big deals

Deals gets done through a series of meaningful, brief interactions.

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Integrating your SaaS to HubSpot: Where to start?

Integrating your SaaS to HubSpot: Where to start?

The value of any company's CRM will be directly dependent on whether your team has access...

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Performing a cohort analysis to evaluate close rates based on deal age in HubSpot: A step-by-step guide

Performing a cohort analysis to evaluate close rates based on deal age in HubSpot: A step-by-step guide

Understanding the health of your sales pipeline is crucial for accurate forecasting and...

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Adapting website templates based on conversion data in HubSpot

Adapting website templates based on conversion data in HubSpot

There are a number of situations where you might want to adapt the content of a website...

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Guide to data validation in HubSpot with Regex

Guide to data validation in HubSpot with Regex

As of yesterday, all HubSpot accounts are included in the beta testing of a new update...

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Creating an automated progress bar in a calculated property

Creating an automated progress bar in a calculated property

One thing I see more and more frequently in CRM fields and tags is the use of emojis....

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