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.

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AI for Insight, Traditional Automation for Accuracy

AI for Insight, Traditional Automation for Accuracy

Artificial intelligence has successfully taken over every conversation about automation...

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Six HubSpot views that turn sales focus blocks into a daily habit

Six HubSpot views that turn sales focus blocks into a daily habit

You can have the best tools and smartest outreach strategy in the world, but if reps are...

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Pipeline coverage and replacement: the early warnings most small sales teams ignore

Pipeline coverage and replacement: the early warnings most small sales teams ignore

Why is it that sales teams so often fall short of their targets a few months after a...

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Effect Before Efficiency: The Secret to Building Processes That Actually Work

Effect Before Efficiency: The Secret to Building Processes That Actually Work

In the world of Revenue Operations, the ideal is a simple, elegant playbook. We’re driven...

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Advanced Cookie Based Web Tracking in HubSpot

Advanced Cookie Based Web Tracking in HubSpot

Most websites use cookies to track visitor behavior and page performance, and HubSpot can...

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Get started with custom integrations to HubSpot

Get started with custom integrations to HubSpot

Custom integrations, or Private Apps as they are called in the HubSpot environment, are a...

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Visual Updates in HubSpot to Boost Your Team's Productivity

Visual Updates in HubSpot to Boost Your Team's Productivity

By strategically optimizing visual elements to your HubSpot portal, you can make it more...

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5 useful Regex statements for data validation in HubSpot CRM (with code snippets)

5 useful Regex statements for data validation in HubSpot CRM (with code snippets)

Data integrity is the bedrock of any effective CRM system. Clean, consistent data ensures...

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Introducing the data model in HubSpot

Introducing the data model in HubSpot

Defining your data model is a part of CRM implementations that often happen behind the...

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How to automatically identify duplicate records in HubSpot

How to automatically identify duplicate records in HubSpot

I am going to show you a method I used recently, when we had to sort out a number of...

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Set up GDPR, Data Protection, and Privacy features in HubSpot

Set up GDPR, Data Protection, and Privacy features in HubSpot

It is becoming more and more difficult even for smaller companies to ignore the need for...

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How to quickly analyze sales performance using cohorts in HubSpot

How to quickly analyze sales performance using cohorts in HubSpot

Have you ever felt your sales team is spinning their wheels, spending too much time on...

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How to easily delegate LinkedIn prospecting tasks in HubSpot (and why you should)

How to easily delegate LinkedIn prospecting tasks in HubSpot (and why you should)

At Hubex, we're quite obsessed over building a lean and effective team.

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Measure what matters: Key metrics to track in HubSpot to improve outbound sales performance

Measure what matters: Key metrics to track in HubSpot to improve outbound sales performance

A couple of weeks ago I spoke with a sales leader who was frustrated because his team...

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Deal hygiene problems? How HubSpot deal Tags keep your pipeline healthy

Deal hygiene problems? How HubSpot deal Tags keep your pipeline healthy

When speaking with sales reps, a common challenge mentioned is a struggle to quickly...

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