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.

New filter presets on HubSpot dashboards

New filter presets on HubSpot dashboards

One of the many updates being tested for HubSpot reporting right now is the so called...

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Synchronising lifecycle stages and lead statuses in HubSpot CRM: a step-by-step guide

Synchronising lifecycle stages and lead statuses in HubSpot CRM: a step-by-step guide

In this guide, I’ll walk you through automating the synchronisation between the lead...

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Optimising account-based lead routing and assignment in HubSpot CRM: A step-by-step guide

Optimising account-based lead routing and assignment in HubSpot CRM: A step-by-step guide

You’ve optimised your marketing campaigns, and now you’re seeing an influx of inbound...

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HubSpot updates for Revenue Operations in Q4

HubSpot updates for Revenue Operations in Q4

Sales users are pushed out of the help desk, lists are finally getting exclusion...

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How to avoid the most common mistakes in process design

How to avoid the most common mistakes in process design

There are a lot of moving parts to consider when you work with operations, and even more...

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Setting up an effective inbound lead engagement structure in HubSpot CRM

Setting up an effective inbound lead engagement structure in HubSpot CRM

You’ve just received a surge of new inbound leads. Your sales team is eager to engage,...

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The three critical phases of process design

The three critical phases of process design

As a Revenue Operations consultant, most of my projects are built around the desire to...

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Data fetching in HubSpot Workflows

Data fetching in HubSpot Workflows

For companies using HubSpot CRM as their “source-of-truth” when it comes to customer...

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Working with multiple currencies in HubSpot

Working with multiple currencies in HubSpot

HubSpot CRM has been growing in popularity in the last couple of years, and of of the...

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