HubSpot

“I Onboarded To HubSpot—Now What?” After HubSpot Onboarding Ends, Here’s What to do Next

We do a ton of HubSpot onboarding here at Open Flow, training clients on HubSpot setup, best practices, everything they need in order to get started with this amazing platform and integrate it into their tech stack.  [Note: When you first sign up with HubSpot, onboarding is required. You can onboard with HubSpot—or onboard with …

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Four Key Steps B2B Companies Need to Align Marketing and Sales Departments in HubSpot

TL;DR? Aligning your Lifecycle Stages, Lead Statuses, Deal Stages, Required Fields & Automations are the fastest way to get traction with your B2B business We feel so strongly about this process we wrote a playbook to help clients with it: The Hands-On HubSpot Playbook, which you can download now for the unbeatable price of FREE.  …

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A Brief History of CRMs: From Cuneiform to COBOL to HubSpot

By Adi Jagan Like Slack, social media and celebrity cancellations, “customer relationship management systems” sounds like a phenomenon unique to the 21st century. But people selling goods and services have been managing relationships with their customers ever since trade began. The first ledgers we have evidence of were created 7000 years ago in Mesopotamia (modern-day …

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What Even is a HubSpot Platinum Partner?

“There’s no partner like a HubSpot partner.” —Marketing Veep. TL;DR? Hubspot partner agency rankings aren’t just vanity plates! They’re earned, not given—but consider an agency’s experience in your industry as well as their ranking when selecting a HubSpot partner.