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Sharing experience, insights and best practices for building SaaS businesses. Clients rely on us to realize the future visions of their organizations. Posts here are based on real-world outcomes and lessons learned from putting marketing to work – marketing that grows software companies like yours.  Let’s build something bigger, together.

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HubSpot Help | Year-End HubSpot Portal Maintenance

Another year is coming to an end, which means you’re likely putting the finishing touches on your 2019 strategy and planning for year-end reporting. While you’re at it, we recommend doing a little HubSpot housekeeping as well, so you can start the...

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What HubSpot New Features Mean For You

HubSpot’s product development team was on a tear this year, churning out functionality and UI updates at a frenzied pace. A new product was launched, a popular tool was sunset and users everywhere either celebrated or decried the launch of a new...

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HubSpot Help | How to Email Reports to Your Team

HubSpot’s reporting has developed rapidly over the last year, making this month’s HubSpot Help that much more valuable. Professional and Enterprise users can now create up to 25 custom dashboards and access enhanced custom report functionalities,...

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HubSpot Lead Scoring 101: Four Simple Steps to Calculating a Basic Lead Score

A solid inbound marketing strategy should generate a steady stream of web traffic and leads. However, not all of those leads are going to turn into customers – the reality is, most likely only a small percentage of them will. How do you qualify and...

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How to Choose Lead Generation Form Fields

We’ve talked about whether or not to gate your content. If you require visitors to give up their information via your lead generation form, then the content you give them better be of equal worth. But how do you determine what kind of content is...

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Six Ways Your Company Can Benefit from HubSpot’s INBOUND 2018 Product Announcements

HubSpot’s INBOUND product announcements are often its most extensive, exciting product updates and this year’s were no exception. From changed product bundling to extensive upgrade on Enterprise level products, HubSpot is expanding its footprint in...

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What Content Should You Be Gating?

The practice of using gated content for online lead generation isn’t new; however, it is one we often see misapplied. In their rush to extract value from their content, many websites often gate content they shouldn’t. Ironically, this often means a...

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HubSpot Tips & Tricks: Getting Data into a HubSpot Form from an Outside System by Passing Parameters in the URL

Sometimes there’s data outside of HubSpot that you want to get into the system to enrich the quality of your lead data, help with reporting or drive lead distribution in Salesforce.com or another CRM. It should be easy to do (and it is), but there’s...

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Spring HubSpot Product Update Summary

The HubSpot Development team must be working overtime because it’s been rolling out updates at an unprecedented pace this year. Some updates, such as visual enhancements to the Content Strategy tool, are so subtle that many users may not even notice...

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Fairfield County CT HUG [February]: Managing the Sales Process Using Hubspot Sequences

At our recent February 2017 meeting of the Fairfield County Hubspot User Group, we gave an overview and differentiated Workflows from Sequences. We also provided a demonstration of the Sequences. The various uses of automated follow-up features...

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