Data is king when assessing your sales funnel and progress toward achieving your business growth goals. And with tools like HubSpot reporting dashboards, marketers and sales managers can have all the data your heart desires. Unlimited data access is great. But it can also be overwhelming. Marketing and sales managers often need to apply multiple filters across different reports, which can be time-consuming. Plus, it can be a challenge to navigate through all the HubSpot dashboard filter options.  This tutorial will help you more efficiently access complex data sets in HubSpot by using pi ..read more

A jagged frontier. An invisible wall. A helpful alien that wants to make you happy.  Like many marketing professionals, I've spent the last year+ diving into artificial intelligence (AI) tools and how they are changing our profession. So of course when it was published this spring I quickly read Professor Ethan Mollick's latest book, Co-Intelligence: Living and Working with AI. In it, he lays out the general contours of this new landscape and beckons the reader to get familiar with it. Because it’s the AI era now, like it or not. Professor Mollick’s metaphors, real-world u ..read more

The execution of Sales emails can make or break the results you get from your marketing plan. Did you follow up in a timely manner? Does your team have access to your correspondence to know how to continue communicating with that customer or prospect? Do you have the prior correspondence in mind when making your next outreach?  When sales reps are in the field, they often email prospects on-the-go, or quickly need to get up to speed heading into meetings. Making this as efficient as possible can improve your deal close rate.  ..read more

It’s been decades since websites became a business necessity — and today, merely having an online presence is not enough. To support business growth in a demanding, evolving landscape, your website needs to achieve multiple (sometimes conflicting) objectives, all of which are moving targets:  It needs to be optimized for search It must deliver an exceptional user experience It has to appropriately leverage up-to-the-minute technical capabilities ..read more

Every single contact with customers and prospects is important for generating business and developing lasting relationships. Smart sales reps treat sales calls like gold, so keeping a reliable record should be a top priority. HubSpot’s Call Recording and Call Intelligence features now have additional capabilities and power within Sales Hub. Sales and marketing teams using HubSpot can leverage new artificial intelligence (AI) tools directly in the CRM platform, reducing your effort and boosting confidence that you’re handling issues swiftly and correctly. In the video above, I demonstrate:&nbs ..read more

At our March Appleton HubSpot User Group (HUG) event, we asked participants to share their most pressing questions about artificial intelligence (AI) tools in HubSpot — along with some of the bigger LLMs like Claude, ChatGPT, and Gemini. Here’s why: The AI landscape is changing fast. New tools and capabilities are emerging almost daily. It’s an exciting time for marketers, but it can also be overwhelming.  Many HubSpot users are eager to harness the power of AI to streamline their workflows and enhance their results, but they’re not quite sure where to start or how to navigate the multit ..read more

We’ve all been hearing plenty about how artificial intelligence is transforming marketing: enabling teams to ideate, create, and promote content more efficiently than ever before. But have you tapped into its capabilities for your own marketing work yet? If not, why not? Many marketers feel overwhelmed by the pace of the AI evolution — or more accurately, the AI revolution. It feels like every day brings another advanced feature in the changing landscape of LLMs, as ChatGPT, Claude, Gemini, and more wrangle for the top spot. It feels impossible to choose with confidence. The good news is that ..read more

Whether building a website, blogging, or running ads in trade publications, your job as a marketer is to attract new customers.  Or is it?  Only a 5% increase in customer retention can increase company revenue by 25-95%1.  Read that again. While attracting new customers is a given, engaging and delighting your existing clientele is just as important, and might be the best marketing move you ever make.  The good news is that you probably have the people and resources you need, according to Kyle Jepson, Chief Evangelist for HubSpot, the world’s #1 sales and marketing platfor ..read more

Artificial intelligence is changing the ways businesses operate, and for sales and marketing, generative AI is already becoming a powerful tool for efficiency and growth. But it’s more than efficiency that’s at play; AI is today’s gateway to the data-driven marketing strategies of the future. And believe it or not, AI’s enabling marketers and salespeople to make more human-centric connections with target audiences and sales prospects ..read more

Ask the average person what they know about artificial intelligence (AI), and you’ll likely get an answer that has something to do with writing. While true, AI is so much more than generative capabilities — and savvy marketing and sales teams know it. Andy Crestodina, Co-Founder & Chief Marketing Officer at Orbit Media, asserts that when trained properly, AI is a performance change agent, not merely a productivity tool. It’s a matter of approach. Andy advises AI users to “Set aside how to be faster. Focus on how to be better ..read more