Articles & Guides

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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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...

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...

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...

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.

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...

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...

How to increase outbound calling efficiency in HubSpot using call outcomes & contact tags.

Sales reps waste a shocking amount of time chasing bad contacts due to poor data quality.

Churn is determined the moment a misaligned deal is signed

You're at your weekly leadership meeting. Numbers are up, but there’s tension in the air.

Selling with the customer - The power of small moments in big deals

Deals gets done through a series of meaningful, brief interactions.

Performing a cohort analysis to evaluate close rates based on deal age in HubSpot: A step-by-step guide

Understanding the health of your sales pipeline is crucial for accurate forecasting and...

Creating an accurate close rate report in HubSpot: A step-by-step guide

In this guide, I’ll walk you through creating a close rate report in HubSpot CRM.

Identifying and addressing a zombie pipeline in HubSpot: A step-by-step guide

A common issue that can arise is the development of a “zombie pipeline” filled with...

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...

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...

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,...