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.

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Churn is determined the moment a misaligned deal is signed

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.

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Lifecycle stages and buyer's journey reporting in HubSpot

Lifecycle stages and buyer's journey reporting in HubSpot

In this article, I am going to introduce the basic principles we need in order to create...

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

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

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

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Integrating your SaaS to HubSpot: Where to start?

Integrating your SaaS to HubSpot: Where to start?

The value of any company's CRM will be directly dependent on whether your team has access...

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

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...

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Adapting website templates based on conversion data in HubSpot

Adapting website templates based on conversion data in HubSpot

There are a number of situations where you might want to adapt the content of a website...

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Guide to data validation in HubSpot with Regex

Guide to data validation in HubSpot with Regex

As of yesterday, all HubSpot accounts are included in the beta testing of a new update...

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Creating an automated progress bar in a calculated property

Creating an automated progress bar in a calculated property

One thing I see more and more frequently in CRM fields and tags is the use of emojis....

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

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.

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

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...

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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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