--- title: Content (3) description: HubSpot CRM how-to guides, insights and lessons from our client work, and in-depth analysis of topics affecting revenue operations. (3) image: https://www.hubex.io/hubfs/feat-newsletter.png --- [![logo\_dark](https://www.hubex.io/hubfs/Brand%20Assets/logo_dark.png) ![logo\_white](https://www.hubex.io/hubfs/Brand%20Assets/logo_white.png) ![logo\_dark](https://www.hubex.io/hubfs/Brand%20Assets/logo_dark.png) ![logo\_white](https://www.hubex.io/hubfs/Brand%20Assets/logo_white.png) ![logo\_dark](https://www.hubex.io/hubfs/Brand%20Assets/logo_dark.png)](https://www.hubex.io) - [Revenue Operations](https://www.hubex.io/services/revenue-operations) - [HubSpot](https://www.hubex.io/services/hubspot) - [Onboarding & Implementation](https://www.hubex.io/services/hubspot) - [Integrations](https://www.hubex.io/services/apps-integrations) - [Consulting & Workshops](https://www.hubex.io/services/consulting) - Case Studies - [Gire Mobility](https://www.hubex.io/case-studies/gire-mobility) - [Vainu](https://www.hubex.io/case-studies/vainu) - [Proviso](https://www.hubex.io/case-studies/proviso) - [Culture Intelligence](https://www.hubex.io/case-studies/culture-intelligence) - [Content](https://www.hubex.io/content) - [About](https://www.hubex.io/about) [Let's Talk](https://www.hubex.io/contact) - [Revenue Operations](https://www.hubex.io/services/revenue-operations) - [HubSpot](https://www.hubex.io/services/hubspot) - [Onboarding & Implementation](https://www.hubex.io/services/hubspot) - [Integrations](https://www.hubex.io/services/apps-integrations) - [Consulting & Workshops](https://www.hubex.io/services/consulting) - Case Studies - [Gire Mobility](https://www.hubex.io/case-studies/gire-mobility) - [Vainu](https://www.hubex.io/case-studies/vainu) - [Proviso](https://www.hubex.io/case-studies/proviso) - [Culture Intelligence](https://www.hubex.io/case-studies/culture-intelligence) - [Content](https://www.hubex.io/content) - [About](https://www.hubex.io/about) [Let's Talk](https://www.hubex.io/contact) # Articles & Guides HubSpot CRM how-to guides, insights and lessons from our client work, and in-depth analysis of topics affecting revenue operations. #### Read more about your favorite topic [Strategy & Process](https://www.hubex.io/newsletter/tag/strategy-process) [HubSpot Implementation](https://www.hubex.io/newsletter/tag/hubspot-implementation) [Integrations](https://www.hubex.io/newsletter/tag/integrations) ![Optimising account-based lead routing and assignment in HubSpot CRM: A step-by-step guide](https://www.hubex.io/hs-fs/hubfs/image-png-Oct-17-2024-06-56-41-8853-AM.png?width=1024&name=image-png-Oct-17-2024-06-56-41-8853-AM.png) 23\. October 2024 ### 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... Read More ![HubSpot updates for Revenue Operations in Q4](https://www.hubex.io/hs-fs/hubfs/updates-q4.png?width=1024&name=updates-q4.png) 23\. October 2024 ### HubSpot updates for Revenue Operations in Q4 Sales users are pushed out of the help desk, lists are finally getting exclusion... Read More ![How to avoid the most common mistakes in process design](https://www.hubex.io/hs-fs/hubfs/failing.png?width=1024&name=failing.png) 08\. October 2024 ### 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... Read More ![Setting up an effective inbound lead engagement structure in HubSpot CRM](https://www.hubex.io/hs-fs/hubfs/feat-lead-engagement-structure-in-hubspot.png?width=1024&name=feat-lead-engagement-structure-in-hubspot.png) 08\. October 2024 ### 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,... Read More ![The three critical phases of process design](https://www.hubex.io/hs-fs/hubfs/featured-phases%20of%20process%20design.png?width=1024&name=featured-phases%20of%20process%20design.png) 08\. October 2024 ### The three critical phases of process design As a Revenue Operations consultant, most of my projects are built around the desire to... Read More ![Data fetching in HubSpot Workflows](https://www.hubex.io/hs-fs/hubfs/webhooks_poster_2.jpg?width=1024&name=webhooks_poster_2.jpg) 24\. September 2024 ### Data fetching in HubSpot Workflows For companies using HubSpot CRM as their “source-of-truth” when it comes to customer... Read More ![Working with multiple currencies in HubSpot](https://www.hubex.io/hs-fs/hubfs/Working%20with%20multiple%20currencies%20in%20HubSpot.png?width=1024&name=Working%20with%20multiple%20currencies%20in%20HubSpot.png) 20\. September 2024 ### Working with multiple currencies in HubSpot HubSpot CRM has been growing in popularity in the last couple of years, and of of the... Read More ![These core features of HubSpot Forms will improve your conversion data](https://www.hubex.io/hs-fs/hubfs/These%20core%20features%20of%20HubSpot%20Forms%20will%20improve%20your%20conversion%20data.png?width=1024&name=These%20core%20features%20of%20HubSpot%20Forms%20will%20improve%20your%20conversion%20data.png) 11\. September 2024 ### These core features of HubSpot Forms will improve your conversion data In this article, I will try to highlight some basic, but often neglected or misused... Read More ![How does the time to close impact the close rate on deals?](https://www.hubex.io/hs-fs/hubfs/lightbulb.jpg?width=1024&name=lightbulb.jpg) 05\. September 2024 ### How does the time to close impact the close rate on deals? You’ve just engaged with a hot prospect. You're confident, the conversation is flowing,... Read More ![Three actions you can take to improve your lead to customer conversion](https://www.hubex.io/hs-fs/hubfs/featured-image.png?width=1024&name=featured-image.png) 07\. August 2024 ### Three actions you can take to improve your lead to customer conversion What do almost all struggling revenue teams have in common? They treat their CRM and... Read More ![Stop letting your most expensive employees do the lowest value tasks](https://www.hubex.io/hs-fs/hubfs/featured-image.png?width=1024&name=featured-image.png) 31\. July 2024 ### Stop letting your most expensive employees do the lowest value tasks In most high-performing sales organisations, lead enrichments have become a core... Read More ![Why you should not let your tech-savvy account executive set up your CRM](https://www.hubex.io/hs-fs/hubfs/featured-image.png?width=1024&name=featured-image.png) 24\. July 2024 ### Why you should not let your tech-savvy account executive set up your CRM Read More ![The problem with passive territory management (and 4 rules for effective territory management)](https://www.hubex.io/hs-fs/hubfs/featured-image.png?width=1024&name=featured-image.png) 17\. July 2024 ### The problem with passive territory management (and 4 rules for effective territory management) How many accounts does each of your account executives manage? Read More ![#19 - Darren Fay: Change Management and RevOps for Organizational Growth](https://www.hubex.io/hs-fs/hubfs/Podcast%20Episode%20Featured%20Image%20(21).png?width=1024&name=Podcast%20Episode%20Featured%20Image%20(21).png) 05\. June 2024 ### #19 - Darren Fay: Change Management and RevOps for Organizational Growth In this episode Join us as we engage with Darren Fay, who brings a wealth of knowledge... Read More ![#18 - Stefan Mersch: RevOps in High-growth Startups, Stakeholder Management and Prioritization](https://www.hubex.io/hs-fs/hubfs/Podcast%20Episode%20Featured%20Image%20(20).png?width=1024&name=Podcast%20Episode%20Featured%20Image%20(20).png) 22\. May 2024 ### #18 - Stefan Mersch: RevOps in High-growth Startups, Stakeholder Management and Prioritization Read More [Prev](https://www.hubex.io/content/page/2) [1](https://www.hubex.io/content) [2](https://www.hubex.io/content/page/2) [3](https://www.hubex.io/content/page/3) [4](https://www.hubex.io/content/page/4) [5](https://www.hubex.io/content/page/5) [Next](https://www.hubex.io/content/page/4) ![Hubex](https://www.hubex.io/hs-fs/hubfs/Brand%20Assets/logo_white.png?width=120&name=logo_white.png) We help B2B technology leaders unite marketing, sales, and customer success on HubSpot CRM to deliver predictable and repeatable results through a proven Revenue Operating System. 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