How to Make the Most of Your CRM Platform in 2019

m3-blog-How-to-Make-the-Most-of-Your-CRM-in-2019

The right customer relationship management (CRM) platform is critical to your business performance — but it’s not enough just to have a good system in place. If you and your team aren’t familiar with all of its features or unsure of how to get the most out of it, you could be missing out on results that drive revenue and boost your overall operations.

Think of your CRM as a high-performance automobile: Unless you know how to drive it properly, all the horsepower in the world is just wasted energy. If you’ve invested in a high-powered vehicle, you owe it to yourself to learn how to handle it and let it take you where you want to go.

When used properly, CRMs are great for up-selling customers and analyzing your customers’ behaviors and buying patterns. CRMs have been shown to improve efficiency and boost close rates, but getting the most value out of your own means revisiting it from time to time and making sure that you are fully utilizing what it has to offer. Here are seven ways to get the most out of your CRM.

HubSpot

HubSpot Workflows: Best Types and Best Practices

m3-blog-HubSpot-Workflow-Best-Practices

“Hey, girl, did you know I’ve created dozens of workflows in HubSpot?”

While this probably isn’t the best pick-up line out there, it might be nice to hear if you’re looking for someone to help your company with lead nurturing. (As long as you remove the “girl” part.)

Why? Because workflows can seem like a daunting task at first. After all, aren’t they an advanced marketing tactic? You can’t build workflows if you’re a marketing newbie, right?

Wrong.

Sure, HubSpot makes it easy for lead-generation specialists like myself to build complex workflows with multiple if/then branches based on smart list criteria — but it also makes simple workflows accessible to new users.

Let’s take a look at some of the types of workflows you can build in HubSpot, as well as some best practices for using them.

HubSpot, Inbound Marketing

The Future of Inbound: What We Learned at #INBOUND18

m3-blog-Inbound2018

Each year, thousands of people who are passionate about marketing, selling and delighting customers come together for one of the largest inbound marketing events of the year — INBOUND. 

Like many exceptional things, INBOUND gets better with age, and #INBOUND18 did not disappoint. With Keynote speakers such as Deepak Chopra and Shonda Rimes, as well as several spotlights on successful business owners and thought leaders, the ideas were flowing as quickly as the drinks at Club INBOUND. 

Didn’t get a chance to go to INBOUND this year or feeling a bit overwhelmed by the information overload? Here are some of the top lessons we learned at #INBOUND18.

HubSpot, Inbound Marketing