Craig Bailey

Craig Bailey

@craigbailey.bsky.social

Streamlining ๐Ÿ‘‰๐Ÿป https://letters.craigbailey.com

96 followers30 following188 posts

I see people on LinkedIn 'debating' which is best: to run their CRM inside (eg within HubSpot or Salesforce or Zoho) or outside (eg from Claude or ChatGPT). Imagine if people had the same debate about laptop versus mobile. 1/4

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I see people on LinkedIn 'debating' which is best: to run their CRM inside (eg within HubSpot or Salesforce or Zoho) or outside (eg from Claude or ChatGPT). Imagine if people had the same debate about laptop versus mobile. 1/4

Some people genuinely run their whole business from their phone. They grew up on it, they love it, it works. For others it's a cropped, frustrating window into how they actually work. Nobody doubts mobile matters. Nobody says the laptop is dead. 2/4

Ideas versus Perspectives It's unlikely people have an original idea, but it is likely they have - almost by definition - an original perspective if they share an observation of it. (Provided it's not a regurgitated AI slop summary of course.)

I saw a post the other day diagnosing common software platform implementation fails and one note was words to the effect of โ€˜they thought they were buying a destination, but discovered too late it was just a software purchase.โ€™ 1/2

You see this all the time, selling the destination of โ€˜attributionโ€™ or โ€˜360 degree view of customerโ€™ or โ€˜buyer intentโ€™ or โ€˜ai enablementโ€™ or โ€˜lifecycle analysisโ€™ etc. The platform is just the start of the journey. The hard work comes after the purchase. 2/2

Reminder: Sync properties are handy for keeping data updated across objects eg a Contact property is kept updated on associated Tickets (Total number of sync properties available in your portal depends on your subscription, and is combined with calculated properties. 40 in Pro, 200 in Enterprise.)

For example: - Time in current stage: is only the current time it has been in the stage (excludes previous times) - Cumulative Time in [Deal Stage] only updates when a deal exits the stage (doesn't include the current time) - Latest time in [Deal stage] the most recent time it was in the stage 2/3

(Aside: there's a whole other discussion around whether you should let a deal go backwards in a pipeline - there's a pipeline Rules setting to disallow that - but that's a conversation for another time.) 3/3

This is a total game changer! HubSpot now has a Priority property on Deals. You can use this to filter and sort in Views, to keep you focussed on the most important deals in your pipeline. This is insane! ๐Ÿ”ฅ OK, so obviously this isn't new (it's been there right from the start).

And it's not a game changer. Well, at least not to anyone who is reading this... But it is a useful reminder to make sure you are using the basics well. We showed this to a client on a call recently (they didn't know about it) and it is going to help them improve their use of HubSpot.

Quick reminder that you can easily set the Sort Order on Deal Views. Typical properties to sort on include: - Close Date - Last Activity Date - Priority Bonus: Sort order gets saved as part of the View as well.

This request came from a client recently - they wanted to see a list of their highest revenue clients over the years in HubSpot. Using Custom Reports and choosing the Pivot table option, this is reasonably straightforward. 1/2

The screenshot below should be enough to show how itโ€™s done, but if youโ€™d like a fuller walkthrough, let me know. Quick tip: edit the first row field to set Sort and Limit options. 2/2

Reminder: if you have an Enterprise Hub in HubSpot you can access a detailed Audit Log. For example: I like to check what kinds of things are getting Deleted or Archived in portals - it can sometimes highlight processes that need improving (eg users are having trouble creating things correctly).

Reminder: you can set the Default page that HubSpot navigates to after logging in. For me, this has always been set to Dashboards. But Iโ€™m close to changing it to be Marketing Home.

Reminder: you can view the size of a HubSpot List over time from the Performance tab And it's not just for lists that are increasing over time. eg this one show an engagement based list (site visit in last 10 days) - you can see the effect of campaigns (eg email) on the visits by contacts over time

Reminder: focus on what you can control. I originally prepared this slide as part of an All Staff presentation. But I've set a little reminder for myself. I find it useful to come back to it every few weeks. It doesn't take long for daily pressures to crowd us out mentally.

Reminder: you can easily Split lists in HubSpot. Ideal for when you need to be careful sending emails to a large list. You can create up to 10 smaller lists (I usually choose to Distribute equally).

When preparing for prospect discovery calls, we often get the prospect's photo from LinkedIn and add as a Note, along with noteworthy details, so that whoever is running the call can quickly review just before the call. (Also, reminder that you can associate a Note to other objects as well) 2/2

Reminder: you can filter HubSpot Files by Type (eg just list Videos or Documents). Often documents are named similarly to images, and you're just trying to find the PDF - so filtering by Documents is handy. That's it. That's the tip.

Reminder: in HubSpot you can automatically set the initial Close Date on a new Deal. We usually recommend turning this on to clients, since Close Date is important for forecasting processes. Plus you can always set a default way in the future (eg 120 days) if unsure. 1/2

In the HubSpot Lead Scoring app you can use Associated Notes in scoring groups. Wondering if anyone has some good use cases for this that they've found helpful? (My screenshot is just a contrived example, I haven't actually used it in practice yet.) 1/2

Reminder: you can easily export your entire knowledge base content from HubSpot. It includes the full html as part of the export as well. (You can also easily import from other systems using the Smart copy option.)

A reminder about using Saved sections in HubSpot website pages, landing pages and emails. Handy way to capture a bunch of modules, save it into a Section, and then use on other pages.