Case Study: Streamlining HubSpot Lead Routing Automation for Global LMS Provider
Project Overview Totara, a global learning management system (LMS) provider with a partner-led sales model, needed a more effective way to route...
Pro Tip: HubSpot Custom Quoting Templates Using Conditional Deal Information
Building an effective sales process can sometimes be a challenge for SaaS companies, especially when the process for building quotes is clunky...
Migrating to the New HubSpot Lead Scoring Tool
With the legacy lead scoring property set to sunset on August 31st, 2025, updating your process is essential to avoid any disruption in your...
[Guide] How to Create a Valuable Lead Score in HubSpot
In today’s competitive business landscape, marketing and sales teams are under immense pressure to deliver results. A valuable tool in this...
[Guide] CRM Data Enrichment Tools Compared
Your CRM is only as good as the data it holds. With so many tools promising to enrich and enhance your database, it can be tough to know which...
Case Study: Implementing Custom Objects for Salesforce Campaign Members
Project Overview A VC-backed software company partnered with Process Pro Consulting to clear known data blind spots by allowing Salesforce...
[Press Release] Process Pro Consulting Achieves HubSpot Diamond Solutions Partner Status
[Austin, Texas] – February 27th, 2025 – Process Pro Consulting, a leading provider of HubSpot consulting and RevOps solutions, is proud to...
Pro Tip: Default Lead Scores to Zero Using the New HubSpot Lead Scoring Tool
The new HubSpot lead scoring tool is a powerful way to evaluate and prioritize contacts and companies in your CRM, but there are important...