Why Your HubSpot Forecast Is Always Wrong
From the June 10th, 2026, edition of How Teams Work I’ve seen hundreds of HubSpot portals over the last 10 years, and here’s something that’s...
Lifecycle Stages
The Salesforce-to-HubSpot Migration Guide Nobody Writes
From the May 27th, 2026, edition of How Teams Work Since founding Process Pro, we've completed dozens of Salesforce-to-HubSpot migrations. At...
8 Signs Your HubSpot CRM Isn’t Set Up Correctly
From the March 10, 2026, edition of How Teams Work Within the first 15 to 30 minutes inside a new client’s HubSpot portal, I can tell if it’s...
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Why Defining Process Isn’t CRM Customization
From the February 24, 2026, edition of How Teams Work “We need to customize our CRM.” We hear that on a lot of sales calls, usually after...
Case Study: Streamlining HubSpot Lead Routing Automation for a 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...
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...