If Your Team Still Lives in Spreadsheets, Your HubSpot Isn’t Set Up Correctly
On one of our early calls with a new client, someone will share a forecast spreadsheet with 15-20 tabs, and before we even get into the details,...
Reporting
How to Use HubSpot Campaigns Effectively
Attribution is one of the most common challenges marketing teams face as they scale. As organizations grow, the number of active marketing...
What Teams Miss During HubSpot Implementations
From the March 25, 2026, edition of How Teams Work When a team comes to us after a HubSpot implementation, the conversations usually start the...
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: Transforming Reporting Visibility Through a Custom Lead Source Framework
Project Overview A B2B financial lending company needed a clear and reliable way to track lead source data across multiple systems. Their...
What is a HubSpot Dataset? A Guide to More Connected Data in HubSpot
Data is at the center of every HubSpot Hub, yet most organizations still struggle to align information across tools and teams. Different apps...
Pro Tip: Configuring Marketing Email Web Versions to Prevent 404 Errors
When sending HubSpot marketing emails, a single overlooked setting can sometimes create a surprising chain reaction. In this case, we had a...
Tracking Booked Revenue vs Earned Revenue in HubSpot
For businesses that rely on recurring revenue, it can be surprisingly easy to confuse “bookings” and “earned (or recognized) revenue.” Yet those...