Our sales team is pretty wedded to SF as our CRM, but my team uses HS for marketing.  I have always used one platform from the same company, so the data stays clean.  I'll spare everyone the details of what is happening, but the two are not playing well in the sand together.  The thinking within the company is that the CRM (SF) should be the "one source of truth" and that data should primarily be housed there with data pushing back from SF when entered there and pushed from HS to SF when leads come in.  It's making both of them a mess because of how HS and SF treat leads differently, among other things.I wanted to do a quick sanity check here and see if what I'm thinking has any holes to be poked in it.  I would appreciate any thoughts.  I think we need to consider both HS and SF as one "source of truth", but at different times in the marketing and sales process.  I would prefer that HS house all marketing leads until they are ready to be converted to SQL and then send the data from HS to SF for sales to work.  Once an opportunity is closed, then I would like the two to communicate back and forth, so marketing can still message through HS for campaigns we do for customer success.  Does anyone else who uses both platforms approach it this way?

Trent

July 20 at 06:01pm

Today in our HubSpot Mastermind Jessica Palmeri is taking us through a demo of HubSpot's sales playbooks because they've moved from being enterprise-only to being available on pro! Do you use playbooks with your team? Let us know in the comments your favorite pro-tip for using sales playbooks! More about playbooks here. P.S. want to get in on the monthly HubSpot Mastermind call? Send me a DM!

Stephanie Baiocchi

July 19 at 07:25pm

Hi,I am working on our buyer's journey, identifying questions most commonly asked and then adding this to our content creation process.Has anyone here successfully pulled questions from HubSpot's conversation inbox in bulk?We get a lot of queries through forms and emails.Thanks in advance,Chris

Chris Wastney

May 15 at 08:43pm

You can still join the kickoff event and check out the sessions here. It's today, Monday, May 9th all day long!As a reminder, for every certification you do (or renew) between May 9-13, HubSpot will donate $5 USD to an education-focused charity (up to $50,000 USD).Learn more here.

Stephanie Baiocchi

May 9 at 02:09pm

Hey there, I'm sick to death of WP and would like to move my site to Hubspot's CMS-starter. I've been dragging my feet on this and really need to get it done but it feels overwhelming and scary.I learn tech pretty easily so if someone who's done this can point me towards their favorite resources I'd appreciate it. Thanks.

Winnie Anderson

April 27 at 02:36pm

When analysing your HubSpot reports, you need to make sure the data is as accurate as possible...So, for anyone who uses HubSpot's Wordpress plugin for tracking your HubSpot contacts' WordPress website activity, I previously noticed that HubSpot's tracking script still tracked the activity of my clients' employees when they were visiting the clients' own website. That meant that myself and others had a lot of frontend page views appearing in the HubSpot reports because we’re visiting the website a lot and this is reducing the accuracy of the data in HubSpot reports.It's not enough to rely on blocking traffic per IP in HubSpot's settings as depending on the setup of the organisation, it can be difficult to exclude everyone and challenging to keep up to date. So I asked the HubSpot plugin developers to consider adding the option to stop logged in administrators and editors from having their website activity tracked in HubSpot reports. This feature is now live, so hopefully now our team members won't have 100s of page views skewing our data - but obviously your team will need to be logged in to your Wordpress website for this to work. Their data could still be tracked if your team members aren't logged into the website. If you're using HubSpot cookie consent, your team members can also reject to stop being tracked on your WordPress website without being logged in.Also, HubSpot allows the blocking of traffic per IP address which is good to use in addition to the above: https://knowledge.hubspot.com/reports/exclude-traffic-from-your-site-analyticsHope this helps others.Mark---Mark ReynoldsDigital Sales & Content Marketing Coach - helping you become your industry's most trusted source of honest and transparent buying information.Feel free to stop by for a chat

Mark Reynolds

April 19 at 10:19am