B2B Articles

B2B Marketing Insights

CRM Intelligence

Why won't your HubSpot workflow run again? (How to fix re-enrollment)

You built a HubSpot workflow, tested it, and it worked flawlessly. But when a returning prospect or contact meets the criteria a second time, nothing happens. Here's why your workflow stalled and how to resolve it. Why contacts don't re-enroll automatically By default, HubSpot workflows enroll a...

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CRM Intelligence

Where did lists go in HubSpot? How to use segments to fix funnel gaps

If you recently logged into HubSpot and wondered where your contact lists disappeared to, don't worry. HubSpot updated its navigation and terminology: Lists are now called Segments. Where to find Segments in HubSpot You can access your existing lists and create new ones by navigating to CRM →...

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CRM Intelligence

How to merge duplicate contacts in HubSpot (and fix the root cause)

Duplicate contacts are more than just a minor annoyance; they skew marketing analytics, disrupt sales communications, and silently create major CRM reporting issues. Step-by-step: how to merge duplicate contacts in HubSpot Navigate to your Contacts view in HubSpot. Open the contact record you want...

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B2B sales

How Lean Teams Can Master Marketing Efficiency: Auditing for Strategic Optimization

B2B marketers face a unique set of challenges when trying to improve their team’s outcomes. For example, one HubSpot report found that the average marketer works on five campaigns at a time and that most marketers surveyed thought their workload would increase in the coming year. Additionally, many...

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Sales enablement

CRMs Empower Consistent, Helpful B2B Buyer Experiences

The movie “Groundhog Day” is fun to watch. It’s not so fun to live it, though. Still, the movie’s premise is reenacted in real life by too many B2B buyers on too many occasions, where every new point of contact with sales or marketing means a reintroduction: “Here’s the problem I’m trying to solve,...

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Knowledge Base

3 Steps to Using Your CRM as an Intelligence Platform, Not Just a Rolodex

By Omar Sofradzija, Content Specialist Using Customer Relationship Management (CRM) software simply to store contacts (as too many sales and marketing pros do) is like using a smartphone just to make calls. You’re seriously underutilizing it, to your detriment. Why? Because through CRMs, analytical...

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