Cases & New Ideas

Kaks.io Labs at work. Read how to use HubSpot to improve your business.

 

 

Cecilia Kaukiainen

Recent Posts

JAN 30, 2020

HubHacks: Forms for understanding prospects better

TOPICS: HUBHACKS

The information you collect with forms help you develop a meaningful relationship with your prospects and customers. By providing your audience with relevant content offers, you’ll also get the opportunity to become a thought leader in your industry. Use forms to qualify leads and to determine what kind of content speaks to them.

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JAN 10, 2020

HubHacks: Managing duplicate data

TOPICS: HUBHACKS

Duplicates can occur in both Contact and Company data. Both are equally problematic when your team writes notes and fills out information in separate places without realizing that there is a duplicate that someone else is managing. 

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NOV 6, 2019

HubHacks: Active and Static Lists

TOPICS: SALES, MARKETING, HUBHACKS

What are the differences between active and static lists?

Active lists are continuously updating according to the set filter. This means that your active list will continuously scan your HubSpot for contacts that match the filter and add or remove them from your list by itself. 

Static lists are snapshots of a specific moment in time. You can add and remove contacts as you like from this list. The list can't read changes in properties or the like so you have to monitor your contacts manually if you want the list to be up-to-date. You can clone an active list and make it static. 

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SEP 18, 2019

Quick Tips: Get meetings locked-down faster

TOPICS: SALES, QUICK TIPS, AUTOMATION

Problem: I don’t like emailing and calling back-and-forth to set up a time to meet that pleases all parties. 

Solution: HubSpot Meetings.

Why use Meetings? Skip the fuss around finding a time for your meeting. With the meetings link your contact has full insight of when you are available for a meeting and pick a time that matches both of your schedules. You can choose to just set up a meeting link for your personal calendar or for your team. 

Who is it available for? Meetings is available for all HubSpot users, with a few extra features for paid users. 

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AUG 22, 2019

Quick Tips: Easiest way to rank your leads

TOPICS: SALES, QUICK TIPS, AUTOMATION

Problem: I need to speed up my sales by finding high-quality prospects and focus my efforts on them. 

Solution: HubSpot's lead scoring. You'll find the function from your HubSpot account following the path Settings > Properties > HubSpot Score.

Why use lead scoring? Your sales reps will be the first to know when a high-quality lead hits the set criteria. Automate a series of actions and utlize the information about your website visitor to show personalized web content. 

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JUL 30, 2019

Quick Tips: 5 things you can do with workflows

TOPICS: SALES, QUICK TIPS, AUTOMATION

Why use workflows? When contacts meet specific trigger criteria, they will automatically enroll in your pre-determined workflow. This saves you heaps of time as you no longer have to monitor visitors manually on your site. 

What are my options? HubSpot offers five different types of workflows. A workflow can be based on a Contact, Company, Deal, Ticket or Quote.

How do I get started? You can find workflows in HubSpot from the automation-tab and select workflows. When you enter the workflows-workspace, you can choose what you want to base your workflow on and get started with the process. 

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JUL 3, 2019

Quick Tips: Why sequence queues are time-savers

TOPICS: SALES, QUICK TIPS, AUTOMATION

Problem: It is time-consuming to keep track of prospects that haven’t responded to my emails and need a reminder. 

Solution: Sequence queues

What does it do? Sequence is a tool that queues up a series of emails and sends them as scheduled. The sequence terminates if the contact responds to your email or books a meeting using your HubSpot meeting link.

 

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MAY 14, 2019

How does legacy sales differ from inbound sales?

TOPICS: SALES, INBOUND

We all know the typical salesperson. That salesperson is all about closing the deal and not about caring if the product is the right fit for the customer. Legacy sales belong in the past. The world is changing rapidly, so why should sales be any different? The time of pushiness is over, because customers have the opportunity to choose kindness.

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