Kaylie Gugel’s Post

Here’s how I ensure data consistency across all reports: Data consistency isn't just important, it's the backbone of credible reporting. In a world driven by data, ensuring that every figure and fact aligns perfectly across your reports is crucial for making informed decisions. At INSIDEA, we use HubSpot to maintain this crucial consistency, and here's why it makes a difference: ✅ Unified data sources: HubSpot consolidates all our data, eliminating discrepancies that can lead to errors in reporting. ✅ Automated data entry: We reduce human error significantly by automating data entry, ensuring that the figures in our reports are always accurate. ✅ Custom dashboards: With HubSpot, custom dashboards allow us to view real-time data that is consistently formatted and always up-to-date. This approach has transformed our data management, making our reporting processes more reliable and our business decisions more data-driven. So, how do you ensure data consistency in your reporting? Have you faced challenges that affected your decision-making process? #hubspot #data #automation

HubSpot Breeze 101: Terminology Specifically DATA ENRICHMENT Breeze Intelligence offers some powerful tools to help you stay on top of your data – here’s a breakdown of the key enrichment features you should know: 🧡 Data Enrichment: Automatically enhance your CRM records with key data like roles, locations, and social profiles to keep your insights fresh and actionable. 🧡 Company Enrichment: Keep your company records updated with information like annual revenue, industry, and employee size—no manual updates required! 🧡 Contact Enrichment: Breeze helps you enrich contact records with key attributes like role and employer, saving you from the hassle of manual data entry. 🧡 Bulk Enrichment: Need to update a whole list? With Breeze, you can enrich entire lists or single records with just a few clicks. 🧡 Automatic Enrichment: Let Breeze handle it for you! Automatically enrich your records as you add them to your CRM. 🧡 Enrichment Settings: Customize how and when your records are enriched—whether it's new entries, re-enrichment, or manual overrides, you have the powwaaaa. Stay tuned in for tomorrow's video where I'm going to talk about HUBSPOT BREEZE INTENT. Btw intent based marketing plays is my #1 silver bullet for winning new deals. #hubspot #ai #enrichment

Recently, I was asked about the most significant updates in HubSpot, and I reckon one of the standout features is the ability to extend the data model. This used to be exclusive to the Enterprise version, but now it's available in other versions too, thanks to templates. This got me thinking about why extending the data model is so crucial. In the superadmin’s bootcamp, we teach that HubSpot is first and foremost a database where objects and things are stored and can relate to each other. These relationships are a bit like the neural networks in our brain. The database is our business brain, and as we build better relationships, our CRM functions more efficiently. The standard data model with contacts, companies, deals, and tickets works well for many businesses. But when you can extend this model to include specifics unique to your business—like courses if you're in education or differentiating projects from retainers in professional services—you gain much richer data connections. For instance, in real estate, you might want to track properties and visits. 🟢 An enriched data model provides better insights into your operations, helping you optimise and grow. The quality of reports you can generate depends on the quality of your data. If your data model lacks essential objects specific to your business, you'll never be able to report effectively on those areas. Essentially, the level of reporting you can achieve aligns directly with the robustness of your data model. If it's too basic, your reports will be limited too. Have you ever thought about this, or do you feel that your reports are falling short? Do you think you need different objects in your data model, or do you already have them? Share your thoughts below and let's turn this into a great discussion. #hubspotcrm #hubspotsuperadmins #hubspotacademy

Want to be an effective reporter with HubSpot? Ask yourself these questions before implementing your strategy:

Discover how HubSpot's Operations Hub’s key features are: Enhanced Data Sync for seamless integration, Data Quality Automation for automated data cleansing, and Programmable Automation for custom workflow actions. Addressing Operational Challenges HubSpot’s Operations Hub is the latest member of the HubSpot family, addressing the operational challenges: Many organizations grapple with the problem of siloed operations teams, including Marketing, Sales, and Service Operations, which often work in isolation to address immediate issues within their domains. https://lnkd.in/giyG7CqT #inbound #hubspot #operations

Exciting insights from this article on NextStage.ai and its impact on government contracting! Being a NextStager, I’m thrilled to see how our platform is helping users streamline capture/BD/proposal processes, gain actionable insights, and enhance collaboration across teams. The article highlights: 1. **Increased Efficiency**: Focus more on strategy, less on manual tasks. 2. **Data-Driven Decisions**: Leverage analytics to stay competitive. 3. **No Code Customizable Tools**: Tailored solutions for your unique business needs. 4. **Improved Win Rates**: Users are reporting better success in securing contracts. Check out the full article for a deeper dive into how NextStage.ai is revolutionizing the GovCon BD/Capture/Proposal landscape! #GovCon #NextStageAI #Innovation #CaptureManagement

Now more than ever, government agencies need efficient solutions that help them transform their services and modernize their operations. Salesforce commissioned Forrester to conduct a Total Economic Impact™ study to examine the potential return on investment government organizations may realize with modern, digital case management solutions. Join us to learn how to modernize your service operations with the power of Data + AI + CRM + Trust.

Emerging businesses often underestimate the impact of strategic support on digital growth!! In the past 6 months, I helped a healthcare client streamline operations and achieve measurable results. Here are a few highlights: $ Generated 30-40 leads monthly via Google Ads and website forms $ Built their digital profiles and website, boosting visibility $ Automated payroll with third-party integrations $ Led product adoption of a new sales tracking tool $ Developed a product deck and connected them with investors for growth opportunities Next steps: CRM integration and advanced data analytics If you're a business owner seeking support in scaling operations, feel free to DM Neha Jain #BusinessConsulting #DigitalTransformation #SmallBusinessGrowth #Automation #LeadGeneration #HealthcareConsulting #GrowthStrategy

🌟 A few GovCon tools stand out from the competition. Included here we share real world perspective from One User [ Brian Tessier, PMP with First Division Consulting] about the impact NextStage has had on their business - Wish you could find a way to save time and eliminate key pain points on the road to success? Read on here. ==>> https://lnkd.in/ejQVr3KA Rye Jones Joshua Chua NextStage GovCon CRM