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September 17, 2023

How to use Routera to easily manage lead distribution in HubSpot

Managing your lead distribution in your CRM can be complicated. Typically involving multiple workflows, different teams, and a list of users and constantly changing availability. We built Routera to easily manage and ...
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July 23, 2023

HubSpot Lead Status and How to use it in your Sales Process

What is the HubSpot Lead Status property? How does it incorporate in your Sales Pipeline? Why you should use it? Here are the answers HubSpot lead status is a default property within HubSpot's CRM. It is designed to ...
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July 23, 2023

HubSpot Workflows is Not Enough for Agile Sales Teams: Here’s Why!

Sales teams need to be highly responsive and productive in order to meet revenue goals. This requires excellent operational efficiency, which means removing friction from their day-to-day tasks, from receiving a lead to ...
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July 23, 2023

5 Powerful Sales Integrations to Supercharge Your HubSpot CRM

Credits: OutFunnel HubSpot is one of the most powerful and widely used sales CRM tools. This is because of the wide variety of features available in the tool and its hundreds of powerful integrations that you can ...
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July 23, 2023

5 Ways to Distribute Leads to Your Sales Team in HubSpot

If everyone starts using the same sales strategies, they lose their impact on the customer. That is why marketing experts keep evolving their methodologies and operations to keep their campaigns effective. Recently, ...
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July 23, 2023

How to Create a Lead Assignment Strategy That Drives Revenue

Your marketing & sales strategy are fundamental factors to your company’s success. You have to keep an eye on your sales team's performance to improve the efficiency of your sales operations and drive more revenue. ...
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July 23, 2023

HubSpot Lead Routing Overview

What is lead assignment? Lead routing or automated lead assignment is the process of automatically assigning leads across a team (like a sales team or agency success team.) Businesses that are growing and have larger ...
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July 23, 2023

What are automated lead distribution models?

An automated lead distribution model is the method that leads are being automatically assigned to users. These can vary from fair distribution models such as round robin to performance based models such as weighted ...
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July 23, 2023

What is a lead rotation and how to build it into your CRM?

Lead rotation simply put, is the divvying up of incoming leads to users typically on a sales team. For example; a marketing team will generate leads, and eventually those leads will be worked by a sales representative. ...
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