Evan Huck’s Post

LinkedIn Sales Navigator + Salesforce Integration? It's a popular service request, but does it live up to the promise of taking your sales to the next level? It's essential to bridge the gap between expectations and reality by understanding the actual functionality and considerations involved. Our team has successfully synchronized Sales Navigator with #Salesforce, and we want to share our firsthand insights with you and guide you through possible bottlenecks. ⬇️ Explore the pros and cons of this integration and reveal the four crucial factors to consider beforehand: https://lnkd.in/dAb6_-CK #LinkedInSalesNavigator #SalesforceCRM

Great read on the state of the state in CRM. In one corner: the giant blue cloud. In the other, a bazillion different apps that do one thing really well and then have copy cat features for everything else. Really like his read on Slack being a game changer for Salesforce.

Tired of sales and marketing teams playing tug-of-war with your data across HubSpot and Salesforce? And did you know, with integration, it's possible to get as good as a 56% surge in opportunity renewals? Well, we've got a story that'll perk up your ears (and maybe your conversion rates too). #HubSpot #Salesforce #OpportunityManagement

People don't remember your sales pitch. They remember how you made them feel. Listen to the relief in Haley's voice as we reflect on the HubSpot Salesforce integration work we've completed recently. In less than a month we've taken this client from over 900 sync errors to 60 sync errors. Usually I can take an account from hundreds of errors to 0 in a week or less. So, why is this one taking so long? Well, this client has a few layers of approval to make changes in Salesforce. And their Salesforce team is keeping the Salesforce work internal while we provide guidance from the HubSpot integration perspective. After working with their Salesforce team to solve problems they've had for over a YEAR blocking records from syncing, they're feeling so much better about the HubSpot Salesforce integration. The integration doesn't have to be painful. Work with someone that knows how to speak Salesforce and HubSpot to translate for your internal teams. Get the relief you need & reach out to Coastal Consulting today. 📣 #HubSpotSalesforceIntegration #HubSpot #Salesforce

We are seeing an increase in usage by small teams led by engineers and product-oriented founders who are outsourcing business functions as they grow from 0 to 10 employees. These founders ask us to perform intelligent list-building and database segmentation. They request rapid sense-making and research around a vertical. They usually ask their account manager to handle all marketing and automation flows within Hubspot and Salesforce. It's pretty smart to hold off on that expensive sales and marketing hire until you already have something they can scale. Read more:

Consider stopping the use of Leads in Salesforce. ❌ Over time, I've collected various reasons why the Lead object in Salesforce is indifferent, but now I've encountered a detrimental scenario. Auditing a HubSpot instance, I noticed that HubSpot was syncing Contacts as Leads in Salesforce. This resulted in a significant number of duplicate companies with the following scenario: 1. The older company was not synced with Salesforce, while the newer one was. 2. The sync status of the unsynced company was that the HubSpot company record has no associated contacts syncing with Salesforce contacts. 3. The contact associated with the unsynced company was synced with Salesforce as a Lead. Conclusion: The prospect filled out the form, and their contact and company were created in HubSpot, the contact was synced with Salesforce as a Lead, but the company was not synced because there's no way to associate companies with Leads in Salesforce. Then, the rep converted the Lead to a Contact and created a new company in Salesforce (since there wasn't any), and this new company was synced from Salesforce to HubSpot, causing duplication. Crazy, right? Well, I hope this helps you manage the integration between HubSpot and Salesforce and consider discontinuing the use of Leads in Salesforce. #revops #hubspot #salesforce

You didn't think Salesforce would get all the love, right? Sales Navigator for HubSpot has arrived! *does little wiggle* 🙇🏽♀️ LinkedIn Sales Solutions Now, you can get all the info you need right when you need it—and you don't even have to jump back and forth between HubSpot and LinkedIn Sales Navigator all day. To my OG's that had to work with Siebel back in the day 😭....now reps have the ability to: 1️⃣ 𝗚𝗲𝘁 𝗥𝗲𝗮𝗹-𝗧𝗶𝗺𝗲 𝗟𝗶𝗻𝗸𝗲𝗱𝗜𝗻 𝗨𝗽𝗱𝗮𝘁𝗲𝘀 𝗶𝗻 𝗛𝘂𝗯𝗦𝗽𝗼𝘁 - Imagine having the freshest info from over 1 billion people and 67 million companies from around the world, all popping up directly in HubSpot’s smart CRM 2️⃣ 𝗡𝗼 𝗠𝗼𝗿𝗲 𝗧𝗶𝗺𝗲 𝗪𝗮𝘀𝘁𝗶𝗻𝗴 - accurate sales data and no more flipping between different screens to find what you need. Everything's in one place, which means you can work faster and smarter. 3️⃣ 𝗘𝗮𝘀𝘆 𝗔𝗰𝘁𝗶𝘃𝗶𝘁𝘆 𝗟𝗼𝗴𝗴𝗶𝗻𝗴 - With just a few clicks, you can log your Sales Navigator activities right into the CRM. #SalesNavigator #hubspot #sales #integration #linkedin

Santa came early this year to all companies using Hubspot, Pipedrive, Salesforce or Upsales! 🎄 ✨ Without leaving Zaplify you can now: 🔘 Flip a switch to exclude companies already in your CRM 🔎 Preview owner, recent activity, active deals and lifecycle stage 👉 Make a wish; what feature should we build next?

Make can not only integrate tools like monday.com and Salesforce, but can also act as the logic layer between the two allowing dozens of workflows to be created. Automating Processes Like: 💡Inventory and Order Management 💡Customer Support and Ticketing 💡Analytics and Reporting 💡Marketing Campaigns and Lead Nurturing 💡Sales Quote and Proposal Generation 💡Assigning Leads and Sales Pipeline Management Continue to work smarter 🥂 #MAKE #Automation #Salesforce #Monday #WorkflowAutomation

Just sell, we'll do the rest — quality data, powerful features. Four affordable pricing plans with zero hidden costs. Simple enough tool for any user, sophisticated enough for any need. Visit TRO today and secure your platform. Its as simple as 3 Steps! #teambuilding #leadershipdevelopment #salesforce #salesforcedeveloper #leadsgeneration #planning #success #portfoliomanagement #campaignmanagement #capetown #growth #mindset