Knowledge Base

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We report on things worth knowing, news and tips & tricks in the field of Marketing Automation, CRM and Integration.

We never take our technical glasses off, but think beyond the core functions. In our opinion and conviction, the existing technology should not set any limits. Good CRM and marketing automation tools provide an excellent basis.

Automating sales follow-ups for B2B Teams: How HubSpot keeps Sales Teams on track

Most B2B deals are closed after several interactions, but follow-up often gets lost in the shuffle. Sending emails, remembering to make calls, gathering notes: this routine is time-consuming and still causes leads to slip through the cracks. HubSpot automates this with sequences, tasks, and reminders, ensuring no prospect is forgotten. This article shows how it works, which tools are available in the Sales Hub, and what you should consider when automating.

Which Lead Scoring method is better suited for B2B Teams in CRM: Behavior or Demographics?

For B2B teams, effective lead scoring is essential for prioritizing promising prospects, optimizing sales outreach, and increasing conversion rates. But how should companies design their scoring...

When is the HubSpot Content Hub suitable as a platform for B2B websites – and when is it not?

HubSpot Content Hub is particularly well-suited for B2B companies that want to connect their website directly to their CRM. Those who want to automatically capture leads, personalize content, and...

Post-Sales Workflows in B2B: What Teams often overlook – and how HubSpot Automates them

In B2B companies, customer retention, contract renewals, and growth primarily occur in after-sales activities. However, many teams focus exclusively on pre-sales processes such as lead management and...

Which CRM lifecycle phases do B2B companies really need? Best practices for HubSpot

In B2B sales and marketing, lifecycle stages are more than just labels—they define how contacts and companies evolve from unknown prospects to long-term customers. Choosing the right CRM lifecycle...

How do growing B2B teams manage CRM access rights? HubSpot Permissions explained

In growing B2B teams, CRM access rights become business-critical: the right people need access to the relevant data at the right time, without disclosing sensitive information. CRM permissions offer...

Which CRM Reports do executives in mid-sized companies actually use? HubSpot Dashboards in Action

For mid-sized businesses, CRM reporting isn't about data collection, but about transforming data into actionable insights. Leaders need dashboards that quickly answer strategic questions: Are we...

Why is Lead Quality more important than Lead Volume in CRM for B2B companies? HubSpot forms compared.

For businesses, lead quality in CRM is often more relevant to revenue than the sheer number of leads. High-quality leads convert faster, shorten sales cycles, and allow sales teams to focus on the...

How well suited is HubSpot Smart CRM as an Entry-Level CRM Solution?

HubSpot Smart CRM offers medium-sized companies a clearly structured, scalable and AI-supported entry into professional customer management, without unnecessary complexity and with a focus on real...

GDPR-Compliant CRM with HubSpot: How to protect Customer data in Sales

This article shows how the CRM intelligently combines data protection and sales through European data centers, integrated compliance functions and automation with Workflow Builder and Breeze AI.

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