Resources: CRM
Explore Valuable Insights and Strategies for Business Growth.
HubSpot x Salesforce Terminology Cheat SheetHubSpot x Salesforce Terminology Cheat Sheet
B2B Order Portal Management on HubSpotB2B Order Portal Management on HubSpot
Top 10 Workflows That Every HubSpot Portal NeedsTop 10 Workflows That Every HubSpot Portal Needs
Accelerate Revenue with HubSpot: Streamlining CRM and CommerceAccelerate Revenue with HubSpot: Streamlining CRM and Commerce
Optimizing Customer Journeys: A Guide to HubSpot Lifecycle StagesOptimizing Customer Journeys: A Guide to HubSpot Lifecycle Stages
HubSpot Professional vs. Enterprise: Empowering Your Business GrowthHubSpot Professional vs. Enterprise: Empowering Your Business Growth
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HubSpot x Salesforce Terminology Cheat Sheet
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Growth Welcomes Nick Cull as Our New COO
Click to view Growth Welcomes Nick Cull as Our New COO
Case Study: Driving $2.6M in pipeline in 9 months with ABM for Mechanix Wear
Click to view Case Study: Driving $2.6M in pipeline in 9 months with ABM for Mechanix Wear
Growth Earns Two HubSpot Accreditations
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How HubSpot Prospecting Agent Saves Time and Drive Sales Efficiency
Click to view How HubSpot Prospecting Agent Saves Time and Drive Sales Efficiency
Hapily: Revolutionizing Event Management with HubSpot
Click to view Hapily: Revolutionizing Event Management with HubSpot
How to Set Up Your Brand Kit in HubSpot: A Step-by-Step Guide
Click to view How to Set Up Your Brand Kit in HubSpot: A Step-by-Step Guide
Why Soft Skills Matter More Than Ever in the Age of AI
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Resources
Sharing the knowledge that helped us grow.
Introduction
HubSpot and Salesforce are two of the most widely used CRM platforms, but they use different terminology for similar concepts. This cheat sheet helps businesses using both platforms (or transitioning between them) quickly understand how objects, properties, and terms map between the two systems.
Rick Barcellos, Mar 19, 2025
In the rapidly evolving digital landscape, B2B companies are continually seeking innovative solutions to streamline operations and enhance customer interactions. One crucial area often ripe for improvement is the management of order portals. Recently, Chris Carolan, a veteran in industrial manufacturing and a HubSpot partner, delved into how businesses can leverage HubSpot to transform their B2B order management systems from cumbersome to cutting-edge.
Rick Barcellos, Aug 26, 2024
Managing a HubSpot portal efficiently requires more than just basic knowledge; it demands an in-depth understanding of workflows to truly enhance operational efficiency. In our recent Micro Lesson, Jason Gless, a seasoned HubSpot Solutions Architect, shared an invaluable guide: "Top 10 Workflows Every HubSpot Portal Needs." This post aims to distill the key insights from the webinar, helping you to harness the full power of HubSpot's automated systems to optimize your business processes.
Rick Barcellos, Aug 22, 2024
Welcome to a transformative discussion on integrating CRM and commerce solutions using HubSpot, guided by the expert insights of Jack Coopersmith. This post delves into how streamlining your CRM system with commerce tools can not only enhance operational efficiency but also open up new revenue streams while ensuring a seamless customer experience. If you're looking to accelerate revenue and streamline business operations, this comprehensive guide provides the strategy and tools needed to achieve those goals.
Rick Barcellos, Jun 3, 2024
In our recent webinar, Jason, a HubSpot certified trainer and our solutions architect, offered in-depth guidance on optimizing customer journeys through HubSpot lifecycle stages. Below are insights and strategies covered in the session:
Rick Barcellos, May 15, 2024
In today's fast-paced digital environment, selecting the right CRM platform can significantly impact your business's growth trajectory. HubSpot, a leader in inbound marketing, sales, and customer service software, offers scalable solutions tailored to various business needs. This blog dives into the nuances between HubSpot's Professional and Enterprise tiers across its different hubs, helping you make an informed decision tailored to your business's unique requirements.
Rick Barcellos, Feb 28, 2024