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Improving Contact Segmentation in HubSpot with Custom Properties

Improving Contact Segmentation in HubSpot with Custom Properties

by Nick Pegley | Jul 21, 2025 | HubSpot Tips

A well-maintained CRM delivers greater marketing precision and sales efficiency. One of the most practical ways to achieve this within HubSpot is by creating and using custom contact properties. These properties allow businesses to classify contacts in ways that align...
Streamline Your Workflow: Kanban Views Coming to HubSpot Sales Workspace

Streamline Your Workflow: Kanban Views Coming to HubSpot Sales Workspace

by Nick Pegley | Jul 18, 2025 | HubSpot Tips

As of July 2025, HubSpot has released a beta feature that extends Kanban functionality within the Sales Workspace. Sales professionals can now view and manage not only Deals, but also Tasks, Leads, and Contacts in a visual board format, directly within the workspace...
Optimizing HubSpot Blog Post Titles for Search and Click Performance

Optimizing HubSpot Blog Post Titles for Search and Click Performance

by Nick Pegley | Jul 18, 2025 | HubSpot Tips

Titles remain one of the most influential elements in determining both search ranking and user engagement. Within HubSpot, where content production and performance tracking are integrated, refining your blog post titles presents an opportunity for measurable SEO...
Refining HubSpot URL Structure to Strengthen SEO and Engagement

Refining HubSpot URL Structure to Strengthen SEO and Engagement

by Nick Pegley | Jul 14, 2025 | HubSpot Tips

Hosting your website on HubSpot’s content management system grants direct control over URL structure which influences page speed visitor engagement and search performance. Today’s recommendation focuses on URL structure optimization within HubSpot a basic yet often...
Use Deal Stage Automation to Streamline Follow-Ups and Maintain Process Discipline

Use Deal Stage Automation to Streamline Follow-Ups and Maintain Process Discipline

by Nick Pegley | Jul 14, 2025 | HubSpot Tips

At SMBinfo, we often see sales teams that are technically proficient and highly motivated but operate without the benefit of well-structured process controls in their CRM environment. One of the most common breakdowns we observe is the reliance on individual judgment...
Misaligned Lifecycle Stages in HubSpot: A Structural Problem with Practical Consequences

Misaligned Lifecycle Stages in HubSpot: A Structural Problem with Practical Consequences

by Nick Pegley | Jun 27, 2025 | HubSpot Tips

Many organizations adopt HubSpot’s lifecycle stages without reviewing whether the default structure aligns with their actual sales and marketing process. This superficial convenience often creates long-term issues: distorted reporting, unclear handoffs, and...
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