Category
CRM Data
Migration, deduplication, field mapping and data quality. The unglamorous work that decides whether anyone trusts the reporting.
- 6 min read
Salesforce to HubSpot migration: what maps cleanly and what does not
Leads, accounts, opportunities, record types and nine years of activity. The objects that move cleanly, the five that do not, and the order to move them in.
- 4 min read
The HubSpot Industry property: how to get every value, and when to stop using it
HubSpot ships about 150 Industry options you cannot delete. How to pull the complete list in one API call, and when a custom segment property serves you better.
- 5 min read
Why sales reps don't use the CRM (it is not a training problem)
Vendor blogs blame change management. The actual causes are undefined deal stages, duplicate records, slow routing and reports nobody reads. All configuration.
- 5 min read
HubSpot properties: how to name them and when to delete one
Internal names are permanent, field types are mostly not changeable, and a property nobody fills in is worse than no property. A practical cleanup pass.
- 5 min read
How to import contacts into HubSpot without creating duplicates
What HubSpot matches on, why a second import doubles your database, and the profiling you do before the file goes anywhere near the portal.