Affan A.

Commented on Tips for Affordable HubSpot Plans for Women-Owned...·Posted inGeneral Discussion

Affan A.

1.
Starter customer platform and one SalesHub pro seat is the best + most used combination for small businesses - meeting most of the CRM needs. Optionally you can also purchase one service hub enterprise seat instead of sales pro to unlock more CRM-wide capabilities
2.
Do not purchase extra user seats, you can always add seats easily in a few minutes whenever needed.
3.
I've received as much as 50% discounts purchasing on behalf of small businesses, a bit of negotiation helps - or reach out to HubSpot rep via a mutual connection who has previously purchased from them.
4.
Do not pay for HubSpot onboarding fee ever, and no gold, diamond or elite HubSpot partner is needed unless your workflows are super complex. There are cost effective ways to avoid the overhead.

Commented on Preventing Duplicate Leads in HubSpot: Best Practi...·Posted inGeneral Discussion

Affan A.

+1 on Koalify

Commented on Troubleshooting HubSpot Sales Hub and Outreach.io...·Posted inGTM

Affan A.

Sure Andréa F. that must be real pain, I've connected Outreach with HubSpot before and can help you investigate. Let me know when it works for you in dm. Thanks for the mention Shaun,

Commented on Setting Up HubSpot's Forecasting Tool: Tips and Gu...·Posted inRevops

Affan A.

Thanks for the mention Shaun, absolutely! HubSpot offers three deal properties: forecast amount, forecast category, and forecast probability. Based on your business, you can automate or semi-automate forecasting in HubSpot. Though not as good as Salesforce, HubSpot forecasting is still much better than Pipedrive given I've worked with both as a consultant. Once implemented and maintained, you may explore the Goals reporting in HubSpot as it's usually used as a dashboard for forecasts. You can also schedule a free 15 minutes session with me here.

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M. Affan Ahmed