By Ali Orlando Wert, Databox

CRMs are meant to help companies make better decisions. That said, too many of us end up drowning in dashboards that provide little value (if they’re looked at all). Reports pile up over time, often...

When I've been talking with prospects over the past few months, I've been seeing increasing confusion in what types of sales and marketing email tools there are and how they should be used. But it is...

An organization that’s not looking for ways to get ahead is already falling behind. Maturing tech has given rise to a new approach to getting ahead that you might (or might not) know as Revenue...

Don't lose your object associations in a CRM migration! Here's how:

Here's an example of a common sales pipeline management project that we do with our clients. ⤵️

We've got some great news to share! After rigorous training, tests, and practical exams, we are excited to announce that ClearPivot has earned the HubSpot Onboarding Accreditation.

HubSpot has...

When I first started ClearPivot, I developed websites in WordPress. However, I now believe that WordPress is a severe liability that most companies should avoid.

HubSpot is a user-friendly one-stop business platform that can meet the marketing, sales, service, content, and operational needs of many businesses today. HubSpot can even be customized to meet the...

HubSpot is a wonderful CRM and marketing automation tool, but it isn't the only one out there. Pardot from Salesforce is a popular alternative. How do these platforms compare to each other?

Planning ahead and building out comprehensive HubSpot marketing campaigns using your app analytics and feedback tools end up saving you time, money, and frustrations. Not to mention you won’t miss...

The customer lifecycle for most typical companies usually consists of some combination of acquire, engage and expand. But for SaaS businesses, we oftentimes like to further subdivide this process, so...

At the end of the 1990s, Dave Thomas and about a dozen other software developers met at a ski resort in Utah, and ended up changing software development forever. In their Manifesto for Agile Software...

Open source software has a lot of things going for it. Anybody can access it and customize it for their own use. Everybody can contribute to it, sharing what they created for themselves for the...

If you have not yet created buyer personas to support your marketing planning, tsk tsk. Consider yourself also chastised if you have personas but don’t actually use them. Make this a priority for...

You Cannot Have One Without the Other

Ah, CRM. It’s one of the most common acronyms used by sales and marketing professionals these days. But are we talking about Customer Relationship Management, or...

In this article we take a moment to look at the similarities and differences in Squarespace and HubSpot. On the surface, HubSpot and Squarespace are similar; they are both CMS systems that include...

Recently a client approached us with a unique project. The company has a secondary brand that needed a separate web presence from their main brand. The project was unique because as a secondary brand...

It is 2018 and technology is advancing at a rapid pace. However, even with the rapid growth of technology, there are still a host of people who have not gotten with the program, or in this case, the...

At ClearPivot one of the questions we receive quite often is what makes one platform better than the other? With options like HubSpot, Marketo, WordPress, Squarespace, Weebly, and Wix to name a few -...

In 1943 Abraham Maslow published a paper entitled “A Theory of Human Motivation” in his paper he detailed five inherent needs individuals experienced which impact their motivation. These needs are...

How many prospects does your retirement community have right now? Today. Can you find all their information in one spot? Can you go get the total number now? (It’s okay; we’ll wait.)

What would make your life easier? Would it help to have one unified marketing platform that enabled you to plan, launch, track, and continuously improve your marketing efforts? HubSpot is an inbound...

Are you tired of the majority of your website traffic being attributed to “unknown keywords?” Yeah, so are we! Thankfully our Principal, Chris Strom, has found a nice little workaround to help solve...

Another month has passed and many employees are preparing month-end reports for all sorts of aspects of their business including sales, marketing, production, customer service, finances, and more....

As a HubSpot agency providing web services, we frequently work with clients who are interested in making the transition from Wordpress to HubSpot. In fact, I would say the majority of new HubSpot...

The buyer’s journey. What is it exactly and why is it so important for businesses to map and critically look at these journeys when structuring the framework of their marketing strategy?

When it comes to software product marketing, not many understand the discipline better than Greg Davoll. A man who wears two hats in his role as the Senior Director of Marketing and a Product GM...

Here at ClearPivot, we recommend our clients run their entire website on a single platform such as HubSpot, as opposed to running dual platforms in parallel. That way, you have everything in one tool...

Not every prospect is ready to buy from you right now. But they could be some day, if you introduce them to your company and products or services, and stay in touch with them in a meaningful way....