Unlock the Potential of HubSpot
BabelQuest | Accredited HubSpot Partner
Unlock the potential of HubSpot
Custom Objects can be difficult to wrap your head around. You understand the premise but how can you put it into practice for your business?
Well, whether you're wanting to improve sales forecasting, transform your Bid process or even implement contract tracking for clients - we've got the hack for you.
1. Use Custom Objects to manage your Bid process
Want to optimise your Bid/Tender Process? Here's our tip: Create a custom object and separate it from your sales pipeline for improved tracking, reporting, and resource allocation.
2. Use Custom Objects to track client contracts
Are you a looking for a better way to track contracts? This hack will help you learn how to create a custom object to ultimately improve renewal journeys and upsells.
3. Use Custom Objects to set goals
Setting and monitoring monthly margin goals for sales reps can be tricky to get right but with our custom object solution you can transform your sales forecasting with ease.
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