Try: Create a Sales Velocity Score

✉️ Spotter – Your Weekly HubSpot Helper

Update: URL Properties

Currently in beta, Hubspot is adding a new property type which will store clickable URLs.

✅ Tip

Quick fix for a common HubSpot headache.

Schedule Recurring Report Emails
This is a great feature for daily, weekly, or monthly reporting standing calls. From any dashboard, you can set up a recurring email which will send the dashboard to your coworkers or executives on a set schedule.

Just another piece of busywork automated away by HubSpot.

⚠️ Trap

Mistake to avoid before it causes chaos.

Watch Out for Dupicates! Use “Manage Duplicates”
Duplicates, especially contacts, are notorious in the Hubspot world. Unless you have Ops hub, you can’t automate merging at all.

There is a handy built-in tool in the contact index screen (shown below) which will allow you to see contacts that might be duplicates. This is a quicker way to review and merge.

If you have a really big duplicates problem, I would suggest looking into the 3rd party plugin, Insycle, as it might save you a lot of time and several headaches.

🔄 Try

Something small to test or improve this week.

Create a Sales Velocity Score
This is a fairly advanced technique, and there are multiple ways to implement it. It’s also changed in the last 6 months.

In short, you use time spent in lifecycle and deal stages to give contacts or deals or both, a score based on how fast they progressed. This is great for looking into individual deals, or you can use it to analyze deals/contacts from a given source, in a given industry, etc. If you create it a numerical property (recommended) you can create reports which show it as a median or average for a set of deals OR all active deals.

The Bad News: Hubspot eliminated score properties, so you might need to use a calculation or a set of workflows.

The Good News: there are default properties for “cumulative time” spent in a given deal stage or lifecycle stage.

Get a sense for how your contacts and deals behave, and set it up so that a fast-mover gets additional points for shorter-than-average times spent in stages, and plan out what the scale is.

Personally, I like either an “out of 100” scale, where 100 is a deal that moves through all the stages in 1 day, OR you can give each stage a digit out of 10, and the score itself will tell you where they currently are, and how quickly they moved through each stage (111111 would be a closed won deal that took a long time, 99 would be a deal in the second stage that was moving very fast, etc.)

👋 Need a Spot?

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