CX blog

hubspot-implementation-guide-8-steps

dylan@cuex.tech (Dylan ter Kuile) — Mon, 11 Aug 2025 13:36:44 GMT

A HubSpot implementation isn’t just about switching on a tool. It’s about bringing your teams together, streamlining the way you work, and tailoring the platform so it fits your business like a glove.

In this guide, we break the HubSpot implementation process into eight clear steps, split into two phases: preparation and technical setup. From aligning stakeholders and cleaning your data to configuring integrations and launching with confidence, these steps will help you get the most from your investment and set you up for long-term success.

AI Forecasting is here: predict future revenue with HubSpot AI Forecasting

Katherine Bryan — Wed, 29 May 2024 08:22:41 GMT

In the world of sales, forecasting plays a crucial role in setting and achieving goals. With HubSpot's advanced tools and features, forecasting has never been easier. The ability to compare forecasts and total amounts across all teams and individuals provides great insights for measuring success against your goals. And now, with the new integration of AI in the HubSpot Forecasting tool, predicting future sales and strengthening goals has become even more efficient. This new addition from HubSpot not only helps in forecasting for the current month, but also aids in making predictions for the future.

GDPR: what do you have to comply with in HubSpot? | Cuex

dylan@cuex.tech (Dylan ter Kuile) — Fri, 10 Dec 2021 14:16:06 GMT

Ordering a ticket online, googling a recipe, posting a social media message or downloading a brochure. We carry out more and more transactions and actions on the web, and that list is growing every day. Someone's 'online life' is worth money because all that data says something about their (probable) behaviour as a consumer. The EU has introduced privacy legislation that organisations must adhere to, ensuring the protection of citizens against the collection of all this data. HubSpot has built in several features to help you comply with these regulations.

HubSpot & Zoom: video calls and webinars | Cuex

guus@cuex.tech (Guus Verbeek) — Mon, 08 Nov 2021 15:24:05 GMT

Do you want to have lunch with a prospect? Quickly hold a brainstorming session at the office? Until recently, it was the most normal thing in the world but, we now realise that meetings on location are not always possible. Yet, we want our business to continue as usual: it's time to reflect on video calls and webinars. Why don't we opt for face-to-face contact via our laptops more often with a delicious-smelling cappuccino within reach? With the Zoom video communication platform, you can easily make personal video calls, conduct team meetings from home, and invite prospects to interesting webinars.

The layout of a good quotation in HubSpot | Cuex

guus@cuex.tech (Guus Verbeek) — Mon, 08 Nov 2021 15:05:33 GMT

Most quotations are endless stories with text or just a price list with the services listed underneath. Extremely boring! Preparing attractive quotations is just as important as preparing presentations. After all, this is how you will close more deals! That is why we are going to discuss the layout of professional, convincing quotations in this blog.

9 ideas for increasing your online visibility during the corona period | Cuex

dylan@cuex.tech (Dylan ter Kuile) — Mon, 08 Nov 2021 11:15:00 GMT

Being visible online is a must for organisations active in the B2B market. Do you want to bring in new leads or upsell to existing customers? Then it is essential that you reach the right professionals at (potential) customers. Once again, COVID-19 is forcing us to increase our online visibility & presence. We discuss 9 ideas in this blog.

Discover the world of Account-Based Marketing in HubSpot | Cuex

dylan@cuex.tech (Dylan ter Kuile) — Mon, 08 Nov 2021 11:03:00 GMT

Do you want marketing & sales to work faster and more efficiently to achieve more business growth? Then dive into the world of ABM: Account-Based Marketing.

Conduct feedback surveys from Hubspot | Cuex

guus@cuex.tech (Guus Verbeek) — Mon, 08 Nov 2021 10:31:00 GMT

With Hubspot, you can easily ask for feedback from your leads, prospects, and customers. You can then analyse the data with Hubspot and use this information to optimise your inbound service strategy.

You can use the following HubSpot feedback surveys:

Content ideas for each stage of the buyer journey | Cuex

dylan@cuex.tech (Dylan ter Kuile) — Mon, 08 Nov 2021 10:25:00 GMT

Suppose your television has died. Would you then immediately opt for the latest 65-inch Oled TV with Soundbar and Google Assistant? Probably not. Before you decide to buy, you will have gone through several stages. From researching information and reading reviews to comparing prices.

Centralised quoting, signing & paying with HubSpot Quotes | Cuex

dylan@cuex.tech (Dylan ter Kuile) — Mon, 08 Nov 2021 09:22:00 GMT

Creating quotations, sending them and having them signed digitally. Within HubSpot, you can do all this under one roof in the same place where you manage your Deals & Pipeline. You no longer have to switch between all kinds of separate programmes. HubSpot Quotes allows you to work more efficiently as a sales professional. This leaves you more time for your real passion: supporting customers and selling! In this blog, we will highlight several features of HubSpot Quotes.