RevPartners

RevPartners We engineer revenue outcomes for GTM owners on HubSpot

05/09/2025

Need to create a new deal in HubSpot but not sure where to start? In this quick tutorial, we walk you through the exact steps to create a deal inside HubSpot CRM — perfect for RevOps teams, sales reps, and CRM admins looking to streamline their pipeline management.

You’ll learn:

How to manually create a deal

Where to assign deal stages

How to connect contacts and companies

Tips to keep your pipeline clean and accurate

⏱️ Chapters
00:00 – Why Creating Deals Properly Matters
00:18 – Where to Find the Deals Tool in HubSpot
00:45 – Creating a New Deal (Step-by-Step)
01:22 – Adding Associations: Contacts & Companies
01:52 – Assigning Deal Stage and Owner
02:15 – Pro Tips for Pipeline Management
02:45 – Final Thoughts

Whether you're in sales, marketing, or ops — this is the foundational skill you need to build a better funnel.

04/14/2025

💡 Is your CRM a mess of outdated domains and irrelevant companies? In this video, we walk through a real 3,000+ company list and show you how to validate, enrich, and qualify leads using Clay, HubSpot, and Claygent. Whether you're in sales, marketing, or RevOps, clean lists = clean pipeline.

04/10/2025

Struggling with duplicate records in HubSpot? In this quick and practical guide, we walk you through how to identify, review, and merge duplicate contacts and companies in your CRM. You'll learn how to:

✅ Navigate to the Manage Duplicates tool
✅ Set up deduplication rules and filters
✅ Choose a master record and retain critical data
✅ Maintain clean data moving forward

Whether you're cleaning up a cluttered database or setting up scalable processes, this tutorial has you covered.

👉 Need help implementing this? Drop your questions in the comments!

🔔 Don’t forget to like, comment, and subscribe for more HubSpot how-tos and RevOps tips!

04/09/2025

The Masters (of Revenue) starts with Hole 1: Tea Olive

Join Jim Atlantz as he and Brian Kreutz, Director of Playbooks at RevPartners, showcase the strategy a revops pro would use to start this tournament off on the right foot.

Hi there, I'm Kendra Ellis - Sr. Director, Allbound at RevPartners!Taking over the RP LinkedIn today to share a bit abou...
02/13/2025

Hi there, I'm Kendra Ellis - Sr. Director, Allbound at RevPartners!

Taking over the RP LinkedIn today to share a bit about my journey, and why I'm SO excited about this week's launch of our Allbound product!

(You can learn more here: https://revpartners.io/allbound)

Over my 20-year career in sales and marketing, I've seen a lot. We've gone from websites and social platforms being the shiny new toys to CRMs and AI being the "buzz words" today.

These are all exciting yet challenging times as we (sales and marketing teams) try to keep up.

Fun Fact: I once took my entire marketing team through an exercise to manually go through 12 years of Excel "CRM" sheets to upload clean data into our shiny new CRM (HubSpot, obviously).

It took us 5 solid days of research alone, which doesn't include what happens after upload. In the words of the great Sydney Greiner at the time, WOOF. 😅

If there's one thing I've learned, it's that change is inevitable.

The speed at which sales and marketing teams move through those changes will determine their success.

The speed at which you adapt to the new technologies, how you set up your CRM, and how you work together AS ONE TEAM to deploy your solution (strategy) will make or break in this new era.

If you want someone by your side to help you move fast and break things to achieve your goals, you should join our Allbound Revolution. 🚀🚀

Is you team executing an Allbound marketing strategy yet? Comment and let me know...or check out our new landing page and let me know what you think!

https://revpartners.io/allbound

02/12/2025

Did you know that HubSpot charges based on the number of marketing contacts in your account? 🤔 If you're not managing them properly, you could be wasting money on contacts that don’t need marketing emails! 📧

In this RevPartners HubSpot How-To, Shadab Khan will show you how to filter, manage, and optimize your marketing contacts—so you only pay for what you actually use.

✅ In this video, you’ll learn:

The difference between Marketing vs. Non-Marketing Contacts
How to filter and exclude unnecessary contacts
The best way to update contact status manually and automatically
Pro tips to keep your HubSpot costs low while maintaining a clean database
💡 Whether you're a HubSpot admin, RevOps leader, or marketer, this quick tutorial will help you cut costs and optimize your CRM.

Key Takeaways:
✅ Monitor Contact Growth: Review historical trends to track contact usage and ensure you stay within your tier limits.
✅ Automate Contact Management: Use workflows to automatically mark contacts as non-marketing based on specific criteria.
✅ Best Practices for Automation:
Email Hard Bounce or Unsubscribe: If a contact unsubscribes or their email bounces, mark them as non-marketing.
No Engagement: If they haven’t opened or clicked any emails in the last 6+ months, consider them non-marketing.
Opted Out of Marketing Emails: Respect contacts who explicitly opt out.
Unqualified Leads: If a lead is marked as unqualified, avoid sending marketing communications.

🏁 Final Tip:
If you're manually marking contacts as non-marketing, document your criteria and set up automation to handle it for you. This ensures efficiency and cost savings.

👉 Subscribe for more HubSpot & RevOps insights from RevPartners!

Address

Services Available In:
Atlanta, GA
30328

Telephone

+14042817983

Website

Alerts

Be the first to know and let us send you an email when RevPartners posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category