Tag Archives: Guide

HubSpot’s July 2023 releases: The manager’s guide

Learn about HubSpot’s latest updates to deal-based lists, event workflow triggers, email logging and more. Jen Bergren on August 18, 2023 HubSpot’s July releases include deal-based lists, event workflow triggers, email logging improvements and more.  Here are the updates relevant for managers:  Deal lists (beta) Trigger workflows using events  Email logging retroactively and to custom … Continue reading HubSpot’s July 2023 releases: The manager’s guide

Construction Management: Full Guide, Statistics

Construction Management: Full Guide, Statistics Brad Anderson / Aug 14, 2023   Construction management refers to planning, coordinating, and supervising a construction project from its beginning to completion. It involves controlling the project’s time, cost, and quality to meet the client’s requirements. This process may include scheduling, cost management, quality management, contract administration, and safety … Continue reading Construction Management: Full Guide, Statistics

Marketo’s July releases: A manager’s guide

Create better visualizations and reduce troubleshooting time with Marketo’s latest features. Lindsay Fay on August 4, 2023 Marketo released a native function for creating visualizations of Smart Campaigns. The feature, Engagement Map, lets users explain how smart campaigns work more efficiently.   Another notable feature released last month is Web Services Error, which identifies API users … Continue reading Marketo’s July releases: A manager’s guide

HubSpot’s June 2023 releases: The manager’s guide

AI Content Assistant tools added, reporting improvements and Payments releases. Jen Bergren on July 19, 2023 HubSpot’s June releases include new tools for AI Content Assistant, reporting improvements, new HubSpot Payments and subscription features.   Here are the updates relevant for managers:  Content assistant in additional tools (beta) Conversations Inbox HubSpot Sales Chrome Extension for … Continue reading HubSpot’s June 2023 releases: The manager’s guide

HubSpot’s May 2023 releases: The manager’s guide

HubSpot releases for prospecting, coaching, AI, approvals, goals and more. Jen Bergren on June 23, 2023 HubSpot’s May releases include a prospecting workspace, playlists for coaching, an AI content assistant for social media, content approvals and many releases related to goals.  Here are the updates relevant for managers:  Prospecting SDR/BDR workspace (beta) Coaching playlists (beta) … Continue reading HubSpot’s May 2023 releases: The manager’s guide

Salesforce summer 2023 release: The business executive’s guide

Admin and CRM enhancements, feature upgrades for Commerce and improved effectiveness for the former Pardot. Joe Anzalone on June 2, 2023 Salesforce’s summer release delivers a series of enhancements to improve the user experience and saving time through efficiency. After all, what good is a tool if it’s challenging to use and takes up a … Continue reading Salesforce summer 2023 release: The business executive’s guide

HubSpot’s April 2023 releases: The manager’s guide

Book meetings for other users, use AI to associate calls with deals and take advantage of upgraded Payments features. Jen Bergren on May 19, 2023 HubSpot’s April releases include a long-requested ability to book meetings for other users, many new Payments features and AI functionality to associate calls with deals.  Here are the updates relevant … Continue reading HubSpot’s April 2023 releases: The manager’s guide