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While we personally prefer SMB software because it's typically more enjoyable to use (with a better UI/UX—a story for another day), this article will cover the two popular options for mid-market businesses (HubSpot and Salesforce). It's important to mention that in this case, I'm referring to mid-market as anywhere between 20-200 seats (actual people regularly logging into and using the CRM—e.g. there are many companies that may have a team of 500, but maybe only 50 of which need to regularly use the CRM).

The Best CRM Software (Copper vs Pipedrive vs Hubspot vs Salesforce vs Airtable) Video posted on Nov 17, 2022 -

Everything you need to know about the main differences between HubSpot and Copper CRM.

You're looking for a recommendation on what CRM your company should use and are overwhelmed. Here's a simple guide.

Why are companies switching away from Salesforce? Are there better CRMs on the market that better balance price and features? Keep reading for our take on why Salesforce isn't "the best" option for most businesses.

Salesforce vs Copper Video posted on Oct 06, 2022 -

Top 10 CRM Software & Tools in 2024 - Best CRM software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which CRM software alternative is best for your team in 2023?

HubSpot Review 2024 (CRM): Is HubSpot worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Salesforce Review 2024 (CRM): Is Salesforce worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

HubSpot + PandaDoc Integration—Automatically populate & send proposals from HubSpot & Save time, reduce friction, and deliver secure proposals from HubSpot effortlessly

Pipedrive Review 2024 (CRM): Is Pipedrive worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

HubSpot + Luma Integration—Attendees registration details sent straight to HubSpot & Save time, stay organized, and have your sales team automatically follow-up post event

HubSpot + Dialpad Integration—Keep all your calls and texts stored in one place & Save time, have full context of all your teams communication in your CRM

HubSpot + Asana Integration—Automatically trigger an Asana project template or task straight from HubSpot & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

HubSpot + Motion Integration—Automatically trigger the creation of Motion tasks straight from HubSpot & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Motion

HubSpot + Slack Integration—Notify your team in Slack of any important changes in HubSpot & Help your team take action more quickly when connecting with leads and customers

HubSpot + Surfe Integration—Easily add LinkedIn Contacts and conversations to Hubspot CRM without ever leaving LinkedIn & Track leads and conversations in Hubspot CRM without ever leaving LinkedIn

HubSpot + Outfunnel Integration—Send automated emails straight from HubSpot & Save your team time by adding automated emails to their workflows, help your sales team identity their warmest leads

HubSpot + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Hubspot & Ensure potential and future customers get the perfect email at the time it's intended

HubSpot + Airtable Integration—An extension of your CRM using Airtable & Expand your CRM by connecting thousands of datapoints stored in Airtable

On this episode of Analysis Paralysis, I was invited to The Marketing Automation Discussion podcast for a CRM mastermind with host Alex Glenn, and CRM experts Scott Gellatly and Mark Colgan. We talk about all things pricing, strategy, automation, and how to set up your CRM for success.

Calendly + HubSpot Integration—Sync booked appointments and question data automatically to HubSpot & Automatically have all scheduling context and form submission information right within HubSpot

HubSpot + Ironclad Integration—Automatically create and send secure contracts straight from HubSpot & Save time, reduce friction, and deliver secure contracts from HubSpot effortlessly

HubSpot + Xero Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

HubSpot + Webflow Integration—Automatically add leads to HubSpot, triggering custom email sequences based on the form submitted & Reduce manual data entry, improve reporting and customer experience

Choosing Between Hubspot vs Copper For Your CRM? Watch This First! Video posted on Mar 08, 2023 -

Salesforce + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Salesforce & Ensure potential and future customers get the perfect email at the time it's intended

Salesforce + Slack Integration—Notify your team in Slack of any important changes in Salesforce & Help your team take action more quickly when connecting with leads and customers

Salesforce + Asana Integration—Automatically trigger an Asana project template or task straight from Salesforce & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

Salesforce + Webflow Integration—Automatically add leads to Salesforce, triggering custom email sequences based on the form submitted & Reduce manual data entry, improve reporting and customer experience

Salesforce + Ironclad Integration—Automatically create and send secure contracts straight from Salesforce & Save time, reduce friction, and deliver secure contracts from Salesforce effortlessly

In this article, we will compare five of the most popular project management tools: Motion, Asana, ClickUp, Monday, and Notion.

Salesforce + Xero Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

Salesforce + Outfunnel Integration—Send automated emails straight from Salesforce & Save your team time by adding automated emails to their workflows, help your sales team identity their warmest leads

HubSpot + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

Calendly + Salesforce Integration—Sync booked appointments and question data automatically to Salesforce & Automatically have all scheduling context and form submission information right within Salesforce

Salesforce + Luma Integration—Attendees registration details sent straight to Salesforce & Save time, stay organized, and have your sales team automatically follow-up post event

Salesforce + Airtable Integration—An extension of Salesforce using Airtable & Expand your CRM by connecting thousands of datapoints stored in Airtable

Salesforce + Motion Integration—Automatically trigger the creation of Motion tasks straight from Salesforce & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Motion

Salesforce + PandaDoc Integration—Automatically populate & send proposals from Salesforce & Save time, reduce friction, and deliver secure proposals from Salesforce effortlessly

Salesforce + Surfe Integration—Easily add LinkedIn Contacts and conversations to Salesforce without ever leaving LinkedIn & Track leads and conversations in Salesforce without ever leaving LinkedIn

Salesforce + Dialpad Integration—Keep all your calls and texts stored in one place & Save time, have full context of all your teams communication in your CRM

HubSpot + Help Scout Integration—Store every support ticket a customer sends under their CRM record & Provide better customer service, keep a solid record of each customer interaction in your CRM

Streak Review 2024 (CRM): Is Streak worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

On this episode, I talk with Sai about what the future of CRM looks like, what his experience has been like being a Salesforce developer, and if he would ever consider moving from the giant that is Salesforce over to something like Copper CRM (Formerly ProsperWorks).

Copper Review 2024 (CRM): Is Copper worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

We've personally used BILL Spend & Expense (Formerly Divvy), Ramp, Brex and Expensify and I'm excited to share my thoughts on all options to help you make the decision on which may be best for your team. Lets go!

Most Insane Arc Browser Overview! Video posted on Mar 29, 2023 -

HubSpot + QuickBooks Online Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

Salesforce + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

Salesforce + Help Scout Integration—Store every support ticket a customer sends under their CRM record & Provide better customer service, keep a solid record of each customer interaction in your CRM

Brex Review 2024 (Expense Management): Is Brex worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Top 10 Calendar Apps in 2024 - Best Calendar software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Calendar software alternative is best for your team in 2023?

Of all the time tracking tools we've looked at that are team focused, we'd place Harvest at #1 (as it's the most user-friendly and well-rounded), Toggl at #2 (but still a non-starter if any semblance of invoicing capabilities are needed), and #3 is Timely

Salesforce + QuickBooks Online Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

Asana Review 2024 (Project Management): Is Asana worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Expensify Review 2024 (Expense Management): Is Expensify worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

What is a CRM? Video posted on Jan 11, 2023 -

There are dozens of hours that can be saved by integrating software.

RingCentral Review 2024 (VoIP): Is RingCentral worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.