Ebooks & Webinars

6-Month Revenue Operations Accelerator Plan

Need help improving your sales processes? Here's our step-by-step guide to help you redefine and optimize your sales processes!

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Step-by-Step HubSpot and Salesforce Integration

Steal our plan and strategy for a seamless integration. Learn how to best integrate Salesforce and HubSpot with one another.

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Ops Tech Stack for Global Enterprises

Setting up the strategic and technical infrastructure for global companies, including the role of headquarters and subsidiaries.

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How to Create a Winning Quote-to-Cash Process

With so many tools, stakeholders, and data involved, how can you ensure your process is integrated and aligned?

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CRM Implementation Checklist: Step-by-Step Guide

A step-by-step checklist guiding you from data migration to sales setup and alignment, including all CRM and Sales Hub features.

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Customer Success Checklist for Increased Retention

Customer retention starts with giving your customers a seamless experience. Steal our checklist to implement a seamless process.

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How to Automate a Low-Touch B2B Funnel with Make

See how Make allows you to automate with no limits for the ultimate hands-off business operations across your CRM.

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HubSpot Marketing Operations Steps to Success

Find out the #HubSpotTipsAndTricks to make the most of your Marketing Operations and scale your business with HubSpot.

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HubSpot Reporting 101: Building 1st Sales Dashboard

Access our best in class reporting practices on HubSpot including sample reports and dashboards for your Sales teams.

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Your DIY Salesforce Audit: Get In-Depth Insights

Whether you're new to your role or conducting a routine check, this audit will help you get a clear view of your Salesforce environment.

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Best in Class SaaS Tools for B2B Companies

Building your tech stack and unsure of what tools to use? This guide covers tools for marketing, sales, data enrichment, quotes and more.

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10x Your Marketing & Sales Productivity with HubSpot AI

This AI tool enables you to interact with your data simply by chat commands to build reports, email sequences, create content, and countless other tasks in minutes.

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