What’s the biggest mistake revenue leaders make when switching to HubSpot? Learn the HubSpot way and how to avoid trouble when switching from another CRM.
Many teams err by trying to force their old CRM’s way of doing things onto HubSpot, instead of embracing the platform’s unique approach. This is a tactical flaw in human thinking, as there’s the HubSpot way of doing things, and then there’s everything else.
By trying to force a customized approach to records and objects, businesses miss out on the expanding capabilities of the platform and limit their ability to seamlessly integrate with third-party tools.