HubSpot Contract Management: Never Miss a Notice Period or Renewal Again
At a Glance What it is: Structured contract data with automatic deadline reminders in HubSpot CRM. The documents remain in SharePoint, Google Drive, o …
HubSpot Outlook Integration: How the Office 365 Connection Works
At a Glance What it is: An Outlook add-in that connects your mailbox and calendar to the HubSpot CRM. Supported versions: Outlook for Windows (classic …
Making Calls from HubSpot: Options for Swiss Companies
At a glance Three options: HubSpot’s native calling in the browser and mobile app, a specialised telephony provider from the HubSpot App Marketplace, …
First use cases, then data architecture, then AI: how mid-sized companies are using AI as a growth driver
At a glance Most AI projects do not fail because of the technology, but because of a missing use case, fragmented data and a lack of responsibility. A …
HubSpot Custom Cards: The Secure Way to Integrate HubSpot into Your Workflows
In our consulting projects, we experience it regularly: as soon as a process deviates from the HubSpot standard, the question arises as to whether you …
From Salesforce Marketing Cloud to HubSpot Marketing Hub, while retaining Salesforce CRM
In our consulting projects, we hear the question more and more frequently: "Can we introduce HubSpot Marketing Hub without having to give up the Sales …
HubSpot Marketing Hub vs. Salesforce Marketing Cloud Next: Which solution is truly the best fit for Swiss small and medium-sized businesses?
Choosing the right marketing platform is no longer just an IT decision, but a strategic decision. If you want to grow in the coming years, use AI sens …
AI agents in HubSpot: Clear regulations on security, data protection, and responsibility—and which LLM is behind it all?
Artificial intelligence has arrived in everyday business life. But with every new AI function, a central question arises:
Digitalization of the customer journey for Swiss SMEs
Focus on quality, efficiency and customer loyalty - with digital transformation. Swiss SMEs are known for their precision, reliability and proximity t …
