Cloud Based Business & Finance Management Solutions For Modern Enterprise

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SaaS Tips & Tricks:

The Best Practices, Hidden Functions & Hacks For
NetSuite, Adaptive Insights, Kyriba, BlackLine & HubSpot

Craig Cook

Craig Cook is the Chief Marketing Officer for Business Solution Partners, and the company's lead consultant for all things HubSpot. He enjoys working on complex Migration, Sales Enablement and Team Management projects for Enterprise level clients, and has been practicing Inbound for almost ten years. Craig is the co-leader of the Long Island HubSpot User Group and hosts the NY NetSuite and NY Adaptive user groups.

Recent Posts

HubSpot Tips & Tricks: 5 Compelling Reasons To Use Sequences

on Jan 9, 2019 11:32:54 AM By | Craig Cook | 0 Comments | HubSpot Customer Relationship Management (CRM)
HubSpot has evolved to become an Enterprise level Growth Platform with a ton of features and functionality. In turn, It can be difficult to identify the best areas of the platform to leverage for success. That’s why we’re delivering regular HubSpot Tips & Tricks to help guide your decisions. In this HubSpot Tips & Tricks post, we’re tackling Sales Sequences and providing you with five compelling reasons to use them.
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Adaptive Insights: Five Best Practices For Accurate Reporting

on Jan 2, 2019 2:27:00 PM By | Craig Cook | 0 Comments | Corporate Performance Management (CPM) Adaptive Insights
Are you struggling to create reports that reference the right data from your Corporate Performance Management solution? Perhaps your custom queries have conflicts with General Ledger accounts, or your hand-built reports are suddenly broken because a new department was added to the system…
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Condense The Clutter: A Tip For Viewing HubSpot Contact, Company and Deal Records

on Feb 28, 2018 8:28:00 AM By | Craig Cook | 0 Comments | HubSpot
If your company is using HubSpot CRM for Sales and Marketing, chances are your portal contains a lot of custom fields that are important to your business. If you have added all of those fields to the "About" section for Contact, Company and Deal records, (or your administrator has added the fields by default) those page views can get quite overwhelming. When you find yourself endlessly scrolling to source important information on the left sidebar in HubSpot, this simple trick will help. . .
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