Roadblocks Unblocked: Maximizing Your HubSpot Data's Potential with Coefficient

Jun 4, 3:00 – 4:00 PM

Tired of report blockers, operational blockers, blockers that have blockers? Tired of not being able to use the data in the way you need to? Want to do your job better, faster? Coefficient unblocks just about every data roadblock you've experienced in HubSpot. Coefficient promises to extend the value of HubSpot. Not replace it.


About this event

At this point, we've all built a workaround for some process we need to support for our HubSpot data. You've likely wasted hours of your time and landed on solutions that aren't easy or ideal. And, spreadsheets are very likely one of your go-to solutions when you need to build a workaround for your data.

Join Frank Ferris, Sr. Manager, Product Specialists at Coefficient, and bonafide spreadsheet expert, for a show-and-tell HubSpot User Group session. Frank will share real use cases over 4,000 HubSpot-powered orgs are using to get more out of their HubSpot data in an extremely productive way with Coefficient.

Frank's Show-and-Tell will include use cases such as:

  • HubSpot data cleanup
  • Blended lead scoring (using data from HubSpot + secondary sources)
  • GPT-powered lead scoring, using Coefficient's AI functionality and HubSpot writebacks from your spreadsheet
  • Plus, a show-and-tell of how to use pre-built Coefficient spreadsheet dashboards for sales-to-target reporting, win-loss analysis, team leaderboards, pipeline creation, and more

You'll walk away with a clear understanding of how Coefficient can help you and your team:

  • Sync data bi-directionally in minutes between HubSpot and your spreadsheet
  • Automate data workflows you've been drowning in
  • Create another "object" without going Enterprise
  • Do complex formula field calculations on your HubSpot data
  • Let non-HubSpot users input, interact with, and view your HubSpot data
  • Turn your spreadsheet skills into CRM data management skills, allowing you to do things like comprehensive data analysis for executives


  • Frank Ferris


    Sr. Manager, Product Specialists


  • Kyle Jepson


    HubSpot Advocate

  • D'Ana Guiloff


    HubSpot Admin & Adoption Advocate


  • Kyle Jepson


    HUG Leader

  • D'Ana Guiloff


    HUG Co-Leader

  • Kristeen Romero


    RevOps Technologist


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