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    Learn how a better system in HubSpot helped a field sales team follow up faster and work more efficiently.
    Origin 63
    July 16,2025
    5 minute read

    How Origin 63 Improved Lead Follow-Up with HubSpot Sales Hub with Manufacturing

    A mid-sized manufacturing company was dealing with an unorganized sales process. Field reps struggled to follow up with leads, reporting was inconsistent, and leadership had...
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    Origin 63 improved document collaboration with Microsoft-using clients by mirroring files to SharePoint and simplifying formats.
    Origin 63
    May 16,2025
    3 minute read

    How Origin 63 Solved Document Access Challenges for Microsoft-Based Clients

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    Learn how Origin 63 automated Slack reminders in HubSpot for audit prep using custom properties and workflows.
    Origin 63
    May 6,2025
    2 minute read

    How Origin 63 Solved Slack Reminder Challenges for Audit Preparation

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    Learn how Origin 63 resolved HubSpot-Salesforce sync errors, ensuring seamless data transfer and efficient lead management.
    Origin 63
    April 29,2025
    3 minute read

    How Origin 63 Solved HubSpot-Salesforce Sync Errors

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    Learn how Origin 63 streamlined ticket ownership mapping between Salesforce and HubSpot, ensuring accurate and efficient service ticket management.
    Origin 63
    April 22,2025
    3 minute read

    How Origin 63 Solved Ticket Ownership Mapping Challenges Across Salesforce and HubSpot

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    Learn how Origin 63 enhanced attribution reporting by automating iResponse and deal association in HubSpot, ensuring clearer conversion tracking.
    Origin 63
    April 18,2025
    3 minute read

    How Origin 63 Solved Attribution Reporting Challenges

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    Learn how Origin 63 improved internal and client communication by creating a clear framework for concise, detailed updates across service teams.
    Origin 63
    April 11,2025
    4 minute read

    How Origin 63 Improved Communication Clarity for Service Teams

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    Learn how Origin 63 designed easy-to-navigate user guides for HubSpot, improving accessibility and understanding for service consultants and their clients.
    Origin 63
    April 4,2025
    4 minute read

    How We Solved User Guide Challenges for Service Consultants

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    Learn how Origin 63 automated ticket creation in HubSpot based on call outcomes and SMS content, improving efficiency and customer service in the healthcare sector.
    Origin 63
    March 28,2025
    4 minute read

    How We Solve Automated Ticket Creation Based on Call and SMS

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    “Augment, not replace.” Leaders discuss the future of AI in sales, support, and retention at O63’s San Francisco event.
    Origin 63
    March 26,2025
    1 minute read

    Inside the SF Executive Roundtable: How AI Is Reshaping Revenue and Retention

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