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Explore HubSpot how-to guides, blog articles, training materials, and resources to master conversational CRM.
Stop clicking. Start talking. Learn the Shabe way.
"Create a company Acme Inc, tech industry, 500 employees"
"Add a note to Acme deal: discussed pricing, waiting on legal"
"Add Enterprise Plan product to Acme deal"
"Tag john@acme.com as enterprise-tier"
"Assign the Acme deal to Sarah"
"Update all California contacts to enterprise segment"
"What's my sales velocity?"
"What's my win rate?"
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Confidence scoring, anomaly detection, and ML accuracy boosts for RevOps leaders.
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Train reps with automated action plans, adoption frameworks, and daily copilots.
"Create a company Acme Inc, tech industry, 500 employees"
Learn how to create company records in HubSpot quickly. Compare form-filling with Shabe's one-line company creation.
"Add a note to Acme deal: discussed pricing, waiting on legal"
Learn how to quickly log notes on deal records in HubSpot. Compare navigating records with Shabe's instant note logging.
"Add Enterprise Plan product to Acme deal"
Learn how to associate products with deal records in HubSpot. Track what you're selling with product line items.
"Tag john@acme.com as enterprise-tier"
Learn how to tag and label contacts in HubSpot. Organize your database with flexible tagging.
"Assign the Acme deal to Sarah"
Learn how to assign or change deal owners in HubSpot. Compare navigating records with Shabe's instant ownership assignment.
"Update all California contacts to enterprise segment"
Learn how to update multiple contact records at once in HubSpot. Compare manual updates with Shabe's instant bulk operations.
"What's my sales velocity?"
Learn how to measure sales velocity in HubSpot. Track how fast deals move through your pipeline.
"What's my win rate?"
Learn how to calculate your sales win rate in HubSpot. Track team performance and forecast accuracy.
"Update Acme deal amount to $150k"
Learn how to update deal values in HubSpot quickly. Keep your pipeline accurate with instant amount updates.
"Who is associated with the Acme deal?"
Learn how to see contacts, companies, and activities associated with a deal in HubSpot. Compare navigating records with Shabe's instant association queries.
"Clone the Acme deal for their west coast division"
Learn how to duplicate deal records in HubSpot. Save time by copying existing deals for similar opportunities.
"Count deals by owner"
Learn how to see deal counts and pipeline value per sales rep in HubSpot. Compare building reports with Shabe's instant rep performance breakdown.
"Create a contact John Smith at Acme Inc, john@acme.com"
Learn the fastest way to create contacts in HubSpot. Compare form-filling with Shabe's conversational contact creation in natural language.
"Create a deal for john@acme.com, $75k, Q1"
Learn how to quickly create deals associated with existing contacts in HubSpot. Streamline opportunity creation from contacts.
"Create a deal for Acme Inc, $100k, closing in Q1"
Learn the fastest way to create deals in HubSpot. Compare form-filling with Shabe's one-line deal creation using natural language.
"Create a list of enterprise contacts in California"
Learn how to create static and active contact lists in HubSpot. Compare building lists manually with Shabe's instant list creation.
"Show me a pipeline chart by stage"
Learn how to visualize your [sales pipeline](/use-cases/sales-pipeline-management) with charts in HubSpot. Compare building reports manually vs. using Shabe's instant chart generation.
"Create a quote for the Acme deal"
Learn how to generate quotes from deal records in HubSpot. Streamline your sales process with instant quotes.
"Create a task to call John about pricing next Tuesday"
Learn how to create follow-up tasks in HubSpot fast. Compare form-filling with Shabe's one-line task creation.
"Delete duplicate contacts for john@acme.com"
Learn how to delete contacts from HubSpot. Compare navigating bulk actions with Shabe's safe contact deletion with confirmation.
"Export my California contacts to CSV"
Learn how to quickly export contacts from HubSpot to CSV. Compare the multi-step export process with Shabe's instant data export.
"Show me contacts at enterprise companies in California"
Learn how to find specific contacts in HubSpot using filters. Compare clicking through filter menus with Shabe's natural language contact search.
"Show me deals in Negotiation stage"
Learn how to filter deals by pipeline stage in HubSpot. Analyze your pipeline distribution and identify bottlenecks.
"Show me deals with no activity in the last 7 days"
Learn how to identify deals that haven't been updated recently in HubSpot. Find stale opportunities before they slip away using Shabe's [conversational interface](/resources/what-is-conversational-crm).
"Show me unassigned deals"
Learn how to quickly identify deals without an owner in HubSpot. Prevent pipeline leakage by catching unassigned opportunities before they slip through the cracks.
"Forecast my pipeline for next quarter"
Learn how to create accurate sales forecasts from your HubSpot pipeline. Compare manual forecasting with Shabe's AI-powered weighted forecasting.
"What's my total pipeline value?"
Learn how to quickly see your total pipeline value in HubSpot. Compare dashboard navigation with Shabe's instant pipeline summary in seconds.
"Import contacts from my CSV file"
Learn how to import contact lists into HubSpot from CSV files. Compare the multi-step import wizard with Shabe's streamlined import process.
"Log a call with John Smith about pricing discussion"
Learn the fastest way to log calls, meetings, and notes in HubSpot. Compare manual logging with Shabe's conversational activity tracking.
"Find and merge duplicate contacts for john@acme.com"
Learn how to find and merge duplicate contact records in HubSpot. Compare manual deduplication with Shabe's smart duplicate detection.
"Schedule a demo with john@acme.com next Thursday at 2pm"
Learn how to book meetings and sync calendars in HubSpot. Compare scheduling tools with Shabe's instant meeting creation.
"Find john@acme.com"
Learn how to quickly find contacts in your HubSpot database. Search by name, email, company, or any property.
"Show me deals at Acme Inc"
Learn how to find all deals associated with a specific company in HubSpot. Compare navigating through records with Shabe's instant company-deal search.
"Show me all deals"
Learn how to view your entire deal pipeline in HubSpot. Get complete visibility into all opportunities.
"What's the average deal size?"
Learn how to calculate average deal value in HubSpot. Understand your typical deal size and set realistic targets.
"Show me all companies"
Learn how to view your complete company database in HubSpot. Get full visibility into all accounts.
"Show me history for john@acme.com"
Learn how to view a contact's complete activity history in HubSpot. Compare scrolling through timelines with Shabe's instant history summaries.
"Show me deals by rep"
Learn how to view deals grouped by sales rep in HubSpot. Monitor team performance and balance workloads.
"Show me all closed-lost deals"
Learn how to view closed-lost deals in HubSpot. Analyze losses to improve win rates.
"Show me recent activity"
Learn how to view recent interactions and activities in HubSpot. Stay on top of team actions and customer engagement.
"Show me all closed-won deals"
Learn how to view all closed-won deals in HubSpot. Track your wins and celebrate success.
"Send pricing email to john@acme.com"
Learn how to send one-to-one emails and bulk emails in HubSpot. Compare the email composer with Shabe's quick email sending.
"Move john@acme.com to SQL stage"
Learn how to update contact lifecycle stages in HubSpot. Track buyer journey progression accurately.
"Set close date for Acme deal to end of Q1"
Learn how to update expected close dates for deals in HubSpot. Essential for accurate forecasting and pipeline management.
"Show me deals closing this month"
Learn how to quickly view all deals with close dates in the current month in HubSpot. Compare the traditional method with Shabe's instant conversational approach.
"Show me pipeline by month"
Learn how to view your pipeline grouped by close month in HubSpot. Forecast revenue and plan capacity by month.
"Show me who opened my last email"
Learn how to see which contacts opened your emails in HubSpot. Compare navigating reports with Shabe's instant email engagement tracking.
"Assign john@acme.com to Sarah"
Learn how to change contact ownership in HubSpot. Reassign contacts for territory changes or rep transitions.
"Move the Acme deal to Negotiation"
Learn how to move deals through your pipeline stages in HubSpot. Compare clicking through records with Shabe's instant stage updates.
"Show me all my tasks"
Learn how to see your complete task list in HubSpot. Manage your to-do list and never miss a follow-up.
"Show me timeline for the Acme deal"
Learn how to see the complete history of deal progression in HubSpot. Compare scrolling through records with Shabe's instant timeline view.
Best CRM for small teams (1-50 people): Top 7 reviewed. Compare setup time, pricing by team size, AI features, and ROI. Includes 5-year TCO calculator and decision matrix.
HubSpot vs Salesforce, Zoho, Pipedrive, Shabe AI: Complete 2025 comparison. See head-to-head features, pricing ($0-3,200/mo), AI capabilities, and migration guides. Find your CRM.
Complete AI CRM guide 2025: How it works, top 5 platforms compared, implementation guide, ROI calculator. AI CRMs save 18-20 hrs/week with 75-85% forecast accuracy. Start here.
Explore the future of [conversational CRM](/resources/what-is-conversational-crm)s. Learn about emerging trends, AI advancements, and how conversational interfaces will transform customer relationship management.
[conversational CRM](/resources/what-is-conversational-crm) (setup: <1 hour, training: <1 day) vs Traditional CRM (setup: 2-4 weeks, training: 2-4 weeks). Compare features, pricing, and why 90%+ users adopt [conversational CRM](/resources/what-is-conversational-crm)s.
Discover the measurable benefits and ROI of [conversational CRM](/resources/what-is-conversational-crm)s. Learn how businesses are saving time, increasing sales, and improving customer satisfaction with real metrics and case studies.
Conversational CRMs let you query data in plain English, saving 18+ hours/week. Learn how natural language interfaces are replacing traditional dashboards. Examples & comparisons included.
When evaluating CRM options, it's crucial to consider how newer AI-powered systems stack up against legacy solutions
When evaluating CRM options, it's crucial to consider how newer AI-powered systems stack up against legacy solutions
Best CRM for solopreneurs 2025: Shabe AI ($150/mo, zero training), HubSpot Free, or Pipedrive ($49/user). Compare setup time, AI features, and pricing for solo founders.
7 best HubSpot alternatives in 2025: Salesforce (enterprise, $25-300/user), Zoho (budget, $14-52/user), Shabe AI (conversational, $79/mo). Compare features, pricing, and AI capabilities.
Get answers to all your questions about Shabe AI. Learn about features, pricing, integrations, comparisons, and how to get started with this [AI-powered CRM](/resources/ultimate-guide-ai-crm-2025).
Shabe AI ($79/mo) adds conversational AI to HubSpot vs HubSpot Pro ($800/mo). Compare features, AI capabilities, and ROI. See which delivers better value for small teams.
Compare Shabe AI and Salesforce for small teams. See pricing, features, AI capabilities, setup time, and which CRM is better for your small business needs.
Discover the best AI-powered CRM software for small businesses in 2025. Compare HubSpot, Salesforce, Zoho, Pipedrive, and Shabe AI to find your perfect fit.
[AI CRM](/resources/ultimate-guide-ai-crm-2025)s automate data entry, predict deals with 75-85% accuracy, and enable natural language queries. Save 18+ hours/week with platforms like Shabe AI, Salesforce Einstein, or HubSpot AI.
Email us at vigeash@shabe.ai for the Mini Forecast Audit deck or a custom resource pack tailored to your team.
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