INBOUND Experiences 2023
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Join us for our tenth Greenville HUG meeting of 2023 where Emilio from Boundify will share his INBOUND 2023 experiences. Explore the latest trends and strategies in inbound marketing, valuable insights, and actionable takeaways.
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INBOUND Experiences 2023
- 2. Let's Connect linkedin.com/in/egarciavaz boundify.io/demand-gen-studio EMILIO GARCIA Managing Partner, Boundify Greenville HUG
- 3. Let's Connect linkedin.com/in/gabriela-garcia- 137b77246/ GABRIELA GARCIA Demand Generation Specialist, Boundify Greenville HUG
- 4. Table of Contents ● Introduction ● Sales Hub Refresh ● CRM Customization ● HubSpot IA
- 5. High Level Themes Connection in the Age of Artificial Intelligence At INBOUND, Yamini discussed the fundamental shift that is Generative AI and how it’s changing the way people work, shop, and buy. We’re moving from an age of information to an age of intelligence, and how we can use that intelligence to drive even stronger connections with our prospects and customers to drive growth. How will you adapt and win? Customer Platform and Smart CRM Yamini introduced a new framework that more accurately reflects how we position HubSpot in the world. Nothing about who we are or why we exist changes -- our mission is the same. But what we do and how we do it is evolving from being known as a CRM Platform and into what we’re calling a Customer Platform that consists of HubSpot Smart CRM, connected engagement hubs, and a connected ecosystem that enables better customer connection. Product Updates 1. Sales Hub was relaunched with new positioning and product strategy, and new features. 2. HubSpot made leaps in CRM customization, a key to meeting our larger customers needs. 3. HubSpot announced a ton of AI features, which is key to differentiating and staying ahead of competition. 4. Repackaging of commerce tools into Commerce Hub to help bring more market visibility to our offerings (soon to be avail globally!) What launches are you most excited about?
- 6. New in Sales HUB
- 7. Sales Hub Refresh New Feature Highlights: ● Prospecting Workspace ● Lead Management with new Lead Object ● AB Testing in Sequences ● LinkedIn Integration
- 11. CRM Customization New Feature Highlights: ● 8 CRM data components including reports, association tables, an stage tracker ● Actions extensibility in CRM data components ● CRM Record Page Editor 69
- 14. HubSpot IA
- 15. HubSpot AI New Feature Highlights: ● AI-Assisted Report Generation and Report Descriptions ● AI-Assisted Website Builder ● AI Social Copy Generator from Blog Content ● AI Content Assistant
- 19. Whether it’s your first time using this product, or you’re looking to build up your skills around it, we’ve got the best resources for you to get started. Getting Started Education: Help Articles: ● Tool: HubSpot AI (Beta) ● Knowledge Article: The HubSpot Blog’s State of AI Report [Key Findings from 1300+ Business Professionals] ● Academy: What is Marketing Automation? ● Academy: Selling Sales Hub in 2023 for Partners
- 20. Thursday, November 09, 2023, 10:00 – 11:00 AM EDT Learn the cutting-edge features, tools, and improvements that make the new Sales Hub an essential asset for sales professionals. Save The Date Re-Launched Sales HUB 2023
- 21. Thank you
Hinweis der Redaktion
- Before: Sales Hub = CRM and if rep/replace wasn’t an option, the deal was dead. Now: Sales Hub is a sales software. System of record is the goal, but single use case works, too. If rip/replace a CRM isn’t an option, Sales Hub still provides immense value to sales team (prospecting, selling and deal management, and analysis and competitive intelligence) Talk to your partners about getting more market share for Sales Hub - those who weren’t a fit before, or who weren’t such an obvious fit may now be a great fit for Sales Hub. Sales Hub is now a good fit as a first hub sales versus an add-on, especially for Midmarket and Corporate segments (26-201 employees) Encourage partners to reopen conversations with those who didn’t want to rip out their CRM, or partners unhappy with SalesLoft or Outreach. With the refreshed positioning on Sales Hub, it’s time to evaluate and update your GTM strategy. How can you revisit previous conversations or open new conversations based on the refreshed positioning? Resources: Sales Hub Training in Academy: https://app.hubspot.com/academy/1976760/lessons/1105824/5734 Sales Hub Demo Center in Seismic (for plat+ only, more info to get access here: https://www.hubspot.com/solutions-partner-resource-center/seismic): https://hubspot.seismic.com/Link/Content/DCfQqJ3bQbjMXGWTXfXdjTJVQqW3 Copy Bank: https://docs.google.com/document/d/1hs6HTfE5-hS8doJYoA5eXEA4AJgnth6d4F-M7T_rxtM/edit?usp=sharing Sales Hub Video library (this is for partners by other partners/peers/community members): https://community.hubspot.com/t5/Sales-Hub-Community-Perspectives/bg-p/sales-hub-community-perspectives Sales tempalte for CAMs/CCs to reach out to partners about Sales Hub Training: https://app.hubspot.com/templates/53/edit/47289784?page=1&folder=2789730
- Use cases for these features 8 CRM data components including reports, association tables, an stage tracker Why? Boost rep productivity by customizing the record page view by team. Build custom cards with 8 available CRM data components to visualize your data and keep your teams within HubSpot like: Monitor account revenue: use the report component to display a revenue report by quarter to easily see trends over time Filter associated contacts: use the association table component to create a filtered view of associated contacts who were created in the last 30 days and have an email Visualize deal/ticket pipeline stage: use the stage tracker component to visually show what pipeline stage a deal or ticket is in and how long it's been in that stage Actions extensibility in CRM data components Why? Trigger actions on the CRM record page from custom cards including weblinks, HubSpot-defined actions, and custom actions. Customers can: Override the default 'preview' button in association tables to open a web link Run a health check using a playbook by clicking a button in the top right of a custom card Add a custom action to the association table 'actions' dropdown to send swag to a customer CRM Record Page Editor Why? A new editor which allows admins to customize the middle column of a record all in one place, including adding tabs to the record page (sales/srv ent) and adding/creating new card types. Preparing for Demand of CRM customization services At IN23 we launched a series of product updates that grant businesses increased flexibility over their data in HubSpot. These product updates are collectively being called “CRM customization” - and are largely related to how a business represents their data model in HubSpot. These updates are going to increase the demand for customization and grow the number of customers that will need additional services to help them with this. Solutions Partners are in a great position to offer these services. Encourage partners to check out the deck for more information behind the demand, how partners fit in, and resources to upskill their teams. Resources: Deep Dive deck: https://docs.google.com/presentation/d/1vrguE8z723UGrBEhZsVHmF7DmeRi4_5Ipnnut5BON9A/edit?usp=sharing Deep dive walk through: https://www.loom.com/share/514c5fdd951b42e9bdfec6002cc3a7e7?sid=b219fe56-4a61-46ca-9ea0-5363a9108177 Prep for CRM services deck: https://docs.google.com/presentation/d/18D_r9TIxoDP3F2UAxsplPC6bMRugPHSFgmgVwgnCbeA/edit?usp=sharing
- Remind the partner that these new features and tools are here to help them work smarter and more efficiently, not to take away from the great work they’re doing. Brainstorm ways that partners can leverage these tools to create better content, create quicker turnaround times, and how to use these tools to their advantage You can also reiterate the 4 components of HubSpot AI: AI Assistants - genAI tools to supercharge marketing, sales and service AI Agents: AI powered tools that can autonomously create and execute a plan based on a higher order goal AI Insights: predictive AI features for better analysis and recommendations (deal score, AI forecasting) ChatSpot: our AI chat interface that combines HubSpot’s SmartCRM with a LLM (large language model) to help GTM pros accomplish more