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S3 Ep16: Mastering HubSpot's Potential with Jen Meyer
41 Plays22 days ago
In this episode of the Dial It In podcast, Dave interviews Jen Meyer, COO of BizzyWeb and head of HubSpot operations, about her expertise in using HubSpot to streamline processes and achieve measurable business growth. Jen shares insights on the importance of proper onboarding, foundational architecture, and key features like sales pipelines, reporting, marketing campaigns, and automation. They discuss common pitfalls, the evolving role of AI in HubSpot, and the benefits of partnering with experts to fully leverage HubSpot's capabilities. Sponsored by WeFixHubSpot.com, the episode offers practical advice for businesses looking to optimize their HubSpot portals.
Connect with Jen:
BizzyWeb.com
WeFixHubSpot.com
HubDates Newsletter
LinkedIn
…
Dial It In Podcast is where we gathered our favorite people together to share their advice on how to drive revenue, through storytelling and without the boring sales jargon. Our primary focus is marketing and sales for manufacturing and B2B service businesses, but we’ll cover topics across the entire spectrum of business. This isn’t a deep, naval-gazing show… we like to have lively chats that are fun, and full of useful insights. Brought to you by BizzyWeb.
Links:
Website: dialitinpodcast.com
BizzyWeb site: bizzyweb.com
Connect with Dave Meyer
Connect with Trygve Olsen
Recommended
Transcript
Introduction to the Dial It In Podcast
00:00:08
Speaker
Welcome to Dial It In, a podcast where we talk with fascinating people about marketing, sales, process improvements, and tricks that they use to grow their businesses. Join me, Dave Meyer, and Trigby Olson of PhysiWeb as we bring you interviews on how the best in their fields are dialing it in for their organizations. Let's ring up another episode.
Guest Introduction: Jen Meyer, HubSpot Expert
00:00:30
Speaker
This is one of the podcasts that I'm actually most excited about probably now say definitely the person that I know better than anyone else on the planet is the one, the only Jen Meyer with busy web. Hi, Jen. How are you? I'm good, Dave. How are you?
00:00:48
Speaker
Good. Thank you for humoring us and being on the podcast. One of the things that we get a lot of feedback from is, yeah especially in the HubSpot community, you're very well known. And we wanted to give you a chance to chime in on what the most important things are when people are considering HubSpot and or starting to onboard their HubSpot. Sure. Happy to help.
00:01:11
Speaker
Jen Meyer is the COO of BusyWeb and Head of HubSpot Operations, where she helps businesses streamline processes, optimize their HubSpot portals, and achieve measurable growth. As a small business owner, Jen wears all the hats, strategist, problem solver, operations lead, and client champion, giving her first-hand experience with the challenges businesses face daily.
00:01:33
Speaker
Her deep expertise in HubSpot, combined with her ability to simplify complex problems, has made her a go-to for resource for companies looking to get the most out of their tools and teams. When it comes to turning tangled HubSpot portals into powerful engines of success, Jen's insights and leadership are unmatched. That seems a bit lofty. Well, I've known you for a while and I agree with all of that, but and I love the tongue twister there at the end. When it comes to turning tangled HubSpot portals into powerful engines of success. Wow.
00:02:03
Speaker
That's your new LinkedIn profile right there. There you go.
Sponsorship by WeFixHubSpot.com
00:02:06
Speaker
Our podcast today is brought to you by wefixhubspot.com. Is your HubSpot portal cluttered and inefficient? WeFix HubSpot powered by BusyWeb specializes in customizing and optimizing your HubSpot experience. Our team of certified experts offers tailored solutions, including training, re-onboarding, architecture reviews, and data restructuring, ensuring your portal aligns perfectly with your business needs.
00:02:31
Speaker
Don't let a disorganized system slow you down. Visit wefixhubspot dot.com to schedule your complimentary consultation and start transforming your HubSpot portal today. Wow, okay.
Jen Meyer's Marketing Journey and HubSpot Flexibility
00:02:44
Speaker
Jen, so excited to have you with us. Tell us kind of your history and why you know so dang much about HubSpot.
00:02:53
Speaker
All right. I have a storied history. I have 30 years in marketing ah in industries such as like the IOT industry, working with modems technology. And in that role, I did pretty much anything you can do in marketing. If it's channel, mark, product management, events, printing, all the things I did at all. So I wasn't the only person there, but I got a chance to wear all those hats.
00:03:21
Speaker
And I worked at a Hallmark subsidiary for a while doing the same thing. Did you guys do the movie scripts? You had the one script that just keeps it over again? No. Okay. No, it wasn't the Hallmark movies. It was their corporate incentives, now known as Hallmark Business Insights.
00:03:38
Speaker
And then the opportunity arose for me to work with you over here at BusyWeb. Here I started the digital marketing retainer programs that we have, and then moved into HubSpot. Within my marketing roles is 17 years of CRM migrations and cleanups and architecture and all the things. And so when we got the chance to work with HubSpot, I said, heck no, let's me not do it.
00:04:06
Speaker
because I knew I'd have to do it. But it's turned out to be a great thing. I've learned a lot. It's probably the most flexible system that I've ever used. And we can make it do pretty much anything. So that's how I got to where I got.
Effective Onboarding and Architecture for HubSpot
00:04:20
Speaker
Excellent, okay, so let's get into the headspace of let's say a business, a B2B company. They probably have had a some semblance of a CRM. They understand what CRM, they at a very minimum have like spreadsheets that they're running all of their contact data out of or they're running things out of Outlook. They finally see the light, they understand that it's time to get serious about automate.
00:04:49
Speaker
and really getting serious about their business systems. So they buy HubSpot. So my first question, I just bought HubSpot, now what? You need to onboard. That's the first step. You can onboard with on your own, you can have a partner help you, you can get HubSpot's onboarding. You want to make sure that you watch out for pitfalls and learn how to use all the tools. That's the key thing. And there's a lot to learn with a new system like HubSpot.
00:05:20
Speaker
The Academy is helpful for teaching you things. You can get certifications. You can learn lessons. The community and knowledge base that HubSpot has is more helpful. That's more step-by-step instructions. okay And the difference between those in the academy or and the Academy is that um the Academy is like going to a college lecture.
00:05:40
Speaker
And then you get into the real world and you're like, I don't know how to do this. like So it's great about teaching the theory. It's not great about teaching the tactics on how to get there. But whatever you do, what you need to start with is the architecture that is the backbone of everything.
00:05:57
Speaker
Okay, so tell me about what architecture even means because that feels like in conversations around the water cooler here when we're talking about new clients and when we're onboarding, that seems to be where a lot of businesses get tripped up, right? So they'll start.
00:06:12
Speaker
And they're super excited and they're like, Oh, we'll do the magic. And then they come back to us a week later is like, why isn't it all done? So what, how does architecture play in? How do you set that up? And let's, we should probably set up a hypothetical company. So what's, uh,
00:06:28
Speaker
favorite business type. Let's get B2B company, sail have a sales team, two people or so. They're trying to connect with a commercial audience, right with a corporate audience. so For those people, just came into it. Where do we start? It's the fields in your database. That's all it is. it's There's nothing super complex about it.
00:06:56
Speaker
But there are different veins of thought as to what you should keep track of and what you shouldn't. Different companies want to keep track of different things in different systems.
00:07:09
Speaker
When we get to using HubSpot, one of the things that you have to keep in mind is that if HubSpot has a really powerful reporting engine, so anything you wanna report on, anything you wanna segment by, anything you need to capture for like products that you're working with, maybe you want that on your deals, where the leads came from, how they were worked, how many times they were contacted, all that kind of stuff.
00:07:37
Speaker
That all goes into the architecture that we need to things we need to keep track of. The more fields, the more information that ideally gets filled
Sales Onboarding and Pipeline Setup Issues
00:07:46
Speaker
out. But some of that with HubSpot can be automated as well. So there's five different hubs in HubSpot. Yes. Is there a specific hub that you normally like? Let's assume that they're getting the entire suite because they're all bought in. Is there one hub that you like to start with on onboarding?
00:08:07
Speaker
It really depends on who I'm working with at the organization. I would do marketing onboardings all day long because that's my comfort zone. But typically it's sales, honestly, because the sales team wants to get up and running. They want their sales team to use it. They want to start reporting. They want to they want to start being able to track revenue. That's typically where it starts.
00:08:27
Speaker
if i If somebody has all of the hubs, I'd probably start with sales, go to marketing, and then go to service to get those done. Sure. So for sales, if they're starting there,
00:08:41
Speaker
A lot of companies, it seems like they don't really have a documented sales process. Do you have- Well, they think they have a sales process. And and we've had examples like we walked in to, or you walked into a client once and they showed you stacks of carbon copies, right? It was five binders of client paperwork that that was their CRM, if you will. He knew where every customer was in those five binders too.
00:09:08
Speaker
Okay. So how do you start wrangling somebody like that? And what is that first step to getting started? The first step, if you're working with a partner, you're going to meet with them and you're going to talk through all the fields that you currently have.
00:09:23
Speaker
And we're going to figure out what needs to stay and what needs to go, like cleaning a closet, if you will. But it feels so good when it's done because a lot of people put in extra stuff that doesn't need to be filled in or it's just not used. But then also ah the next key is to have a documented process if you're doing sales or service so that people like us can take it and run with it.
00:09:46
Speaker
without a documented process, it takes a lot longer. Because then what we have to do is we have to talk you through figuring out what the process is. Because you might know the stages that you have in your sales process, but the way that it equates into software and the stages that you want to track in the software might be different. Maybe you have a 15-step process. I really don't want to create you a 15-stage sales pipeline.
00:10:14
Speaker
That's going to be a waste of everyone's time. Trying to be smart about it but yet still incorporate the process into the software so that you can get as much out of it as you can.
Key Sales Reports and Automation Tools
00:10:24
Speaker
So for a company that's getting started on that, do they do you do you look at, okay, here, tell ah tell me about what a deal looks like for you and then here are the deal stages that we walk through?
00:10:36
Speaker
ah What we do is we go through the deal stages first. We go through the pipeline. How do you sell? Who do you sell to first, but how do you sell? What are the steps that you typically have to go through? Ideally that's documented in a process. And then what triggers are, what triggers create a deal?
00:10:58
Speaker
what triggers closed closing a deal? Is it a signed contract? Is it payment? Is it that they're onboarded or different companies have different things that where they consider a deal closed? And then once we understand the process that you go through, then we go into, okay, so then what do you need to track within that? And that's when we talk about fields within deals.
00:11:21
Speaker
And that's really sales 101, right? So you look at the, or you work with the customers like, okay, salesperson or sales manager, what are the gates that you need to pass through in order to get to a successful sale? So of course there's opportunity identified or something similar to that. And you're moving all the way to closed one, ideally. And then there's probably some steps inside of that.
00:11:46
Speaker
For that, there's a few new things that HubSpot has automat automated or made easier. or One of the things that's not immediately obvious i think to some businesses that are just getting started is that you can help those gates along. So I just looked at our CRM this morning, by the way, and um great like there's a whole bunch of, actually every single deal we have, it says needs more info. Right. What did you do with that and how does that work? Why do I have red flags on every single deal we have? Yes. To drive our sales team crazy. That's exactly what I try to be the biggest pain in the butt I can.
00:12:29
Speaker
Especially when you work in a service-related business, typically there's some kind of operations team that needs to grab the deal after it's been sold and then do something with it. So us as a marketing agency, we need to take that and onboard it into whichever program a client is doing.
00:12:46
Speaker
One of the things that we can do in automation, but also notification on these deals that sales managers love and sales people typically hate is put labels so on the deals in various colors. So for example, we also have one that says client paid first payment. And that one's green, of course. love those The one Dave was talking about is red because I need them to stop and I need them to add information to the deals.
00:13:12
Speaker
What I'm looking for is about five different fields that operations is going to need before that deal becomes closed one so that we can get that information to the operations team and hopefully save everybody from yet another meeting. So for sales then it's all about having the different gates pushing people through that.
00:13:33
Speaker
One of the things that I usually see CEOs and leaders eyes light up at is when we do start talking about reporting. no Can you give us a couple of tips for like reports that every sales organ and and organization needs if they're using HubSpot? Or how do you get into reporting? Sure. sales If you're at the pro or enterprise level, there's a sales analytics a batch of reports if you go to reporting and sales and analytics and in there they break it up into basically coaching your reps and teams forecasting and then deal close information. Some of the more popular ones in there are a diagnosis of activities completed that you can break down by person or team.
00:14:19
Speaker
ah so that you can keep an eye on what's going on. Are people completing their tasks? Are they not? Are they getting the stuff? How many calls are they making a week? All that kind of thing would be in there. Also, there's the money deals were created and you can set goals around these things and measure to goal as well. So deal creation, revenue, how much we're getting this month, all of that kind of thing. Where are they coming from? If you keep track of you know different lines of business or maybe different lead sources. Where's the business coming from in the beginning? That's really popular. Also, deal loss reason, why are we losing deals? um and That's one that everybody should have. and That deal loss reason should be a drop-down. It should not be a text field because it's going to be a lot harder to report on if it's a text field.
00:15:06
Speaker
But the, uh, those are the main ones. Push rate is pretty popular as well. How many sale, you know, how much is sales pushing out close dates, things like that.
Marketing Architecture and Underused HubSpot Tools
00:15:17
Speaker
Okay. So for that, then in that sales management, and I think we're pretty good on, on the sales side of HubSpot right now, but is, are there any other like need to make sure if you're implementing HubSpot sales that you need to do these things kind of advice? Is there a common thing that companies usually miss when they implement HubSpot, especially in sales?
00:15:45
Speaker
One thing that they usually miss or don't use is playbooks. And playbooks can be really popular ah in HubSpot because you can use them. If you have a sales team that's scripted, it's perfect. at the Enterprise level, if you have sales enterprise, you can actually fill in fields with your playbooks as you talk to people, which is helpful. But also just guiding people through the sales process. Make sure that your sales team doesn't miss a bullet that they need to talk to people about. That's going to help the operations teams down the road.
00:16:22
Speaker
Also, you can use them for objection handling. you can use them for i The biggest thing is just making sure you get all the data that other teams outside of sales might need as well. And you can automate that, of course. So that's what part of what the power is. And certainly when you work with a client, you're making sure that you're setting them up for success and guiding them away from any of the common pitfalls that companies fall into.
00:16:52
Speaker
Yeah, yeah, absolutely. The more that we can automate without being obnoxious, it's just going to enhance utilization at the end of the day. So let's talk about what you said is your favorite hub in HubSpot marketing. So for marketing, and I guess as we're looking at the HubSpot hubs, we glanced over this a little bit because we're so in the ecosystem, but HubSpot has five different
Overview of HubSpot's Functional Hubs
00:17:19
Speaker
buckets. There's Sales Hub, which handles all of the customer data, the CRM, Marketing Hub, all the inputs and outputs, and doing all of the things that go to capturing clients' attention, right?
00:17:31
Speaker
and then service dealing with things once people are working. Content Hub is the website builder, essentially, and then Operations Hub is usually the one that's least understood, but it's basically making everything work together, if I could. Is that right?
00:17:47
Speaker
No, Operations Hub is actually for data cleanup or custom actions, webhooks. Got it. Also, if you're integrating systems, you're going to need at least Operations Hub's starter so that the two systems will link together. Okay, so for the marketing side then,
00:18:07
Speaker
company comes in brand new, they might've had an email marketing tool at some point. They've probably done a little bit of advertising and certainly they're familiar with or have seen a blog in their life somewhere. How do you get people started on Marketing Hub for a successful implementation?
00:18:25
Speaker
So anytime that you're onboarding any hub, you're going to be always starting with architecture because what marketing is the most interested in is where did the leads come from and how do we segment our audience? We want to make sure that we have all the things in there. They also want to keep track of what campaigns people are participating in. They want to keep track of how many events they've gone to, where they came from, all that kind of things. The nice part about HubSpot is the CRM isn't in the sales hub. The CRM is the backbone of it everything and you can get the CRM for free.
00:18:54
Speaker
if you don't want a whole lot of functionality. But everything links into it, like spokes on a wheel. When we do a marketing onboarding, typically the biggest thing, creating templates and training on tools. So being able to talk through getting forms on the website when there's a lot of functionality within those forms that could be used in lists and not going overboard on lists. A lot of people go overboard on lists.
00:19:19
Speaker
um The least used or least used well um tool in the marketing suite is probably Campaigns. And it's potentially the most powerful tool there. What it does is it keeps track of all the assets that you have and all the work that you're doing.
00:19:39
Speaker
And it will show you influenced ROI from your marketing activities, which every marketer wants at the end of the day. And every sales person's going to say, well that didn't really come from that. But that's why they call it influenced ROI. Because every marketer knows that it takes about 50 touches before somebody is going to purchase something. And so we need to keep track of how those touches are turning into revenue.
Automating Service Pipelines for Efficiency
00:20:06
Speaker
Is that literally like you can track back to a LinkedIn post or a newsletter email that you sent out? Absolutely. And then it tracks by the contact and any deals that they participated in?
00:20:22
Speaker
Correct. So campaigns ties in all of the, and you use them for bigger marketing things. So your multi-touch campaigns. This is not an email campaign. This is not your newsletter that you're going to send out. What this is, maybe it's a trade show that you're tracking, that you're sending out social media for. You're doing emails. There's a landing page with a giveaway. that You're doing ads to try to get people to your booth. You're putting it on your website. You want to track those page visits. All of those things working together, you keep track of all of those and then how they work together to influence the revenue.
00:21:04
Speaker
Got it. so Of course, HubSpot is a powerful tool, but there's always some things that generally get missed. so Can you give us some overview on how to start slow and easy and get mastery of HubSpot, ideally with a partner like Busy Web?
00:21:29
Speaker
Yeah, whoever you work with should give you coaching and training on all of the tools. It's your system, you're paying for it. We want to make sure that you know how to use all the tools. And you should also have admin training because you should be able to admin your own system. Our goal at BusyWeb is to work ourselves out of a job. We just need to make sure that happens.
00:21:48
Speaker
so Some of the struggles that people have, having an admin that knows the system well, if that person leaves, you need to make sure you have a backup or or can lean on a partner that can help you with some of the things. A lot of people get trained in on different places, like the marketing team is going to know the marketing tools, the sales team is going to know the sales tools, and the service team is going to know the service tools.
00:22:17
Speaker
ah But we're not going into, um we need someone who sees an overarching picture. and A lot of times that is typically someone in sales or marketing or operations. The IT teams sometimes gets involved, um but a lot of times they have many other fires that they have to handle. So they're not going to be the primary person to do it. We want to make sure that we have that admin that knows the system and can make it work.
00:22:46
Speaker
and knows how to fix it because every once in a while it's going to need a tweak or two. With marketing, we've talked about campaigns but also not using active lists. A lot of marketing teams create static lists and they never update over time and unless you manually add people to them. So making your list active, that's going to help give you real time who are these people in the way I want to segment them.
00:23:13
Speaker
The sales team, especially sales management, needs to understand all the functionality around the pipelines and try also how to get the sales team to do what you want them to do. Maybe it's putting in pop-ups so that they fill in the information between stages. Maybe it's automating certain things or tasking them at certain times or stuff like that, making things gray, using some of those deal tags, stuff like that, just to try to get the sales team to make sure that they do the work that really needs to be done.
00:23:41
Speaker
um In service, when people use HubSpot service, the biggest hesitation is automating that pipeline. and I don't understand why. Let's try to make it easier for the service team. They have to deal with disgruntled people or all the little questions all the time. Let's just make it as easy as we can for them. Then all of that is going to drive adoption across the board. so That's the goal at the end of the day.
Benefits of a HubSpot Admin Program
00:24:10
Speaker
So let's talk about that service thing for a second. For like service, you could make it as simple as if someone has a specific question that a specific team member on your service team is best able to answer, you can just route it all of those X related questions to the X expert, right? Yep, absolutely. Okay. And so that automation can absolutely help with that.
00:24:36
Speaker
Yes. okay you You can do it based on expertise. You can do it based on language preference. You can do some of that based on, I have these three fields filled in, so therefore it doesn't need to be in this stage anymore. you can If it's like a true support pipeline, it can automate between who's talking to who or who had the last communication. Was it the client or was it us?
00:25:02
Speaker
There's a lot of things that you can do to automate all of that. You can say, okay, these four fields are filled in. We're going to call it closed and do that. So some of the automations that makes it really easy. Also let's survey our customers when we're done. Oh yeah. Let's find out what they thought of the experience.
00:25:20
Speaker
And HubSpot makes that pretty easy inside of service. What are the common kinds of customer surveys? Well, they have a net promoter scores, customer satisfaction. They have, I don't remember what CES stands for off the top of my head, customer experience survey. yeah And then you can also do custom surveys also, but you can trigger them to go out. If you have any of the pro hubs,
00:25:45
Speaker
service pro plus any of the pro hubs you can have it go out after a deal is closed you can have it go out after they download a certain piece of marketing if you want and you can time in you say I wanted to go out 90 days or seven days or two hours after whatever action was completed so makes it really flexible Love it. Okay, so I'm hearing a few things that you need to have access to a HubSpot professional for, and that we help our clients with
Common HubSpot Setup Errors
00:26:17
Speaker
on that. Our advertiser at the beginning of this show was wefixhubspot.com, which is talking about the benefits of having a HubSpot admin. Can you walk us through what a relationship with a client and that has a HubAdmin program looks like? What do you do with the clients each month?
00:26:35
Speaker
whatever the clients want. Honestly, this is my time to shine and play Pretty Woman. Can you ask me what my name is? And I say, what do you want it to be? so they um We always start with architecture out the gate. We have to, we need to know what's there. We need to understand how they're using their system. um but And we have to catalog everything that's going on in it, all the automations and things like that.
00:27:02
Speaker
But after that, we make a laundry list of what's everything that you want done when we break it up month by month and tackle the most important first, of course. With some people it's reporting, with some people it's training, with some people they're just not getting, capturing the right information or their sales process needs tweaks, or it could be anywhere in the system that they use it. But with the hub admin programs, we can do five or 10 hours a month.
00:27:31
Speaker
And at the end of the month, we report on what we did, how much time was spent, and then also what's on deck for next month. Okay. And it's very kind of conversation and collaborative then those meetings, yeah just reporting on things and then going on to the next task. No, this is, we're your partner. We're going to hold your hand. We're going to understand your business and we're also going to understand your system and make it work for you the way that you need it to work for you. Got it.
00:27:59
Speaker
I know that there are a few examples that we probably can't talk about it on the air, but can you give us a couple of
Adapting HubSpot to Business Changes
00:28:09
Speaker
examples, maybe of a company that has onboarded themselves or been working with a different partner that maybe didn't have expertise in that particular hub where we had to go in and fix? What are some common errors in HubSpot's setup?
00:28:23
Speaker
Common errors, especially in a self-setup, a lot of admins will create fields that already exist innately within HubSpot. i We've gone into portals that have over 500 fields at the contact level before.
00:28:41
Speaker
And a lot of it is people saying, I want to know when it goes into this life cycle stage and exits this life cycle stage and and all of those, what was the last converting campaign that they had? What was the last email link they clicked? What was the last meeting they had? What was like, all of that's already being tracked.
00:29:00
Speaker
And so that's why working with a partner and somebody who has a lot of knowledge about HubSpot comes in handy because you don't want to duplicate those fields. They're already there. So make sure you search for them before you create them. And I suppose there's also the um danger of using HubSpot tools incorrectly, like creating tasks the wrong way or setting up like new deals every time someone opens an email or something completely silly, right?
00:29:30
Speaker
Yeah, and then people wonder why their deal numbers are so high or why they're a lot of what we get is I don't know why this is happening. And so ah we have to troubleshoot and try to figure it out. We're really problem solvers and puzzle piecefinders just to figure out all the little intricacies.
00:29:48
Speaker
Another thing, if they have been onboarded, maybe their business has changed or their sales process has changed or their service process has changed or now they're bringing service
Staying Updated on HubSpot Changes
00:29:58
Speaker
on. So they want to add things to the sales process or usually it's something like that. That's the impetus for finding a partner. And those are all ah great times to get someone in who really understands the functionality and and how easy you can make it. Got it.
00:30:13
Speaker
For a lot of the things inside of HubSpot lands, there's constant approval or improvements and or upgrades like every September, all kinds of new announcements come out. little How can someone keep up to date on all the new stuff that's rolling out across HubSpot?
00:30:31
Speaker
In your portal, if you click on your company name in the upper right and go down to product updates, you can see all of the releases that have happened to everything that's in beta, everything that's being sunset.
00:30:45
Speaker
But it's a pain to remember to have to go and do that all the time. But if you go into something and it's changed and you everything is completely different, that's a good place to go to figure out why. We also have a email that goes out monthly that and includes all of those releases. That's where we get all the information from. for those people that want to, and we break it down by hub and we also break it down by kind of importance. I don't list all the betas. We try to list at least some of them so that we can make sure to just inform everybody what's coming out and what's changing and what to pay attention to. Cool. We've talked about a lot and kind of given an overview for folks on what HubSpot is and what it can do.
00:31:27
Speaker
And again, lots of new stuff coming in. Can you tell us some new trends or HubSpot features that you see coming online soon that are super exciting?
New Trends and Features in HubSpot
00:31:36
Speaker
Well, AI, of course. Sure. And that's Breeze, right? And in HubSpot world? Or Copilot or Content Remix. It's all over HubSpot. So in in marketing and website of HubSpot, it's Content Remix.
00:31:53
Speaker
Or you could take a blog or landing page content or something like that and push a button and create six new assets. If it's emails, social media posts, blog articles, anything like podcasts, even from just the content you already have put together. So it you can use the AI to do.
00:32:12
Speaker
social media posting, you can use the AI for subject lines in an email, for it's all over the system. From a sales standpoint, CoPilot is out of the box for everybody. You can you can see it in the upper right of your screen and you can ask it questions. But the key is you have to teach it what you're looking for. So like any other AI product, what you get initially is not going to be what you get in a month.
00:32:39
Speaker
So even if you're like, I don't know that this is useful, keep playing with it. It's going to learn what you're looking for and stuff. Breeze Intelligence is also, it's new. It's a pay for play service. So that's going to be more data enrichment. So if you want to know more information about the companies or contacts that you have in your database, that's a great place to get it. Now caveat here, if you want to get company or contacts who work at the companies in your database, it's not going to come from Breeze Intelligence.
00:33:14
Speaker
you're also not going to get email addresses or phone numbers from Breeze Intelligence at all. So if you want to get that kind of thing, I'd look at one of the stronger yeah integrations that HubSpot has with Apollo or ZoomInfo or one of those products and use those products for that kind of information.
00:33:35
Speaker
so So back back into the co-pilot side, I think, when you talked about things that like sales leaders could do, could you literally go into the co-pilot in the upper right and say, you know, tell me how Bob Smith is doing in sales if I'm a sales leader or? you You can ask for, tell me all of the activities that Bob has finished in the last week. You can ask ah how many deals have been closed by who you can ask. Tell me ah all of the, I want a hundred companies that work in the trade show space ah in the upper Midwest and it'll give you companies.
00:34:20
Speaker
And with a click of a button, you can add them to your database. So you can get some of that information from Copilot right now. Some of the things that are coming, Kyle Jepsen is a friend of the show. So we are, and from his talks at Inbound and stuff like that, one of the things I'm the most excited about, and I think everybody that from Copilot, you'll be able to fill in field information.
00:34:44
Speaker
Also, it's going to come up with go to come up with information that you can use to fill in fields. It'll take call notes and ask if you want these fields filled in and stuff like that. So that's where they're going with it. That's going to be really exciting, especially for sales teams.
Recommended HubSpot Integrations
00:35:03
Speaker
That's amazing. You mentioned a couple of add-ons or things that integrate with HubSpot. Do you have any other favorite like connections or things that you usually recommend that companies connect their HubSpot to?
00:35:20
Speaker
If it's a sales team, I every day of the week would start using Commerce Hub and connect your QuickBooks or whatever ah accounting software to it. The integration is solid. so it's not If you set it up right, it's not going to do a lot of duplicates and things like that. You shouldn't have to worry about that, but it integrates seamlessly.
00:35:42
Speaker
With quotes, you can like I mentioned earlier, I can show my sales team and my operations teams when we get a payment from a client so that we can make sure that we start acting right away, things like that. That's one, of course, connecting in your email and everything. So you don't have to update things quite so frequently. Everything's just automatically tracked.
00:36:05
Speaker
Excellent. And I think as a last question for us, because I think we're getting pretty close and this has been fantastic.
Advice for Companies Struggling with HubSpot
00:36:14
Speaker
what would you recommend to a company that they've given HubSpot a try and either they're not really getting the results out of it that they wanted or they know that they need to do something but they have no idea where to even start. So where would you start with a company that really wants to get more out of HubSpot in 2025? I would contact a partner, ideally of course BusyWeb, but I would contact a partner to
00:36:43
Speaker
talk to you about how you're using it today and maybe look for some areas that we could maybe bolster up a little bit. A lot of what we get is that people don't believe that the data is correct in their systems.
00:36:58
Speaker
and it is about 50% of the time only because we don't have a lot of that automation and trigger kind of pulling going on in the backend. So working with someone who really understands the system or hiring someone to work in your company who really understands the system also is super beneficial. It's going to do nothing but help.
Conclusion and Call to Action
00:37:22
Speaker
Excellent. Jen, this has been fantastic. I've been, of course, as part of my sales role at BusyWeb, I'm constantly recommending that people just talk to you about the HubSpot things, but it's nice to get an insider look at what you really are looking for and what the best uses of HubSpot can be. So thanks for sharing with us. Sure. This has been fun.
00:37:44
Speaker
Jen, thank you very much for your time and be sure to check out wefixhubspot dot.com or busyweb dot.com for more information about the HubSpot team. This has been another episode of Dial It In, produced by Andy Witowski and Nicole Fairclough. With apologies to Tony Kornheiser, we will also try to do better next time. Thanks, guys.