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Welcome to
INBOUND
in a nutshell
Chat Q&A Support
● Sound, etc. - DM
Rae Hardy-Aitken
● Introduce yourselves
● Who do you work for, in
what sector?
● What do you hope to get
from today?
● Questions about today’s
content
● Questions about HubSpot
● Other topic-related
questions
Welcome - let’s talk
INBOUND 23: Key
announcements and takeaways
What’s INBOUND?
Did anyone go?
Did anyone watch?
Why is it important?
INBOUND 2023 - Product Updates
INBOUND 2023 - Product Updates
Over 200 product updates announced
Rolled out from now!
Where can you go to find out more?
What are our top 3 new updates?
INBOUND 2023 - Top 3 Updates
AI Content Assistant: Be more productive across your business by
doing more in less time
New Sales Hub: Increase sales with smarter outreach and more
effective lead generation
CRM Customisation: Surface important info more quickly to drive
better growth through happier customers
Marketing: Social Posts, Blog Posts, Website Copy, Landing Page Copy
Sales: Introduction Emails, Cold Outreach, Follow up Emails (Pro)
Service: Rewrite messages, Expand messages, Change the tone (Pro)
Have you seen it?
Timesaver? Game changer? Race to the bottom? End of civilisation as we
know it?
Content Assistant
Special mentions
AI Website Builder - create copy and web pages using AI (all Hubs)
Campaign Assistant - create marketing assets using AI (marketing Pro)
ChatSpot - HubSpot and ChatGPT (all Hubs)
All New Sales Hub
Prospecting Dashboard:
Less quantity, more quality from
reps
Do you have Sales reps who
would benefit?
(Hubs Pro +)
Smarter Sales
Lead Management: New object & lead funnels (Pro +)
LinkedIn Data Sync: With Sales Navigator a two way sync is
available! (Pro +)
Recommended Apps: Zoom.info, Gong, Pandadoc, Aircall (all
Hubs)
CRM Customisation
*Based on April 2023 deal data sourced from HubSpot customer cohorts
The perfect view of your customer relationship:
UI Extensions (Custom Cards) (Ent+)
Action Extensibility (Show Reports, Association Tables, Property List, Stage
Tracker) (Ent+)
Record Customisation (Create Overview tabs, Conditional Properties, Card
layouts) (all Hubs)
Why does CRM customization matter?
Productivity
HubSpot customers who
customize more see +200%
higher close rates*
Growth
Users with customizable CRMs are
1.2X more likely to experience high
company growth.
(source)
*Based on April 2023 deal data sourced from HubSpot customer cohorts
Industry
Spotlights
Industry Spotlight:
Professional Services
Definition: Operating Model:
Establishments providing specialized
services requiring expert knowledge in a
given field.
Professional services can be the primary
offering of a business or embedded in a
larger strategy. Commonly includes the
tracking of effort, time, and resources
against a project.
Challenges
➔ Building authentic relationships that convert into sales.
➔ Meeting the needs of a variety of stakeholders.
➔ Developing relationships in key accounts.
➔ Providing an outstanding customer experience to prevent churn.
Case Study: Sandler Training Increases User Adoption by 40% With HubSpot
Example Customization
Data Model
Custom object(s): Project, Milestone,
Time Entry
Custom properties: Project & time
details
Association labels: Project role
Configuration
Record page view(s): Consultant &
Project Manager
Deal board: New vs Additional hours
Extensibility
Components: Time entry report
component & association label pivot
on project object
Custom card(s): Associated
company deep dive pulling from
external source & time entry form
Data Model
Industry: Professional Services
Custom objects
Custom objects
Custom
properties
Associations
Custom objects
Related resources:
1. Managing your data model
2. How to build custom objects
3. Managing associations
4. Setting up properties
Industry: Professional Services
Configuration
Management
View
Related resources:
1. Configure record middle column
2. Configure record left sidebar
3. Configure record right sidebar
Industry: Professional Services
Configuration
Consultant
View
Related resources:
1. Configure record middle column
2. Configure record left sidebar
3. Configure record right sidebar
Extensibility
Industry: Professional Services Related resources:
1. CRM Components
2. React-based UI Extensions
CRM Components
Extensibility
Industry: Professional Services Related resources:
1. CRM Components
2. React-based UI Extensions
A custom card that allows
consultants to quickly see
how they are spending time
with a client, and log new
time.
Q&A Resources Support
● DM Hannah Doulton
● Tailored updates for
members
● Ask the group
● Ask HubSpot
● Ask the community
● Any questions?
● Any worries?
● What are you most excited
about trying?
● What is your favorite
thing from today?
● Deck will be posted
● Further resources on all
product updates
● Breck content on AI
● The next HHUG
Any questions?
Key Resources from HubSpot
INBOUND Product Updates ‘at a glance’
AI Roadmap
For all the detail: https://www.hubspot.com/new
Thanks

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Sept-2023-INBOUND-in-a-nutshell.pptx

  • 2. Chat Q&A Support ● Sound, etc. - DM Rae Hardy-Aitken ● Introduce yourselves ● Who do you work for, in what sector? ● What do you hope to get from today? ● Questions about today’s content ● Questions about HubSpot ● Other topic-related questions Welcome - let’s talk
  • 4. What’s INBOUND? Did anyone go? Did anyone watch? Why is it important? INBOUND 2023 - Product Updates
  • 5. INBOUND 2023 - Product Updates Over 200 product updates announced Rolled out from now! Where can you go to find out more? What are our top 3 new updates?
  • 6. INBOUND 2023 - Top 3 Updates AI Content Assistant: Be more productive across your business by doing more in less time New Sales Hub: Increase sales with smarter outreach and more effective lead generation CRM Customisation: Surface important info more quickly to drive better growth through happier customers
  • 7.
  • 8. Marketing: Social Posts, Blog Posts, Website Copy, Landing Page Copy Sales: Introduction Emails, Cold Outreach, Follow up Emails (Pro) Service: Rewrite messages, Expand messages, Change the tone (Pro) Have you seen it? Timesaver? Game changer? Race to the bottom? End of civilisation as we know it? Content Assistant
  • 9. Special mentions AI Website Builder - create copy and web pages using AI (all Hubs) Campaign Assistant - create marketing assets using AI (marketing Pro) ChatSpot - HubSpot and ChatGPT (all Hubs)
  • 10. All New Sales Hub Prospecting Dashboard: Less quantity, more quality from reps Do you have Sales reps who would benefit? (Hubs Pro +)
  • 11.
  • 12.
  • 13. Smarter Sales Lead Management: New object & lead funnels (Pro +) LinkedIn Data Sync: With Sales Navigator a two way sync is available! (Pro +) Recommended Apps: Zoom.info, Gong, Pandadoc, Aircall (all Hubs)
  • 14. CRM Customisation *Based on April 2023 deal data sourced from HubSpot customer cohorts The perfect view of your customer relationship: UI Extensions (Custom Cards) (Ent+) Action Extensibility (Show Reports, Association Tables, Property List, Stage Tracker) (Ent+) Record Customisation (Create Overview tabs, Conditional Properties, Card layouts) (all Hubs)
  • 15. Why does CRM customization matter? Productivity HubSpot customers who customize more see +200% higher close rates* Growth Users with customizable CRMs are 1.2X more likely to experience high company growth. (source) *Based on April 2023 deal data sourced from HubSpot customer cohorts
  • 17. Industry Spotlight: Professional Services Definition: Operating Model: Establishments providing specialized services requiring expert knowledge in a given field. Professional services can be the primary offering of a business or embedded in a larger strategy. Commonly includes the tracking of effort, time, and resources against a project. Challenges ➔ Building authentic relationships that convert into sales. ➔ Meeting the needs of a variety of stakeholders. ➔ Developing relationships in key accounts. ➔ Providing an outstanding customer experience to prevent churn. Case Study: Sandler Training Increases User Adoption by 40% With HubSpot Example Customization Data Model Custom object(s): Project, Milestone, Time Entry Custom properties: Project & time details Association labels: Project role Configuration Record page view(s): Consultant & Project Manager Deal board: New vs Additional hours Extensibility Components: Time entry report component & association label pivot on project object Custom card(s): Associated company deep dive pulling from external source & time entry form
  • 18. Data Model Industry: Professional Services Custom objects Custom objects Custom properties Associations Custom objects Related resources: 1. Managing your data model 2. How to build custom objects 3. Managing associations 4. Setting up properties
  • 19. Industry: Professional Services Configuration Management View Related resources: 1. Configure record middle column 2. Configure record left sidebar 3. Configure record right sidebar
  • 20. Industry: Professional Services Configuration Consultant View Related resources: 1. Configure record middle column 2. Configure record left sidebar 3. Configure record right sidebar
  • 21. Extensibility Industry: Professional Services Related resources: 1. CRM Components 2. React-based UI Extensions CRM Components
  • 22. Extensibility Industry: Professional Services Related resources: 1. CRM Components 2. React-based UI Extensions A custom card that allows consultants to quickly see how they are spending time with a client, and log new time.
  • 23. Q&A Resources Support ● DM Hannah Doulton ● Tailored updates for members ● Ask the group ● Ask HubSpot ● Ask the community ● Any questions? ● Any worries? ● What are you most excited about trying? ● What is your favorite thing from today? ● Deck will be posted ● Further resources on all product updates ● Breck content on AI ● The next HHUG Any questions?
  • 24. Key Resources from HubSpot INBOUND Product Updates ‘at a glance’ AI Roadmap For all the detail: https://www.hubspot.com/new

Editor's Notes

  1. Top 3 updates: AI as a theme - single update Content Assistant. / opens command wherever you want to write copy. Chatspot - connect now!
  2. Top 3 updates: AI as a theme - single update Content Assistant. / opens command wherever you want to write copy. Chatspot - connect now!
  3. AI is the biggest theme. There are a number of AI tools across the platform. Is anyone using AI now? How? What do you see as the future? Will you use it?
  4. AI is the biggest theme. There are a number of AI tools across the platform. Is anyone using AI now? How? What do you see as the future? Will you use it?
  5. AI is the biggest theme. There are a number of AI tools across the platform. Is anyone using AI now? How? What do you see as the future? Will you use it?
  6. Smarter Sales work - use AI for insights, About Quality work not quantity. What sales people will always say! Some sales people not always selling, but need to be effective when they dive in!
  7. Smarter Sales work - use AI for insights, About Quality work not quantity. What sales people will always say! Some sales people not always selling, but need to be effective when they dive in!
  8. Smarter Sales work - use AI for insights, About Quality work not quantity. What sales people will always say! Some sales people not always selling, but need to be effective when they dive in!
  9. Smarter Sales work - use AI for insights, About Quality work not quantity. What sales people will always say!
  10. Survey for content to cover, next HHUG in person, feedback on this one, deep dive on product? Asking for help? Best times of day?