Hampshire HUG presents INBOUND in a nutshell - a run through of the tastiest product updates from HubSpot's INBOUND conference, 2023. With a focus on Artificial Intelligence, we review the ways in which HubSpot can help make your marketing more effective and efficient. The accompanying recording of the live webinar is on our YouTube channel: https://www.youtube.com/channel/UC59Jjyb0gBO9S65YPF_JGJQ

1. Welcome to
INBOUND
in a nutshell

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

3. INBOUND 23: Key
announcements and takeaways

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

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 +)

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

16. Industry
Spotlights

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

25. Thanks