Bask in the Wisdom of Kyle Jepson, HubSpot Academy Professor Extraordinaire
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HubSpot's own Kyle Jepson explores frictionless sales, the Operations Hub, and a multitude of tips and tricks for all things HubSpot automation of sales and marketing.
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How B2B Tech Companies Can Leverage HubSpot for Long-Term RevOps Success
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- - -
This is the slide deck from the June 2021 HubSpot User Group (HUG) for B2B Technology USA.
View the webinar recording at https://youtu.be/ccO5AYshogs
Sign up for future HUG events at https://events.hubspot.com/b2b-technology-usa/
6 steps to richer visualizations using alteryx for microsoft power bi updated
Microsoft Power BI enables analysts to deliver incredible data-driven insights
and visualizations to their organizations. As decision makers recognize the value
of visual analytics produced in Microsoft Power BI, analysts must find ways
of dealing with the increasing volumes and complexity of the data required to
get to these insights and visualizations. For Microsoft Power BI users this is a
critical and often time consuming process. A lot of time spent revolves around
blending data from multiple sources to create an actionable analytic dataset.
Hence, this forces analysts to spend many days dealing with:
• Wasted time waiting for others to get them the right data for their analysis
• Manual preparation and integration of different data sets
• A lack of advanced analytics that many decisions require
Alteryx provides the advanced data blending capabilities required to reduce
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Operations hub implementation 25.01.22
Operational efficiency is the key to sustainable growth.
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Machine Learning Product Managers Meetup Event
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Bask in the Wisdom of Kyle Jepson, HubSpot Academy Professor Extraordinaire
- 1. Bask in the Wisdom of Kyle Jepson, HubSpot Academy Professor Extraordinaire March 23, 2022 I 11:00 AM The LA HubSpot User Group presents:
- 2. Meet the Speakers Christina Reyes SVP Strategy MTR Marketing Lital Barkan CEO MTR Marketing Kyle Jepson Senior Inbound Professor HubSpot Academy
- 3. Best/Worst Share your experience selling or being sold to
- 4. Today’s Agenda Kyle: 1. Frictionless Sales 2. Operations Hub 3. AMA MTR: 4. Raffle 5. Survey
- 5. Kyle Jepson ● Author of five HubSpot Academy certifications. ● Big fan of raw veggies, tortilla chips, and Billy Joel. ● Married father of three. ● Bishop of a Latter-day Saint congregation. Inbound Sales Professor
- 6. These are a few of my favorite things! ^This is me right now^
- 7. The Endless Possibilities of Deals in Sales Hub
- 8. Demo Upgrading Your Deal Board With… ● Color coding ● Required Properties ● Playbooks ● Workflows
- 9. The Powerful Magic That Is Operations Hub
- 10. What Is Operations Hub, Anyway?
- 11. Using the technology we acquired from PieSync, we’ve built a sync framework that integrates data two ways in real time. And it pulls historical data, too. Data Sync Faster, better integrations FREE/STARTER
- 12. ~104 integrations currently supported with more coming in the future. Data Sync Faster, better integrations FREE/STARTER
- 13. Operations Hub Free: Standard Integrations Operations Hub Starter: Custom Field Mappings Data Sync Faster, better integrations FREE/STARTER
- 14. New operational actions that make it easy to clean CRM data — date properties, capitalization, and more. No fancy Excel work required. Data Quality Automation Clean data in clicks not hours. PROFESSIONAL
- 15. Automate anything, and set up any business process with fully custom workflow actions. Programmable Automation Custom Code Actions PROFESSIONAL
- 16. Trigger HubSpot workflows on custom, pre-defined intervals, to better support your recurring processes. Scheduled Automation Scheduled Workflow Triggers PROFESSIONAL
- 17. Create reusable data tables with pre-selected fields and calculated values for users to create reports with Datasets Curated data for reports ENTERPRISE
- 18. Some Possibilities…. ● Data Sync + Data Quality Automation ○ Sync dirty data into HubSpot, clean it, and sync it back into external systems ● Data Quality Automation + Emails or Sequences ○ Standardize name capitalization before sending emails ○ Format date/time properties by region ● Programmable Automation + Deals ○ Weighted lead rotations ○ Automatically set expiration or renewal dates ● Datasets + Sales Reporting ○ Convert monthly metrics into annual metrics ○ Simplify report generation for sales leaders
- 19. Demo Using “Data Quality Automation” To… ● Fix name capitalization ● Personalize date/time format by region
- 20. AMA!
- 21. Thank you
- 22. WDYT? ● Topic? Future topics? ○ April 26: Building a Sales Enablement Content Plan That Works! ● Giveaways: ○ Everyone - puzzle swag from HubSpot User Groups ○ Random Attendee - $50 Amazon gift card from MTR ○ Best question - INBOUND 22 Powerhouse Pass from MTR ● Feedback survey: https://forms.gle/jgMRMoacT11WPpjB8