HHUG-Jan-2024-Can AI help meet your 2024 challenges_.pptx
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HubSpot users - get a bite of inspiration as we chew-on some of the challenges facing sales and marketing professionals in '24. Can AI can help meet them, and if so, how? Presentation from Breckenridge .agency and Tony Eades - Chief Strategy Officer and CEO of Salted Stone, Asia-Pacific. Enjoy!
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HHUG-Jan-2024-Can AI help meet your 2024 challenges_.pptx
- 1. Welcome to Can AI help meet your 2024 challenges?
- 2. Chat Q&A Support ● Sound, etc. - DM Rae Hardy-Aitken ● Introduce yourselves - who do you work for, in what sector? ● What are your 2024 goals? ● Questions about today’s content ● Questions about HubSpot ● Other topic-related questions Welcome - let’s talk
- 3. Agenda 9.20am AI Why: What’s trending and relevant today? Tony Eades 9.45am Your 2024 Challenges: Maybe There's an AI for That? (Breakout) Ross Breckenridge Hannah Doulton Chris Newnham 10.15am Product Update: The latest features rounded-up Hannah Doulton 10.30am Close
- 4. AI Driven Marketing Tony Eades Chief Strategy Officer, Salted Stone Tony is an experienced brand strategist, keynote speaker, sales enablement specialist, contributing writer, and customer experience expert. He currently serves as Chief Strategy Officer and CEO of Salted Stone APAC and is passionate about digital marketing and thrives on growing brands, from start-ups to corporate enterprises.
- 5. Hampshire HUG AI Why: What's trending and relevant today?
- 6. How do you feel about AI?
- 8. The AI Timeline Turning Test - a test for machine intelligence 1950 1955 1961 1964 1966 1997 1998 2002 2011 2015 2016 NOW First pioneering chatbot - Eliza Shaky - the first ‘electronic’ person holds conversations with humans Roomba - the first commercial robotic vacuum cleaner Microsoft chatbot Tay goes rogue Term AI is born : ‘The science and engineering of making intelligent machines KISmet, emotionally intelligent robot Siri and Watson voice AI released Metaverse, Chat-GPT and Generative AI First industrial robot, Ultimate Deep Blue - a chess playing computer defeats world chess champion Tesla introduces the autopilot to its model S
- 9. The AI Timeline Turning Test - a test for machine intelligence 1950 1955 1961 1964 1966 1997 1998 2002 2011 2015 2016 NOW First pioneering chatbot - Eliza Shaky - the first ‘electronic’ person holds conversations with humans Roomba - the first commercial robotic vacuum cleaner Microsoft chatbot Tay goes rogue Term AI is born : ‘The science and engineering of making intelligent machines KISmet, emotionally intelligent robot Siri and Watson voice AI released Metaverse, Chat-GPT and Generative AI First industrial robot, Ultimate Deep Blue - a chess playing computer defeats world chess champion Tesla introduces the autopilot to its model S
- 10. The AI Timeline Turning Test - a test for machine intelligence 1950 1955 1961 1964 1966 1997 1998 2002 2011 2015 2016 NOW First pioneering chatbot - Eliza Shaky - the first ‘electronic’ person holds conversations with humans Roomba - the first commercial robotic vacuum cleaner Microsoft chatbot Tay goes rogue Term AI is born : ‘The science and engineering of making intelligent machines KISmet, emotionally intelligent robot Siri and Watson voice AI released Metaverse, Chat-GPT and Generative AI First industrial robot, Ultimate Deep Blue - a chess playing computer defeats world chess champion Tesla introduces the autopilot to its model S
- 11. The AI Timeline Turning Test - a test for machine intelligence 1950 1955 1961 1964 1966 1997 1998 2002 2011 2015 2016 NOW First pioneering chatbot - Eliza Shaky - the first ‘electronic’ person holds conversations with humans Roomba - the first commercial robotic vacuum cleaner Microsoft chatbot Tay goes rogue Term AI is born : ‘The science and engineering of making intelligent machines KISmet, emotionally intelligent robot Siri and Watson voice AI released Metaverse, Chat-GPT and Generative AI First industrial robot, Ultimate Deep Blue - a chess playing computer defeats world chess champion Tesla introduces the autopilot to its model S
- 12. AI Tools Artificial Intelligence released almost 7000 tools and still counting in 2023 7000 Increase in revenue using AI for sales and marketing (Forester) 10% Of Marketers say that AI has changed their overall marketing strategies. 64% AI Success By The Numbers AI Driven Marketing
- 13. 91% of your business decision makers believe that AI is critical to their organisation's success.
- 15. AI Driven Marketing AI Driven Sales CrystalKnows.com gives sales reps, recruiters, and executives powerful tools to accelerate key relationships, driven by their industry- leading personality data.
- 24. Create your Avatar or Digital Twin
- 30. Writing your sales emails with AI Empowering sales - Content Assistant
- 31. Empowering marketers - Content & AI Assistant Writing blog posts
- 33. DesignsAI (Design) HubSpot (Website) DALL-e (images) Descipt (videos) ChatGPT4 Canva (Social) Jasper AI (Blogs) Lately (Social) Vidyo (Social) HeyGen (Avatar) UpdateAI (Meetings) HubSpot (Sales) CrystalKnows (Prospecting) Intercom Fin (Chatbot) Evolv (Customer Experience) Seventh Sense (Email) eDesk (Customer Comms) HubSpot (Service) Vidyard (Video Com) FormFlow (Survey’s) HypeAuditor (Influencers) Senja (Testimonials)
- 34. Under the Hood New Episode every fortnight! Subscribe
- 35. Under the Hood New Episode every fortnight! Subscribe
- 36. Thank you
- 38. ● What are your 2024-5 goals? ● What do you need to do to achieve them? ● What’s in your way? ● How could AI help you? (Hivemind 🐝) Your 2024 Challenges Maybe There's an AI for That?
- 39. Each group, please share: ● What were you solving? ● What role/s might AI play? ● Any other insights you gained Feedback
- 40. Product Update Hannah Doulton Senior HubSpot Consultant, Breckenridge Hannah is expert in business analysis and the MarTech/ SalesTech/ ServiceTech space. She spends her time consulting with clients around their business needs, compiling strategy and mapping technological architecture, configuring HubSpot and managing change.
- 41. HubSpot Updates - January ‘24
- 42. Save and Reuse Groups of Workflow Actions with Action Sets Free Starter Pro Ent Launch region: Global You can now save a group of workflow actions into an Action Set so that you and the rest of your team can re-use. Action Sets is available for all Enterprise portals with workflows access. Use Case Action Sets not only speed up the process of creating workflows but also gives your workflow admins the ability to create guides for the rest of their teams to leverage while they're making workflows! *available to all customers with Workflow plans Public Beta
- 43. Generating Reports with AI Free Starter Pro Ent Lve Launch region: Global You can now use HubSpot AI to create reports with just a simple prompt. AI-assisted reports make it simple to start building the perfect report to answer critical business questions. Use Case Creating reports can be really difficult and time consuming. Using HubSpot AI makes it easier than ever to answer questions in Reporting. Save time and find new insights by using AI to help you build reports. Public Beta
- 44. CRM Platform Associate Records of the Same Object Type Same object associations give customers the ability to associate a CRM record to another record of the same object type e.g. a contact to a contact or a deal to a deal. These new associations are available for contacts, companies, deals, tickets and custom objects and can be leveraged across core HubSpot tools. Use Case Customers want HubSpot to reflect the reality of their business; this often includes a web of contacts or a collection of related companies. Without the ability to connect contacts to contacts, companies to companies and other objects to their same type, customers have been missing key relationships in HubSpot. Free Starter Pro Ent Live Launch region: Global Learn More
- 45. CRM Platform Company Color Palettes in Report Builder You can now use brand colors set in Branding in the Single Object and Custom Report Builders. Use Case Company Color Palettes in Report Builders are essential for ensuring brand consistency in HubSpot reports. This feature addresses the common problem of disjointed visual presentation by adding brand colors as an option in Reporting color palettes. Free Starter Pro Ent Live Launch region: Global
- 46. CRM Platform Summarize a Record in HubSpot You can now access CRM record summaries for companies, contacts, deals and tickets while viewing these records in HubSpot. Record summaries are powered by ChatSpot AI and include a list of top properties and a summary of associated notes, emails, calls, meetings and tasks. Use Case You can now access a quick but rich summary of your companies, contacts, deals and tickets directly from these record pages. This will give you more time to do your core jobs instead of scrolling and searching for key nuggets of information on records. Free Starter Pro Ent Live Launch region: Global Learn More
- 47. CRM Platform Make Call Outcomes Required for Mobile The thread toolbar and preview cards in the Conversations Inbox are getting a refresh! The changes we are making focus on foregrounding important ticket and conversation information, making it easier for users to quickly gather context and update key properties like owner, status, and ticket priority. Use Case Having accurate data is key for understanding and optimizing customers call patterns and workflows. To best understand sales/service reps’ performance, it’s crucial to capture calling data when engaging with prospects and customers. This creates consistency in logged calls across the entire sales teams. Additionally, it provides Admins and Managers the ability to gather extra levels of detail on call logging. This will empower teams to gain a deeper understanding of calling engagement efficiency through enhanced reporting, ultimately leading to more informed data-based decisions. Free Starter Pro Ent Live Launch region: Global Learn More
- 48. CRM Platform Create customizable stage tracker card on all CRM objects You can now create a stage tracker card on all CRM object types to display pipeline or lifecycle stage progress for contacts, deals, tickets, companies, and custom objects. Additionally, you can customize the properties displayed within the card. Use Case Users want to create a stage tracker on all CRM objects including contacts, companies, and custom objects. This visualization offers a quick and easy way to see how an account is progressing. You can also customize up to four important properties. Free Starter Pro Ent Live Launch region: Global
- 50. Wrap-up ● The recording will be posted on the event page and emailed to you and all those who registered ● Breckenridge will also share a blog summarising the key product updates NEXT DATE: The next HHUG: 27th February on the topic of reporting your full customer journey
- 51. Thank you
Editor's Notes
- Welcome to the first Hampshire HUG of 2024 If you’re just joining us, please introduce yourself in the chat: Who do you work for, in what sector? What are your 2024 goals? What are you pain points?
- Firstly - well done for taking some time out of your busy day for some thinking. We hope to give you a good dose of inspiration, along with some peer to peer support today as we consider the big picture of AI and its possible role in supporting you to achieve what you want and need in 2024. We have got a great line up - Our lovely guest speaker Tony will be kicking us off shortly, with a session focused on the WHY of AI. What’s trending and relevant today? We’ll have some time for questions before we dive into breakout rooms and discuss how AI might be able to support us, using Hive mind to think a bit differently about those 2024 challenges Finally, we’ll have a HubSpot product update from Hannah Content questions - we’d love to hear them in the Q&A Technical issues with sound etc - hit me up with a DM and I’ll do my best
- Self said Hampshire boy Tony was born in Havant, just over 20 miles from here, but he’s joining us today from Sydney, Australia where he’s Chief Strategy Officer and CEO of agency Salted Stone, Asia-Pacific. Tony is a customer experience expert, prolific writer, speaker and we are very honoured to have him here with us today. Thank you Tony, and I’ll hand straight over to you
- - Term AI was born in 1955 - First robot back in 1961 - And chatbots – been around since 1964 - Why is it so popular now? CLICK
- - Term AI was born in 1955 - First robot back in 1961 - And chatbots – been around since 1964 - Why is it so popular now? CLICK
- - Term AI was born in 1955 - First robot back in 1961 - And chatbots – been around since 1964 - Why is it so popular now? CLICK
- - Term AI was born in 1955 - First robot back in 1961 - And chatbots – been around since 1964 - Why is it so popular now? CLICK
- 91% of your business decision makers believe that AI is critical to their organisation's success CLICK
- ChatGPT writes the content … Midjourney creates the images … HubSpot AI builds your website, automates your marketing And runs your sales engine CLICK
- CrystalKnows.com gives sales reps powerful tools to accelerate key relationships, driven by their industry-leading personality data. CLICK
- How to best meet with them, email them and what Energisers them … all based on their LinkedIn profile CLICK
- Firefly (built into Adobe Photoshop) can Take a boring piece of grannit … CLICK
- And turn it into something exciting using AI. CLICK
- Take pictures that aren’t quite right – in this case for the Safety Officers CLICK
- And use AI to add sleeves, even remove or change the background If we want … Big brands are embracing AI too … CLICK
- Heinz cleverly tapped into the AI : “What does AI think ketchup looks like?” … and posted the answers on their socials. They asked the audience to share their own AI-generated ketchup images within a social post, which made the campaign go viral. CLICK
- Nike’s ‘By You’ campaign uses AI-powered personalization to enable customers to design shoes. But want to know the real trend right now in AI? CLICK
- So WE believe it is time to ... CLICK The rising adoption of digital human avatars as brand ambassadors will drive the growth of the global digital human avatar market. CLICK
- Technology is evolving at such great speads. You need to embrace it, have some fun with it and learn what’s relevant to you … or be left behind CLICK
- Synthesia.ai Simply add the script and generate CLICK
- Synthesia.ai Simply add the script and generate CLICK
- We’d love to hear them in the Q&A
- 15 mins + 5 mins relay back to main group Everyone - introduce yourselves briefly - what’s your name, job role, company and sector Has anyone got any really juicy or challenging objectives they can share? What are they? What’s behind them - why those objectives? What do you need to do to achieve them? What do you need from others? What’s in your way? How could AI help you? (Ideas from the room) Is anyone using AI routinely? Which tools? What drove you to begin?
- Group by group
- Moving on now to the final part of our event today, I’d like to introduce Hannah Doulton. She’s a fellow Hampshire HUG leader, resident HubSpot expert at Breckenridge and is one of just 28 HubSpot certified trainers in the UK Hannah is going to whip through the key product updates announced this month. Over to you Hannah
- This functionality will be really useful for some of our clients who have a very similar process for different departments. From what I can understand, we can use this with different object enrollment trigger. For example Deals VS Tickets so where they may be a sales automation that mirrors something in Customer Service, we can easily replicate these steps for different objects.
- Custom reports can often be really overwhelming and difficult to comprehend when identifying what data points you actually want to record. Having the ability to use AI to generate reports will be a game changer for our clients who have very specific data points to measure.
- We have already used this for several clients. It’s been particularly beneficial where there is a hierarchy between contacts, for example, Manager>Employee / Father>Son/ Employer>Contractor/ Referrer/Referee. It could also be really beneficial for some of our building services clients who may want to associate deals to one another. The use case I see here would be where a project has been won as a result of another project or the 2 projects have dependencies within one another.
- We all love aesthetics and to have reports that reflect your branding is just a really nice to have feature! Perfect for sending on to clients too.
- The ability to have a summary of a record can be really useful when passing from team to team, for example, sales to customer service or marketing to sales.
- We hear time and time again how reps on the road struggle to remember to log notes on calls taken whilst out and about however making call outcomes required on mobile should help to prompt this and remove the disconnect from remote sales reps.
- Having a clear understanding of where you are with an object could be really valuable. Several of our clients use HubSpot to aid their internal recruitment and having a tracker like this without having to implement an ATS could be really valuable. It could also be really valuable to those who are using deal pipelines for both sales and delivery. A tracker within the delivery pipeline could indicate what is required to deliver a project.
- We’d love to hear them in the Q&A