HubSpot is full of tools designed to help sales reps move faster. As a sales manager, one of the most helpful things you can do for your team is make sure these tools are set up and ready to go.
You'll learn how to use each sales tool to implement them into your process today, start increasing efficiency, and drive better results.
2024 May - Clearbit Integration with Hubspot - Greenville HUG.pptxBoundify
We are excited to invite you to our May GVL Hug event, where we will explore the highly effective integration between Clearbit and HubSpot.
During this session, we will break down in detail how this strategic partnership can significantly transform your marketing and sales approach.
Why should you join?
✔️Learn how this integration has transformed marketing and sales strategies.
✔️Discover how to maximize the tools of both platforms to optimize processes.
✔️Learn how to turn anonymous traffic into sales opportunities.
Agenda:
1️⃣ Clearbit Account Creation: Learn how to sign up for Clearbit and set up your account to make the most of its features.
2️⃣ Integration with HubSpot: Discover the importance of integrating Clearbit with HubSpot and follow our detailed steps to achieve a smooth integration.
3️⃣ Practical Integration Examples: Dive into case studies that detail how Clearbit can enrich your contacts and personalize your campaigns in HubSpot.
4️⃣ Clearbit Weekly Report: Learn how to access and interpret the Clearbit weekly report and how these metrics can drive your decision making.
5️⃣ Leveraging Anonymized Traffic: Discover effective strategies to optimize your marketing efforts by leveraging your company's anonymized traffic.
Benefits of Attending:
Learn how to improve your marketing and sales strategies with Clearbit and HubSpot.
Discover how to maximize the tools of both platforms to optimize processes.
Learn how to turn anonymous traffic into sales opportunities.
Who Should Attend:
Marketing professionals
Sales professionals
Business owners
Anyone interested in learning more about Clearbit and HubSpot
Optimize Your CRM Customization and BeyondBoundify
Learn how CRM Customization streamlines data organization by creating custom objects, properties, and associations tailored to your team's needs. Say goodbye to default settings, easily modify HubSpot's spaces for a perfect fit.
Event Highlights:
CRM Customization Unveiled: Unlock the full potential of your CRM by learning how to customize objects, properties, and associations. Tailor your CRM to meet your team's specific needs.
Beyond Defaults: Say goodbye to one-size-fits-all solutions. Explore how to easily modify HubSpot's default spaces, ensuring your CRM aligns seamlessly with your unique workflows.
Key Takeaways:
✅Streamline Data Management: Discover practical strategies to save time and enhance productivity in your team's daily operations.
✅Tailor CRM to Your Needs: Learn to customize your CRM for a personalized and efficient user experience.
Who Should Attend:
Marketing Professionals
Sales Teams
CRM Administrators
Business Owners
Don't miss this opportunity to optimize your CRM and enhance your team's efficiency. Join us for an evening of insights, networking, and practical tips.
Join us for our first Greenville HUG meeting of 2024 and learn how AI is revolutionizing customer engagement, lead generation, and sales conversion, all while streamlining marketing operations.
Key Takeaways:
By the end of this virtual event, you'll be knowledgeable about
✅ The latest advancements in HubSpot's AI technology.
✅ Practical applications of AI within HubSpot
Whether you're new to AI or an experienced professional, our event caters to all levels of expertise. Discover AI's potential and find your path to success with HubSpot AI.
Join us for our eleventh Greenville HUG meeting of 2023 and dive into the latest enhancements, features, and innovations that will empower your sales team with HubSpot Re-Launched Sales Hub for 2023
Key Takeaways:
By the end of this virtual event, you'll be knowledgeable about
✅ Prospecting workspace
✅ Advanced lead management and reporting
✅ Intelligent deal management and forecasting
✅Expansion of HubSpot’s relationship with LinkedIn across marketing and sales
Join us for our tenth Greenville HUG meeting of 2023 where Emilio from Boundify will share his INBOUND 2023 experiences. Explore the latest trends and strategies in inbound marketing, valuable insights, and actionable takeaways.
Utilizing Marketing Automation and Artificial Intelligence Boundify
Join us for our ninth Greenville HUG meeting of 2023 and discover how marketing automation and AI can revolutionize your marketing efforts and improve efficiency, get insights about resources and best practices for integrating marketing automation and AI within the HubSpot ecosystem.
Join us for our eighth Greenville HUG meeting of 2023 and learn how to create landing pages with HubSpot, using a seamless and efficient process and customizable templates, learn all about landing pages: when to use them, how to make them, and some tips and tricks for optimizing them for continued success.
Join us for our seventh Greenville HUG meeting of 2023 and learn how content strategy can help you to elevate your content, create realistic goals, promote your content, identify which metrics to track, and perform an audit that will help you identify content needs to build a relevant journey for your audience.
2024 May - Clearbit Integration with Hubspot - Greenville HUG.pptxBoundify
We are excited to invite you to our May GVL Hug event, where we will explore the highly effective integration between Clearbit and HubSpot.
During this session, we will break down in detail how this strategic partnership can significantly transform your marketing and sales approach.
Why should you join?
✔️Learn how this integration has transformed marketing and sales strategies.
✔️Discover how to maximize the tools of both platforms to optimize processes.
✔️Learn how to turn anonymous traffic into sales opportunities.
Agenda:
1️⃣ Clearbit Account Creation: Learn how to sign up for Clearbit and set up your account to make the most of its features.
2️⃣ Integration with HubSpot: Discover the importance of integrating Clearbit with HubSpot and follow our detailed steps to achieve a smooth integration.
3️⃣ Practical Integration Examples: Dive into case studies that detail how Clearbit can enrich your contacts and personalize your campaigns in HubSpot.
4️⃣ Clearbit Weekly Report: Learn how to access and interpret the Clearbit weekly report and how these metrics can drive your decision making.
5️⃣ Leveraging Anonymized Traffic: Discover effective strategies to optimize your marketing efforts by leveraging your company's anonymized traffic.
Benefits of Attending:
Learn how to improve your marketing and sales strategies with Clearbit and HubSpot.
Discover how to maximize the tools of both platforms to optimize processes.
Learn how to turn anonymous traffic into sales opportunities.
Who Should Attend:
Marketing professionals
Sales professionals
Business owners
Anyone interested in learning more about Clearbit and HubSpot
Optimize Your CRM Customization and BeyondBoundify
Learn how CRM Customization streamlines data organization by creating custom objects, properties, and associations tailored to your team's needs. Say goodbye to default settings, easily modify HubSpot's spaces for a perfect fit.
Event Highlights:
CRM Customization Unveiled: Unlock the full potential of your CRM by learning how to customize objects, properties, and associations. Tailor your CRM to meet your team's specific needs.
Beyond Defaults: Say goodbye to one-size-fits-all solutions. Explore how to easily modify HubSpot's default spaces, ensuring your CRM aligns seamlessly with your unique workflows.
Key Takeaways:
✅Streamline Data Management: Discover practical strategies to save time and enhance productivity in your team's daily operations.
✅Tailor CRM to Your Needs: Learn to customize your CRM for a personalized and efficient user experience.
Who Should Attend:
Marketing Professionals
Sales Teams
CRM Administrators
Business Owners
Don't miss this opportunity to optimize your CRM and enhance your team's efficiency. Join us for an evening of insights, networking, and practical tips.
Join us for our first Greenville HUG meeting of 2024 and learn how AI is revolutionizing customer engagement, lead generation, and sales conversion, all while streamlining marketing operations.
Key Takeaways:
By the end of this virtual event, you'll be knowledgeable about
✅ The latest advancements in HubSpot's AI technology.
✅ Practical applications of AI within HubSpot
Whether you're new to AI or an experienced professional, our event caters to all levels of expertise. Discover AI's potential and find your path to success with HubSpot AI.
Join us for our eleventh Greenville HUG meeting of 2023 and dive into the latest enhancements, features, and innovations that will empower your sales team with HubSpot Re-Launched Sales Hub for 2023
Key Takeaways:
By the end of this virtual event, you'll be knowledgeable about
✅ Prospecting workspace
✅ Advanced lead management and reporting
✅ Intelligent deal management and forecasting
✅Expansion of HubSpot’s relationship with LinkedIn across marketing and sales
Join us for our tenth Greenville HUG meeting of 2023 where Emilio from Boundify will share his INBOUND 2023 experiences. Explore the latest trends and strategies in inbound marketing, valuable insights, and actionable takeaways.
Utilizing Marketing Automation and Artificial Intelligence Boundify
Join us for our ninth Greenville HUG meeting of 2023 and discover how marketing automation and AI can revolutionize your marketing efforts and improve efficiency, get insights about resources and best practices for integrating marketing automation and AI within the HubSpot ecosystem.
Join us for our eighth Greenville HUG meeting of 2023 and learn how to create landing pages with HubSpot, using a seamless and efficient process and customizable templates, learn all about landing pages: when to use them, how to make them, and some tips and tricks for optimizing them for continued success.
Join us for our seventh Greenville HUG meeting of 2023 and learn how content strategy can help you to elevate your content, create realistic goals, promote your content, identify which metrics to track, and perform an audit that will help you identify content needs to build a relevant journey for your audience.
Website Optimization How to Increase Page Performance and More Boundify
Join us for our sixth Greenville HUG meeting of 2023 and learn how to fix common website issues including improving website performance, enhancing SEO for a website, optimizing a website for mobile, implementing website security best practices, and website personalization.
Join us for our fifth Greenville HUG meeting of 2023 to learn how data-driven with the use of HubSpot reporting tools can help your business. You'll learn the basics of the reports builder, how the organization of data in HubSpot affects the reports you build, and some tips and tricks for determining the right report to fit your needs.
Join us for our third Greenville HUG meeting of 2023 to learn how effective lead management can help your business. You'll learn the fundamentals of lead management, how to develop an effective strategy that aligns your marketing and sales teams, and how to implement lead management with various HubSpot tools.
Join Emilio Garcia from Boundify for some Greenville HubSpot User Group Office Hours! Office hours will include the following:
HubSpot CRM Platform Trends and Updates for HubSpot users
Greenville HubSpot User Group Study Group Member Spotlight
Live Q&A [AMA]
Please note: This event will be structured as a discussion. Come prepared to join a conversation.
How to Get the Most Out of Our Office Hours
Come prepared with a question, whether it's about a current project, software, strategy, etc.
If there is anything you want to share with the group, please share your insight! This could be a trend you've noticed, a new software, etc.
Engage with us in the Greenville HubSpot User Study Group in the HubSpot Community
Register for our next Greenville HubSpot User Group
Join Emilio Garcia from Boundify for some Greenville HubSpot User Group Office Hours! Office hours will include:
HubSpot CRM Platform Trends and Updates for HubSpot users
Greenville HubSpot User Group Study Group Member Spotlight
Live Q&A [AMA]
Please note: This event will be structured as a discussion. Come prepared to join a conversation.
How to Get the Most Out of Our Office Hours
Come prepared with a question, whether it's about a current project, software, strategy, etc.
If there is anything you want to share with the group, please share your insight! This could be a trend you've noticed, a new software, etc.
Engage with us in the Greenville HubSpot User Study Group in the HubSpot Community
Register for our next Greenville HubSpot User Group Office Hours
It is more than a website. It's your business. Install yourself on a platform that will grow with you. HubSpot now offers free CMS tools, allowing you to upgrade as you grow.
During our next HUG of 2022, You will learn how to use these free tools to grow your business.
Join the Greenville HubSpot User Group: https://events.hubspotusergroups.com/greenvillehug
Transform B2B Buying with HubSpot PaymentsBoundify
The typical B2B buying experience happens across multiple disconnected tools, leading to frustration, wasted time, and missed opportunities.
HubSpot Payments brings the buying journey inside your CRM platform, combining your commerce data with your customer data. This powerful combination creates a delightful purchase process for your customers and your internal teams.
During our first HUG of 2022, we'll discover what is HubSpot payments, why it matters, its features and some use cases, as well as resources to get started.
HubSpot CMS Starter, Leverage your CRM Platform - Greenville HUGBoundify
Join us for our second Greenville HUG meeting of 2021 to learn how to generate new business and leverage your HubSpot CRM platform through your website. We'll explore what makes HubSpot CMS Starter a fast and reliable platform to host and easily build remarkable websites during the session.
Don't miss the next one: https://events.hubspot.com/greenville/
Website Optimization How to Increase Page Performance and More Boundify
Join us for our sixth Greenville HUG meeting of 2023 and learn how to fix common website issues including improving website performance, enhancing SEO for a website, optimizing a website for mobile, implementing website security best practices, and website personalization.
Join us for our fifth Greenville HUG meeting of 2023 to learn how data-driven with the use of HubSpot reporting tools can help your business. You'll learn the basics of the reports builder, how the organization of data in HubSpot affects the reports you build, and some tips and tricks for determining the right report to fit your needs.
Join us for our third Greenville HUG meeting of 2023 to learn how effective lead management can help your business. You'll learn the fundamentals of lead management, how to develop an effective strategy that aligns your marketing and sales teams, and how to implement lead management with various HubSpot tools.
Join Emilio Garcia from Boundify for some Greenville HubSpot User Group Office Hours! Office hours will include the following:
HubSpot CRM Platform Trends and Updates for HubSpot users
Greenville HubSpot User Group Study Group Member Spotlight
Live Q&A [AMA]
Please note: This event will be structured as a discussion. Come prepared to join a conversation.
How to Get the Most Out of Our Office Hours
Come prepared with a question, whether it's about a current project, software, strategy, etc.
If there is anything you want to share with the group, please share your insight! This could be a trend you've noticed, a new software, etc.
Engage with us in the Greenville HubSpot User Study Group in the HubSpot Community
Register for our next Greenville HubSpot User Group
Join Emilio Garcia from Boundify for some Greenville HubSpot User Group Office Hours! Office hours will include:
HubSpot CRM Platform Trends and Updates for HubSpot users
Greenville HubSpot User Group Study Group Member Spotlight
Live Q&A [AMA]
Please note: This event will be structured as a discussion. Come prepared to join a conversation.
How to Get the Most Out of Our Office Hours
Come prepared with a question, whether it's about a current project, software, strategy, etc.
If there is anything you want to share with the group, please share your insight! This could be a trend you've noticed, a new software, etc.
Engage with us in the Greenville HubSpot User Study Group in the HubSpot Community
Register for our next Greenville HubSpot User Group Office Hours
It is more than a website. It's your business. Install yourself on a platform that will grow with you. HubSpot now offers free CMS tools, allowing you to upgrade as you grow.
During our next HUG of 2022, You will learn how to use these free tools to grow your business.
Join the Greenville HubSpot User Group: https://events.hubspotusergroups.com/greenvillehug
Transform B2B Buying with HubSpot PaymentsBoundify
The typical B2B buying experience happens across multiple disconnected tools, leading to frustration, wasted time, and missed opportunities.
HubSpot Payments brings the buying journey inside your CRM platform, combining your commerce data with your customer data. This powerful combination creates a delightful purchase process for your customers and your internal teams.
During our first HUG of 2022, we'll discover what is HubSpot payments, why it matters, its features and some use cases, as well as resources to get started.
HubSpot CMS Starter, Leverage your CRM Platform - Greenville HUGBoundify
Join us for our second Greenville HUG meeting of 2021 to learn how to generate new business and leverage your HubSpot CRM platform through your website. We'll explore what makes HubSpot CMS Starter a fast and reliable platform to host and easily build remarkable websites during the session.
Don't miss the next one: https://events.hubspot.com/greenville/
4. In this lesson, we'll learn how
to use each sales tool so that
you can implement them into
your process today, start
increasing efficiency, and
drive better results.
Today…
Greenville
HUG
5. As a sales manager, one of the most helpful things you can do for your
team is make sure these tools are set up and ready to go.
Sales Hub is full of tools that are designed to help
sales reps move faster.
Greenville
HUG
6. ● Email Templates
● Documents
● Snippets
● Meetings
There are three key tools that will help your reps send
relevant content to their prospects faster.
Greenville
HUG
7. Email templates provide a standard
structure for every email that
automatically populates the subject line
and body of the email.
Email templates remove friction from
your sales process by giving your reps
quick access to premade emails that can
be tailored to the needs of a specific
prospect.
Email
Templates
Greenville
HUG
8. A repository for sales documents that
gives you visibility into who views what
and for how long.
You can add documents into templates
much the same way as you add
personalization tokens and meeting links,
or you can add placeholder tokens to
remind your reps to share a piece of
content that's relevant to the person
they're emailing. Either way, you'll be
empowering your reps to send out the
content that will be most relevant to their
prospects.
Documents
Greenville
HUG
9. A tool where you can quickly add
commonly used phrases or paragraphs
to many places in HubSpot.
We can insert our snippet into the middle
of it using the shortcut. Snippets also
work in notes, calls, and tasks
Snippets
Greenville
HUG
10. Greenville
HUG
Simplifying Your Appointments With
Meetings
Meetings is a tool that gives your prospects the
power to book time directly on their rep's calendar.
Once a meeting link is created, there are a lot of
different tools you can combine it with inside of
HubSpot.
There are many other places you can use meeting
links throughout HubSpot.
You can create email templates that will
automatically insert the sender's meeting link. And if
you put a template like that into a sequence, the
sequence will terminate if the recipient books a
meeting. You can create chatbots that book
meetings with website visitors, or you can embed a
meeting page right on your website.
11. And of course, you can report on all
these things using HubSpot reporting.
But start small.
Make sure everyone on your sales team
has their own meeting links and
encourage them to share those links with
interested prospects.
From there, you can build up to having
meeting links in the places where
interested buyers are most likely to find
them
Greenville
HUG
13. Whether it’s your first time using this product, or you’re
looking to build up your skills around it, we’ve got the
best resources for you to get started.
Education: Help Articles:
● Use Meetings
● Use Snippets
● Use Documents
● Use Templates
Getting Started
● HubSpot: Meetings Product Page
Greenville
HUG
Editor's Notes
Every template needs three things: A name, a subject, and a body. The name is only used internally. Your contacts will never see the template name, so feel free to call it whatever makes the most sense for your internal processes.
The subject will become the subject line for every email that gets sent using this template. Keep it short and relevant. You can add personalization tokens to the subject line if you want. Personalization tokens pull information from the relevant CRM records.
Go to an example in HubSpot
Go to an example in HubSpot
To get to your documents, go up to the main navigation, and click "Sales," and then select "Documents" from the drop-down menu. This is the Documents page. Here, you can upload documents you want your team to be able to share.
To do that, click the "Upload new document" button and find the file you want to upload. Once you've done that, the document will be added to this list. If you hover your mouse over a document and click the preview button, you can see what your prospect will see when they open a document that's shared with them.
They're brought to this viewer here, where they can scroll through the document, and Sales Hub will keep track of which pages they view and how long they spend on each one. That way, you know exactly how engaged a prospect is with a particular piece of content.
Let's take a look at how snippets work. To get to the Snippets page, go up to the main navigation, click on "Conversations," and then select "Snippets" from the drop-down menu. This is the Snippets page. To create a new snippet, click "Create snippet."
Go to an example in HubSpot