Nick Bodkins, VP of Marketing & Sales Operation at Adviz presents on how he and his team use HubSpot to gather new leads.

1. #nychug

2. Advizr + Hubspot
September 13, 2018 | NYC HUG

3. Nick Bodkins
VP, Marketing & Sales Operations —
Advizr

4. “ What exactly do you do here? “

5. Advizr helps deliver better, actionable
financial guidance through a
comprehensive wellness offering,
including intuitive financial planning
technology combined with robust
programming and effective engagement
tools

6. Core
Workplace

7. WorkPlace Core

8. Core

9. Deliver a simple
5 minute
retirement
workflow, built to
gather key insights
from prospects

10. 30Mins
2XLonger
3-5X
Longer
Our platform enables faster comprehensive plan
delivery.

11. WorkPlace

12. TECHNOLOGY:
SELF-DIRECTED PLATFORM
ENGAGEMENT:
Automated
Communications

13. Cool, so how do
you use HubSpot?

14. Marketing Hub Sales Hub Service Hub
CMS
Forms
Live Chat
Reporting
Dashboards
CTAs
Teams
Analytics
Gmail Integration
Contact Management
Tasks
Deals
Meeting Scheduling
Tickets
Chat
App Support via API
Conversations Inbox

16. Migration from ZenDesk to Service Hub
Use for all inbound support phone calls
Direct integration into HubSpot
Ticket Creation via Agent