DIGITAL STRATEGY BLOG

Do you know how your sales or service conversations are going? There is a lot to be learned from listening to recorded conversations, but HubSpot has taken it up a notch with Conversation Intelligence. This new feature inside of HubSpot allows you to not only record and replay your conversations from within the CRM (that's not new), but it allows you to really break down a conversation, find keywords within the call transcription, make all calls searchable, have AI-powered notes, leave feedback for your rep, and even do all of that on video calls through Zoom, JustCall, Kixie, and others with a HubSpot integration.

If you're like most businesses, you rely on dashboards to run your business. From sales dashboards, website dashboards, and key performance indicator (KPI) dashboards to customer service dashboards and everything in between, HubSpot's dashboards and reporting are very flexible to give you and your team the high level data that you need at a glance. Now, they've gotten even better with the ability to add custom text, tags, images, and videos right to your dashboard!

Your HubSpot account is home to a lot of contacts, assets, and information. Multiple teams use your customer data to influence their decisions, get in contact with leads, and close deals. HubSpot has hefty customization possibilities to streamline your asset management, but only if you know how to use the full extent of your tools. 

Asset partitioning is an easy way to organize your content so that only relevant team members have access. This can cut down on asset misuse or editing that can cause headaches across teams. 

Each business has a different sales process and that means that we each have different information that we need to be able to see at a glance in a deal. Using HubSpot deals is a great way to organize your pipeline, manage your active and closed deals, and help your sales team prioritize their prospects.

HubSpot is an extremely flexible tool and you can make it function exactly how your team needs it to function. That includes customizing your deal record properties and customizing the mandatory information for deal creation.

What COVID-19 did to the world, GDPR did to the marketing world in 2018. It completely turned the marketing world upside down. Now, anytime you are capturing data from a contact in the European Union, you have to be transparent about what you're tracking, allow your contacts to opt-in or opt-out, and at their request, you have to be willing to delete all data you have on them. It's a pretty big deal for privacy.

Now, for a lot of companies, GDPR has no effect. If you don't sell to or work with anyone in the EU, then you don't necessarily have to follow GDPR. But — this isn't going to be the end of this kind of regulation. California has already rolled out the CCPA which is similar and we expect other states and countries to jump on this train sooner rather than later. One option that you can now enable for your GDPR (and general privacy) is cookies by category and give your website visitors access to choose which cookies they want to allow or disallow. Here's how.

Let's face it - we all use HubSpot differently. And since HubSpot is such a vast tool with the CRM, Marketing Hub, Sales Hub, Service Hub, and CMS Hub, it's easy to get lost. 

For many of your team members, a lot of the tools may not be necessary. If you have a team member that is strictly focused on CMS development, for example, they don't need to see all the different marketing, CRM, sales, and service stuff when they first login. They just want to get right into the HubDB (or some other development page).

Well now you can set your home page depending on what you want to see when you login. No more just automatically going to the Marketing Dashboard and then having to navigate to the page you would have rather started on.

Data is only useful if it's accurate. And one of the biggest mistakes that we see companies make with their reporting is that they don't exclude internal IP (internet protocol) addresses from their reporting. This means that whenever someone from your own company comes to your website, it's being counted as a new website session. Having your team utilize your website is definitely a good practice (and likely means that you have created a useful website), but we don't want to report on those people because they are not prospects. There is no chance they ever turn into a customer. Here's how you can eliminate this reporting error.

If you sell to or market to Fortune 500 and larger companies, you may be seeing that when you send a marketing email to multiple contacts within a company all of them are being opened at the same time or even clicked at the same time. Oftentimes this can mean that security bots are causing false opens and clicks before the email is even delivered to its intended contact. If you want to have clean data and accurate reporting on your email marketing campaigns, you need to filter out those bot activities. Here is how you can do just that in HubSpot.