NYC HubSpot User Group // HubSpot + Advizr

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

Marketing

Advizr + Hubspot
September 13, 2018 | NYC HUG

Nick Bodkins
VP, Marketing & Sales Operations —
Advizr

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

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

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

TECHNOLOGY:
SELF-DIRECTED PLATFORM
ENGAGEMENT:
Automated
Communications

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

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

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