NYC HUG Portal Tune-Ups: Marketplace Templates, Lead Flows & More
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Explore the new features HubSpot has to offer such as Shopify integration, Facebook video publishing and retargeting. Also, how to better manage your time with Meetings and Lead Flows.
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NYC HUG Portal Tune-Ups: Marketplace Templates, Lead Flows & More
- 2. Flora Wang Sales Engineer 2 years at HubSpot Brandeis Alum Food enthusiast Lived in Queens, NY linkedin.com/in/flora-wang/ @feurekaw
- 7. Who went to Inbound last week?
- 8. Agenda ● Marketplace Templates ● Shutterstock Integration ● Quuu Integration ● Lead Flows ● Meetings ● Deal Source Reporting Both Strategic & Technical Goal: you’ll have at least one thing to implement afterwards that you DID NOT know about beforehand Some free, some B/P/E, some add-on
- 10. 38 Brand New Templates Created and Supported by HubSpot.
- 15. HubSpot’s not the only one. Dozens of free templates provided by partners around the world.
- 18. Where do you get your images?
- 19. $8000
- 20. 60,000+ photos from Shutterstock, directly in your portal.
- 22. No Watermarks. No citations necessary. $Free.99.
- 24. Hand curated content suggestions for social media
- 32. Quuu.co Free for 2 suggestions/day
- 33. 4 Lead Flows
- 37. Callout Form Thank you
- 43. “While the underlying content is present on the page and available to be indexed by Google, content may be visually obscured by an interstitial. This can frustrate users because they are unable to easily access the content that they were expecting when they tapped on the search result.”
- 46. “Our goal is to help users quickly find the best answers to their questions, regardless of the device they’re using.”
- 50. Email Social Media Ads Lead Nurturing Personalization Phone calls Landing Page Forms SEO
- 51. Why does this work?
- 52. Relevant and valuable Timed just right Specific, actionable, human Doesn’t block content, easy to close Matches branding Image Short form. Not asking for too much. Self-aware, self-deprecating.
- 53. 5 Meetings
- 54. Book an Appointment. Syncs with calendar.
- 55. How does HubSpot’s Team Use Meetings?
- 56. In Our Inboxes
- 58. Templates
- 59. Hi contact.firstname, How has your experience been with the CRM so far? I specialize in setting up business processes inside the HubSpot CRM, and would love to help you get the most value out of the software. Here are some of areas I have helped teams with in the past as a consultant: ● Customizing the CRM to your use case ● Creating optimized deal funnels with tracking from stage to stage ● Data import / migrations from other CRMs ● Forecasting and other advanced reporting Let's set up some time to meet this week. Or feel free to refer me to someone at your team this would be more relevant to. Thanks! Make a personal connection. Show how you’re aligned with their goals. Include a call to action.
- 60. Let's set up some time to meet this week. Or feel free to refer me to someone at your team this would be more relevant to. Do you have time this week to catch up? Feel free to book a time that works for you. I’d love to help you get started. You can book some time on my calendar here. Let’s catch up for a quick check in. I’m happy to walk you through how our suite of tools has already helped over 300 companies grow their business. PS - Feel free to book a time on my calendar
- 61. Workflows
- 63. 6 Deal Source Reporting
- 65. Campaign Name Email Name Social Network Campaign Name Campaign Name Search Term Original Source Drill-down Original Source Type
- 68. Campaign Email Name Campaign Social Network Campaign Term Campaign Email Name Original Source Data Original Source Type
- 69. Campaign Email Name Campaign Social Network Campaign Term Campaign Email Name Original Source Data Original Source Type
- 70. Original Source Data Original Source Type Campaign Social Network
- 71. Original Source Type, Original Source Data 1, and Original Source Data 2 now live on Deals in HubSpot
- 72. Those properties align with the oldest contact associated with the deal.
- 73. That means you can connect deals, pipeline, and revenue to your first-touch marketing channels.
- 76. X Axis Y Axis / Breakdown
- 77. Shutterstock Integration. Content > File Manager (B/P/E) Quuu Integration. Quuu.com (B/P/E) Marketplace Templates. Content > Marketplace (B/P/E) Lead Flows. Content > Lead Flows (Free) Meetings. Sales Tools > Meetings (Sales Pro) Deal Source Reporting. Custom Builder (Reporting Add-on) Summary
- 78. Portal Tune-Ups!
- 79. Thank you to Playermaker & Nexus Systems!
- 80. Playmaker
- 82. Playmaker - Webinar ● Great follow up flow and engagement ● Sales-marketing alignment ● Send hot lead email to sales ● Book demo via Meetings ● Set up further automation
- 83. Nexus System
- 84. Nexus System - how to improve?
- 87. Content Strategy
- 88. The is to start thinking in terms of Topics you want to own, not just Keywords. This allows you to own a “Sphere of influence” on the internet
- 89. HubSpot + Native Integration ● Products and purchases sync ● List segmentation, automation and email ● Ecommerce Bridge Framework
- 91. Video is the new text
- 92. Our Partner in AMB:
- 93. HubSpot Shopify Native Integration
- 100. We made a new friend ● Bots powered by AI ● Conversations that will scale ● No technical skills required ● Starting in CRM Free
- 102. Thank you!