- Видео 25
- Просмотров 3 882
HubSpot Excellence
Добавлен 30 авг 2023
I publish weekly videos on how to achieve HubSpot Excellence. My goal is to make these videos as valuable and concise as possible based on the specific topic.
This channel is not affiliated with HubSpot.
This channel is not affiliated with HubSpot.
Boost Your Sales Team's Productivity With HubSpot Playbooks
It can be frustrating getting off a client meeting only to remember you forgot to ask something crucial regarding the deal, or getting started on an important task and realizing you're missing basic information to follow through with it. Luckily, HubSpot has the answer to these problems: Playbooks.
In this video, I will guide you through the creation of Playbooks as well as how to use them to ensure your team never forgets a step on their day-to-day tasks.
Some product links are affiliate links which means if you buy something we'll receive a small commission.
In this video, I will guide you through the creation of Playbooks as well as how to use them to ensure your team never forgets a step on their day-to-day tasks.
Some product links are affiliate links which means if you buy something we'll receive a small commission.
Просмотров: 8
Видео
How to Create a Sales Pipeline in HubSpot (Start here)
Просмотров 44День назад
HubSpot Sales Pipeline Setup Guide: bit.ly/hubspot-sales-pipeline-setup-guide Getting into HubSpot and setting up an entire sales pipeline can be a daunting task. I know because I've been there. In this video, I am going to guide you through the setup of the Sales Pipeline, which will enable your sales team to be much more productive and ensure they fill out all of the required data points they...
Fully Automated Testimonials? YES PLEASE!
Просмотров 314 дней назад
Want to give Senja a try for yourself? bit.ly/try-senja Some product links are affiliate links which means if you buy something we'll receive a small commission.
How to Get Started with HubSpot for Real Estate
Просмотров 11221 день назад
Get started with HubSpot for Real Estate: bit.ly/hubspot-for-real-estate HubSpot has just released a new template for Real Estate businesses. This is a game changer for the industry as you can now access an incredibly powerful plug-and-play CRM with automation capabilities. It can handle most of the boring and repetitive tasks, freeing up your time for more networking and other relevant, human-...
Automate Your Testimonials With HubSpot & Senja
Просмотров 40Месяц назад
Start using Senja for free today: bit.ly/try-senja Manually keeping track of all your clients and customers who might be ready to leave a positive review (and following up with those who might not be happy enough to leave a good one!) is tiring and leaves a margin for error. Asking an unhappy customer to leave a review is inviting unnecessary problems. In this video I go over how I automated th...
Add LinkedIn Contacts to HubSpot with One Click
Просмотров 98Месяц назад
Try Hublead today: bit.ly/tryhublead Creating new HubSpot contacts every time you have a new connection on LinkedIn can be tedious work. On top of that, there are things you need to constantly look out for, such as typos or duplicate information. Well, there is now a Chrome extension which does all of this for you with just the click on a button! In this video, I will walk you through the insta...
HubSpot's New Sales Workspace Walkthrough
Просмотров 1762 месяца назад
A new HubSpot update just gave us a whole new workflow for the sales pipeline. This could definitely be a game changer for you and your company by allowing you to have a fully dedicated workspace that centralizes everything your SDR's need!. In this video, I go into detail about this new workspace while giving examples of how I'm making it work for my business personally.
Automate Your Sell It Sphere of Influence Scoring and Follow-up with HubSpot
Просмотров 112 месяца назад
After completing one of the chapters from Ryan Serhant's Sell It course, Sphere of Influence, I decided to create a tool that automates the process of scoring the elements of my network. Since I'm a HubSpot consultant, using this software only seems right! I've been using the SOI score for a few days now and it's been a great way to make sure I keep in touch and follow up with all of my connect...
Learn To Set Up Workflows In HubSpot - The Ultimate Workflows Guide
Просмотров 1,1 тыс.11 месяцев назад
If you're coming into the HubSpot platform for the first time, or if some workflow features seem overwhelming to you, you've come to the right place. This powerful automation tool allows you to offload a lot of the boring tasks that eat up your time, allowing you to focus on the things where you can make a real difference. In this video, I will walk you through the basics of HubSpot's workflows...
How To Setup HubSpot With Gmail
Просмотров 1511 месяцев назад
If you've lived your entire adult life dealing with Gmail's super user-friendly interface, it might be a challenge to move away from what is familiar to you and into a more technical and sterile workplace such as HubSpot. However, HubSpot offers an extension which integrates a few of its features right into Gmail, making it much easier to use. In this video, I will walk you through the process ...
The Difference Between HubSpot's Workflows vs Sequences
Просмотров 124Год назад
As you're first tackling the HubSpot platform, the amount of features that make it a powerful tool can be overwhelming. One of the most important things to get right early on is when to employ Workflows vs Sequences. In this video, I go into exactly that: when and where to use each feature to ensure your business is optimized and running smoothly.
Automate Your Marketing Efforts - How To Setup HubSpot Workflows
Просмотров 45Год назад
Automate Your Marketing Efforts - How To Setup HubSpot Workflows
Use HubSpot To Level Up Your Social Posts
Просмотров 7Год назад
Use HubSpot To Level Up Your Social Posts
Track Your Recurring Revenue With HubSpot - Including How To Set This Up
Просмотров 956Год назад
Track Your Recurring Revenue With HubSpot - Including How To Set This Up
Track Where Your Leads Come From with HubSpot
Просмотров 25Год назад
Track Where Your Leads Come From with HubSpot
Creating Blog Posts Using HubSpot's AI Assistant - Are They Really That Good?
Просмотров 8Год назад
Creating Blog Posts Using HubSpot's AI Assistant - Are They Really That Good?
Create Amazing Marketing Emails in Seconds with HubSpot's AI Assistant
Просмотров 9Год назад
Create Amazing Marketing Emails in Seconds with HubSpot's AI Assistant
Improve Your SEO With HubSpot Content Clusters
Просмотров 26Год назад
Improve Your SEO With HubSpot Content Clusters
HubSpot Forecasting Tools: Not Just For Updating Stakeholders
Просмотров 42Год назад
HubSpot Forecasting Tools: Not Just For Updating Stakeholders
The New HubSpot Lead Flow: Streamline Your Sales Process
Просмотров 91Год назад
The New HubSpot Lead Flow: Streamline Your Sales Process
After click setting and then object library after that I don't see the Pro-Tip from the bottom right to click view templates. do you know why?
That is very strange, this should be live for all accounts and all licenses... Can your try going to this URL to see if that works? app.hubspot.com/data-model-overview/{YOUR HUBSPOT ACCOUNT ID}/templates replace {YOUR HUBSPOT ACCOUNT ID} with your HubSpot account ID.
Hey, Thanks for sharing this video. I couldn't find the pipeline set-up guide you mentioned. Please share if you can.
I'm currently working on finalizing the last details of this guide. In the meantime you can fill out the form on this page and I will send it to you as soon as it's ready: bit.ly/hubspot-sales-pipeline-setup-guide Thank you for your patience!
That's awesome, couldn't find anyone else on RUclips that's doing this.
Great video. Do you know if this can be synced with MLS systems and other real estate listing platforms?
Yes, absolutely! Although right now that would still be set up through a custom integration.
Nice video! I've started using Dux-Soup Linkedin tool. It has a cool integration with Hubspot where you can enroll into campaigns, send DMs, update contact from Linkedin DIRECTLY from Hubspot. Best part is that it costs less than Hublead and can do automations for you. But it might lack the native reporting.
So annoying that this is only part of sales or service hub Enterprise
I agree! I feel like recurring revenue is part of so many business these days, and tracking it shouldn't be only for the enterprise level. But HubSpot also tends to open up features from their enterprise hubs to professional every now and then, so let's just hope they will do the same thing with this one at some point.
Hi! I have a question regarding the "Next step" property. Is that a native field in HubSpot, or is it a custom text field you have created?
That is a native property in HubSpot
Great video! This is super helpful Hubspot advice 👍
Thank you for the kind words! 🙏
Is this functionality available for Sales Hub Professional or just Enterprise?
This functionality is unfortunately only available in Sales Enterprise at the moment.
Great example! Using HubSpot AI for blog posts is such a great way to streamline the process!
Absolutely! Now we just need to wait until HubSpot AI can script our RUclips videos 🤠
Thank you so much for this amazing tutorial. 🌺
Thank you for the kind words, I appreciate it!
Great video, very informative! Love the placeholder contact names you are using 😂
We LOVE being creative with these things! It makes the tutorials so much more fun to create (and hopefully to watch as well)!
Love this idea! Well-thought out system and process. Can’t wait for more videos from my favorite hubspot consult!