Back to Learning Center
Subscribe
Join 40,000+ sales and marketing pros who receive our weekly insights, tips, and best practices.
Thank you! You have been subscribed.
Learning Center
Learning Center
Close
The IMPACT Learning Center

Free resources to help you master inbound marketing and They Ask, You Answer

Access the Learning Center

Access the Learning Center

Access the Learning Center
learning_center_grey__What is They Ask, You Answer-v2-black

What is They Ask, You Answer

What is <span>They Ask, You Answer</span>
Articles, Podcasts, & Updates

Articles, Podcasts, & Updates

Articles, Podcasts, <span>& Updates</span>
Free Courses & Certifications

Free Courses & Certifications

Free Courses & <span>Certifications</span>
On-Demand Keynotes & Sessions

On-Demand Keynotes & Sessions

On-Demand <span>Keynotes & Sessions</span>
Events
Events
Close
IMPACT+ Membership
IMPACT+ Membership
Close
Services
Services
Close
Navigation_8_2021_taya

They Ask, You Answer Coaching & Training

They Ask, You Answer Coaching & Training
They Ask, You Answer Workshop

They Ask, You Answer Workshop

They Ask, You Answer Workshop
Navigation_8_2021_workshop

Inbound Marketing Services

Inbound Marketing Services
Navigation_8_2021_website design - monitor

Website Design & Development

Website Design & Development
Navigation_8_2021_hubspot implementation

HubSpot Training & Implementation

HubSpot Training & Implementation
Navigation_8_2021_virtual selling

Virtual Sales
Training

Virtual Sales <br>Training
Navigation_8_2021_swell - paid ads

Paid Search & Social Services

Paid Search & Social Services
Become a Certified Coach
Become a Certified Coach
Close
The Hubcast

Hubcast 62: Inbound Sales Training, HubSpot Sequences, & Partner Certification

By George B Thomas

Hubcast 62: Inbound Sales Training, HubSpot Sequences, & Partner Certification Blog Feature

Welcome back to The Hubcast , folks: A weekly podcast all about HubSpot news, tips, and tricks. Please also note the extensive show notes below, including some new HubSpot video tutorials created by George Thomas.

Show Notes:

HubSpot Strategy

Knowing who you're talking to during your sales process and if they are paying attention to you is really important.

Some thoughts we cover in this episode are:

  1. Have they opened my email yet? - Sidekick
  2. Selling as a thought leader vs just a sales guy - Wikipedia of your space (Blogging)
  3. The riches are in the niches of having the right conversation - HubSpot CRM Timeline
  4. Prospecting and data collection made easy - CRM Prospecting Tool
  5. If I only had more time - CRM Sequences

You have to ask yourself these questions:

  • Are you frustrated with your sales team's use of the HubSpot CRM tool?
  • Are you unaware of the latest HubSpot & HubSpot CRM features?
  • Would you like to integrate the CRM or Sidekick into your organization's sales culture?

If so, eliminate the learning curve by signing up for our “Inbound Training for Sales Teams” workshops.

Special Hubcast offer: Inbound Training for Sales Teams

Only 3 workshops available.

You must book between now and December 15th.

Special beta pricing is only $5,000, normal workshop cost is $9,000.

  • How to build a personal brand in sales by becoming a thought leader
  • Leverage your marketing content for assignment selling
  • Help you setup or optimize HubSpot CRM, Sidekick, and SideKick for Business if you have purchased paid seats
  • Find, nurture, and close a deal from social media leads
  • Harness the power of video for your brand

HubSpot Updates

Contact Record Between Marketing Platform & CRM Has Merged

The contact record has merged between the Marketing Platform and CRM to provide a seamless experience between the two platforms. All of the information from both platforms is now available in one single screen.

If you are a current customer, you will be able to opt-in and out of the new Contact Record. If you are a new HubSpot customer after this launch, you will have the new interface. HubSpot will communicate once the option to opt-in and out has been removed for current customers.

Go to Contacts > All Contacts. To see the new Contact Record, click on any contact that appears. At the top you can see the contact’s picture and be able to update it. You will also be able to view the property history, a list of all properties, or manage the properties that appear at the top by clicking on the gear next to ABOUT FIRST NAME.

contact_record_details-1

The right-hand side shows the timeline of events but also actions you can take such as leaving a note, writing a one-off email, calling the contact, adding an activity, or creating a task or calendar event.

timeline_details-2

On the left-hand side, you can see the properties that have to do with the contact including company information, enriched properties, and deals. If the contact doesn’t have deal or company information, you have an opportunity to start doing that. On the left-hand side, you can see your standard marketing tools such as whether or not a contact is a member of lists or workflows.
company_details_on_contact_record-3

HubSpot Wishlist

This week's wishlist item comes from our buddy Derrick at Inbound Design Studios.

Disable javascript option or Drag & Drop Functionality in NEW Site Page Editor

To give my clients greater flexibility in adding/removing content from a custom slider, I build a custom module and instruct them to use it in a flexible column that I set up. This worked great in the old editor. In the new editor, however, there are two issues.

The first issue is that they have no control over where the new module goes when they add it to the flex column. It is positioned first and there doesn't seem to be anything they can do about it. In the old editor you could simply hit the up/down arrow in the left side interface.

The second issue is the new module is added to the bottom of the list when you click on the cube in the left-hand toolbar. This isn't a huge issue but also not intuitive. This is just one set of problems I've run into with custom module/flex column interaction in the new editor.

One simple solution to all problems would be to add the ability to disable javascript in the editor preview. This way, anything hidden via js in a flex column (such as a slider) would show and give you the ability to add modules wherever you want.

Vote It Up

HubSpot Tips & Tricks

For the next couple of weeks, I will be diving into the reports add-on tool. This week we cover some setup and customization items. Next week we will dive into reports you can create.

Cool HubSpot & Inbound Tweets

Question/Tip of the Week

This week's question is from our friend Andrew:

I was wondering if you could answer a question for me? I had looked at using Hubspot for the company I work for a few years ago. I was revisiting the possibility and I was wondering how vital having the right number of "contacts" is.

For example, could you still use the professional edition rather than the enterprise edition and still be able to track interactions and SEO and other items properly? Or is it better to get more contacts than you might need?

Where else can you find the Hubcast Podcast?

Hubcast iTunes

Stitcher Hubcast Podcast

Soundcloud

MarketingPodcasts_Launch

Topics:

The Hubcast
Published on October 1, 2015

Recent Articles

INBOUND is Fast Approaching, Google Leads are Syncing, and Workflow Actions are Placeholding [Hubcast 275]

By Carina Duffy on September 23, 2021
4 min read

CMS Hub Starter, business unit add-on, and Stephanie does email validation on a giant database [Hubcast ep. 274]

By Carina Duffy on August 27, 2021
3 min read

Custom email nurture reporting, a map hack, and are pop-up forms a thing of the past? [Hubcast 273]

By Carina Duffy on July 22, 2021
3 min read

Close rate reports, custom surveys, and Apple Mail ruining everything for email marketers [Hubcast 272]

By Carina Duffy on June 24, 2021
3 min read

Operations Hub hot takes and college degrees [Hubcast 271]

By Carina Duffy on May 27, 2021
2 min read

Introducing the first annual HubSpot WishFest 2021 [Hubcast 270]

By Carina Duffy on April 27, 2021
4 min read

New custom report builder, conversation intelligence, and all the pivot tables [Hubcast 269]

By Carina Duffy on March 19, 2021
2 min read

Most lead nurturing these days sucks, but a few people are doing it right [Hubcast 268]

By Carina Duffy on February 18, 2021
3 min read

Underutilized scoring properties, perfectionism in marketing, and newly discovered updates [Hubcast 267]

By Carina Duffy on January 21, 2021
2 min read

Should you really clone all of your classic HubSpot workflows before January 8th?? [Hubcast 266]

By Carina Duffy on December 11, 2020
2 min read

HubSpot Training Day highlights, hacking lead scoring, & the new Sales Analytics tools (Hubcast 265)

By Carina Duffy on November 3, 2020
2 min read

The Hubcast is back! INBOUND 2020 hot takes (Hubcast 264)

By Carina Duffy on September 28, 2020
3 min read

Hubcast Special Series: The Flywheel with Tammy Duggan-Herd

By Carina Duffy on April 23, 2020
0 min read

Hubcast Special Series: Sales Hub with Elise Beck

By Carina Duffy on April 16, 2020
0 min read

Hubcast Special Series: Attribution Reporting with Meaghan Griffith

By Carina Duffy on April 9, 2020
0 min read

Hubcast Special Series: Automation with Jesse Tremblay

By Carina Duffy on April 2, 2020
0 min read

Hubcast Special Series: Service Hub with Dave Barron

By Carina Duffy on March 26, 2020
0 min read

Hubcast Special Series: CMS with Luke Summerfield

By Carina Duffy on March 19, 2020
0 min read

Hubcast Special Series: Marketing Hub with Nicholas Holland

By Carina Duffy on March 12, 2020
0 min read

Hubcast Special Series: Content strategy with Justin Champion

By Carina Duffy on March 5, 2020
1 min read

Certified dope email nurturing, dependent fields for required properties, and small but mighty updates [Hubcast 263]

By Carina Duffy on February 27, 2020
2 min read

Tasks on the mobile app, audience access properties, and losing the art of sales [Hubcast 262]

By Carina Duffy on February 20, 2020
2 min read

Dope email newsletters, fostering fandom, and 55 new data integrations [Hubcast 261]

By Carina Duffy on February 13, 2020
2 min read

SEO Analytics beta, visual record timelines, and why podcasting might not be the answer [Hubcast 260]

By Carina Duffy on February 6, 2020
2 min read

More workflows updates, clearing deal properties, and what made Carina's head explode this week [Hubcast 259]

By Carina Duffy on January 30, 2020
3 min read