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Hubcast 68: Zendesk HubSpot Integration, Lead Scoring Strategy, & Content Managers

Hubcast 68: Zendesk HubSpot Integration, Lead Scoring Strategy, & Content Managers Blog Feature

November 12th, 2015 min read

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.

HubSpot Strategy

Lead Scoring:

Determine your scoring criteria

  • Company
  • Location
  • Business type/industry
  • Revenue
  • Number of employees
  • Lead source
  • Title/job role
  • Level of responsibility

Focus on Positive & Negative Criteria for each area.

Determine your scoring thresholds

You may think numbers are numbers and what you want is what you want… but, you need to give yourself a padding around your “Perfect Lead Score”. So if you have been saying it's once they get to 50 points.. maybe the conversation should be when they hit somewhere in the range of 45 to 55.

Automate

Whatever you can!

MQLS, SQLS, Deal Stages, Communications and so on.

HubSpot Agency Spotlight

Screen Shot 2015-11-10 at 11.13.30 AM

Agency Name: Prospect Builder

Website: https://www.prospectbuilder.net/

Reason for the spotlight: Love that they are so niche. Copy dealers and managed services… The hubcast always talks about the riches are in the niches. It is super nice to see someone out there walking the walk.

Also love that they are a young agency building a remote team.

Want to learn more about Prospect Builder? Listen to this Inbound Agency Journey podcast: How to Grow a Niche Inbound Agency with Lindsay Kelley

Lindsay Kelley
Chief Marketing Strategist

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HubSpot Updates

Unite sales, services and marketing with our Zendesk & Zopim integration

Zendesk is the leading cloud based customer service and support ticket platform. Zopim (by Zendesk) is live chat software that allows you to support customers in real time.

Screen Shot 2015-11-10 at 11.19.58 AM

How does Zendesk integrate with HubSpot?

The Zendesk for HubSpot integration automatically syncs Zendesk events with the HubSpot Sales and Marketing tools.

  • Monitor contacts or Zendesk activities from the CRM or contact timeline
  • Add events for any ticket submission, resolution or satisfaction rating in just a few clicks.

Screen Shot 2015-11-10 at 11.20.52 AM

The Zopim integrations brings even more power and context to HubSpot CRM.

  • Automatically sync your customers’ Zopim activity to their HubSpot contacts, so you have the full picture for how your support team and customers are interacting.

Marketing_-_Zendesk_-_Expanded (1)

Who gets it:

HubSpot customers also using Zendesk or Zopim

Date Available to Customers:

  • Now Live

How might Marketing and Sales use this?

Your customers don’t think about your business in terms of their lifecycle stage. And as such they expect a cohesive experience whether they are talking to sales, support, or getting an email from marketing. Sharing information through your CRM, Marketing tools, and support tools gives you a unified view of your customers.

Marketing and Sales will love this information.

  • Sales can now review account issues before jumping on an upsell call.
  • Marketing can delight customers by triggering workflows based on help-desk tickets.

Integration pages:

HubSpot Wish List

"Pin" a note to the top of a contact or company timeline

Sometimes important notes get lost - we'd like to be able to pin an important note at the top of a customer's timeline.

Thanks!

Skyview Team

VOTE IT UP

Cool HubSpot Tweets

 

HubSpot Question of the Week

What is the best way to find and… How much should you pay a content manager?

Where else can you find the Hubcast Podcast?

Hubcast iTunes

Stitcher Hubcast Podcast

Soundcloud

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