Subscribe
Join 40,000+ sales and marketing pros who receive our 4x a week insights, tips, and best practices.
Thank you! You have been subscribed.

Free Guide: The Inbound Marketer’s Guide to Maximizing HubSpot ROI

Download the Guide
Fill out the form to get your guide
Thank you! You have been subscribed.
... Inbound Marketing HubSpot
Close
The-Inbound-Marketers-Guide-to-Maximizing-HubSpot-ROI

Free Guide:

The Inbound Marketer’s Guide to Maximizing HubSpot ROI
Read the Guide
The Inbound Marketer’s Guide to Maximizing HubSpot ROI
Free HubSpot ROI Guide
View The Inbound Marketer’s Guide to Maximizing HubSpot ROI
The-Inbound-Marketers-Guide-to-Maximizing-HubSpot-ROI

Free Guide:

Follow these 10 proven step to make the most out of your HubSpot investment.

In this free guide, you’ll learn:

  • What HubSpot is and isn't
  • How to use HubSpot to track inbound success
  • How to make sure you truly are getting the most out of HubSpot

Hubcast 94: HIT Live, HubSpot Partner Days & Testing with Hotjar

By George B Thomas

George B Thomas also recommends this free guide, The Inbound Marketer’s Guide to Maximizing HubSpot ROI.

Hubcast 94: HIT Live, HubSpot Partner Days & Testing with Hotjar

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.

Free Guide: The Inbound Marketer’s Guide to Maximizing HubSpot ROI

This episode of the Hubcast is brought to you by our awesome sponsors: Wistia & The Seventh Sense.

HubSpot Strategy

This week's strategy session is all about why you should always be testing. We talk about a few ways that we have been testing some items on The Sales Lion website.

  • Page Scroll: Hot Jar conversation
  • Listening To Visitors: They Ask We Answer Slide-Out
  • And other items ...

HubSpot Agency Spotlight

Screenshot 2016-05-26 11.47.06

Agency: Flying Hippo

Founder: Eric Groves

Websitehttps://www.flyinghippo.com

Twitter: @FlyingHippoWeb

Reasons:

  • Hope page is interesting and something new.
  • Love the fun copy throughout the entire site.
  • The different design motion elements.
  • The company page. Specifically the team section.

HubSpot Updates/News

Automate Lead Rotation, Task and Deal Creation in Workflows

According to a recent study, sales teams spend less than a third of their time actually selling. The rest is spent on administrative tasks like creating CRM records, logging manual activities, and searching for relevant content to send to leads.

The ability to automate is critical to the development of successful sales organizations. It saves your reps and managers precious bandwidth, enabling them to focus on what’s really important — meeting the needs of their prospects and closing deals.

With three new updates to HubSpot — lead rotation, task creation, and deal creation — you'll spend more time selling and less on busywork.

Lead Rotation

As your company grows and your sales team matures, assigning leads manually doesn’t scale. What was once five minutes a day becomes a full time job. Automating lead rotation saves precious time and bandwidth, allowing sales managers to stay focused on what really matters— their team’s performance.

How it works:

Find your way into Workflows by clicking Contacts > Workflows in HubSpot Marketing. Edit one of your workflows using the pencil icon on the right, or create a brand new one for rotating leads with "Create New Workflow." Once inside your workflow, add a new action, and you’ll see a brand new option under the “Sales” section: “Rotate Leads.”

Lead_Rotation

The rotator works in a "round-robin" style — add any number of owners to the rotation, and they'll be assigned the leads evenly.

Deal and Task Creation

Here’s how sales reps often divided their days: for every two hours spent selling, an hour of CRM administration — creating contacts and companies, logging tasks to follow up on, creating opportunities. Newsflash: if you can cut down that hour of admin work, you'll sell more.

How it works:

Follow the steps outlined above to navigate into a workflow. When selecting a workflow action, you'll now have the options to “Create a Task” and “Create a Deal.”

When you choose “Create a Deal,” you’ll be able to assign a HubSpot owner, name the deal, choose a Pipeline, Deal Stage, Close Date, and amount.

Deal_Creation

When creating a task, you can set status, due date, owner, and description.

Create_Task

What are some common use cases?

  • Auto-creating a new Task to follow up in a few days when a deal changes stages.
  • Auto-creating a Task or Deal when you import a new list of contacts.
  • Auto-creating a new Deal when a contact or prospect fills out a particular form, such as a 'Request a Demo' or 'Start a Trial' form.
  • Auto-creating a Task for a rep to follow up with a contact or lead who views your pricing page, clicks a certain CTA, or views a webinar.

How to get started

Sales automation is a new part of Workflows, HubSpot’s automation tool --- available to Professional and Enterprise subscriptions. Getting started is easy. Head into your Workflows to start automating your sales processes now.

Pro tip: The new sales automation features work seamlessly with HubSpot CRM. If you aren't using HubSpot CRM yet, what are you waiting for? It's 100% free, forever. Click here to get started today.

Got it, thanks.

A New Design for Your Marketing Dashboard

Marketing_Dashboard_Launch-2

On your HubSpot Marketing Dashboard, you need easy access to the data that's most relevant to your team, laid out in a way that aligns with your priorities. With that in mind, we're excited to launch brand new design for your Marketing Dashboard that makes it easier than ever to customize your "morning cup of coffee" metrics.

Today, when you log into HubSpot, you'll see a banner at the top of the screen enabling you to check out the newly designed Dashboard. When you click through, you'll be brought to the updated interface. There's a lot to love about the fresh new look. Here's a quick rundown of our favorite features:

  • Keep track of all the same KPI's you're used to. The first thing to note is that the key Inbound Marketing metrics you’ve grown accustomed to aren’t going anywhere. Every data point in the previous rendition remains easily accessible in the refreshed update.
  • Customize your modules. The new interface enables you to prioritize the marketing metrics that are most important to your team. Reorder the modules with a simple drag-and-drop, remove modules that aren’t vital to your current initiatives, and resize the most mission-critical metrics.
  • Share your Dashboard with your team. With a few clicks, enable your Dashboard to be automatically dropped into your inbox at any frequency you desire. Or, if you just need a one-time snapshot, download the dashboard right to your desktop. Use the Share dropdown in the upper-left hand corner to email configure your email schedule.
  • Easily access your other dashboards. If you use the Reporting Add-on, seamlessly scroll between your Dashboards without any extra clicks. Use the dropdown in the upper-left to navigate to another dashboard.
  • Add custom reports to your Dashboard. Need something more tailored to your business? A deeper lifecycle stage breakdown? A revenue report? A funnel of your deal stages, or a sales forecast? The new dashboard allows you to add additional reports to the dashboard through its seamless integration with the Reporting Add-on. Already using the Add-on? To add a non-standard report, simply click "Add Report" in the upper-right. Find your report of choice from the Widget Library on the ensuing page, and click "Add." Don't see a Widget that fits your needs? Click "Build From Scratch" to create something tailored. Not yet using the Reporting Add-on? Try it free for ten days. If you decide not to move forward, it'll go away --- no charges, no harm done.

Ready to explore the new Dashboard? What are you waiting for?

HubSpot Wish List

Hi, George

Hope you are well mate. I'm all out of ideas points for HS, and it annoys me. I blew them all in the first week. But I still have a bunch of feedback for them. I share your frustration with the Ideas section of HubSpot.

It penalizes the developers that have all the great ideas to move the platform forward. Is there a place that people like us with hundreds of improvements and an advanced understanding can put them to HS?

I reckon that if you have 4 accreditations you should be able to top up your points, or the more you contribute in unique ideas the more votes you get. Or what about recharged monthly.  Or let us buy the damn things!!

It seems a false economy to have the HubCast having to rally the troops to vote up great features, when we are stymied due to lack of points.

How many vital ideas are being missed because we are out of points?

On that note, a simple idea for the week is to be able to open the Thank you page, from the forms interface on landing pages. Its sooooo annoying having to go find it when you are checking your landing pages.

Cheers,
Adam S.

 

Go Check Out The Seventh Sense

 

HubSpot Tips & Tricks

This week we dive into the HubSpot CRM for some advanced permissions and custom questions.

 

HubSpot Tweets of the Week

 

This episode of the Hubcast has been brought to you by our awesome sponsors Wistia & The Seventh Sense.


Where else can you find the Hubcast Podcast?
Hubcast iTunesStitcher Hubcast PodcastSoundcloud

The-Inbound-Marketers-Guide-to-Maximizing-HubSpot-ROI

Free Guide:

The Inbound Marketer’s Guide to Maximizing HubSpot ROI
Read the Guide
The-Inbound-Marketers-Guide-to-Maximizing-HubSpot-ROI

Free Guide:

The Inbound Marketer’s Guide to Maximizing HubSpot ROI

Follow these 10 proven step to make the most out of your HubSpot investment.

In this free guide, you’ll learn:

  • What HubSpot is and isn't
  • How to use HubSpot to track inbound success
  • How to make sure you truly are getting the most out of HubSpot

Topics:

HubSpot
Published on May 26, 2016

Recent Articles

HubSpot Pricing: Your Guide to Everything HubSpot Costs for 2022
April 29, 2022 • 13 min read
4 Keys To An Effective HubSpot Strategy in 2022
April 22, 2022 • 6 min read
Using They Ask, You Answer in Customer Service
April 1, 2022 • 5 min read
Is The HubSpot Free CRM Actually Free?
February 18, 2022 • 6 min read
Ultimate List of HubSpot Pros and Cons
January 8, 2022 • 20 min read
How To Optimize Your Marketing Automation Workflows With HubSpot (Tips)
November 12, 2021 • 11 min read
Top 13 Inbound Marketing & HubSpot Solutions Partner Program Agencies for 2022
October 29, 2021 • 8 min read
HubSpot Sales Hub: 18 Things Every Sales Rep Should Know How to Do (+ Videos)
October 28, 2021 • 5 min read
INBOUND 2021 Recap: Takeaways, Speakers, and Lessons Learned
October 25, 2021 • 7 min read
Need a HubSpot Admin? Here’s How to Find and Hire the Right Candidate
October 22, 2021 • 5 min read
How to Get Sales Reps to Use the HubSpot CRM
October 18, 2021 • 4 min read
HubSpot and Data Privacy: How to Collect Contacts the Right Way
October 4, 2021 • 4 min read
INBOUND is Fast Approaching, Google Leads are Syncing, and Workflow Actions are Placeholding [Hubcast 275]
September 23, 2021 • 4 min read
How to Know When You’ve Outgrown HubSpot Sales Hub Starter
September 23, 2021 • 4 min read
How to Get the Most Out of Your 2-Week HubSpot Free Trial
September 13, 2021 • 5 min read
CMS Hub Starter, business unit add-on, and Stephanie does email validation on a giant database [Hubcast ep. 274]
August 27, 2021 • 3 min read
How much HubSpot do I need?
August 17, 2021 • 4 min read
New HubSpot CMS Hub Starter Tier Released for Growing Businesses
August 6, 2021 • 4 min read
HubSpot CRM review (updated for 2022)
July 27, 2021 • 8 min read
5 HubSpot Sales Hub Tips for Assignment Selling
July 23, 2021 • 7 min read
Custom email nurture reporting, a map hack, and are pop-up forms a thing of the past? [Hubcast 273]
July 22, 2021 • 3 min read
Get your sales team using your CRM platform in 5 easy steps
July 13, 2021 • 6 min read
HubSpot vs. ActiveCampaign: a head-to-head comparison
July 13, 2021 • 5 min read
Close rate reports, custom surveys, and Apple Mail ruining everything for email marketers [Hubcast 272]
June 24, 2021 • 3 min read
Track These 4 Inbound Marketing Metrics to Evaluate Your Progress
June 15, 2021 • 5 min read