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Free digital sales and marketing courses

Immediately start seeing better digital sales and marketing results with dozens (and counting) of free online courses inside IMPACT+.

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Digital Sales & Marketing World 2021

The premier, hybrid event for growth-focused business leaders, digital marketers, and sales pros. Virtual passes are free for IMPACT+ Pro members. In-person passes on sale soon.

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Digital sales and marketing services

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They Ask, You Answer
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Free They Ask, You Answer course

Learn the principles of the They Ask, You Answer by taking our most popular course, taught by Marcus Sheridan himself.

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Turn your company into a high-performing digital organization with our flagship coaching program, Digital Sales and Marketing Mastery.

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Case studies

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They Ask, You Answer, the book

“One of the 11 Marketing Books every CMO should read.” — Forbes

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Virtual Selling
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Virtual Selling Mastery

Equip your sales team with proven methods to connect with today’s buyer, shorten the sales cycle, and close more deals, faster.

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Virtual Selling Summit 2021

Your one-day virtual selling crash course! Today, sales reps are struggling to sell remotely. Learn how to close more deals in a virtual world.

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Video
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Free video sales and marketing strategy course

Zach Basner teaches you the fundamentals of making video for sales and marketing work inside your organization.

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Video Sales and Marketing World 2021

Video Sales & Marketing World 2021 is in the works. In the meantime, enjoy the 2020 event on-demand - free for IMPACT+ Pro Members.

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The Visual Sale, the book

Learn how to use video to ignite sales, accelerate marketing, and grow your business in a virtual world in this book from Marcus Sheridan and Vidyard’s Tyler Lessard.

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Master video inside your organization

Video is a critical component of any high-performing digital sales and marketing program, and is a key part of Digital Sales and Marketing Mastery.

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HubSpot
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Free HubSpot sales and marketing courses

Taught by Carina Duffy, IMPACT’s lead HubSpot trainer.

Marketing automation mastery (with HubSpot workflows)Marketing automation mastery (with HubSpot workflows) Inbound lead generation and conversion optimizationInbound lead generation and conversion optimization Getting started with sales technologyGetting started with sales technology

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Learn how you may be unwittingly undermining the money-making potential of your website and how to fix it! Watch the opening keynote for free on-demand inside IMPACT+.

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

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

Carina Duffy

HubSpot Trainer, Co-Host of the Hubcast, IMPACT+ Instructor, INBOUND Speaker, Retains 12 HubSpot Certifications

March 19th, 2021 min read

This episode of the Hubcast is brought to you by the Website Optimization Summit on March 23rd, and if you’re reading to this after then, head over to impactplus.com/events to check out ALL of our upcoming virtual events.

Let’s just get right into it.

Certified Dope

The new Custom Report Builder is live… now with pivot tables!

The custom report builder that’s been in beta for the last year-plus is finally live, and with the official launch, they’ve pulled a fast one on us and added pivot tables to the mix.

An example of a fun one we’re using:

Carina Stirs the Pot

HubSpot is not a marketing strategy.

Okay, but what do you do then?

Nick Bennett’s complaint department

If you don’t have a sales pro seat how does HubSpot decide what five templates to give you access to?

Turns out it is the first five!

Learn more here

Vote up the feature request here!

 

How do you clear blog styles without going into the source code?

HubSpot Wishlist: Update

“Restrict Pipeline Viewing By Specific People or Teams” is now in private beta! Contact your HubSpot rep to see if you can get in.

HubSpot updates

[Now Live] Tasks for Marketing Teams (Pro and Ent)

“Under the Marketing navigation in your portal, head to Planning & Strategy and either the Campaigns or Calendar tools and you'll find the brand new Tasks tool. From here you'll find any existing tasks you may have created on the Marketing Calendar in the past, and you'll see the option to create new tasks. These new tasks include the ability to set:

  • Task assignee
  • Due date/time
  • Name
  • Notes
  • Associated Campaign

You'll also find the ability to view all current tasks alongside those that are due today and overdue to stay on top of your workload. Filters allow you to drill into tasks owned by a specific person, or associated with a specific campaign, meaning you can look at just the most relevant tasks at that time.

[Live to All] Internal Notes On Meeting Activities

“To add notes to an existing meeting in the activity timeline, hover your cursor over the meeting and click "Edit". In edit mode, you will see a property called "Team notes". This is where you can write down any thoughts or details that you do not want shared with other meeting attendees via the bidirectional calendar sync.”

[Now Live] Task Permissions

“Admins can configure a user's access to tasks by giving them permissions to view or edit based on task ownership:

  • Owned-only - the ability to view or edit owned tasks only
  • Team-only - the ability to view or edit tasks owned by you or members of your team
  • Everything - the ability to view or edit any task, regardless of an owner
  • Unassigned - the ability to view or edit tasks without an assigned owner

These permissions apply not only to managing tasks in the Tasks tool, but also to editing tasks on record pages.”

Conversation Intelligence with Sales/Service Hub Enterprise

There’s a lot here. NB breaks it down.

Learn More Here

[Public Beta] Keyword Reporting for Conversation Intelligence - you can now add keywords for HubSpot’s CI tool to listen for in your call transcriptions and will be able to create custom reports based on these keywords (competitors, for example).

Until next time

Join the HubSpot User Slack and hang out with us!

If you’re listening on iTunes - head on over and leave us a review! We love hearing your feedback, so feel free to leave some in the comments, or shoot me an email at cduffy@impactplus.com!

Until next time. This is Carina Duffy saying to you, get out there and get after it!

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