Master HubSpot’s Fall Updates: Actionable Insights from INBOUND 2024

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Welcome to our HubSpot Webinar, where we’re breaking down everything you need to know about HubSpot’s latest Fall Updates.

With so many powerful new tools and features, it can be challenging to know where to start. We’re here to guide you through the highlights from INBOUND 2024 and help you turn these updates into actionable strategies for your business.

In this session, our experts will dive into each update’s potential impact on your marketing, sales, and customer service efforts, offering practical tips on how to make the most of these changes. Whether you’re looking to boost efficiency, drive engagement, or optimize workflows, this webinar will equip you with everything you need to start making immediate improvements in your HubSpot platform.

TRANSCRIPT

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depending on where you are will vary what time it is but regardless, we’re happy to have you with us

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so thanks for joining we appreciate you taking the time to learn all about what’s going on with HubSpot so today we

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welcome you to Vonazon’s webinar where we’ll dive deep into HubSpot’s Fall updates from inbound 2024 it’s exciting again

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we’re super happy to have you here today’s session will be all about the actionable insights that are definitely

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going to help your businesses grow with that said we’re excited to have you

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please note as we go through this guys at the top of the teams you’ll see an area so jot your questions down

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we’ll go through them as we go along as well as at the end so once again thanks

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for joining us and I am going to proceed with this lovely

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presentation okay here’s our agenda beautifully made might might I add

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HubSpot released over 200 updates in the 2024 fall update

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and we know that that can going through all of it can be a bit overwhelming that’s why our team has selected the key

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updates that will get you up to speed quickly without needing to sift through all 200 of them today’s webinar will

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focus on the tools that will have the biggest impact on your business here’s a quick glance at what we’re going to be

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going through today we’ll start with updates on the sales Hub to streamline those sales processes next we’ll dive

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into Breeze and all of the fun that comes with co-pilot as well as Breeze intelligence

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this will really cover how AI is transforming customer interactions and automations finally we’ll review the

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latest marketing Hub updates including AI powered content creation and enhanced

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management tools so are you guys ready we’re gonna get started all right this is this is the fun we’ll finish all of

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this with a Q&A session so I mean again at the top you’ll see that Q&A area additionally jot them down at the end

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we’ll go through a thorough discussion with our wonderful smart brilliant team okay so let’s meet the speakers shall we

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I’m Shannon obviously quiet and shy I am a HubSpot on boarding specialist

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then we’ll have derck Reynolds Derek rocks he’s super smart and he’ll be

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going through sales and he’s the sales and marketing implementation manager and he’ll be going through all the things

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there miles is our lead HubSpot onboarding specialist and then we have Tyler tape he is the senior marketing

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automation specialist each of them will guide you through these updates and really help you feel confident as we move through HubSpot again I’m going to

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say it ask the questions we’re more than happy to help you couldn’t ask for a better team than the one we have at Vonazon all

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right so I will turn the camera the mic if you will over to Derek he’s gonna

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have a start with the Sales Hub updates and he’s going to go through tools that are really going to streamline these

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sales processes as well as deal management Derek take us through give us the demo we’re so lucky to have

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you thank you for the intro Shannon I appreciate it and hello everyone as Shannon mentioned I’m going to be

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covering some new features and even some existing ones on the sales pipeline

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as well as in the sales Hub in general so the two areas that I’m going to be focusing on are the prospecting tool

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which is relatively new to HubSpot and has some new features as well as

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deal pipeline rules and customization these are two areas that when implemented properly can have a material

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impact not only on sales outcomes but especially on how we’re reporting and

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gaining Insight in the sales process so I’ll share my screen share here now and we’ll dive right in

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okay so the first area is the prospecting tool so again this is

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something pretty new to HubSpot and they’ve made some updates here and to navigate to the prospecting section

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if you look in your left-hand navigation under workspaces you’ll find

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prospecting and when you land in the prospecting section you will see

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that you’re in an area that that shows you what what’s available and I’m

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sorry I’m actually in the wrong account so I’m just going to stop my screen share for a moment I apologize about

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that I’ve been jumping accounts back and forth so apologies but I’ll be back in

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in the jiffy

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sorry about

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that okay so now that we’re in the prospecting section we can see that my actual overview and since I don’t sit in

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a sales RO a lot of my area is blank and has no data in it so what we’re going to do and another feature of the

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prospecting section is we’re going to view it as another user in our in our account and I’m actually going to pick

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on Tony who’s one of our salespeople and we’re going to look at his so now we have some data in here and to kind of

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give you the lay of the land at the top left we have a simple overview window again where I navigated to view

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as another user and then on the right-hand side we have breakdowns of things that a salesperson would use inside oh

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HubSpot so at the top we have tasks and these are bucketed into what’s due today overdue due tomorrow and beyond that

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they’re then separated into things that are too emails calls and you can start those tasks you can navigate to drill

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down into those from here and this also just provides an overview the next section covers

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leads which again is relatively new to HubSpot and this shows you where each of those leads are in their journey so

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again this is just an overview what leads are new who are you attempting to reach who have you connected with and

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who are your hot engaged leads beyond that we have suggested activities this

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part’s really cool because what it’s doing is it’s pulling in from the integration and the sync between your calendar and your email so it’s looking

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at your meetings and saying hey you need to assign outcomes to these meetings it’s also looking at your emails and

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saying hey you need to reply to this email so this is a nice little suggestion suggested flag area for

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things that you should or could be working on that you might have overlooked and then the last section is

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sequences so if you have a contact enrolled in sequences where they’re at in that Journey would appear here and

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you would have an overview on the bottom left we have this calendar feed which just provides an

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overview of what you have going on in your day and gives you a high level view of that so there are subtabs here and

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these display the same information that’s on this page but it’s a deeper dive and drill down into each of those

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areas so if we go to the lead section we’ll notice that instead of having an overview we now have all of the leads

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listed and we have colns that represent each of those different properties associated with the lead

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and even from this view we can make some quick edits if we needed to so we could change the lead type if we wanted to we

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could even apply a label whether the lead is hot warm or cold and then we can also View and sort by what stage

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that lead is in what their last engagement was and so on the next breakdown is the schedule

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which is just a deeper view of your calendar this you can modify to view

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by day by week or by month and it highlights with different colors

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things that are HubSpot meetings other calendar events and even tasks if you have those scheduled so again from an

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overview from a management layer if you’re looking to see what your team is doing day-to-day week to week month-to month at an overview level this is a

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great view for doing that okay so that that covers the

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prospecting side of HubSpot but the next area is something that I actually really it’s not as

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exciting as a lot of the other features but when done running again can provide a lot of value and

 

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insight in in how your sales pipeline is performing so that is the sales pipeline

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settings and to find this area we’d first navigate to the settings Cog

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at the top right of our HubSpot window and then from there we would scroll down left under the objects option we

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will find deals and that will take us to the deal setup and then the subtabs the one

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we’re going to focus on is actually the pipelines so from here you might have

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multiple pipelines in your HubSpot that’s common we’re going to be working with our test pipeline so we’re going to select that one and from there

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if we scroll down we’ll notice that we see our configuration pane as well as rules Automation and deal tag we’re

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going to focus on mostly configuration and pipeline rules so just a general overview we have our stages here on the

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left as well as our deal probabilities just to the right of that that and

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then the first area that we get into is the conditional stage properties so often times sales leaders are looking

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to pull reports on their sales pipeline either present or historical and would to use filters to apply those to

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those reports filters are typically property based and as we all know if if

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a property is blank it is it is really hard to report on that property so what I to do is use this conditional
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stage properties and a better name for might be required properties but they’re not always required so if we go to this

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one we can we now pull into an edit property logic window and we’re going to add a required property to this first

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deal stage so the the property that we’re going to choose is just the amount

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this might not actually be a good thing to do for a first deal stage but we’re going to use it for this example and as

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we add it we can see now that it’s on this Center display and we can choose to make it a required field so again if

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it’s not required as a stale as a sales rep moves a deal to that stage they’ll still be prompted to populate it but if

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it is required they must complete it in order to move to that stage so that’s the the difference there and then once

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we apply that logic and save it which is always important it’s now added to that

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deal stage so any deal that enters the appointment schedule stage will be required to have an

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amount so now we’re going to go into the pipeline rules and there is is some interplay here between deal stage

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property and pipeline rules so in the pipeline rules starting with limiting deal creation to specific

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stages when I mentioned interplay between required properties and pipeline rules if we did not limit deal creation

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to that first stage theoretically somebody could start and qualified to buy and we’d have to either set the

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amount to be required there as well or it wouldn’t be required to Simply start in that stage so i’ often recommend that

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we start with the first stage of the pipeline enforce that as being the only stage that a deal can start in and

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that’s going to help our conversion metrics when we’re looking to report on what is our conversion from opening to the second stage and Beyond as well as

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timing what is the Aging the average age of a deal in a given stage so this one I

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always turning on and Advising clients to use the next is restricting

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deals from skipping stages so often times a deal might start start at one

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stage and then maybe skip directly to close which is great when that happens but you can imagine a world where you

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have some required properties before something can close and you can also Imagine a world where you’re looking to report on the average age of each of

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those stages and conversion rates between stages so restricting the skipping of stages or all or some of the

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stages is going to help give us more accurate reporting on that pipeline so

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again we can apply it to all stages which is typically my preference but if you you only wanted to restrict skipping

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on certain stages you could do that as well and then the next one is

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restricting deals from moving backwards so we all know what it’s to have a deal that kind of falls into a black

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hole in a pipeline it might sit in a particular stage for a month a year longer than that it’s not ideal for

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reporting and it’s not ideal for kind of sales velocity so I typically advise

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people to close those deals and set up mechanisms to facilitate the closing of those deals a good example

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might be if you close lost a deal you have some required properties there one of them what is the Clos loss reason the

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next might be when do you want to reach out to this client and try again do you want it to be three months six months

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and then from there you can automate you can set up a task you can set up a sequence a workflow whatever it might be

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that way you make a re-engagement attempt later in the future but that deal isn’t inflating our average time in

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this particular stage because it’s not sitting there kind of decaying so restricting moving backwards

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again some stages all stages I always doing it for all the next one is

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controlling deal edit access so if you have a more complex sales process and just larger or more teams touching the

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deal in general it might be the case that a certain team needs to view or enter in data at a particular stage if

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that’s the case let’s say as the contract is sent that we need to add

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additional users to that deal in order to enable editing let’s say they need to fill in some properties so we can choose

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what team that is let’s say it’s Andy’s team in this case and then we can allow Andy’s team to edit deals that are in

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the contract send stage so again that’s helpful if there’s a team that needs to do some data entry on the deal but we

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want to limit their access to only a particular stage and then the last section which

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is the newest is the approval process for deals so again there might be a

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stage in which approval is required for a deal at which point we want to

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notify specific users or teams to review and approve that deal so from

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here we would choose where in the pipeline that would fall and then we

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would start adding our approvers and we have some options here as well

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we can choose one or more approvers and then

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we can also choose whether all approvers need to approve of the deal or if only one of them approves the deal it does

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require that you put a note here so I’m just going to use please approve as my note and then it has you review what

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you’ve entered and it’s done so with that you can see how we quickly set up some

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pipeline rules that are really going to tighten up not only the flow of deals but also Empower and enable the

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reporting on those deals so with that I’d like to hand it back to Shannon

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and thank you everyone for your time thanks so much

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Derek thank you so much that was great we appreciate your time and expertise and knowledge I am going to share my

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screen again and then we’re going to continue with the lovely wonderful miles England okay and with that being said

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let me just pull this up great all right so Miles wonderful

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man of the moment he’s going to talk about bre co-pilot as well as the agents okay these are AI driven tools that are

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designed to take your workflows to the next level he’s going to walk us through a demo showcasing how Breeze can enhance

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customer interactions as well as automate R routine tasks once again guys feel free to type the Q&A up at the top

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you’re more than welcome to use the chat too I’m happy to help but I’m going to let miles steal the screen from me once

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again and we’ll get the party started so Miles take it away sir all right well hello everybody

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nice to have you all here as Shannon mentioned I’m going to be going

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over just Breeze co-pilot as well as the a couple of the breeze agents

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only two of them of the four but that’s because I don’t have an hour and a half to show you all the

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wonderful features that hubs came out with but we will be discussing those shortly I’m going to be sharing my

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screen excellent all right so with that being said as you

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can probably all have probably noticed over the last few weeks lots of little features have popped up into your

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HubSpot accounts one of those being co-pilot again it’s sitting in this top

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right corner you’ve probably clicked on it I don’t know if if you’ve been curious or not but it’s definitely been there and again it’s

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kind of bringing this entire AI into your HubSpot account allowing you to you

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know use this AI to see every bit of information all using this little chat

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bot over here so I’m going to start it off just by asking it a simple question something simple just again just create

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a template nothing crazy hey I was at inbound 2024 give me an intro email

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there’s nothing too crazy about that as you can see the AI is pretty quick being able to quickly come up with a really

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beautiful looking email but obviously that’s that’s kind of known that’s that’s almost we it’s we’re almost too

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easy at this point so let’s go give it to something a little bit harder how about something a report so if I

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ask it okay well how about this let’s say show me a report with all of the

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tickets and give me it by the owner again this is obviously something a little bit more out of the box

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again you can’t ask chat gbt to do something this because it doesn’t know doesn’t have that information so as

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you can see the AI comes through looks in the last 30 days we’ve got a

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multitude of tickets opened and the cool part about that is it not only did it create the report to show me it here but

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I can now edit this report in the actual report Builder allowing me to now you

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customize it change it add different filters and even more importantly add it onto one of my

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dashboards that I can share with the rest of my team just at any point in time so again this is a really cool tool

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that you can see but one of my favorite features in all of this is the ability to have it generate specific notes

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if I want to send my team members a note about something that is due today that they need to know about it I could say

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hey create a note for me about this next webinar I’m going to be hosting and I can put some information about this if I want it can

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also view it in HubSpot again allowing me to customize it allowing me to add notes allowing me to

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change it the day if I need to but it just is able to do that just as quickly

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and it’s really fantastic so as you guys can RDC brief co-pilots in most of your

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accounts you can be able to go in ask it questions but the more data you give

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HubSpot the more that this AI is going to be able to just kind of revolutionize your entire HubSpot

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experience allowing you to create reports create tasks create templates snippets any of those tools all right

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here at just asking questions if you have questions about this please put them in the Q&A I’m going to move on

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into the breeze agents which I’m going to start with the customer agent so cool

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part about the customer agent as you can also see the co-pilot came with me it did it kind of will follow you around

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until I get rid of it which again I’m going to get rid of it right now it’s it’s nice though as you can already see I did already set this up

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in terms of just kind of creating it but I did name it Bob the AI is there a big

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part about this is assigning it I did assign it to my myself so be aware that I am the main person on this

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behind Bob but Bob is also pretty awesome now in order to set this up

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you need to give it content so what is that really doing it’s allowing this AI to peruse not only knowledge bases I’ve

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created within HubSpot my website as you can see I’ve got 97 landing pages that

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we’ve created as a team in this exact account and also just imported URLs that I want this AI be able to scan in order for it to be as robust as possible

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this chat bot needs to be knowledgeable in terms of as if it was talking to me and that’s the best part

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about it so as you can also see I’m going to go to this agent profile I did again name it Bob it’s a customer

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support and it is being fueled into the help desk now what’s also cool about this is you can choose a personality I

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chose witty because it’s fun and I find it to be really entertaining but

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if you go to my website as you can see I’ve pulled up the chat bot just any other again as you can kind of go through it it’s nothing too crazy

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about this but here’s Bob so I’ve got Bob open I’m basically going to ask

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it any question let’s start with something simple so how about Paste can you tell me about

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Vonazon Services now we’re on the Vonazon website and that’s how fast that is it’s now saying again Vonazon

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is a Swiss army knife for your digital marketing needs now the cool part about this is how long would it

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take me as a human being to actually respond to such a question with such detail it would take me a

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couple minutes or finding whatever I was doing or being able to just pick up that chat and this was able to do it in

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seconds how about something a little bit more in depth again something close to my

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heart tell me about HubSpot onboarding again something that I I know a little

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too well but here it is all of the information that we have but Vonazon has

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on their website able to actually showcase what the onboarding process is onboarding process is smooth as Jazz and

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just tailored again I find this incredible not only with the efficiency

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of it all but just the detail with what it’s showing to your potential

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customers it’s absolutely fantastic what about something again that we all see on a daily basis especially sales reps you

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know in getting a demo scheduled how about something where can I schedule a demo not that

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part oh right there schedule a free demo if I click on this right here guess

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where it takes me to a meeting link with guess what my CEO and the head sales rep

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just that’s how fast that is again I’m going to hit back because obviously I’m not completely done with this yet but

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that’s how easy that is and again finding that meeting link making it look good this is all able to be

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done right out the job of a hat cuz Bob has access to all of those pages on the site the one last one is what if my

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customer just really wants to just be sent to an agent right away well all right no problem just

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dialing zero when you’re talking to anybody I’d be happy to transfer you an agent please hold for a moment put the email

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address again I am the back end of this right now so essentially what I’m going to get is an if I if my customer put in

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their email address I would get an email and I would be then directed towards this person that’s how fast this is and

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again it’s really really wonderful I’m going to move on but if you have any questions about the customer agent

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please let me know ask in the questions and Shannon will I’m sure be able to answer most of those if not all and then

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we’ll be able to move forward from there but I’m going to go back into HubSpot and as you can also see it is cool I

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agree as you can also see I’m going to go into the breeze content agent now

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content agent is a little bit more about just putting out content as much as possible I think we’ve all heard the added

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verbiage of content is King it’s just it still is SEO is such a big part of how

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we kind of conduct our business now if you start with things just as similar as creating blogs I’m going to

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go into this one right here and create a blog post with the customer agent now as you can see it’s basically

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giving you some examples write a post okay what do you want to do well my topic here is actually going to

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be something a little bit more fun because guess what if any of me I’m a big Star Wars guy so guess what

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I’m going to have a topic of Star Wars the main points should be how the Jedi created the piece

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it was wonderful again and how they met their downfall in order 66 again I’m also going to use the

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fact that it is going to have some keywords where is my SEO going well very

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easily Star Wars history of the Jedi Jedi downfall again it’s wonderful and I

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highly recommend anybody watching Star Wars and if you haven’t we’ll talk afterwards it’s okay but

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I’m going to select the title this is all AI driven all from the agent itself basically asking me to

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hey pick one that works but also using these actual helpful hints here

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this is semrush I don’t know if any of them but again keyword intents difficulty to rank on Google you

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know again right now this is an 89 what about this one right here I know there’s a couple monthly search

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vole so I’m going to take this one right here it also is something that’s dear to my heart about the surviving

25:16
members of Order 66 it’s awesome one of which was ob1 Kenobi but if I choose this right here again this is an intent

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data one but I’m not going to get into that now I’m going to hit review the outline as you can see it’s got an

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included AI generated image that’s going to come along with this it’s really really great but first it’s going

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to say hey here’s the blog description again a little bit of the keywords and things that but now it’s going

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to go into these paragraph headers we’re going to talk about what it is now again if I had more time I could absolutely

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add talking points okay what do I want to make sure26:30
to just add more of who you are and what you’re really looking for now I’m going to generate this blog post again it’s

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going to take a couple seconds I’m sure most of you kind of have done this before with other AI but again

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this is actually within your HubSpot account allowing you to kind of just have all that content that you’re

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already going to be pping through HubSpot all right at your hands well at your fingertips at least but as you

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can see it’s going to my Vonazon blog again Title Here and then as you can see

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look at this awesome generated image here from AI I absolutely love it and

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then of course just the entire blog itself where I can now go in edit and have a really really easy time of now

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producing more and more content easier and easier all within your HubSpot

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platform using these new agents just to end this on one thing there are two other agents prospecting and

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social but again I did not have the time to go over all that with you today but if you have questions about those

27:30
please let me know but other than that thank you everybody and hope you all have a great rest of your day talk to

27:36
you Shannon thank you so much miles so you don’t have to be wildly into Star

27:43
Wars in order to work for us but it does help that being said that was a lot of information because there’s a lot going

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on right and we’re trying to make it in a way that it’s fun it’s useful and

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hopefully you guys are feeling that so as we move forward I’m going to bring up the one and only Tyler Tate to finish

27:59
this off he’s going to go a bit further into Breeze intelligence as well as marketing Hub as was asked in the Q&A by

28:05
the way jp in that Q&A ask the questions come in the chat the water’s fine again Tyler’s going to guide us

28:11
through some of the most impactful updates as I said including AI powered content creation tools and

28:18
enhanced campaign management features and resources so we’re lucky to have the

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one and only Tyler Jp On In steal the screen and let’s get going

28:30
perfect thank you so much Shannon well hello everyone my name is Tyler Tate I’m the senior automation specialist here at

28:35
Vonazon and today Shannon said we’ll be diving deep into AI powered content with tools such as remix

28:41
campaign reporting with the custom report Builder as well as a bit of the breeze intelligence so with that I’m

28:48
going to go ahead and steal the screen here perfect so just for a little bit of

28:55
background essentially hopspot Breeze intelligence is an AI driven feature introduced this year it enhances how

29:02
data is managed within HubSpot CRM it automatically enriches company and contact profile using a vast database

29:08
helping sales and marketing teams maintain up-to-date records it also identifies High intent prospects by

29:14
analyzing buying behaviors allowing businesses to focus on leads more likely to convert additionally it shortens

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warrants by autofilling known information improving the overall user experience and boosting conversions

29:26
Breeze intelligence is designed to streamline workflows and improve efficiency across Marketing sales and

29:31
service so with that let’s take a look at what it looks like to enrich a record within HubSpot so what I have pulled up

29:38
here is our actual vonzon record in our HubSpot CRM everything pretty much looks

29:43
the same right now but one key thing that’s added through enrich is if I go into the left hand side about this

29:49
this company I can hit this actions drop down menu and enrich the record a menu is going to appear on the

29:56
right hand side here and hubspot’s actually going to show me which specific fields I can enrich about this record

30:03
now we have a lot of information already about this record but this is letting us know hey there’s more up-to-date

30:08
information that HubSpot might already have things such as the company URL the description URL whatnot all of these

30:17
actually cost specific credits so as you can tell in the very bottom it’s going to let me know how many credits I’ll use

30:23
to enrich all these different fields to do so all I’d have to do is hit enrich

30:28
record down here and it would push through using my available credit you

30:33
can actually set this up to be automatic but if you want to be a little bit more controlling about the credits I suggest

30:39
just doing it this way and manually doing it to ensure that you don’t run out of credits and you’re utilizing the

30:44
information you want to something else is added by Breeze intelligence is going to be the intelligence tab on the

30:52
middle section here right between the overview and activity section here essentially the intelligence tab is your

30:59
HubSpot Command Center for all things related to contact and Company activity it consolidates key information

31:05
emails meetings calls and other interactions all in one easy place to look at so again it’s letting me know

31:11
hey there are some fields that can be updated through Breeze intelligence and it’s also giving me some pretty good

31:16
information down here so I can see things website views specific pages

31:22
people are visiting from this company so I can see that our contact us page is the most popular I can also see how many

31:28
unique visitors as well as when people last viewed I also get keywords as well for segmentation so I can see that

31:35
Vonazon is a consulting marketing B2B agency and if I go all the way down I

31:41
get more information such as company information financials location technology even things social

31:47
medias and even their tech stack which is pretty cool so if I wanted to market specifically based off their tech stacks

31:52
such as are they actually a HubSpot customer can I send them HubSpot related content I could look at this

31:58
technology section here see exactly what their tech stack is which is pretty cool so the next section we’re going to

32:05
take a look at for Breeze is going to be under the marketing tab and then buyer intent one thing I do want to mention is

32:12
that for those of you who are following along some of the things that we’re going to view are going to be in beta so

32:17
results may vary depending on what access you have so again I’m going to go into marketing and then buyer

32:25
intent so essentially buyer intent is all about knowing who’s most

32:30
interested in what you have to offer based off their online behaviors because of that the tracking code for HubSpot is

32:37
required for this to work properly so HubSpot makes this easy by pulling in insights from actions page views

32:43
clicks form submissions to make this work pretty much all I’m going to go to is the configuration tab at the end here

32:52
from here in our first tab we have our total addressable Market or TAM and target markets which I can define here

32:58
on the right hand side so I already have one set up for marketing agencies if I

33:03
was going to set this up myself I would just hit the edit button on the far right hand side and from here I can start

33:09
filling in key information such as the specific industry how many employees

33:14
company states web technologies as well as revenue right now I have it pretty basic because I want to actually

33:20
find companies within the search tab but you can make this as basic or granular as you want it to be below that is going

33:28
to be the intent or specific page we want people to look at so in our specific case we want people to look at

33:34
the contact us page and pretty much track that metric again towards the bottom it is

33:40
essential to have the HubSpot tracking code so I’m sure that a lot of you already have this on your website already but if you don’t I highly highly

33:48
suggest having this even if you’re not using buyer intent so going into the companies tab I

33:54
could see people that actually fit in my target market here so right now I can see that Vonazon is appearing on the

34:01
very top because they’re a marketing agency as well as they have 11 to 50 different employees I can also see basic

34:07
engagement with them so if I want to see how many page views how many unique visitors they’re having even if I want

34:13
to kind of target them via the specific

activity seeing things such as the pages they’re visiting recent pages the

34:20
contacts that are part of the specific company and their last engagement as well so a lot of really good information

34:26
here cool thing too is I can actually send these people to specific lists as well as enroll them into workflows so if

34:33
I found someone in my target market I want to put them through some kind of campaign I can enroll everyone from that

34:39
company into a specific contact workflow and start marketing to them which is pretty nifty another thing we have is

34:45
the LinkedIn so if the company has a LinkedIn recorded from HubSpot

34:52
insights we can actually pull that information here below it actually is going to show

34:58
me companies that are outside of my CRM as well so right now some of these companies might actually not be in my

35:04
CRM and I can actually add them here directly as well I can organize that

35:09
in the left hand side here so I can see all companies meaning that they’re inside of my CRM and outside or I can

35:15
kind of filter things through this button here as you can see other things we can segment if they’re known contacts or

35:22
records inside of my HubSpot account I could segment based off different things such as life cycle stage the deal

35:27
stage owner traffic really any of the metrics that you see on the left hand side and of course everything

35:33
inside of HubSpot I could save a view so if there’s a specific way that I’m looking at this I could always save

35:39
all of my different filters here on the left hand side and then finally we have the overview tab so really this is just

35:46
showing me how many people meet my total addressable Market how many people that have met my intent that

35:53
I’ve set up which I don’t have one right now and then the captured companies showing the intent of the companies

35:59
I have inside of HubSpot as well perfect so the next action we’re going

36:05
to move into is going to be more so of the marketing custom report

36:11
builder as well as a bit of the AI powered content creation such as remix

36:16
so we’re going to switch gears into campaign reporting so in the past pretty much

36:22
campaign reporting was all siloed into the campaign itself it did give us really good metrics such as influence

36:29
contacts revenue ROI as well as any kind of sessions that may have happened

36:34
within my campaign itself obviously these are great reports but if I wanted to put these on the dashboard I really

36:41
couldn’t in the past so now with HubSpot’s update I can actually use custom reporting to put campaign metrics onto

36:48
my dashboards so to do that I’m going to go on to the left hand side here under

36:53
reports go into reports again and now it’s just be business as usual I’m going

36:59
to create a report in the very top right here and then select custom report

37:05
builder on the top so we have two choices here because

37:10
I want to define my own data sets I’m going to select the left hand side here and choose my own data

37:17
sources so the key difference here is we have our typical data sources for primary and secondary such as contacts

37:23
companies and deals but now HubSpot has added the campaign data here as you can

37:29
see where I can either use it as a primary or a secondary source on the very bottom here so let’s go and make a

37:37
quick example report let’s say that I want to see everyone that’s been influenced by my campaigns so what I’m

37:44
going to do is I’m going to select contacts as my primary data source and then campaigns as my secondary I’m going

37:50
to go ahead and hit next and that’s going to open up our campaign report builder here for those

37:57
of you that are unfamiliar with the builder the left hand side is going to display all of the different fields I have available for both contacts and

38:03
companies pretty much just whatever data sources I just picked the center here is going to be where I’m going to display

38:09
or what fields I’m going to display and then the right hand side is going to be a preview of what my report might look

38:14
so what I’m going to do again is I want to see all of the campaign influence of my contacts per campaign

38:22
I’m going to drag the count of contacts into my Y-axis I’m going to search for campaign name

38:28
and as you can see I have a brand new campaign tab with all these different fields here and it’s not just siloed

38:34
into campaign name I could look at different things such as form fills revenue ROI if they met specific goals I

38:42
highly recommend checking out the different variables that we have for campaigns just because we have a lot of different metrics that I would love to

38:49
go over but unfortunately we just don’t have the time so as you can see again I have the campaign name on my x-axis and

38:56
then the count in my Y and now I can actually start seeing how many influenced contacts I have per campaign

39:03
which is pretty nifty and of course if I want to get rid of different values or get a little bit more specific I could

39:08
always hit the filter here and get a little bit more specific if I want to say things like the campaign is known or

39:14
maybe there’s a value within the influenced contact whatever it might be from here same exact process I just give

39:21
the report a name so I just give it Tyler’s test hit save reports and then of course

39:27
I can either add it to my dashboard or put it into my reporting

39:33
Library perfect so the next section we’re going to look at is going to be the remix

39:39
section which is actually really really cool so essentially content remix uses

39:45
AI to repurpose your existing content now if you’re most marketers the struggle of continuously

39:50
creating fresh content is time-consuming and sometimes it feels like you’re reinventing the wheel that’s what

39:55
remix steps into to make life a bit easier so exactly what is it content remix helps you take existing content

40:02
blog posts videos and webinars and transforms them into new formats with just a few clicks for example imagine

40:09
turning a two-word blog post into a series of social media posts or an email sequence it’s just a smarter way to

40:14
maximize your content reach and longevity without doubling down on a workload so to access it I’m going to go

40:21
into content and then I’m going to go into remix towards the bottom here I’m I’m going to sel start remixing

40:29
and from here I can start adding my content by clicking add content so on the left hand side we have

40:36
four different choices of different types of contents we can use so I can either upload a video I can use any type

40:43
of web pages that exist inside of HubSpot or external which is going to be one of my examples audio so if you have

40:49
a podcast and maybe you want to write a couple different emails or a social media post you can use audios or

40:55
an image any type of image that you can upload inside of HubSpot as well so in the case that I want to use is I

41:03
want to create an email and a landing page based off of our von.com homepage so to do that I’m going to select web page and text and then from here I can select

41:17
what web page or text I’m using so I could use things blog post site Pages landing pages that already exist

41:23
inside of HubSpot I could use raw text as well so if I just want to kind of

41:28
give a prompt similar to what miles showed I can do that as well upload a new doc but more specifically what

41:34
I want to do is I want to add a URL here so I’m just going to use von.com

41:43
hubspot’s going to let me know hey this URL is good to go I get this little green text here and now I’m going to add

41:50
content so from here it’s going to load briefly and then from here similar to

41:56
a workflow or maybe a sequence I’m going to add the plus button down here and from here I can generate six

42:03
different types of content ads blogs images landing pages emails or if you

42:09
have access into SMS you can do that here as well so again in our case what I want to do is I want to create an email

42:15
and a landing page so I’m going to select one next to email and one next to the landing pages I’m going to hit next

42:23
and from here I can select the specific template I want to use for the so I want to create a newsletter I’m

42:30
going to use the newsletter template and under the landing page we can get a little bit more specific here so there’s

42:36
everything from thank you Pages book of meetings landing pages videos pretty much everything that you need so what

42:42
I’m going to do is I’m going to do a products page if there’s a specific objective you want to have or give the

42:48
AI a little bit more context there’s a free text field here that you can use to give that specific context as well as I

42:54
can direct these styling so if I want to do something abstract vector graphics popup anything here I could use

43:02
that as just an art Direction so let’s go ahead and do retro wave because that sounds fun and I’m going to click

43:09
generate so this process does take a little bit of time as you can tell and I don’t want everyone to stay here all day

43:15
so I went ahead and generated it already so this is what the final product looks

43:21
of the email in landing page so if I open up the email this is all going to be I generated content for the images as

43:29
well as the text where it looked at our website took different key points and put it into the email that’s generated

43:36
through AI cool thing now is that it’s a typical email so if I want to add things

43:41
or edit it I can actually hit save and add and it’ll just open up my typical marketing email editor and from here I

43:48
can just start switching the image correcting the text if I need so and adding additional sections as well give

43:55
me the same case for the landing page as well so if I want to add different content here I could always hit save and

44:01
add of course if you’re not happy with the results that HubSpot gave you you can always redo the generation

44:10
here as well perfect Shannon I believe you

44:16
had a couple other slides that I’m just going to talk to verbally so if you want to steal the screen

44:25
over happy to always happy to steal a screen

44:32
I’m going to do that right now great job too lots of info we’re all getting that much

44:37
smarter so I am going we love to see it we love to see it we love to see it

44:42
all right Tyler are you good to rock and roll perfect so just quickly a few things that we can use with the Breeze

44:48
intelligence we can use it to better segment data and create better

44:54
customer profiles segmented audience based off behavior and demographics and more as well as personalized campaigns a

45:01
little bit better with no information from HubSpot and if you can go ahead and go to the next slide and just quickly as well just some

45:08
other new tools that HubSpot has to offer the first one is actually super helpful in my opinion is going to be the

45:14
objects Library so pretty much what this does is it helps you create new objects

45:19
based off pre-built templates so if you’re someone a real estate or a Healthcare company this will actually

45:25
have a templatized version that already sets up the properties based off known values which is pretty cool helps you to

45:32
set up objects a lot easier within your account the other one’s going to be the multi-step forms which this actually

45:38
helps you create Dynamic forms makes customers submit forms a little bit easier and then finally it’s going to be

45:45
Advanced data sets which allows you to create different data sets to organize and pull together data from different

45:50
parts of your CRM you can customize which properties or metrics are included making it a little bit easier to analyze

45:57
performance across different aspects of your business perfect so that’s all I had and

46:04
thank you everyone for your time thank you very much greatly

46:11
appreciated we really loved all that info right love to hear it love to see it guys we are jumping into our Q&A

46:19
session before we do let’s just take a time to Round of Applause for all of these brilliant speakers and the wonderful demonstrations they put

46:25
together again we’re going to transition into our Q&A section feel free to put stuff in the chat as well as

46:31
at the top of the page you’ll see a Q&A area yeah we have this brilliant team

46:36
at Vonazon here before you to just dive into the depths of everything we’ve discussed and any other curiosities you

46:42
have before you so thank you thank you for literally doing that guys I appreciate it let’s take a look all

46:51
right and my lovely gentlemen that were on this call with me if you want to look at the Q&A section and pipe up for

46:58
any of these questions that you have set before you we can dive in

47:04
so all right all right we got Jennifer Lopez

47:10
clapping the hand I appreciate that glad she made it is there an extra cost

47:15
for Breeze so Breeze is interesting in that with some of it you’ll see that

47:21
it’s contingent upon how much you use so that’s kind of a cool feature in that you can set a good budget of

47:28
a balance of a budget all right any new

47:34
ones okay what is the new lead scoring that is super new that’s super new we actually didn’t touch on that

47:40
upon touch upon that too much in this call but it’s similar to what was

47:46
previously a part of the life cycle stage but now it’s its own little area again we didn’t cover on that too we

47:51
didn’t touch on that today but Derek if you want to jump in by yeah sure I’ll speak to that a little bit the new lead

47:57
scoring has everything that the old lead scoring has and more so the UI for

48:05
building is a bit more user friendly doing things setting bands a good

48:11
example is website visits is one to three we’re going to give them five points it’s four to five we’re going to

48:16
give them 10 points that’s easier to do now in the new UI and the other component that’s probably the best

48:23
new feature is that there’s decay on engagement-based scoring so a

48:29


website visit today you can make worth more than one from a year ago so that decay is really exciting because

48:37
your lead scoring is going to align more with intent awesome thanks Derek appreciate

48:44
that and if you saw in the comments area Miles put Breeze will come with most hubs as long as you have Pro level

48:51
account so good to know all right we’ll stay on here for

48:57
another minute or two if anybody has anything the water’s fine again we have

49:02
Vonazon love to answer all curiosities and questions so please feel free to book a meeting with us and we can go

49:09
even further down the rabbit hole so all right give it another

49:20
minute okay all right all right y’all I want to

49:27
thank you guys I don’t we don’t want to take too much of your time but we do appreciate you joining us today I

49:34
mean if there’s anything that we can help you with before we go we really want to thank you for taking the time out of your busy days to join us on this

49:40
webinar as a reminder as mentioned in the comments as well we will be sending out this deck this presentation

49:47
as well as a transcript with the email that you registered for this event with if you have additional questions or want

49:53
to schedule some sort of consultation with us we would be beyond happy to help you with your process moving forward

49:58
down the HubSpot rabbit hole don’t hesitate to ask for anything that we

50:04
can do for you thank you again for joining us and we will be seeing you next time have a good one guys thank you

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