I’ve been thinking through the reasons to recommend upgrading from HubSpot Pro to Enterprise (when chatting with clients) and the broader implications of HubSpot’s pricing strategy. It’s such a complex area – I’d love to be a fly on the wall when the HubSpot product teams decide which features belong in Pro versus Enterprise and how they adjust these over time...
A reminder about getting Slack reminders in HubSpot.I quite like how granular you can make the out-of-the-box ‘Other App’ notifications (eg Slack) in HubSpot.eg to get Task Reminders:
And then you’ll get notifications in you HubSpot channel in Slack:
You can also get further control by using Workflows. Lots of flexibility here (simple example via a Company workflow):
Consider the following annualised generative AI revenue comparison: Accenture (a consulting company, advising on AI): $3.7B OpenAI (an AI provider): $3.4B (And further, OpenAI is selling more AI services than Microsoft.) People are spending more on AI advice than they are on the actual AI. (Sure, there’s lots of other AI companies besides OpenAI. There’s also lots of other consulting companies.)...
Ian and I recorded HubShots episode 307 last month. It was a monster episode (close to 2 hours) where we walked through everything in HubSpot’s Content Hub launch, with a focus on building beautiful sales and marketing websites. We also produced a beautiful PDF guide with all the content (10,000 words, 75 screenshots). It’s a free download (no signup required) – get your copy...
We’ve released an update to our HubShots Framework. We’ve regrouped a few sections (there’s now a dedicated section for Operations Hub and integrations), plus started adding in links to a new knowledge base (early days) of articles. Plus a new format – we’ve now made the full Google doc available on the download page. You can access the HubShots Framework from here. A quick reminder: yes...
How to build a list of contacts using a free email address in HubSpot A quick reminder on how to do this – since it has come up in a few client calls recently. Here’s the video walkthrough, and here’s the HubSpot KB article I reference. And here’s the online replace tool I used. Of course, in an ideal world HubSpot would have a default property on contacts that had this...
Using Formula Fields in HubSpot Custom Reports to group contacts into buckets based on how many Marketing emails they’ve opened. This is an example of using Formula Fields (currently a Public Beta) in Custom Reports Here’s the video walkthrough: There’s other ways to do this (eg using calculated properties, or Operations Hub Enterprise functions) – this example...
Ian and I have released our final episode for the year, you can watch it here and read the full show notes here. This episode we dive into: Preparing for a Fast Start in 2024 Quick shots (Loom, Clearbit acquisitions) Active lists of non-marketing contacts who used to be marketing contacts How to build a list of ZoomInfo contacts Adding images in meetings in the HubSpot app Using LinkedIn Sales...
In the HubShots Framework, Stage 3 is focussed on automation in HubSpot. That is, automating as many processes as appropriate. The key word to note here is: appropriate. Many companies try to add completely new stuff using automation, before they’ve even automated their existing manual processes The trap they fall into is automating a bunch of processes that add little value (eg mass spamming) to...
In this post: HubSpot partners making bold claims about HubSpot versus Salesforce Business sophistication (not size) is the key Salesforce clarity HubSpot’s direction A reasonable response Footnotes (including HubSpot gaps) Bold claims I’ve been a little puzzled by some of the posts I’ve seen on LinkedIn, over the last year or so, by HubSpot Partners making comparisons between...