Scott Gelber’s Post

HubSpot and Salesforce are two of the martech/salestech powerhouses — but it's an all too familiar tale that teams struggle to get them talking to each other... 🔄 🤷♂️ Discover how to integrate the two, what you need to think about before integrating and how it bridges gaps between sales and marketing teams. ⚡🤗 https://lnkd.in/exFMn2DJ #Salesforce #HubSpot #SalesAndMarketingAlignment #Martech #Salestech

Just finished up a HubSpot audit for a Lone Fir Creative client last night and man, I can't tell you how pumped I am to see how some simple automations make their lives so much easier. These guys have a really cool product that people want, but their sales team is spending a lot of time on arbitrary admin tasks that don't take place in the CRM which has resulted in... 👉 Less time to sell 👉 No or little historic record of interactions with customers 👉 Incomplete data AKA fewer ways to crossell and revisit old customers It's ok though. The doctor is in.👩⚕️ #hubspot #salescrm #salesenablement

Special surprise to our Salesforce Clients 🎁.. Hubspot just relaesed a side pannel feature that can help you easily add contacts to Sequences directly from Salesforce. Check out the article below for more information and follow our page for many more to come! #salesforceadmin #hubspottipsandtricks 🎄🧡💙🦋

🌟 Did You Know? HubSpot’s Game-Changing Features Late 2023! 🚀 As 2023 comes to a close, HubSpot has rolled out some fascinating features, particularly in its sequencing tool. We’re talking about next-level A/B testing, an intuitive subject generator, and enhanced analytics. And for our Salesforce clients, there’s more good news: You can now add Salesforce contacts directly into HubSpot sequences! This integration is a game-changer for streamlining your marketing and sales efforts. Isn’t it fantastic how these tools can transform our digital marketing strategies? 🔗 Dive deeper into these updates on our blog – link in the first comment! #HubSpotUpdates #salesforceintegration #MarketingTools #DigitalMarketing #HubSpot #salesforce #hubspotpartner

The conditional properties beta in HubSpot is a game-changer! 🤯 I've been chatting with a customer about building a pipeline for their BDRs with automation around required fields, tasks, etc., and they mentioned hesitancy with using deals because it just doesn't make a ton of sense with their workflow. (And the Prospecting dashboard/Leads won't meet their specific needs.) So, I spent a few hours today building out a 'pipeline' using contact views and setting up conditional properties that trigger required fields depending on the 'pipeline' stage of the contact. Damn, it's so cool 🔥 It's also become abundantly clear that I need to take a day and completely redo our own HubSpot setup! So much has changed, even just in the last year. Someone add more hours to the day... #hubspottipsandtricks #crm #hubspotpartner

The wait is over -- #SalesNavigator for HubSpot is now live!  🙌 Your team can now have all the information they need, when they need it, without the hassle of switching between HubSpot and LinkedIn Sales Navigator multiple times a day. Some of the key benefits include: 🕙 Infuse real-time, people-powered LinkedIn data, directly into HubSpot You can now update HubSpot’s Smart CRM with real-time LinkedIn data from 1 billion members across 67 million companies in over 200 countries and territories. 🚀 Increase rep productivity, with better data in your CRM and more actionable insights Not only will you give your sales organization the peace of mind that their sales data is accurate, but your reps will save time by not having to switch between multiple screens to hunt down important deal data. 📋 Log Sales Navigator activities to CRM in just a few clicks You can now log Sales Navigator activities — such as sending InMails, making connection requests, sending and viewing Smart Links, and logging notes — with only a few clicks whether you are inside of Sales Navigator or your CRM. Learn more about how the integration can turbo-charge your teams productivity: 👉 https://lnkd.in/eanDCkc3 #salesnavigator #hubspot #sales #integration #linkedin 

Are there any better feelings than receiving excellent testimonials from your clients? I bet not. If you are honest towards your work and put in 100% dedication to clients' success, more often than not, your work will be appreciated. There is nothing more important than your client's success. We are lucky to be working with an amazing company and an even better team to get their CRM data in shape and HubSpot instance up and running along with day-to-day marketing ops things. #b2bmarketing #mops #marketingoperations

HubSpot is the gift that keeps on giving! When you produce one summary of the latest updates and then 💥 BOOM 💥 a number of significant updates appear almost immediately. For those still getting up to speed, here's my top 3 updates now in beta: CRM email permissions - this has been a deal breaker for so many companies in the past who need to keep emails specific to a team or individual, rather than seeing all emails across the organisation! Total game changer. Pipeline rules - gone are the days of reps skipping deal stages or starting the deal process in whichever way they like. It's about time this update dropped! External website pages - you can now add external website pages to your marketing campaign attribution and tracking in the campaigns section. This was a limitation for so many. You spoke, HubSpot listened. If you're not already onto these - either you or your admins should go to your account dropdown > product updates > betas and opt IN - GO GO GO! 🏁 #hubspot #hubspotupdates #crm

As a HubSpot Platinum Partner, stepping into an active portal that we didn't implement is common. The customer expects results fast, so we need to familiarize ourselves with the platform quickly. That's why Caleb King's recent HubSpot admin HUG session was so fascinating. Here are a few insights I gained that I wanted to share: 📊 Check email analytics to ensure subscription types make sense 🔗 Look for essential integrations and eliminate redundant ones 👥 Identify the most used contact properties and where they are used 🔄 Review workflows to move unengaged/ unsubscribed/ hard bounced contacts to non-marketing status 🏷️ Check for naming conventions used for forms, workflows, and lists 🚦 Examine lifecycle stages and identify bottlenecks 🔍 Check customized properties to avoid duplications 📑 Create a single object report for contacts and deals to get an overall look Sounds like a lot, right? 🤔 But trust me, there's more. If you want to learn more, I highly recommend watching the recording of the session (link in the first comment). And as always, we're here to help you with your HubSpot needs. Thank you Caleb King for sharing these insights. Glare Marketing Technologies Kyle Jepson D'Ana Guiloff HubSpot Tips and Tricks #HubSpot #MarketingAutomation #CRM

I am a HubSpot partner/admin's nightmare. Yesterday, I, a rogue sales user, created 6000 duplicates in our CRM. I undid it. BUT this is valuable enough for me to share. Takeaways: -User Permissions are important -Partners and admins are important (I figured it out..eventually..but is it worth it?) -Thank you to HubSpot product for providing an escape route. An "undo" route for imports.