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Sidekick Strategies Expert Interviews

Sidekick Strategies Expert Interviews

Auteur(s): George B. Thomas
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 Welcome to Sidekick Strategies, Expert Interviews, your premier podcast for mastering inbound strategies. Whether you're a marketer, sales professional, service expert, Operations Ninja, or business owner using HubSpot, this is the place for you! Every week, we bring on a new expert to share the essential tips, tricks, mindsets, and best practices your business needs to reach its full potential. Ready to transform your approach with cutting-edge insights? Let's dive into the world of inbound strategies with this week's expert! Marketing Marketing et ventes Réussite personnelle Économie
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  • HubSpot Image Optimizer App Pixel Compress with Franco Valentino and Kieran Allen

    HubSpot Image Optimizer App Pixel Compress with Franco Valentino and Kieran Allen
    Apr 16 2024
    Franco Valentino and Kieran Allen discuss Pixel Compress, an app that optimizes images in HubSpot portals. They explain that image compression is crucial for improving website speed and user experience. Pixel Compress automatically optimizes images when they are uploaded and can also optimize historical images. The app supports multiple image formats and ensures that the links to the content are not broken. It saves time and labor costs for teams, improves website trust and SEO, and provides significant space savings. The cost of Pixel Compress is $30 per month. Takeaways: Pixel Compress is an app that optimizes images in HubSpot portals, improving website speed and user experience. The app automatically optimizes images when they are uploaded and can also optimize historical images. Pixel Compress supports multiple image formats and ensures that the links to the content are not broken. Using Pixel Compress saves time and labor costs, improves website trust and SEO, and provides significant space savings. The cost of Pixel Compress is $30 per month. Chapters 00:00: Introduction and Background 07:11: Major Hurdle and Benefits of Pixel Compress 13:29: Importance of Pixel Compress for Teams 24:40: Safeguards and Backups
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    27 min
  • Unlock the Secrets of HubSpot Reporting: Expert Insights with Nakul Kadaba

    Unlock the Secrets of HubSpot Reporting: Expert Insights with Nakul Kadaba
    Apr 16 2024
    In this episode, George B. Thomas interviews Nakul Kadaba, a data expert from HubSpot, about the importance of reporting in HubSpot and how it can impact decision-making processes. They discuss the challenges and misconceptions users face when working with HubSpot reporting, as well as the foundational steps for leveraging HubSpot's reporting capabilities. They also dive into advanced reporting features and the significance of custom reports in HubSpot. In this conversation, Nakul Kadaba shares insights and strategies for effective HubSpot reporting. The key themes covered include simplifying data visualization, adopting a growth mindset, overcoming challenges in HubSpot reporting, integrating data from various sources, and resources for deepening understanding. The main takeaway is to keep reporting simple and organized, using it as a tool to convey effective messages and identify areas for action. Takeaways: Reporting is a critical component for businesses using HubSpot as it helps organize data and answer questions about the business. Understanding gaps in data collection is important for gaining a comprehensive understanding of the organization. HubSpot's default properties and canned reports provide a good starting point for leveraging reporting capabilities. Custom reports in HubSpot allow users to customize their visualization and align it with their organizational model. Chapters 00:00: Introduction and Guest Introduction 00:30: Importance of Reporting in HubSpot 07:07: Foundational Steps for Leveraging HubSpot's Reporting Capabilities 10:00: Advanced Reporting Features in HubSpot 25:04: Simplifying Data Visualization 27:32: Mindsets for Maximizing Value 29:54: Adopting a Growth Mindset 35:13: Overcoming Challenges in HubSpot Reporting 37:16: Integrating Data from Various Sources 43:28: Resources for Deepening Understanding 46:04: Key Takeaway: Keep Reporting Simple
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    43 min
  • Proactive, Post-Sale Order Management with HubSpot with Chris Carolan

    Proactive, Post-Sale Order Management with HubSpot with Chris Carolan
    Apr 16 2024
    In this conversation, George B. Thomas and Chris Carolan discuss the challenges businesses face with current customer order management systems and how integrating CRM systems with custom objects can improve the post-sale order management process. They emphasize the importance of creating proactive and self-service experiences for customers, especially in the B2B space. They also explore the limitations of traditional line items for order management and the benefits of modernized growth strategies in meeting the evolving expectations of industrial and manufacturing customers. The conversation concludes with a demo of using HubSpot to manage customer orders. This conversation explores the use of custom objects in HubSpot to enhance the customer experience and streamline post-sales processes. The discussion covers topics such as managing parent and child companies, handling temporary information, and creating custom objects for complex order processes. The conversation also highlights the use of a customer portal in HubSpot CMS to provide customers with access to order details, proof of delivery, and the ability to reorder products. The importance of transparency and trust in building strong customer relationships is emphasized throughout the conversation. Takeaways: Creating proactive and self-service experiences for customers is crucial in the B2B space. Integrating CRM systems with custom objects can improve the post-sale order management process. Traditional line items are insufficient for managing orders after the sale. Modernized growth strategies that incorporate sales, marketing, and service teams can meet the evolving expectations of industrial and manufacturing customers. Custom objects in HubSpot can be used to enhance the customer experience and streamline post-sales processes. Managing parent and child companies can be made easier with custom objects in HubSpot. Temporary information can be handled efficiently without cluttering the system by using custom objects. A customer portal in HubSpot CMS allows customers to access order details, proof of delivery, and reorder products. Chapters 00:00: Introduction 00:33: Chris's Background and Challenges in Customer Order Management Systems 09:54: Importance of a Proactive Post-Sale Management Approach 12:59: Integrating CRM Systems with Custom Objects 16:26: Limitations of Traditional Line Items for Order Management 23:29: Benefits of Modernized Growth Strategies in Industrial and Manufacturing 26:13: Meeting Evolving Expectations of Industrial and Manufacturing Customers 31:10: Demo: Using HubSpot to Manage Customer Orders 31:18: Introduction to Customer Platform and Custom Objects 32:07: Enhancing the Customer Experience with Custom Objects 33:31: Improving Post-Sales Processes 34:28: Managing Parent and Child Companies 35:26: Handling Temporary Information 36:02: Custom Objects for Complex Order Processes 37:18: Customer Portal for Order Tracking 38:14: Creating a Membership Portal in HubSpot CMS 38:44: Viewing Order Details in the Customer Portal 39:42: Proof of Delivery in the Customer Portal 40:49: Adding Custom Information to Orders 42:45: Using Pipelines in Custom Objects 44:06: Custom Objects for Different Product Types 45:25: Customizing the Customer Portal 46:46: Easily Adding Properties in HubSpot CRM 47:19: Reordering Products in the Customer Portal 50:58: Providing Certainty to Customers 52:20: The Importance of Customer Experience 53:26: Contacting Chris Carolan
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    47 min
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