HubSpot and CRM customisation: a deep dive with Rowan Reid

Evolving HubSpot

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תוכן מסופק על ידי Matthew Creswick, Daryn Smith, Rowan Reid, Matthew Creswick, Daryn Smith, and Rowan Reid. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Matthew Creswick, Daryn Smith, Rowan Reid, Matthew Creswick, Daryn Smith, and Rowan Reid או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

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לפני שנה 35:03

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Welcome to the "Evolving HubSpot Podcast," hosted by Matthew Creswick. In this episode, join us as we explore the intricate realm of CRM customization with our guest, Rowan Reid, Head of Chief Information & Technology Officer at Huble Digital.

Find out what Rowan thinks about the history of CRM, the need for customisation based on unique business processes, and the balance between out-of-the-box functionality and the ability to customise.

In this episode, you'll learn:

How to keep the delicate balance between standard functionality and the compelling need for customisation that is critical to broad CRM adoption.
Gain valuable insights into diverse scenarios where CRM customisation plays a pivotal role, from first-time ventures to transitions and upgrades for larger enterprises.
Uncover perspectives on the HubSpot vs. Salesforce dynamics, examining their distinct approaches to customisation.
Discover the latest advancements within HubSpot's customisation arsenal, including custom objects, programmatic automation, and UI customisation using React.
Peer into the future with Rowan as he shares predictions on upcoming trends in CRM customisation, from the integration of AI to the rise of voice interfaces, and the increasing prominence of no-code and low-code options.

This episode offers a comprehensive exploration of CRM customisation within the context of HubSpot and the broader CRM arena. Tune in for historical insights, current capabilities, and a glimpse into the future of CRM customisation in the digital age.

Find out how Huble can help you evolve your business. Speak with our team: https://huble.com/contact-us

36 פרקים

#Tech #Business #Marketing #Matthew Creswick

HubSpot and CRM customisation: a deep dive with Rowan Reid

Evolving HubSpot

published לפני שנה

שתפו

MP3•בית הפרקים

Find out what Rowan thinks about the history of CRM, the need for customisation based on unique business processes, and the balance between out-of-the-box functionality and the ability to customise.

In this episode, you'll learn:

How to keep the delicate balance between standard functionality and the compelling need for customisation that is critical to broad CRM adoption.
Gain valuable insights into diverse scenarios where CRM customisation plays a pivotal role, from first-time ventures to transitions and upgrades for larger enterprises.
Uncover perspectives on the HubSpot vs. Salesforce dynamics, examining their distinct approaches to customisation.
Discover the latest advancements within HubSpot's customisation arsenal, including custom objects, programmatic automation, and UI customisation using React.
Peer into the future with Rowan as he shares predictions on upcoming trends in CRM customisation, from the integration of AI to the rise of voice interfaces, and the increasing prominence of no-code and low-code options.

Find out how Huble can help you evolve your business. Speak with our team: https://huble.com/contact-us

36 פרקים

#Tech #Business #Marketing #Matthew Creswick

כל הפרקים

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"AI shouldn’t be something you pay for every time you use it" | Daryn on DeepSeek’s Big Disruption 12:55

לפני 8 ימים12:55

12:55

Welcome back to the Evolving HubSpot podcast with Daryn Smith. In this episode, we tackle some of the biggest shifts in AI, CRM, and the future of business starting with DeepSeek’s breakthrough in AI pricing and what that means for companies like HubSpot and Salesforce. Here’s what you can expect: 1. The Disruption of AI Pricing AI is getting cheaper, and DeepSeek is changing the game. Daryn explores why charging per AI interaction never made sense and how businesses will need to rethink AI monetization models moving forward. 2. The Role of AI Agents in Customer Experience With Dharmesh Shah’s AI agent platform surpassing 250,000 users, AI-driven interactions are becoming the norm. But how do businesses ensure AI enhances, rather than damages, customer experience? Daryn breaks down the importance of designing experiences intentionally and where AI should fit in. 3. The Future of HubSpot’s Partner Network As HubSpot moves further upmarket, its partner ecosystem is critical. Daryn discusses how value-added service providers (VASPs) are key to successful implementations, process engineering, and long-term adoption. 4. Amazon’s Potential Move into CRM Speculation is growing about Amazon entering the CRM space. Daryn explains why data control is the real battleground, what this means for AI-powered CRM, and how incumbents like HubSpot and Salesforce could respond. 5. The Critical Skills for an AI-Driven Workplace AI won’t replace human skills—but it will change what’s needed to succeed. Daryn shares why delegation is the most valuable skill in an AI-first world and how professionals can leverage AI to amplify their impact. 6. The Advantage Humans Still Have Over AI in Sales AI can analyze conversations, optimize processes, and even craft perfect sales pitches—but it can’t build trust. Daryn dives into why trust remains the ultimate differentiator in B2B sales and how sales teams can use AI to enhance, rather than replace, human connection. Tune in for a thought-provoking discussion on AI’s evolution, CRM transformation, and the future of business strategy. #HubSpot #AI #CRM #DigitalTransformation #AIinSales #SeekEvolution Find out how Huble can help you evolve your business. Speak with our team: https://huble.com/contact-us…

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"AGI won’t see mass adoption in 2025" | Daryn Smith on What’s Next for AI & CRM 16:34

לפני 4 weeks16:34

16:34

Welcome to the first episode of the Evolving HubSpot podcast in 2025, hosted by Daryn Smith. As we step into a new year, we explore the future of AI, the evolving role of HubSpot’s partner network, and the growing intersection of CRM, automation, and artificial general intelligence (AGI). Here’s what you can expect in this episode: 1. The Rise of Artificial General Intelligence (AGI) in CRM Unlike today’s AI, AGI has the potential to learn, adapt, and make autonomous decisions. Daryn breaks down the opportunities and challenges of AGI in business, why widespread adoption is still a few years away, and how AI agents will bridge the gap in 2025. 2. The Role of HubSpot’s Partner Network in Scaling Upmarket With HubSpot’s strong Q4 performance and Scotiabank’s increased stock target, we explore how value-added service providers help companies implement, customize, and adopt new technology - ensuring real business transformation rather than just software deployment. 3. Amazon’s Potential Entry into CRM As speculation grows around Amazon entering the CRM space, Daryn discusses how data control will shape the future of CRM, why AI-driven development is accelerating, and how incumbents like HubSpot and Salesforce may respond. 4. Automation vs. Human Touch in AI-Powered Customer Experience Where should businesses draw the line between AI automation and human interaction? Daryn shares insights on how AI can enhance human conversations rather than replace them, ensuring a seamless customer experience. 5. AI-Powered Productivity Hacks & Personal Insights From automating knowledge retrieval in sales to managing case studies with AI agents, Daryn shares the AI tools and strategies that have streamlined operations at Huble. Plus, he reflects on his biggest career risk and what it taught him about growth, innovation, and leadership. Tune in to start 2025 with insights into the evolving CRM landscape, AI-powered transformation, and the future of business automation. #HubSpot #CRM #AI #AGI #DigitalTransformation #HubSpotPartners #SeekEvolution Find out how Huble can help you evolve your business. Speak with our team: https://huble.com/contact-us…

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“AI agents could save 75% of your time" | Daryn Smith on the Future of Business Processes 10:50

לפני 10 weeks10:50

10:50

Welcome to the final episode of the Evolving HubSpot podcast for 2024, hosted by Daryn Smith. In this episode, we reflect on the year’s biggest lessons, key trends, and the evolution of AI and business processes as we look ahead to 2025. From the rise of AI agents to Huble’s global growth, Daryn shares valuable insights to help you stay ahead in the rapidly changing business landscape. Here’s what you can expect: 1. The Future of AI Agents Daryn explores how AI agents are transforming from simple assistants to autonomous implementers, reshaping how businesses use tools like HubSpot. Learn how these innovations can cut process times by up to 75%, enhancing efficiency in 2025. 2. Huble’s Philosophy: Extensive, Not Expensive Dive into how Huble approaches complex HubSpot implementations with IT-grade governance and best practices. Daryn explains why detailed planning, sandbox testing, and user acceptance testing are essential for large organizations with intricate needs. 3. Reflections on AI in 2024 Discover the biggest challenges businesses faced with AI adoption this year, including the impact of poor data quality and the gradual pace of change. Daryn shares key takeaways on how companies can better prepare for AI adoption in the future. 4. Huble’s 2024 Achievements From simplifying global operations to rolling out the SPARK Framework, Daryn highlights how Huble has matured as a global consultancy. Learn how Huble now serves clients seamlessly across borders with unified processes and integrated teams. 5. Personal Growth and Leadership Lessons On a personal note, Daryn shares how adopting a question-based leadership style has driven better results and deeper team engagement. Tune in to this reflective episode for valuable insights on AI, leadership, and the future of business transformation as we wrap up an incredible year and look forward to 2025. #HubSpot #AI #BusinessTransformation #SeekEvolution Find out how Huble can help you evolve your business. Speak with our team: https://huble.com/contact-us…

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HubSpot’s Latest Updates | Countdown Timers, CoPilot on Calls, and UI Extensions 25:07

לפני 12 weeks25:07

25:07

Welcome to another episode of The Evolving HubSpot Podcast, hosted by Matthew Creswick and Rowan Reid. In this episode, we explore the intersection of AI, productivity, and the latest updates to HubSpot’s platform. From personal experiences with the ChatGPT Chrome extension to exciting new features designed to empower sales and marketing teams, there’s plenty to unpack. Here’s what we’ll be covering: ChatGPT Chrome Extension: Why it might not be ready to replace your Google search bar just yet HubSpot Countdown Timers: How this new CTA feature adds urgency to boost conversions Active to Static Lists Automation: Taking snapshots of your campaign engagement on a schedule UI Extensions for Enterprise Users: The new frontier of CRM customisation for advanced business needs Live CoPilot Chat: Real-time insights and assistance during sales calls, paving the way for AI-driven live coaching We hope you enjoy the episode and stay tuned for more updates from Matthew and Rowan! Find out how Huble can help you evolve your business. Speak with our team: https://huble.com/contact-us…

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"Usage-based pricing is the future" | Daryn Smith reacts to HubSpot's Acquisition of Cacheflow 13:10

לפני 13 weeks13:10

13:10

Welcome to the latest episode of the Evolving HubSpot podcast with Daryn Smith. In this episode, we unpack some of the most talked-about developments in the tech and CRM space - HubSpot’s acquisition of Cacheflow, Dharmesh Shah’s sale of Chat.com, and HubSpot’s strong Q3 performance. Join us as we explore the strategic moves shaping the future of HubSpot and the broader industry. Here’s what you can expect: 1. HubSpot’s Acquisition of Cacheflow Learn about the significance of HubSpot’s move to strengthen its CPQ capabilities. Daryn shares insights into how Cacheflow’s advanced features can enhance HubSpot’s offerings while addressing the complexities of CPQ requirements in the market. 2. Dharmesh Shah’s Sale of Chat.com Explore the value of premium domains in today’s internet landscape. Daryn draws comparisons to real estate strategies and explains how Chat.com could serve as a pivotal entry point for AI-driven user journeys. 3. HubSpot’s Q3 Performance Discover the factors driving HubSpot’s strong quarterly results. From renewed digital transformation initiatives to increasing demand for AI-powered CRMs, Daryn breaks down the key trends influencing the market. 4. AI Challenges and Data Readiness Understand the challenges businesses face when adopting AI. Daryn discusses how fragmented data systems and the proliferation of uncoordinated AI tools are slowing progress. 5. The SPARK Framework in Action Learn how Huble’s structured approach supports businesses in auditing their existing tech landscape, building a cohesive strategy, and continuously improving their AI implementations for long-term success. Tune in for an engaging discussion on the future of CRM, AI, and how businesses can succeed in this era of rapid innovation. #HubSpot #CRM #CPQ #AI #DigitalTransformation #SPARKFramework #SeekEvolution Find out how Huble can help you evolve your business. Speak with our team: https://huble.com/contact-us…

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HubSpot's Q3 call-outs | Q3 Results, CacheFlow Acquisition, and AI Updates 37:34

לפני 15 weeks37:34

37:34

Welcome to another episode of The Evolving HubSpot Podcast, hosted by Matthew Creswick and Rowan Reid. In this episode, we dive into the latest news and updates shaping the world of AI, CRM, and sales enablement. From ChatGPT's rumoured rebranding and Dharmesh Shah’s savvy domain sale to HubSpot’s stellar Q3 financial results and the acquisition of CPQ tool CacheFlow, there’s plenty to discuss. Here’s what we’ll be covering: Chat.com Acquisition: What OpenAI’s move to simplify branding means for the future of AI HubSpot Q3 Results: Insights into the adoption of HubSpot’s AI tools and what it signals for the CRM market CacheFlow Acquisition: Predicting the future of HubSpot’s Commerce Hub with B2B CPQ capabilities Product Updates: New features like task-based workflows, custom object pipeline triggers, and live CoPilot functionality for sales calls We hope you enjoy the episode and stay tuned for more insights from Matthew and Rowan! Find out how Huble can help you evolve your business. Speak with our team: https://huble.com/contact-us…

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Claude Updates | How to automate your whole computer with AI 37:31

לפני 16 weeks37:31

37:31

Welcome to another episode of The Evolving HubSpot Podcast, hosted by Matthew Creswick and Rowan Reid. In today’s special Halloween edition, we’re diving into some of the most intriguing developments in AI and tech – and how they’re reshaping the workplace. This episode covers the release of Claude’s new AI automation, enabling users to control their computers with simple prompts. We also discuss the launch of Claude Artifacts, a tool that breaks down and organises your workflow. As always, we round things off with the latest HubSpot product updates. Here’s what we’ll be covering: Claude’s AI Automation: A look at Claude’s powerful new tool for easily controlling multiple applications, and what it means for the future of work. Claude Artifacts: How this new feature helps users create and organise documents, code, and more – all from a single chat. HubSpot Product Updates: Key governance, tech, and marketing updates to streamline data management, improve security, and enhance user experience in the HubSpot platform. We hope you enjoy the episode and stay tuned for more insights from Matthew and Rowan! Find out how Huble can help you evolve your business. Speak with our team: https://huble.com/contact-us…

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HubSpot AI Agents | What do they mean for your business? 44:56

לפני 17 weeks44:56

44:56

Welcome to another episode of The Evolving HubSpot Podcast, hosted by Matthew Creswick and Rowan Reid, with special guest Amy Dwyer, Huble’s Chief Strategy Officer. In this episode, we’re reflecting on the latest product updates following INBOUND 2024, diving into the themes of HubSpot’s “Easy, Fast, Unified” approach, and how it’s shaping the future of the platform. Amy shares her insights on how these updates are driving change for customers, as well as her own experiences balancing Oktoberfest and INBOUND! Here’s what we’ll be covering: The Easy, Fast, Unified Narrative: How HubSpot’s focus on ease of use and fast results is empowering businesses to see returns more quickly, even as they tackle complex CRM deployments. AI Agents in HubSpot: We explore HubSpot’s new AI tools, including the Content and Social Media Agents, and how they’re transforming workflows and customer engagement. Customer Agent and Sales Agent: A closer look at AI-driven tools that improve customer service and sales prospecting, making teams more efficient. We hope you enjoy the episode and stay tuned for more updates! Find out how Huble can help you evolve your business. Speak with our team: https://huble.com/contact-us…

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Daryn Smith on why you need to embrace tech debt 11:46

לפני 19 weeks11:46

11:46

Welcome to the latest episode of the Evolving HubSpot podcast with Daryn Smith. In this episode, we discuss HubSpot’s recent recognition in Gartner’s Magic Quadrant for B2B marketing automation and AI innovations transforming the business landscape. Join us as we explore the latest trends, opportunities, and challenges in marketing automation and AI. Here’s what you can expect: 1. HubSpot’s Leadership in the Gartner Magic Quadrant: Discover what sets HubSpot apart from competitors like Salesforce and Microsoft in B2B marketing automation. Daryn discusses HubSpot’s high ranking for execution and how its focus on usability drives strong adoption rates. 2. AI Features, Agents, and Co-Pilots: Daryn breaks down HubSpot’s approach to AI with features, agents, and co-pilots. Learn how AI agents are customisable tools that allow businesses to scale operations faster and more efficiently. 3. SPARK Framework for AI Adoption: Get insights into Huble’s new SPARK framework, designed to help businesses implement AI solutions. Daryn explains each step, Survey, Plan, Activate, Realise, and Keep Improving, and how Huble is supporting clients with AI-powered business transformation. 4. Balancing Innovation and Regulation in AI: Daryn shares his thoughts on the debate around AI regulation and why businesses need to be aware of data privacy risks. Learn how companies can balance innovation with safe AI practices. 5. Reflections on AI and Tech Debt: Explore Daryn’s reflections on tech debt in the context of AI innovation. He explains why tech debt isn’t necessarily a bad thing and how businesses can continuously improve their AI implementations. Tune in to this episode for an in-depth discussion on marketing automation, AI innovation, and responsible AI adoption. #HubSpot #B2BMarketingAutomation #AI #Inbound2024 #HubleSPARK #SeekEvolution Find out how Huble can help you evolve your business. Speak with our team: https://huble.com/contact-us…

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Inbound 2024: AI Innovations + Easy, Fast and Unified 42:48

לפני 20 weeks42:48

42:48

Welcome to another episode of The Evolving HubSpot Podcast, hosted by Matthew Creswick and Rowan Reid. In this episode, we’re fresh off INBOUND 2024, and we’re sharing our reflections on the event, including HubSpot’s latest product updates and the unveiling of the "Easy, Fast, Unified" narrative that’s setting the tone for the platform's future. We also discuss our personal experiences at INBOUND, from networking with old and new faces to the challenges of navigating the packed schedule. Plus, we touch on some of the most exciting product releases and features we encountered. Here’s what we’ll be covering: INBOUND 2024 Recap: A look back at the key themes of the event, with a focus on HubSpot’s new "Easy, Fast, Unified" approach. AI and Data Integration: How HubSpot’s enhanced API capabilities and AI-driven tools are helping businesses streamline processes and improve efficiency. Swag and Fun Moments: Our personal highlights from the event, including the best swag we picked up and some behind-the-scenes stories. We hope you enjoy the episode and stay tuned for more updates from Matthew and Rowan! Find out how Huble can help you evolve your business. Speak with our team: https://huble.com/contact-us…

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AI Transformation in Business: Insights from INBOUND 2024 with Daryn Smith & AWS’ Susanne Seitinger 17:13

לפני 22 weeks17:13

17:13

Join Daryn Smith, CEO of Huble, on this episode of the Evolving HubSpot Podcast as he sits down with Susanne Seitinger, Director of AI and Machine Learning Product Marketing at Amazon Web Services, live from INBOUND 2024 in Boston. In this insightful episode, they explore the rapid evolution of AI, discussing AI assistants, co-pilots, and the transformation of business and marketing landscapes. Susanne shares her expertise on the game-changing applications of AI, including AWS innovations like Amazon Bedrock and SageMaker, and how these tools empower companies like HubSpot to move faster and smarter. From generative AI's rising impact to future breakthroughs in multi-agent collaboration, this episode explores the practical ways AI is reshaping industries, improving productivity, and pushing the boundaries of what's possible in business and personal tech. If you're curious about how AI will influence your work or looking for actionable insights on implementing AI-driven tools, this episode is a must-listen. Tune in to understand how to get started with AI today and stay ahead in this exciting era of technological innovation. Enjoy the show and don’t forget to like, comment, and subscribe! Find out how Huble can help you evolve your business. Speak with our team: https://huble.com/contact-us…

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Daryn Smith on the biggest updates announced at INBOUND24 13:26

לפני 22 weeks13:26

13:26

Welcome to the latest episode of the Evolving HubSpot podcast with Daryn Smith, recorded live at HubSpot’s INBOUND 2024 event in Boston. Join us as we explore the most exciting announcements from day one of the event and dive into how these innovations will impact businesses moving forward. Here’s what you can expect: 1. Breeze AI and AI Agents: Redefining HubSpot's Future HubSpot’s newly launched Breeze AI is setting the stage for a new era of business operations. Daryn shares his insights into AI agents, categorising AI in ways that revolutionise how businesses can leverage these tools to streamline operations and improve customer experience. 2. Breeze Intelligence: Ushering in the AI-First Interface Learn how HubSpot’s Breeze Intelligence is shifting from traditional coding interfaces to AI-first experiences, making data enrichment and customer interaction more intuitive. Daryn explains the significance of this move and how businesses can benefit from AI-driven interfaces. 3. Sensitive Data Tools: A Breakthrough for Industry Transformation HubSpot's latest tools for handling sensitive data, including financial and medical information, are game-changers for industries like healthcare. Daryn discusses how these updates, along with HIPAA compliance, are opening doors for businesses previously limited by data security concerns. 4. Custom Preference Centres: Enhancing Customer Communication Subscription management just got easier with HubSpot’s custom preference centres. Daryn highlights how these updates will benefit large, multi-brand companies by providing more tailored communication options, leading to better customer engagement. 5. The INBOUND 2024 Experience: Insights and Personal Reflections We wrap up with Daryn’s personal reflections on the event, from energising conversations to his excitement for upcoming leadership tracks and AI’s potential to transform how we interact with customers. Tune in for an insightful discussion on the future of AI, data security, and business transformation. Don’t forget to like, comment, and subscribe for more exciting updates and trends! #INBOUND24 #BreezeAI #HubSpotInnovation #AIinBusiness #DigitalTransformation #DataSecurity #CustomerExperience Find out how Huble can help you evolve your business. Speak with our team: https://huble.com/contact-us…

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These Are The Top HubSpot Product Updates From INBOUND 2024 40:08

לפני 22 weeks40:08

40:08

Welcome to the Evolving HubSpot podcast, hosted this week by Verity Dearsley, the Chief Customer Officer at Huble. This week, we are coming to you from Inbound 2024 in Boston where we have just heard the latest HubSpot product updates live from HubSpot’s Co-Founder, Dharmesh, as well as their CEO, Yamini, and the EVP of Product, Andy. Joining her today is our CEO, Daryn Smith, our Chief Strategy Officer, Amy Dwyer, our Chief Creative Officer, Anthony O’Connor, and our Chief Technology Officer, Rowan Reid. In this episode, we’ll explore HubSpot’s newly rebranded Breeze AI tools, which are designed to simplify complex tasks and enable businesses to operate more efficiently. We’ll also dive into Breeze Intelligence, where HubSpot’s integration of Clearbit provides enhanced customer data enrichment and intent insights for sales and marketing teams. Beyond the technical updates, our team will share their insights on how AI evolution is reshaping customer journeys and day-to-day business operations, alongside a discussion on AI agents and co-pilot tools, which automate routine tasks while allowing for personalised experiences. Additionally, we’ll discuss how leadership is adapting in this era of rapid technological advancements, focusing on the role of leadership in the AI era to foster innovation and guide teams through these transitions. Finally, we wrap up the discussion by chatting about the new custom preference centre, the role of AI in driving personalisation, HubSpot's API expansions for greater platform flexibility, and the future of AI in business, exploring how these innovations are set to reshape industries and create new opportunities for growth. This conversation goes beyond just talking about features, offering real insights into how AI and HubSpot’s latest updates are changing the way businesses operate. We hope you enjoy the episode! Find out how Huble can help you evolve your business. Speak with our team: https://huble.com/contact-us…

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The major themes we expect from INBOUND 2024 35:26

לפני 23 weeks35:26

35:26

Welcome to another episode of the Evolving HubSpot Podcast, hosted by Matthew Creswick and Rowan Reid. In this episode, we dive deep into the upcoming INBOUND 2024 event, sharing our thoughts and predictions on the major themes we expect, including HubSpot’s focus on AI innovation and community engagement. We also cover the latest HubSpot product updates that will impact users leading up to INBOUND, including key features like export approvals, enhancements to legal basis tracking, and a new account insights page. Here’s what we’ll be covering: INBOUND 2024 Predictions: What to expect from HubSpot’s major product announcements, focusing on AI advancements and community-building tools. Export Approvals: A new admin feature to better manage CRM exports, enhancing security and control. Legal Basis Tracking: Changes to email tracking for contacts without a legal basis, ensuring better privacy compliance. Account Insights Page: A new page designed to help admins maximise their HubSpot usage through tailored recommendations. We hope you enjoy the episode and stay tuned for more HubSpot updates from Matthew and Rowan! Find out how Huble can help you evolve your business. Speak with our team: https://huble.com/contact-us…

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AI-driven innovations in HubSpot’s Sales Hub and INBOUND24 expectations 45:09

לפני 25 weeks45:09

45:09

Welcome to another episode of the Evolving HubSpot Podcast, hosted by Matthew Creswick and Rowan Reid. In this episode, we delve into the latest AI-driven innovations within HubSpot’s Sales Hub as we gear up for the upcoming INBOUND 2024 event. Joining us is Rowley Cubbit, Sales Director at Huble, who shares his insights on how these new tools are transforming the sales process. We also explore key updates, including advancements in lead scoring, dynamic sequences, and the introduction of AI-powered meeting summaries - all designed to enhance sales efficiency and effectiveness. Here’s what we’ll be covering: INBOUND 2024 Expectations: Discussing the anticipated AI tools and features set to be unveiled at INBOUND, with a focus on their impact on sales teams. AI in Lead and Deal Scoring: How HubSpot’s AI-driven lead and deal scoring is revolutionising prioritisation and helping sales teams focus on the most promising opportunities. Dynamic Sequences: The introduction of dynamic sequences in HubSpot, allowing for more personalised and adaptive outreach strategies. Meeting Preparation and Summaries: Exploring AI tools that provide comprehensive meeting prep and summaries, enabling salespeople to focus more on the human elements of selling. Form and Report Updates: Exciting new features like multi-step forms, conditional logic, and AI-driven report generation that improve data management and reporting. We hope you enjoy this episode! Matthew and Rowan will be at INBOUND 2024 in Boston, so feel free to reach out if you'd like to connect in person. Find out how Huble can help you evolve your business. Speak with our team: https://huble.com/contact-us…

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Evolving HubSpot « » HubSpot and CRM customisation: a deep dive with Rowan Reid

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HubSpot and CRM customisation: a deep dive with Rowan Reid