Sidekick Strategies Expert Interviews
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!
All Episodes
HubSpot Image Optimizer App Pixel Compress with Franco Valentino and Kieran Allen
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 BackupsUnlock the Secrets of HubSpot Reporting: Expert Insights with Nakul Kadaba
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 SimpleProactive, Post-Sale Order Management with HubSpot with Chris Carolan
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 CarolanCreating & Understanding a People-first GTM Model with Mark Kilens
Mark Killens discusses the principles of the People-First GTM model and its significance in today's marketing landscape. He emphasizes the importance of storytelling and building relationships in this approach. Mark also explores the challenges marketers face when implementing a People-First GTM strategy and provides insights on overcoming them. He delves into the role of community-led growth, partner-led growth, and events in driving engagement and fostering deeper relationships. Additionally, Mark highlights the key components of an effective content-led growth strategy. This conversation explores the concept of a people-first go-to-market (GTM) model and its various components. The discussion covers the power of connection at events, the mistake of overloading content at in-person events, the focus on content in online events, using events to strategically grow a business, integrating product-led growth in the GTM model, metrics and KPIs for measuring success, scaling the people-first GTM model, future trends in the people-first GTM model, and the importance of putting people first in business. Takeaways: The People-First GTM model emphasizes the importance of putting people at the center of marketing strategies and building relationships. Storytelling is paramount in the People-First GTM model as it helps to engage, educate, and motivate audiences. Implementing a People-First GTM strategy requires a shift in mindset and belief system, as well as addressing the challenges faced by buyers in today's attention economy. Community-led growth, partner-led growth, and events play crucial roles in fostering engagement, building trust, and creating value in the People-First GTM model. An effective content-led growth strategy focuses on understanding the target audience, creating valuable content, and leveraging partnerships to drive growth. Events should prioritize creating connections and meaningful conversations rather than overwhelming attendees with excessive content. In-person events should be single track with less but higher-quality content, focusing on building connections. Online events should prioritize content while still creating opportunities for community building and conversations. Events can be strategically used to grow a business by leveraging relationships, partnerships, and community building. Product-led growth can be integrated into the GTM model by aligning free offerings with the product or service being sold. Metrics and KPIs for measuring success in the people-first GTM model vary depending on the specific growth strategy being employed. The people-first GTM model can be scaled by focusing on strengths, resonating with the target audience, and gradually incorporating different growth strategies. Future trends in the people-first GTM model include the intersection of artificial intelligence and human intelligence, leading to new channels, products, and content formats. The key takeaway is to spend more time understanding and connecting with customers, using their language and building genuine relationships. To connect with Mark Kilens and learn more about the people-first GTM model, visit ClubPF.co and explore the free and premium membership options. Chapters 00:00: Introduction to Mark Killens 02:56: The Core Principles of People-First GTM Model 05:56: Challenges in Implementing a People-First GTM Strategy 09:03: The Importance of Storytelling in People-First GTM Model 11:59: Community-Led Growth in the People-First GTM Model 15:06: Partner-Led Growth in the People-First GTM Model 20:57: Effective Content-Led Growth Strategy 28:47: The Power of Connection at Events 29:48: The Mistake of Overloading Content at In-Person Events 30:30: The Focus on Content in Online Events 31:31: Using Events to Strategically Grow Your Business 32:39: Integrating Product-Led Growth in the GTM Model 33:27: Metrics and KPIs for Measuring Success in the People-First GTM Model 36:44: Scaling the People-First GTM Model 45:44: Future Trends in the People-First GTM Model 48:47: The Importance of Putting People First in Business 50:12: Connecting with Mark Kilens