How to Master HubSpot in 2024 - Ali Schwanke, Founder of Simple Strat

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B2B Revenue Rebels

Warmly - The B2B Signal-Based Go-To-Market SaaS Platform

38 episodes

8 months ago

Welcome to Season 3 of the Revenue Rebels podcast, hosted by Alan Zhao and Max Greenwald, Co-Founders of Warmly, This season is all about mid-market sales & how to enable your team to sell into bigger accounts. In each episode we cut through the fluff and dive deep into modern tactics used to achieve success: intent-based outreach, social selling, warm calling, customer-led sales, as well as various sales leadership topics. On the show you can expect appearances from real practitioners, niche experts and proven thought leaders. Our goal is to shine a light on modern, effective and unique revenue generating methods and equip you with the insights you need to unlock your next strategic advantage. We're huge proponents of signal-based selling and signal-based, data-driven B2B go-to-market as a whole. Ask us what "Autonomous Revenue Orchestration" means and we'll be more than happy to shine a light on our vision of what the field of B2B revenue is moving towards. For more content, check out our YouTube page and LinkedIn newsletter!

All content for B2B Revenue Rebels is the property of Warmly - The B2B Signal-Based Go-To-Market SaaS Platform and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Marketing

Business,

Entrepreneurship

How to Master HubSpot in 2024 - Ali Schwanke, Founder of Simple Strat

B2B Revenue Rebels

27 minutes

1 year ago

How to Master HubSpot in 2024 - Ali Schwanke, Founder of Simple Strat

Ali Schwanke (Founder @ Simple Strat) is an expert in helping companies get better and faster results through mastering HubSpot. Her company is a Diamond Solutions Partner and she’s the host of HubSpot Hacks, the #1 unofficial YouTube channel for HubSpot Tutorials.

Even though HubSpot positions itself as a plug and play solution that’s easy to set up, Ali believes that the best HubSpot strategies start with a whiteboard and a chart. You need an understanding of what exactly is the purpose of your CRM and how it can best integrate with your team's existing workflows.

Intent mapping has proven to be a winning tactic in 2024. With the right tech stack you can start to truly focus your sales efforts towards leads that have the highest likelihood of closing. Ali recommends identifying false signals like existing customer website visits to help make the process more efficient. Automations are a necessity, but over-automating can cause complications down the line, especially as you scale your team.

Tune into the full episode to get a real lesson in RevOps and master your CRM!

HIGHLIGHTS:
0:00 Intro
1:51 Product-market fit is a must
3:41 Clearbit + HubSpot = Data Enrichment
5:31 How to build better workflows on HubSpot
7:08 Orchestrations in HubSpot
9:11 First steps towards lead scoring
11:50 Lead Gen vs Demand Gen
13:21 HubSpot configuration dream state
16:11 Best HubSpot Hacks
19:17 There is no automation silver bullet
20:52 Top 5 Don’t Do’s in HubSpot
22:37 Max’s bonus Don’t Do
25:05 Top 3 HubSpot Dashboards

Connect with Ali - https://www.linkedin.com/in/alischwanke/

Connect with Alan - https://www.linkedin.com/in/alan-j-zhao/

Connect with Max - https://www.linkedin.com/in/max-greenwald/

Want to convert your website visitors instantly? Try Warmly for free - https://warmly.ai/