The Gist
The Gist
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Відео

Optimize Your Closed Lost Deal Follow-Up System | HubSpot Tutorial | Strategic HubSpot Tutorial
Переглядів 11День тому
Looking for ways to build a closed-lost follow-up and tracking system? Closed-lost deals can be great for tracking historical data helping you spend your time and money efficiently. Learn how to optimize your closed-lost processes with this video, from The Gist
Self-Regulating CRM and Lifecycle Stage Management | Strategic HubSpot Tutorial
Переглядів 6День тому
Are you looking for ways to automate your CRM to update data in real-time and create the best-performing customer acquisition and journey? Check out this video from The Gist.
The Best Way to Track Referrals and Engage Referral Partners | Strategic HubSpot Tutorial
Переглядів 24День тому
Check out our guide on building out your customer referral program. Referrals are a great way to get connected with high-converting leads and prospects while building out brand ambassadors that elevate your company's reputation.
HubSpot's New Pricing Model | Overview and Reactions
Переглядів 52010 місяців тому
CJ Maurer explains the new HubSpot pricing model, and what it means for customers. On March 5, 2024, HubSpot is rolling out an updated, seats-based pricing model to all hub products and editions. The updated model will apply to new customers who purchase Starter, Professional, or Enterprise subscriptions starting on March 5, 2024, with no short-term change for existing customers. CJ Maurer is t...
HubSpot Conditional Required Deal Properties in Beta | The Gist Unplugged
Переглядів 124Рік тому
The Gist team discusses the current system's limitations and the potential for a new feature in beta that would allow for different sets of required properties based on the type of deal, but noted that it may be complicated to implement based on stage rather than the initial route property. Watch the whole discussion: ua-cam.com/video/buwwww1Yn0M/v-deo.html 🔗 Relevant Links: 🚀 18 New Features I...
Getting Reps to Mark Deals as Closed Lost and Just Move On | The Gist Unplugged
Переглядів 30Рік тому
The Gist team discusses the potential benefits of labeling a stage as "closed for now" instead of "closed," suggesting that it may lead to a more positive outlook and potentially improve sales outcomes. 📹 Watch the whole discussion: ua-cam.com/video/buwwww1Yn0M/v-deo.html 🔗 Relevant Links: 🚀 18 New Features In SalesHub - ua-cam.com/video/Nei3ll4HsK8/v-deo.html 🌐 Explore our website: www.thegist...
AJ's Favorite New Sales Hub Feature | The Gist Unplugged
Переглядів 48Рік тому
The addition of prospecting and leads in Hubspot is great and necessary, especially for clients transitioning from Salesforce, as it consolidates all activities and tasks in one place. 📹 Watch the whole discussion: ua-cam.com/video/buwwww1Yn0M/v-deo.html 🔗 Relevant Links: 🚀 18 New Features In SalesHub - ua-cam.com/video/Nei3ll4HsK8/v-deo.html 🌐 Explore our website: www.thegistinbound.com 📞 Cont...
Streamlining Sales Meetings and Follow-Up in HubSpot | The Gist Unplugged
Переглядів 8Рік тому
The Gist team mentions that the new ability to book meetings on behalf of others would help speed up the process and make it more seamless, which was seen as a significant improvement in their sales workflow. 📹 Watch the whole discussion: ua-cam.com/video/buwwww1Yn0M/v-deo.html 🔗 Relevant Links: 🚀 18 New Features In SalesHub - ua-cam.com/video/Nei3ll4HsK8/v-deo.html 🌐 Explore our website: www.t...
Talking Sales Enablement and New HubSpot Sales Hub Features | The Gist Unplugged
Переглядів 88Рік тому
The Gist team sat down to riff about sales enablement best practices, specifically through the lens of HubSpot CRM and HubSpot Sales Hub. We also dive into some of the recently launched Sales Hub features. This conversation was completely raw and unscripted. We have regular internal strategy and brainstorming sessions and recently decided to record them if you're interested in seeing the behind...
How CRMs Align Sales and Marketing Teams | The Gist Full Presentation
Переглядів 59Рік тому
CJ Maurer and Phil Smith from The Gist gave a presentation to the Buffalo Niagara Sales and Marketing Executives on February 27, 2023 about how effective CRM design can help align sales and marketing teams. Presentation Description: Everyone knows *why* sales and marketing teams should be aligned. But not everybody knows *how* to align these teams. At least not in ways that are practical and su...
Live Q&A: One or Multiple Deal Pipelines? How Do We Get Internal "Buy-In" on the CRM?
Переглядів 127Рік тому
CJ Maurer and Phil Smith from The Gist gave a presentation at the 43North Marketing Summit on December 12, 2022 about how to optimize your deal pipeline to be an instrument for growth. Presentation Description: If all you're doing is tracking opportunities and running basic sales forecasts, then you're severely underutilizing your deal pipeline as a company-wide tool for communication, reportin...
Live Q&A: What Marketing Channels Produce the Most Leads and Sales?
Переглядів 28Рік тому
CJ Maurer and Phil Smith from The Gist gave a presentation at the 43North Marketing Summit on December 12, 2022 about how to optimize your deal pipeline to be an instrument for growth. Presentation Description: If all you're doing is tracking opportunities and running basic sales forecasts, then you're severely underutilizing your deal pipeline as a company-wide tool for communication, reportin...
Live Q&A: How Should Early-Stage Companies Use a Deal Pipeline?
Переглядів 17Рік тому
CJ Maurer and Phil Smith from The Gist gave a presentation at the 43North Marketing Summit on December 12, 2022 about how to optimize your deal pipeline to be an instrument for growth. Presentation Description: If all you're doing is tracking opportunities and running basic sales forecasts, then you're severely underutilizing your deal pipeline as a company-wide tool for communication, reportin...
Facilitate the Sales to Implementation Handoff | HubSpot Deal Pipeline Optimization Tips
Переглядів 67Рік тому
Require sales reps to capture information that's needed for your implementation or customer service teams in order to move a deal to a closed one stage. Then when that happens, use workflows to automatically create a ticket and send a notification with all the relevant information needed to begin the onboarding process. CJ Maurer and Phil Smith from The Gist gave a presentation at the 43North M...
Follow-Up on Closed Lost Deals | HubSpot Deal Pipeline Optimization Tips
Переглядів 169Рік тому
Follow-Up on Closed Lost Deals | HubSpot Deal Pipeline Optimization Tips
Automate Team and Manager Notifications | HubSpot Deal Pipeline Optimization Tips
Переглядів 18Рік тому
Automate Team and Manager Notifications | HubSpot Deal Pipeline Optimization Tips
Warm Lead Notifications | HubSpot Deal Pipeline Optimization Tips
Переглядів 33Рік тому
Warm Lead Notifications | HubSpot Deal Pipeline Optimization Tips
Escalate Stalling Deals in Pipeline | HubSpot Deal Pipeline Optimization Tips
Переглядів 48Рік тому
Escalate Stalling Deals in Pipeline | HubSpot Deal Pipeline Optimization Tips
Require Reps to Capture Data to Advance Deals | HubSpot Deal Pipeline Optimization Tips
Переглядів 76Рік тому
Require Reps to Capture Data to Advance Deals | HubSpot Deal Pipeline Optimization Tips
Create Deals Automatically from Form Submissions | HubSpot Deal Pipeline Optimization Tips
Переглядів 578Рік тому
Create Deals Automatically from Form Submissions | HubSpot Deal Pipeline Optimization Tips
Optimizing a Deal Pipeline for Growth | The Gist Full Presentation at 43North Marketing Summit
Переглядів 116Рік тому
Optimizing a Deal Pipeline for Growth | The Gist Full Presentation at 43North Marketing Summit
HubSprints | An Innovative Solution for HubSpot Onboarding and Implementation
Переглядів 1452 роки тому
HubSprints | An Innovative Solution for HubSpot Onboarding and Implementation
Inbound Marketing Solutions for Payroll & HCM Companies
Переглядів 262 роки тому
Inbound Marketing Solutions for Payroll & HCM Companies
Jim + Jeff Wood on Revolutionizing Swim Lessons
Переглядів 833 роки тому
Jim Jeff Wood on Revolutionizing Swim Lessons
Heather and CJ Discuss Health, Wellness and being your own "Body Whisperer"
Переглядів 633 роки тому
Heather and CJ Discuss Health, Wellness and being your own "Body Whisperer"
Christina and CJ discuss Community Building, Storytelling and Advocacy
Переглядів 273 роки тому
Christina and CJ discuss Community Building, Storytelling and Advocacy
CJ and Akash Discuss SaaS Startups, the Buffalo Investment Scene, and Pandemic Silver Linings
Переглядів 233 роки тому
CJ and Akash Discuss SaaS Startups, the Buffalo Investment Scene, and Pandemic Silver Linings
CJ and Steve Discuss OnCore Golf, Golf Technology and the Buffalo Waterfront Sports Complex Project
Переглядів 523 роки тому
CJ and Steve Discuss OnCore Golf, Golf Technology and the Buffalo Waterfront Sports Complex Project
CJ and Lauren Discuss Micro-Agencies, Freelancers and Networking
Переглядів 2003 роки тому
CJ and Lauren Discuss Micro-Agencies, Freelancers and Networking

КОМЕНТАРІ

  • @neginv1408
    @neginv1408 3 місяці тому

    This is so confusing...

  • @hypnojunkie2015
    @hypnojunkie2015 7 місяців тому

    How do I get on your calender?

    • @thegistinbound
      @thegistinbound 10 днів тому

      Hi @hypnnojunkie2015; you can book a call here: www.thegistinbound.com/contact

  • @oakley1471
    @oakley1471 9 місяців тому

    😀 *Promo SM*

  • @reneeperry2214
    @reneeperry2214 11 місяців тому

    This is a deep thought provoking interview. I truly appreciate both of your points of view.🥰

  • @Dgcompany4656
    @Dgcompany4656 Рік тому

    CJ that was awesome. I was playing around in "Companies" and once you have clicking on any company in the list, i noticed there is a right sidebar on top where "contacts" show up after you have synced them using domain name as basis right. When you look at contact card it gives info which includes "name", "job title" at "compmay name" , "email" and "phone number ". I was wondering if there is a way to include an extra property there without having to preview contact and then looking for that property. What do you think?

  • @HubSpotHacks
    @HubSpotHacks Рік тому

    Great job with this video! Clear explanations and easy-to-follow demonstration!

    • @thegistinbound
      @thegistinbound Рік тому

      Thanks! I want to be like you guys when I grow up. :-)

  • @tangodown2721
    @tangodown2721 Рік тому

    Right

  • @HubSpotHacks
    @HubSpotHacks Рік тому

    Great tutorial CJ! We like how you clearly walked through all of the steps and give your viewers a chance to see how it all works

    • @thegistinbound
      @thegistinbound Рік тому

      Thank you! Just saw your channel and I'd love to meet you guys someday. If you are too, please email info at thegistinbound dot com!

  • @HubSpotHacks
    @HubSpotHacks Рік тому

    Great overview! Workflows really are such a valuable tool - save time and maintain high levels of productivity!

  • @devangpatel5227
    @devangpatel5227 Рік тому

    hubspot has the worst sales workflow if you ar ea mortgage originator

  • @sandeepmondal2757
    @sandeepmondal2757 Рік тому

    Thankyou for creating this video. I would like to know more about the Captcha. When I enable it, it doesn’t show the code to enter or the field to know if the Robot or human filling the form. Please guide me

  • @mlmiles1
    @mlmiles1 Рік тому

    I found this confusing. But thanks for posting. I will play around with it a bit more.

  • @betinarss
    @betinarss Рік тому

    is it possible to customize a sidebar for a specific pipeline?

  • @solaceful
    @solaceful Рік тому

    Is the Follow Up option only available if you upgrade?

    • @Cjensky05
      @Cjensky05 Рік тому

      I believe they have added some basic follow-up options to FREE subscriptions (after I made this video). If not free, then definitely Marketing Hub Starter.

  • @chukwudikeprosper2607
    @chukwudikeprosper2607 Рік тому

    Is it free?

  • @segunadebayo6592
    @segunadebayo6592 2 роки тому

    Thank you! This is great! I'm starting to hop in on hubspot and this has helped me learned the basics.

  • @austinramirez1610
    @austinramirez1610 2 роки тому

    Is it possible to set an after hours message? We are a small company that does not operate 24/7 and do not want to create customer frustration if they're waiting for a response after hours

    • @Cjensky05
      @Cjensky05 2 роки тому

      Yes! Go to Inbox settings. Hover over "Chat" and click Edit. Then click the Availability tab. From there you can select the specific days and times when the bot will be active.

    • @Cjensky05
      @Cjensky05 2 роки тому

      I should clarify, that goes for a bot as well as a live chat widget.

    • @Cjensky05
      @Cjensky05 2 роки тому

      Also, if you want any other support for using HubSpot for your small business, book a free consult with me here: app.hubspot.com/meetings/cj14/free-hubspot-strategy-session

  • @njengathegeek
    @njengathegeek 2 роки тому

    u deserve more subs my guy

    • @Cjensky05
      @Cjensky05 2 роки тому

      Haha, thanks! It's because I haven't released a new video in 2 years. But that's going to change soon. ;-)

  • @vitaliygnatenko4113
    @vitaliygnatenko4113 2 роки тому

    great video and tutorial. but can you please show the final outcome ? a test case how it will work in a real life?

  • @rjcutshot2164
    @rjcutshot2164 2 роки тому

    Nice video bro I have so many doubts in Hubspot your video make clarity

  • @guillermogiles6669
    @guillermogiles6669 2 роки тому

    Como puedo tener el control de mi ubicación

  • @SmartlifeVS
    @SmartlifeVS 2 роки тому

    Thank you, I am not using WordPress for my website, how do I integrate into another website builder? like embedded code?

    • @Cjensky05
      @Cjensky05 2 роки тому

      Correct. If your website isn't on HubSpot, you can just pull the embed code from the bot you build in HubSpot and place it on websites hosted in Wordpress or other CMS platforms.

  • @pauloaguilar1262
    @pauloaguilar1262 2 роки тому

    Thanks, CJ. Enjoyed the content. What would you consider the biggest differentiating factor in using sequences vs mass email through HubSpot?

    • @Cjensky05
      @Cjensky05 2 роки тому

      Use sequences for communication you would typically send in a 1-to-1 environment through your Gmail our Outlook account, like following up after an initial meeting. Use mass email (a.k.a. marketing emails) in situations when people know they are on a list - customers, subscribers, etc. This is where you send newsletters, customer updates, promotions, etc.

  • @dansimmons7513
    @dansimmons7513 2 роки тому

    When you give HubSpot access to your Google account at 1:37, does that mean HubSpot has access to ALL of your emails or just email conversations you've started via HubSpot?

  • @VicLeonTV
    @VicLeonTV 2 роки тому

    First off, great video! Is there a way to have only 1 question show up at a time? LIke a survery in typeform?

    • @Cjensky05
      @Cjensky05 2 роки тому

      Great question! A Typeform-like functionality can be custom built, but it is not possible to configure a form that way using HubSpot's default form settings out of the box. However, you can build conditional form fields, which are questions that only display if/when a previous question was answered a certain way.

  • @bottendaal321
    @bottendaal321 2 роки тому

    100% good tutorial

  • @Soler8
    @Soler8 2 роки тому

    ''Assistant to the Regional Manager'' lol

  • @lsol
    @lsol 2 роки тому

    How can you track leads from different sources? Know the referred url or social media post where people found the form.

    • @Cjensky05
      @Cjensky05 2 роки тому

      HubSpot generates this automatically. You don't even have to do anything. Every time a contact is created through a form submission you will know the original source (i.e., organic search, paid search, social, referrals, etc.).

  • @yamankaushik5004
    @yamankaushik5004 2 роки тому

    Thanks Gist for uploading this tutorial. Please upload some tutorials for the following: 1. How Association Labels works in HubSpot Workflows. 2. How to add custom objects dynamic values in emails.

  • @icondigital1938
    @icondigital1938 2 роки тому

    Hi, that's an awesome one but how do I take off the icon which says "Add free live chat to your site" in the chatbot? Hoping to hear from you soon

    • @thegistinbound
      @thegistinbound 2 роки тому

      There is a switch you can toggle off to remove that in your inbox settings (not in the chatbot builder itself). But that’s only available if you have a paid plan.

    • @icondigital1938
      @icondigital1938 2 роки тому

      @@thegistinboundthanks for your quick reply, we have the hubspot professional plan

    • @icondigital1938
      @icondigital1938 2 роки тому

      Those that plan works?

  • @kenoldavid
    @kenoldavid 2 роки тому

    Great video. Is this available with the free version?

    • @Cjensky05
      @Cjensky05 2 роки тому

      No, this feature is only available with a Marketing Hub Professional subscription.

  • @whyteam3287
    @whyteam3287 2 роки тому

    how do you embed them to a wordpress site?

  • @drmanley1206
    @drmanley1206 3 роки тому

    I have contacts enrolled in the sequence but they are just sitting there, not going out??? Frustrated!

    • @Cjensky05
      @Cjensky05 2 роки тому

      Feel free to schedule a time on my calendar and I'll be happy to troubleshoot this for you: app.hubspot.com/meetings/cj14/free-hubspot-strategy-session

  • @drmanley1206
    @drmanley1206 3 роки тому

    Once a sequence is created and contacts are enrolled in the sequence, and email is the first step in the sequence, how do you make the emails start going out??

    • @Cjensky05
      @Cjensky05 2 роки тому

      You should be able to verify this in the contact record's timeline. Also, if your email inbox (Gmail or Outlook) is connected to HubSpot you should also be able to see these emails in your Sent/Outbox folder.

  • @syedaneeqimtiaz883
    @syedaneeqimtiaz883 3 роки тому

    Thanks a lot. I had been looking everywhere to understand what property really is in Hubspot. Great job!

  • @expgronz
    @expgronz 3 роки тому

    THANK YOU!

  • @tulip6166
    @tulip6166 3 роки тому

    I am new learners in hubspot. Your video is awesome. Background sound is awesome. Could you share the background sound to me to download that

  • @dejyonholt6148
    @dejyonholt6148 3 роки тому

    This was an amazing training brotha, Thanks!

  • @drowsy4400
    @drowsy4400 3 роки тому

    You’re my hero! Can i filter the custom property in an active list?

    • @Cjensky05
      @Cjensky05 2 роки тому

      Thanks! Yes you can build list filters (criteria) around different properties, both default and custom.

  • @imranulhaque2467
    @imranulhaque2467 3 роки тому

    Thanks for the video, very helpful :)

  • @nuriar2574
    @nuriar2574 3 роки тому

    What are the differences between the three workflow in hub spot? Thank you !

  • @mariokobti4637
    @mariokobti4637 3 роки тому

    Thank you! this was very helpful!!

  • @erinwatkins7592
    @erinwatkins7592 3 роки тому

    I grew up swimming with Jim and Jeff. Thanks for developing this, excited to use this for my kids! - Erin (Daly) Watkins!

    • @Cjensky05
      @Cjensky05 3 роки тому

      Awesome, Erin! Me too (kind of). Jim and I were college teammates. Enjoy SwimAble!

  • @Sam-ne9ns
    @Sam-ne9ns 3 роки тому

    The free version has very limited options and functionalities. I'd pick Calendly over Hubspot for booking.

  • @lauka65
    @lauka65 3 роки тому

    i have active my livechat, but it doesn't appear on the page i sellec to appear (my FAQ). why is this could be happening?

  • @yasirsaleem201
    @yasirsaleem201 3 роки тому

    it solved my issue very easily thanks

    • @thegistinbound
      @thegistinbound 3 роки тому

      Great! We're glad to hear that.

    • @yasirsaleem201
      @yasirsaleem201 3 роки тому

      Yup you explain it very easily and its impressive

  • @yasirsaleem201
    @yasirsaleem201 3 роки тому

    waoooooo that's an amazing video.I recommend to all