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HarvestROI
United States
Приєднався 2 жов 2023
Welcome to the official UA-cam channel of HarvestROI! 🌱 Your go-to destination for everything HubSpot. Whether you're looking for the latest HubSpot updates, in-depth tutorials, or insider tips and tricks, we've got you covered. But that's not all! Dive into our expert-led content on sales strategies, innovative marketing tips, and the transformative power of AI in the business landscape. At HarvestROI, we're passionate about empowering businesses to grow and thrive. So, whether you're a HubSpot newbie or a seasoned pro, join our community and let's harvest success together! Don't forget to subscribe for regular insights and actionable advice. 🔔
AdoptionHub: A Complete Guide to Enhancing Your HubSpot Experience
This tutorial provides a thorough overview of how AdoptionHub can integrate training and support directly into the apps your team uses daily, making it easier to enforce company-specific processes and ensure data accuracy.
What You'll Learn:
• Introduction to AdoptionHub and its core functionalities.
• How to use embedded cards, guides, and the AdoptionHub base tailored for your company's processes.
• Navigating the knowledge base and accessing resources like project documents, process guides, and the HubSpot card library.
• Setting up and utilizing process rules for data accuracy and cross-object validation.
• Creating and implementing guides for ongoing training and support.
• Using the update section to keep your team informed about new processes and tutorials.
Timestamps:
0:00 - Introduction to Adoption Hub
0:07 - Overview of Adoption Hub's Capabilities
0:20 - Detailed Walkthrough of Adoption Hub Features
1:00 - Accessing and Using the Knowledge Base
1:29 - Exploring Project Documents and Process Guides
2:54 - How to Utilize Process Rules in Workflow
3:45 - Creating and Using Guides for Training
4:16 - Managing Updates and Tutorials
5:01 - Conclusion and Benefits of Adoption Hub
For more detailed tutorials or specific queries, don’t hesitate to reach out to us at HarvestROI.com. Like, subscribe, and comment below if you have any questions or need further assistance. Join us to take your HubSpot experience to the next level!
What You'll Learn:
• Introduction to AdoptionHub and its core functionalities.
• How to use embedded cards, guides, and the AdoptionHub base tailored for your company's processes.
• Navigating the knowledge base and accessing resources like project documents, process guides, and the HubSpot card library.
• Setting up and utilizing process rules for data accuracy and cross-object validation.
• Creating and implementing guides for ongoing training and support.
• Using the update section to keep your team informed about new processes and tutorials.
Timestamps:
0:00 - Introduction to Adoption Hub
0:07 - Overview of Adoption Hub's Capabilities
0:20 - Detailed Walkthrough of Adoption Hub Features
1:00 - Accessing and Using the Knowledge Base
1:29 - Exploring Project Documents and Process Guides
2:54 - How to Utilize Process Rules in Workflow
3:45 - Creating and Using Guides for Training
4:16 - Managing Updates and Tutorials
5:01 - Conclusion and Benefits of Adoption Hub
For more detailed tutorials or specific queries, don’t hesitate to reach out to us at HarvestROI.com. Like, subscribe, and comment below if you have any questions or need further assistance. Join us to take your HubSpot experience to the next level!
Переглядів: 7
Відео
Beginner’s Guide to HubSpot: Creating and Managing Dynamic Lists
Переглядів 29Місяць тому
Dive into the basics of HubSpot’s dynamic list features with this straightforward tutorial. Ideal for HubSpot users starting out or those needing a simple refresher, this video demonstrates how to effectively create and manage dynamic lists using filters in HubSpot. What You'll Learn: How to create a dynamic list in HubSpot from scratch. Step-by-step instructions on setting up filters to refine...
Intro to Breeze: Setup and Guide for Using Breeze CoPilot and Agents in HubSpot
Переглядів 1232 місяці тому
Join us as we dive deep into HubSpot’s innovative AI features: Breeze CoPilot, Breeze Agents, and Breeze Intelligence. Discover how these powerful tools can transform your CRM experience by automating interactions, enriching data, and streamlining content creation, all within HubSpot’s ecosystem. What You'll Learn: • Overview and setup of Breeze CoPilot: HubSpot’s AI that integrates directly wi...
New HubSpot Marketing Home Beta Guide
Переглядів 453 місяці тому
Join us as we delve into the new Marketing Home view in HubSpot, designed specifically with marketers in mind. This update introduces a centralized hub that brings together all your essential tools and reports, making it easier than ever to stay organized and boost productivity. Key Takeaways: • How to navigate the new Marketing Home view to access key marketing tools. • Tips for using the camp...
Complete Guide to Setting Up HubSpot CRM Data Backup: Protect Your Data
Переглядів 783 місяці тому
Join Brandon Nester Reis, our skilled Solutions Engineer at HarvestROI, as he explores the new CRM data backup capabilities in HubSpot. This essential feature ensures your data is securely backed up, providing peace of mind and enhanced data integrity for your business operations. What You'll Learn: • An introduction to HubSpot's new CRM data backup features. • How these backup features can pro...
What HubSpot's Sensitive Data & HIPAA Compliance Does NOT Cover
Переглядів 844 місяці тому
Join Valerie from HarvestROI as she dives into HubSpot's latest enhancements for sensitive data protection and HIPAA compliance. These features bring an additional layer of encryption and allow for secure storage of critical information, ensuring a higher level of data security for your business operations. What You'll Learn: • Overview of HubSpot’s new encryption features for sensitive data. •...
HubSpot's New Help Desk Workspace | Transform Your Customer Support
Переглядів 4925 місяців тому
If you've been searching for a better way to manage customer support or client requests, you're going to be thrilled with what HubSpot's new Help Desk workspace has to offer. Join me for an in-depth tour of this game-changing feature, designed to streamline your customer service operations. • How to access the new Help Desk workspace and its initial setup. • Strategies for migrating your existi...
Optimize Your Customer Service: A Complete Guide to HubSpot's New Customer Success Workspace
Переглядів 1136 місяців тому
Join Loriauna Mora, one of our talented Solutions Engineers at HarvestROI, as she navigates the innovative features of the new Customer Service Success Workspace in HubSpot. This detailed video provides a step-by-step guide that shows how customer service teams can elevate their efficiency and effectiveness using the latest workspace enhancements. Key Takeaways: • An in-depth tour of the new Cu...
Boost Sales in 5 Minutes: Quick Guide to HubSpot’s New Prospecting Workspace
Переглядів 1438 місяців тому
Join Carrigan, our Sales Specialist at HarvestROI, as she explores the innovative features of the new Prospecting Workspace in HubSpot's Sales Hub. This video provides a comprehensive guide that demonstrates how sales reps can enhance their productivity by managing calls, emails, and LinkedIn messages more efficiently. Key Takeaways: • A complete walkthrough of the new Prospecting Workspace lay...
New HubSpot Navigation Menu Breakdown
Переглядів 3288 місяців тому
Join Brandon, our Solutions Engineer at HarvestROI, as he dives into the intricacies of HubSpot's newly revamped navigation menu. This detailed breakdown will not only show you how to access the beta version but also explore the enhanced functionalities each section offers. Key Takeaways: • Step-by-step guide on opting into the new HubSpot navigation menu beta. • Comprehensive overview of what ...
HubSpot Update Tutorial: Customize Default Deal Name Tutorial
Переглядів 8610 місяців тому
Join Carrigan Santos our Sales Enablement Specialist at HarvestROI, in this comprehensive demo of HubSpot's latest beta "Customize Default Deal Names". We'll guide you through opting into the beta, what it all affects, and how to customize your default deal name property all in under 2 minutes! Timestamps: 0:00 - Intro 0:10 - How to opt into the beta 0:25 - What this beta affects 0:45 - How to ...
HubSpot Update Tutorial: Mastering New Custom List Properties
Переглядів 9211 місяців тому
Join Melissa Hennessey, our Solutions Engineer at HarvestROI, in this comprehensive demo of HubSpot's latest list customization features. We'll guide you through utilizing these properties, enabling you to create more personalized and efficient marketing campaigns. Key Takeaways: • Detailed walkthrough of HubSpot’s new custom list property features. • Practical insights into how the update can ...
HubSpot Records Customization | Tutorial For Beginners
Переглядів 103Рік тому
Join Dean Swanich, our Solutions Engineer at HarvestROI, in this comprehensive demo of the latest records customization features in HubSpot. Discover the ins and outs of modifying section layouts to suit your unique business needs. From removing unnecessary sections to rearranging them for optimal workflow, this video is your guide to customizing HubSpot like never before. Key Takeaways: * Guid...
Maximize Your SaaS Efficiency with HarvestHub: The Ultimate HubSpot Extension
Переглядів 37Рік тому
In this comprehensive walkthrough, join our team members as they explore the dynamic capabilities of HarvestHub. HarvestHub, powered by Supered, is an essential chrome extension designed to revolutionize your business processes, team onboarding, and user efficiency, especially for those utilizing HubSpot and other SaaS platforms. Have any questions related to HubSpot? Reach out to our team at h...
HubSpot Training Revolution: 72% Faster, $32K Saved | Loriauna Mora
Переглядів 11Рік тому
Join Loriauna Mora from HarvestROI at the Supered 10k Pitch as she showcases how Supered's innovative training solutions revolutionize learning and development for HubSpot optimization. Experience firsthand the dramatic 72% reduction in training time and discover how it translates to $32,000 in savings. This video is a must-watch for businesses looking to enhance efficiency and cut costs. Want ...
Boost Your Social Media ROI in 3 Steps - Quick Guide to Higher Profits
Переглядів 13Рік тому
Boost Your Social Media ROI in 3 Steps - Quick Guide to Higher Profits
Introducing Object To Object: the Future of HubSpot's Associations
Переглядів 81Рік тому
Introducing Object To Object: the Future of HubSpot's Associations
Become a HubSpot Pro: Harnessing Conditional Property Logic
Переглядів 239Рік тому
Become a HubSpot Pro: Harnessing Conditional Property Logic
Master Sales Enablement in 6 Steps: The Ultimate Plan for Success
Переглядів 20Рік тому
Master Sales Enablement in 6 Steps: The Ultimate Plan for Success
Prospect 10x EASIER in HubSpot - HubSpot's New Leads Tool
Переглядів 106Рік тому
Prospect 10x EASIER in HubSpot - HubSpot's New Leads Tool
HubSpot's New AI Tools for Q4 2023: Deep Dive
Переглядів 32Рік тому
HubSpot's New AI Tools for Q4 2023: Deep Dive
Hey guys! Do you know when the CS workspace on Hubspot is set to release in full? It says Sept 30th in the product updates page but I'm not sure they've announced anything. Thanks :)
Sorry for the late reply! It looks like it has been released in beta, and has remained in its beta stage for any users with a Service Hub Pro or Enterprise account.
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