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The Gist
United States
เข้าร่วมเมื่อ 11 ต.ค. 2017
The Gist is an inbound marketing agency and Certified HubSpot Solutions Partner. We build scalable, organic growth systems on the HubSpot CRM for B2B companies. Subscribe to this channel if you want to get better at HubSpot and learn all the ways HubSpot can help your company grow better.
Live HubSpot Strategy Session with Stas Balanevsky, Certified EOS Implementor
Watch along as CJ peels back the curtain and conducts a real, recorded HubSpot Strategy Session for Stas Balanevsky, Certified EOS Implementor.
Stas approached The Gist to help him better leverage HubSpot to streamline growth operations for his business. As a Certified EOS Implementor, Stas and his team have an established, finely-tuned process that they repeat for all of their clients.
This is a tremendous opportunity to streamline how the business:
- Generates and qualifies leads
- Tracks deals and proposals
- Closes and onboards new customers
- Tracks customer progress and milestones
- Streamlines customer feedback
- Segments and nurtures customers and prospects
We talk about all that and much more in this 70-minute strategy session. In real time, CJ maps out how Stas can use forms, workflows, pipelines and other tools to streamline growth operations for his small business.
Learn more about Stas and EOS: balanevsky.com/
Learn more about The Gist: www.thegistinbound.com/
Stas approached The Gist to help him better leverage HubSpot to streamline growth operations for his business. As a Certified EOS Implementor, Stas and his team have an established, finely-tuned process that they repeat for all of their clients.
This is a tremendous opportunity to streamline how the business:
- Generates and qualifies leads
- Tracks deals and proposals
- Closes and onboards new customers
- Tracks customer progress and milestones
- Streamlines customer feedback
- Segments and nurtures customers and prospects
We talk about all that and much more in this 70-minute strategy session. In real time, CJ maps out how Stas can use forms, workflows, pipelines and other tools to streamline growth operations for his small business.
Learn more about Stas and EOS: balanevsky.com/
Learn more about The Gist: www.thegistinbound.com/
มุมมอง: 14
วีดีโอ
Accomplish Strategic Growth Objectives With HubSpot | The Gist | Certified HubSpot Solutions Partner
มุมมอง 42 ชั่วโมงที่ผ่านมา
Welcome to our channel! There are so many visual tutorials that teach you how to configure the various tools within the HubSpot CRM. We call this technical fluency. While we certainly have some basic HubSpot tool demo videos, we designed our channel to help people solve real-world, platform-agnostic growth objectives - that just so happen can be accomplished wonderfully within the HubSpot CRM. ...
Implement an Effective Account Based Marketing (ABM) System | Strategic HubSpot Tutorial
มุมมอง 31วันที่ผ่านมา
Dive deeper into your ABM strategy with these tips and insights from The Gist. Designate different tiers of target accounts along with other workflows that streamline outbound communication.
Optimize Your Closed Lost Deal Follow-Up System | HubSpot Tutorial | Strategic HubSpot Tutorial
มุมมอง 1314 วันที่ผ่านมา
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
มุมมอง 1814 วันที่ผ่านมา
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
มุมมอง 6014 วันที่ผ่านมา
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
มุมมอง 53110 หลายเดือนก่อน
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
มุมมอง 126ปีที่แล้ว
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: th-cam.com/video/buwwww1Yn0M/w-d-xo.html 🔗 Relevant Links: 🚀 18 New Features ...
Getting Reps to Mark Deals as Closed Lost and Just Move On | The Gist Unplugged
มุมมอง 30ปีที่แล้ว
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: th-cam.com/video/buwwww1Yn0M/w-d-xo.html 🔗 Relevant Links: 🚀 18 New Features In SalesHub - th-cam.com/video/Nei3ll4HsK8/w-d-xo.html 🌐 Explore our website: www.thegi...
AJ's Favorite New Sales Hub Feature | The Gist Unplugged
มุมมอง 48ปีที่แล้ว
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: th-cam.com/video/buwwww1Yn0M/w-d-xo.html 🔗 Relevant Links: 🚀 18 New Features In SalesHub - th-cam.com/video/Nei3ll4HsK8/w-d-xo.html 🌐 Explore our website: www.thegistinbound.com 📞 Co...
Streamlining Sales Meetings and Follow-Up in HubSpot | The Gist Unplugged
มุมมอง 8ปีที่แล้ว
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: th-cam.com/video/buwwww1Yn0M/w-d-xo.html 🔗 Relevant Links: 🚀 18 New Features In SalesHub - th-cam.com/video/Nei3ll4HsK8/w-d-xo.html 🌐 Explore our website: www...
Talking Sales Enablement and New HubSpot Sales Hub Features | The Gist Unplugged
มุมมอง 89ปีที่แล้ว
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
มุมมอง 61ปีที่แล้ว
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?
มุมมอง 128ปีที่แล้ว
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?
มุมมอง 28ปีที่แล้ว
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?
มุมมอง 17ปีที่แล้ว
Live Q&A: How Should Early-Stage Companies Use a Deal Pipeline?
Facilitate the Sales to Implementation Handoff | HubSpot Deal Pipeline Optimization Tips
มุมมอง 67ปีที่แล้ว
Facilitate the Sales to Implementation Handoff | HubSpot Deal Pipeline Optimization Tips
Follow-Up on Closed Lost Deals | HubSpot Deal Pipeline Optimization Tips
มุมมอง 170ปีที่แล้ว
Follow-Up on Closed Lost Deals | HubSpot Deal Pipeline Optimization Tips
Automate Team and Manager Notifications | HubSpot Deal Pipeline Optimization Tips
มุมมอง 18ปีที่แล้ว
Automate Team and Manager Notifications | HubSpot Deal Pipeline Optimization Tips
Warm Lead Notifications | HubSpot Deal Pipeline Optimization Tips
มุมมอง 33ปีที่แล้ว
Warm Lead Notifications | HubSpot Deal Pipeline Optimization Tips
Escalate Stalling Deals in Pipeline | HubSpot Deal Pipeline Optimization Tips
มุมมอง 49ปีที่แล้ว
Escalate Stalling Deals in Pipeline | HubSpot Deal Pipeline Optimization Tips
Require Reps to Capture Data to Advance Deals | HubSpot Deal Pipeline Optimization Tips
มุมมอง 76ปีที่แล้ว
Require Reps to Capture Data to Advance Deals | HubSpot Deal Pipeline Optimization Tips
Create Deals Automatically from Form Submissions | HubSpot Deal Pipeline Optimization Tips
มุมมอง 592ปีที่แล้ว
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
มุมมอง 116ปีที่แล้ว
Optimizing a Deal Pipeline for Growth | The Gist Full Presentation at 43North Marketing Summit
HubSprints | An Innovative Solution for HubSpot Onboarding and Implementation
มุมมอง 1472 ปีที่แล้ว
HubSprints | An Innovative Solution for HubSpot Onboarding and Implementation
Inbound Marketing Solutions for Payroll & HCM Companies
มุมมอง 262 ปีที่แล้ว
Inbound Marketing Solutions for Payroll & HCM Companies
Jim + Jeff Wood on Revolutionizing Swim Lessons
มุมมอง 833 ปีที่แล้ว
Jim Jeff Wood on Revolutionizing Swim Lessons
Heather and CJ Discuss Health, Wellness and being your own "Body Whisperer"
มุมมอง 633 ปีที่แล้ว
Heather and CJ Discuss Health, Wellness and being your own "Body Whisperer"
Christina and CJ discuss Community Building, Storytelling and Advocacy
มุมมอง 273 ปีที่แล้ว
Christina and CJ discuss Community Building, Storytelling and Advocacy
CJ and Akash Discuss SaaS Startups, the Buffalo Investment Scene, and Pandemic Silver Linings
มุมมอง 233 ปีที่แล้ว
CJ and Akash Discuss SaaS Startups, the Buffalo Investment Scene, and Pandemic Silver Linings
This is so confusing...
How do I get on your calender?
Hi @hypnnojunkie2015; you can book a call here: www.thegistinbound.com/contact
😀 *Promo SM*
This is a deep thought provoking interview. I truly appreciate both of your points of view.🥰
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?
Great job with this video! Clear explanations and easy-to-follow demonstration!
Thanks! I want to be like you guys when I grow up. :-)
Right
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
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!
Great overview! Workflows really are such a valuable tool - save time and maintain high levels of productivity!
hubspot has the worst sales workflow if you ar ea mortgage originator
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
I found this confusing. But thanks for posting. I will play around with it a bit more.
is it possible to customize a sidebar for a specific pipeline?
Is the Follow Up option only available if you upgrade?
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.
Is it free?
Thank you! This is great! I'm starting to hop in on hubspot and this has helped me learned the basics.
Awesome!
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
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.
I should clarify, that goes for a bot as well as a live chat widget.
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
u deserve more subs my guy
Haha, thanks! It's because I haven't released a new video in 2 years. But that's going to change soon. ;-)
great video and tutorial. but can you please show the final outcome ? a test case how it will work in a real life?
Nice video bro I have so many doubts in Hubspot your video make clarity
Como puedo tener el control de mi ubicación
Thank you, I am not using WordPress for my website, how do I integrate into another website builder? like embedded code?
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.
Thanks, CJ. Enjoyed the content. What would you consider the biggest differentiating factor in using sequences vs mass email through HubSpot?
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.
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?
First off, great video! Is there a way to have only 1 question show up at a time? LIke a survery in typeform?
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.
100% good tutorial
Thanks!
''Assistant to the Regional Manager'' lol
You know it! 🙂
How can you track leads from different sources? Know the referred url or social media post where people found the form.
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.).
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.
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
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.
@@thegistinboundthanks for your quick reply, we have the hubspot professional plan
Those that plan works?
Great video. Is this available with the free version?
No, this feature is only available with a Marketing Hub Professional subscription.
how do you embed them to a wordpress site?
I have contacts enrolled in the sequence but they are just sitting there, not going out??? Frustrated!
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
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??
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.
Thanks a lot. I had been looking everywhere to understand what property really is in Hubspot. Great job!
Thank you!
THANK YOU!
You are welcome!
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
This was an amazing training brotha, Thanks!
Thanks!
You’re my hero! Can i filter the custom property in an active list?
Thanks! Yes you can build list filters (criteria) around different properties, both default and custom.
Thanks for the video, very helpful :)
My pleasure!
What are the differences between the three workflow in hub spot? Thank you !
Thank you! this was very helpful!!
Thank you!
I grew up swimming with Jim and Jeff. Thanks for developing this, excited to use this for my kids! - Erin (Daly) Watkins!
Awesome, Erin! Me too (kind of). Jim and I were college teammates. Enjoy SwimAble!
The free version has very limited options and functionalities. I'd pick Calendly over Hubspot for booking.
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?
it solved my issue very easily thanks
Great! We're glad to hear that.
Yup you explain it very easily and its impressive
waoooooo that's an amazing video.I recommend to all