How to Track Digital Sales and Marketing Mastery Metrics with a HubSpot Dashboard
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2 Videos • 15m 07s • Intermediate Level
You're implementing They Ask, You Answer, and you're currently on your journey toward achieving true digital sales and marketing mastery at your company. But how do you leverage HubSpot to help you keep track of all the key performance metrics and data you need?
In this lesson with IMPACT Director of HubSpot Training Carina Duffy, you'll discover how to build a powerful HubSpot reporting dashboard that gives you a full, real-time picture of your digital sales and marketing mastery progress, anytime and anywhere.
In this lesson with IMPACT Director of HubSpot Training Carina Duffy, you'll discover how to build a powerful HubSpot reporting dashboard that gives you a full, real-time picture of your digital sales and marketing mastery progress, anytime and anywhere.
Topics Covered In This Lesson
Utilizing HubSpot
Tools & Tech
This Lesson Includes
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0:15 hours on-demand video
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1 lessons
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Membership required for access
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Access on any internet-connected device
Meet Your Instructor
Carina Duffy •
All the HubSpots, all the times.
As IMPACT’s Director of HubSpot Training, it is Carina’s mission to ensure all of IMPACT’s HubSpot-using clients are getting the most out the platform. Before leading the HubSquad (IMPACT’s team of HubSpot Certified Trainers), Carina spent several years training clients and developing a system for teaching companies how to get the most out of their HubSpot investment. Outside of the office, you can find her on the disc golf course, snowboarding at Mount Snow, or hanging out with her husband Matt and daughter Hazel.
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In this course, you’ll learn how to master marketing automation tools in HubSpot in order to improve contact communication, nurturing, internal processes, and more for your marketing team.
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The Transcript For This Course
The Transcript For This Course
Lead scoring is one of those HubSpot features that everyone loves to talk about... but is rarely ever used effectively or consistently. In this lesson, we'll dive into how to set up, validate, and actually use your scoring properties in HubSpot.
The Transcript For This Course
The Transcript For This Course
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Many of us have been there before: Everyone is excited about what’s possible and the promise of inbound marketing. You start creating content, sending emails, creating offers, optimizing your website — but then, as the weeks and months roll by, the questions start, and doubt creeps in…
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It doesn’t have to be like this.
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This course is a great fit for both sales managers and sales reps who either have not adopted a CRM platform or are in the process of vetting platforms and who want to improve their sales processes and performance.
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The Lesson Transcript
The sales technique of assignment selling – wherein you assign content as homework strategically throughout the sales process – is proven to close more deals fasters across all industries. But how can you leverage technology (like HubSpot Sales Hub) to make your assignment selling more efficient and effective?
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The Lesson Transcript
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Course Transcripts:
You’re publishing great content and beautiful videos. People can’t say enough good things about the work you’re doing. That’s awesome — but is any of it actually working? Inbound marketing isn’t easy. To make it worth the time and effort, especially to skeptical decision-makers, it needs to show return. IMPACT’s Carina Duffy is here to show you the way!
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Course Transcripts:
HubSpot is one of the most powerful marketing, sales, and service automation platforms on the market today. And, if you're the owner of your company's HubSpot portal (no matter your role), you know its potential. You also likely know that, without regular maintenance, proper organization, and structure from the outset, your HubSpot portal can quickly devolve into a mess that does more harm than good.
"Every day I log into HubSpot, I have no idea what's going on in there and I don't know how to find anything. It's making it impossible to leverage HubSpot for contact segmentation, marketing and sales automation, and database management. On top of that, it's so disorganized, I'm not sure I can trust the reporting and analytics."
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"Every day I log into HubSpot, I have no idea what's going on in there and I don't know how to find anything. It's making it impossible to leverage HubSpot for contact segmentation, marketing and sales automation, and database management. On top of that, it's so disorganized, I'm not sure I can trust the reporting and analytics."
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The Lesson Transcript
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The Lesson Transcript
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The Lesson Transcript
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The Lesson Transcript
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The Lesson Transcript
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The Lesson Transcript
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The Lesson Transcript
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You're creating content at your company to drive measurable results – specifically, traffic, leads, and sales. But how do you prove to your bosses, sales, and the rest of your company that the content you're creating is making a difference? How do you showcase beyond the shadow of a doubt that your strategy is delivering ROI if you're using HubSpot?
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The Lesson Transcript
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The Lesson Transcript
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The Lesson Transcript
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The Lesson Transcript
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Course Transcripts:
Course Transcripts:
Many of us have been there before: Everyone is excited about what’s possible and the promise of inbound marketing. You start creating content, sending emails, creating offers, optimizing your website — but then, as the weeks and months roll by, the questions start, and doubt creeps in…
“I don’t know how to clearly prove the ROI of our inbound marketing.”
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“Our leadership and sales teams don’t see the value of the content we’re producing.”
It doesn’t have to be like this.
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- How to be more efficient and productive using sales technology
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Course Transcripts:
This course is a great fit for any marketing professional who uses (or is starting to use) HubSpot and is looking to leverage the platform to both improve their overall buyer’s experience and save their team time and effort.
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Course Transcripts:
This course is a great fit for any marketing professional who uses (or is starting to use) HubSpot and is looking to leverage the platform to both improve their overall buyer’s experience and save their team time and effort.
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- How to start using HubSpot as a sales rep
- How to increase your productivity and effectiveness
As a sales professional, your main focus is on closing deals and hitting your sales targets or quotas – it typically isn’t on learning a new technology and the ins and outs of a CRM platform. Which is why it can often feel overwhelming or intimidating when you first dive into using HubSpot CRM. However, learning how to use HubSpot CRM to your advantage will improve your efficiency and, ultimately, your bottom line.
In this course, you will learn:
- How to get set up in HubSpot
- How to start using HubSpot as a sales rep
- How to increase your productivity and effectiveness
42m
PRO
Course
Level: Intermediate
In this course, you’ll learn how to actively manage your online reputation, while leveraging the power of online reviews to drive qualified leads into the sales process. A great reputation will attract new business, but a bad reputation will ensure that your potential leads have the wrong impression of you from the very start.
This course is a great fit for marketing professionals or business owners who need to understand the fundamentals of an online reputation and how to harness the power of online reviews to attract new customers and drive revenue.
By the end of this course, you’ll have a full understanding of where your online reputation currently stands. You’ll be able to set up a repeatable process to drive new customer reviews to high-target external sites (such as Google My Business, Facebook, Angie’s List, or Home Advisor). And finally, you’ll learn how to properly address negative public feedback so that you can win back trust.
Course Transcripts:
Course Transcripts:
In this course, you’ll learn how to actively manage your online reputation, while leveraging the power of online reviews to drive qualified leads into the sales process. A great reputation will attract new business, but a bad reputation will ensure that your potential leads have the wrong impression of you from the very start.
This course is a great fit for marketing professionals or business owners who need to understand the fundamentals of an online reputation and how to harness the power of online reviews to attract new customers and drive revenue.
By the end of this course, you’ll have a full understanding of where your online reputation currently stands. You’ll be able to set up a repeatable process to drive new customer reviews to high-target external sites (such as Google My Business, Facebook, Angie’s List, or Home Advisor). And finally, you’ll learn how to properly address negative public feedback so that you can win back trust.
Course Transcripts:
Course Transcripts:
17m
PRO
Course
Level: Intermediate
Virtual sponsorships are a huge opportunity for your brand to get in front of a bigger audience AND to make a lasting impression on the virtual stage. Whatever your title might be, if you want to learn how to deliver maximum value as a sponsor for a virtual audience, then this is exactly where you need to be.
Discover why virtual event sponsorships are worth investing in, the types of virtual event sponsorships that are available, how to work effectively with event producers (from an event producer), and how to wow attendees and turn them into leads for your business.
Course Transcripts:
Intro
Lesson 1
Lesson 2
Lesson 3
Lesson 4
Course Transcripts:
Intro
Lesson 1
Lesson 2
Lesson 3
Lesson 4
Virtual sponsorships are a huge opportunity for your brand to get in front of a bigger audience AND to make a lasting impression on the virtual stage. Whatever your title might be, if you want to learn how to deliver maximum value as a sponsor for a virtual audience, then this is exactly where you need to be.
Discover why virtual event sponsorships are worth investing in, the types of virtual event sponsorships that are available, how to work effectively with event producers (from an event producer), and how to wow attendees and turn them into leads for your business.
Course Transcripts:
Intro
Lesson 1
Lesson 2
Lesson 3
Lesson 4
Course Transcripts:
Intro
Lesson 1
Lesson 2
Lesson 3
Lesson 4
58m
PRO
Course
Level: Beginner
As a B2B marketer, you know how valuable a strong brand presence is on all social media channels. You constantly engage, comment, post, share - all the things every blog or article has told you to do to make it on social.
But these platforms have a secret - they want to make money.
Okay, maybe it’s not a secret. But it’s true. And because they’ve spent billions of dollars developing complex AI and algorithms to provide users the best experience possible, they want to be reimbursed. I don’t blame them.
This is why channels such as Facebook and LinkedIn make getting your brand’s posts and content to be seen organically within their user’s feeds almost impossible and why they want you to have to pay for that kind of invaluable exposure.
Maybe you are no stranger to the paid media advertising game - you’ve developed strategies around Google search and maybe even Facebook. But there is one platform that tends to scare people when it comes time to whip out that credit card. And that’s LinkedIn.
That’s where this course comes in.
Upon completion of the Introduction to LinkedIn Advertising course, you’ll learn just how powerful LinkedIn ads can be for your B2B brand, how to make the most of your budget within the platform, and what to look for when managing these campaigns.
You’ll also learn how to best use LinkedIn’s most valuable feature - Audience Targeting. Say hello to the most popular ABM strategy tool you’ve probably never even thought of.
This course is a great fit for digital marketers who are ready to invest in social advertising in a way that is guaranteed to drive the most qualified B2B traffic to your site and explore a brand new profit center.
Course Transcripts:
Course Transcripts:
As a B2B marketer, you know how valuable a strong brand presence is on all social media channels. You constantly engage, comment, post, share - all the things every blog or article has told you to do to make it on social.
But these platforms have a secret - they want to make money.
Okay, maybe it’s not a secret. But it’s true. And because they’ve spent billions of dollars developing complex AI and algorithms to provide users the best experience possible, they want to be reimbursed. I don’t blame them.
This is why channels such as Facebook and LinkedIn make getting your brand’s posts and content to be seen organically within their user’s feeds almost impossible and why they want you to have to pay for that kind of invaluable exposure.
Maybe you are no stranger to the paid media advertising game - you’ve developed strategies around Google search and maybe even Facebook. But there is one platform that tends to scare people when it comes time to whip out that credit card. And that’s LinkedIn.
That’s where this course comes in.
Upon completion of the Introduction to LinkedIn Advertising course, you’ll learn just how powerful LinkedIn ads can be for your B2B brand, how to make the most of your budget within the platform, and what to look for when managing these campaigns.
You’ll also learn how to best use LinkedIn’s most valuable feature - Audience Targeting. Say hello to the most popular ABM strategy tool you’ve probably never even thought of.
This course is a great fit for digital marketers who are ready to invest in social advertising in a way that is guaranteed to drive the most qualified B2B traffic to your site and explore a brand new profit center.
Course Transcripts:
Course Transcripts:
24m
PRO
Lesson
Level: Intermediate
The sales technique of assignment selling – wherein you assign content as homework strategically throughout the sales process – is proven to close more deals fasters across all industries. But how can you leverage technology (like HubSpot Sales Hub) to make your assignment selling more efficient and effective?
That's what this lesson is all about. In this lesson, you'll learn how to use HubSpot templates and snippets for assignment selling, as well as documents and analytics.
That's what this lesson is all about. In this lesson, you'll learn how to use HubSpot templates and snippets for assignment selling, as well as documents and analytics.
Note: You’ll need at least Sales Starter to get the most out of templates, snippets, and documents for assignment selling, and you’ll need Sales Pro or above to use sales content analytics.
The Lesson Transcript
The sales technique of assignment selling – wherein you assign content as homework strategically throughout the sales process – is proven to close more deals fasters across all industries. But how can you leverage technology (like HubSpot Sales Hub) to make your assignment selling more efficient and effective?
That's what this lesson is all about. In this lesson, you'll learn how to use HubSpot templates and snippets for assignment selling, as well as documents and analytics.
That's what this lesson is all about. In this lesson, you'll learn how to use HubSpot templates and snippets for assignment selling, as well as documents and analytics.
Note: You’ll need at least Sales Starter to get the most out of templates, snippets, and documents for assignment selling, and you’ll need Sales Pro or above to use sales content analytics.
The Lesson Transcript
1h 20m
PRO
Course
Level: Beginner
You might be surprised by this fact, but email marketing has been around since before the introduction of the internet. Yeah, in fact, the very first marketing email was sent in 1978 by none other than Gary “The Father of Spam” Thuerk, Marketing Manager of Digital Equipment Corp. Gary used email via Arpanet (basically the forerunner to the internet) to promote their new DEC machines to 400 recipients. The email blast resulted in $13 million in sales. And email marketing has been a critical tool in every marketer’s tool bag ever since.
But just like with any medium of marketing, there will be marketers who exploit it and abuse it. Those who care more about open rates and click-through rates than they do about the actual people receiving their emails. And when they do this, they make the rest of us look bad.
Ultimately, the purpose of this course is to teach you how to use email marketing appropriately and responsibly so that you’re only sending emails to people who want your emails, who sign up to receive them.
This course is a great fit for beginners just getting started and intermediate marketers tired of sending emails that don’t get opened, don’t get clicked on, or get recipients to unsubscribe or mark them as spam.
Here you’ll learn the inbound approach to email marketing. We’ll cover what email marketing is, how to keep it inboundy, benefits of email marketing, how to grow your email contact database, and the different types of emails you can send to recipients (that they actually want to open).
By the end of this course, you’ll be an inbound email marketing padawan. Not quite a Jedi master (that’s for a later course), but well on your way to saving the universe from awful emails nobody ever wants to open or read.
Course Transcripts:
Course Transcripts:
You might be surprised by this fact, but email marketing has been around since before the introduction of the internet. Yeah, in fact, the very first marketing email was sent in 1978 by none other than Gary “The Father of Spam” Thuerk, Marketing Manager of Digital Equipment Corp. Gary used email via Arpanet (basically the forerunner to the internet) to promote their new DEC machines to 400 recipients. The email blast resulted in $13 million in sales. And email marketing has been a critical tool in every marketer’s tool bag ever since.
But just like with any medium of marketing, there will be marketers who exploit it and abuse it. Those who care more about open rates and click-through rates than they do about the actual people receiving their emails. And when they do this, they make the rest of us look bad.
Ultimately, the purpose of this course is to teach you how to use email marketing appropriately and responsibly so that you’re only sending emails to people who want your emails, who sign up to receive them.
This course is a great fit for beginners just getting started and intermediate marketers tired of sending emails that don’t get opened, don’t get clicked on, or get recipients to unsubscribe or mark them as spam.
Here you’ll learn the inbound approach to email marketing. We’ll cover what email marketing is, how to keep it inboundy, benefits of email marketing, how to grow your email contact database, and the different types of emails you can send to recipients (that they actually want to open).
By the end of this course, you’ll be an inbound email marketing padawan. Not quite a Jedi master (that’s for a later course), but well on your way to saving the universe from awful emails nobody ever wants to open or read.
Course Transcripts:
Course Transcripts:
2h 14m
FREE
Course
Level: Beginner
So you’re investing in inbound marketing, but aren’t seeing the results you expected. You’re writing content, but your traffic, leads, and sales growth has been slow or non-existent. You’re not alone. Inbound marketing works, but the fact is, too many people are doing it wrong.
This course will change all that.
They Ask, You Answer is a revolutionary approach to inbound marketing that has empowered thousands of companies around the world to reach their most aggressive traffic, sales, and leads goals, and in this inspiring, high-energy course, the mind behind the framework, Marcus Sheridan, dives into what it is and how it works.
By the end of this two-hour course, you will:
- Understand how modern buyers and the buying process have changed and what that means for your business
- Know the right content to create to drive traffic, leads, and sales and how to get started
- Learn how to use this content to speed up your sales process
- Learn the elements of the perfect inbound marketing website
- Understand the importance of trust in all of your inbound marketing efforts
This course is for anyone who wants to stop wasting time and money on inbound marketing tactics and agencies that don’t work. Use the proven They Ask, You Answer to elevate your brand authority and make customers want to buy from you!
Note: When originally published, this course was titled “Digital Sales & Marketing Framework for Today's Modern Buyer.” This is still reflected in the graphics for this course.
Course Transcripts:
Course Transcripts:
So you’re investing in inbound marketing, but aren’t seeing the results you expected. You’re writing content, but your traffic, leads, and sales growth has been slow or non-existent. You’re not alone. Inbound marketing works, but the fact is, too many people are doing it wrong.
This course will change all that.
They Ask, You Answer is a revolutionary approach to inbound marketing that has empowered thousands of companies around the world to reach their most aggressive traffic, sales, and leads goals, and in this inspiring, high-energy course, the mind behind the framework, Marcus Sheridan, dives into what it is and how it works.
By the end of this two-hour course, you will:
- Understand how modern buyers and the buying process have changed and what that means for your business
- Know the right content to create to drive traffic, leads, and sales and how to get started
- Learn how to use this content to speed up your sales process
- Learn the elements of the perfect inbound marketing website
- Understand the importance of trust in all of your inbound marketing efforts
This course is for anyone who wants to stop wasting time and money on inbound marketing tactics and agencies that don’t work. Use the proven They Ask, You Answer to elevate your brand authority and make customers want to buy from you!
Note: When originally published, this course was titled “Digital Sales & Marketing Framework for Today's Modern Buyer.” This is still reflected in the graphics for this course.
Course Transcripts:
Course Transcripts:
30m
FREE
Course
Level: Beginner
Is your website forcing visitors to fill out a form to get a quote? Does it make them have to talk to someone before making a purchase?
Fact: Modern buyers don’t want to be sold to. They want to take ownership of their buying decision and know they’re making the best choice for themselves. Why do you think so many hide behind their computer screens rather than browsing (or braving) the aisles of their local stores?
Self-selection tools (think product match quizzes) transform your website experience to help buyers sell themselves. They help personalize a buyer’s experience on your website, making it not only easier but more enjoyable for them to make a purchase without needing to talk to someone on your team.
In this course, taught by IMPACT’s Chief Learning Officer Chris Duprey, you’ll learn everything you need to create this experience on your website, including:
- What exactly a self-selection tool is
- The different types of self-selection tools
- How self-selection tools can help shorten the sales cycle and improve website conversion rates by guiding buyers to their best options
- How to go about building your own self-selection tool
This course is a must-see for anyone in marketing, but especially those in sales, marketing, design, and user experience.
Course Transcripts:
Course Transcripts:
Is your website forcing visitors to fill out a form to get a quote? Does it make them have to talk to someone before making a purchase?
Fact: Modern buyers don’t want to be sold to. They want to take ownership of their buying decision and know they’re making the best choice for themselves. Why do you think so many hide behind their computer screens rather than browsing (or braving) the aisles of their local stores?
Self-selection tools (think product match quizzes) transform your website experience to help buyers sell themselves. They help personalize a buyer’s experience on your website, making it not only easier but more enjoyable for them to make a purchase without needing to talk to someone on your team.
In this course, taught by IMPACT’s Chief Learning Officer Chris Duprey, you’ll learn everything you need to create this experience on your website, including:
- What exactly a self-selection tool is
- The different types of self-selection tools
- How self-selection tools can help shorten the sales cycle and improve website conversion rates by guiding buyers to their best options
- How to go about building your own self-selection tool
This course is a must-see for anyone in marketing, but especially those in sales, marketing, design, and user experience.
Course Transcripts:
Course Transcripts:
22m
PRO
Lesson
Level: Intermediate
You're creating content at your company to drive measurable results – specifically, traffic, leads, and sales. But how do you prove to your bosses, sales, and the rest of your company that the content you're creating is making a difference? How do you showcase beyond the shadow of a doubt that your strategy is delivering ROI if you're using HubSpot?
In this lesson, you'll learn:
In this lesson, you'll learn:
- How to prove your content makes money
- How to report on content ROI like Marcus Sheridan
- How to create custom ROI reports in HubSpot
You're creating content at your company to drive measurable results – specifically, traffic, leads, and sales. But how do you prove to your bosses, sales, and the rest of your company that the content you're creating is making a difference? How do you showcase beyond the shadow of a doubt that your strategy is delivering ROI if you're using HubSpot?
In this lesson, you'll learn:
In this lesson, you'll learn:
- How to prove your content makes money
- How to report on content ROI like Marcus Sheridan
- How to create custom ROI reports in HubSpot
1h 05m
PRO
Course
Level: Beginner
In this course, you’ll learn all about how to convert your incoming website visitors into leads, and how to make those conversion points effective.
This course is a great fit for any marketing professional new to inbound marketing who is looking to learn how to bring in more prospects through their website, and ultimately provide new sales opportunities for their company.
By the end, you’ll know how to get started with inbound lead generation and conversion optimization - from the moment a visitor enters your site, to when they become a lead and beyond!
Course Transcripts:
Course Transcripts:
In this course, you’ll learn all about how to convert your incoming website visitors into leads, and how to make those conversion points effective.
This course is a great fit for any marketing professional new to inbound marketing who is looking to learn how to bring in more prospects through their website, and ultimately provide new sales opportunities for their company.
By the end, you’ll know how to get started with inbound lead generation and conversion optimization - from the moment a visitor enters your site, to when they become a lead and beyond!
Course Transcripts:
Course Transcripts:
54m
FREE
Course
Level: Intermediate
If you look at the most successful inbound case studies, the companies who have experienced the most significant sales and revenue growth with inbound, there is one common theme amongst them: They weren’t reliant on an agency or outsourced vendor to dictate what they did. Instead, they owned it. They made the investments, and because of that, revolutionized their businesses and in many cases, their industries.
In this course, you’ll learn what it means to take ownership of your digital sales and marketing, how you can do it, and the long term value it provides.
This course is a great fit for business owners, senior leaders, and leadership team members.
By the end of this course, you’ll know what it takes to transition from a position of reliance on others to a position of ownership for your digital sales and marketing.
Course Transcripts:
Course Transcripts:
If you look at the most successful inbound case studies, the companies who have experienced the most significant sales and revenue growth with inbound, there is one common theme amongst them: They weren’t reliant on an agency or outsourced vendor to dictate what they did. Instead, they owned it. They made the investments, and because of that, revolutionized their businesses and in many cases, their industries.
In this course, you’ll learn what it means to take ownership of your digital sales and marketing, how you can do it, and the long term value it provides.
This course is a great fit for business owners, senior leaders, and leadership team members.
By the end of this course, you’ll know what it takes to transition from a position of reliance on others to a position of ownership for your digital sales and marketing.
Course Transcripts:
Course Transcripts:
25m
PRO
Lesson
Level: Beginner
Nurturing your leads via email is absolutely critical to the success of your digital sales and marketing strategies – and HubSpot is a fantastic platform for lead nurturing automation. Unfortunately, many digital marketers just like you know you need to be running automated email lead nurturing campaigns.... but often the results are lackluster, at best, no matter what you do.
If that sounds like you. You're in the right place. In this lesson, we’ll break down why most email nurturing campaigns are so stinking bad, how to avoid those things and do email nurturing for your company that’s NOT so stinking bad (and maybe actually is effective). We'll also get into some tips and tricks for doing your email nurturing with HubSpot’s automation tools.
The Lesson Transcript
If that sounds like you. You're in the right place. In this lesson, we’ll break down why most email nurturing campaigns are so stinking bad, how to avoid those things and do email nurturing for your company that’s NOT so stinking bad (and maybe actually is effective). We'll also get into some tips and tricks for doing your email nurturing with HubSpot’s automation tools.
The Lesson Transcript
Nurturing your leads via email is absolutely critical to the success of your digital sales and marketing strategies – and HubSpot is a fantastic platform for lead nurturing automation. Unfortunately, many digital marketers just like you know you need to be running automated email lead nurturing campaigns.... but often the results are lackluster, at best, no matter what you do.
If that sounds like you. You're in the right place. In this lesson, we’ll break down why most email nurturing campaigns are so stinking bad, how to avoid those things and do email nurturing for your company that’s NOT so stinking bad (and maybe actually is effective). We'll also get into some tips and tricks for doing your email nurturing with HubSpot’s automation tools.
The Lesson Transcript
If that sounds like you. You're in the right place. In this lesson, we’ll break down why most email nurturing campaigns are so stinking bad, how to avoid those things and do email nurturing for your company that’s NOT so stinking bad (and maybe actually is effective). We'll also get into some tips and tricks for doing your email nurturing with HubSpot’s automation tools.
The Lesson Transcript
29m
PRO
Lesson
Level: Intermediate
Lead scoring is one of those HubSpot features that everyone loves to talk about... but is rarely ever used effectively or consistently. In this lesson, we'll dive into how to set up, validate, and actually use your scoring properties in HubSpot.
The Transcript For This Course
The Transcript For This Course
Lead scoring is one of those HubSpot features that everyone loves to talk about... but is rarely ever used effectively or consistently. In this lesson, we'll dive into how to set up, validate, and actually use your scoring properties in HubSpot.
The Transcript For This Course
The Transcript For This Course
1h 01m
PRO
Course
Level: Intermediate
HubSpot is one of the most powerful marketing, sales, and service automation platforms on the market today. And, if you're the owner of your company's HubSpot portal (no matter your role), you know its potential. You also likely know that, without regular maintenance, proper organization, and structure from the outset, your HubSpot portal can quickly devolve into a mess that does more harm than good.
"Every day I log into HubSpot, I have no idea what's going on in there and I don't know how to find anything. It's making it impossible to leverage HubSpot for contact segmentation, marketing and sales automation, and database management. On top of that, it's so disorganized, I'm not sure I can trust the reporting and analytics."
If this sounds like you, you're in the right place.
In this course you'll learn:
"Every day I log into HubSpot, I have no idea what's going on in there and I don't know how to find anything. It's making it impossible to leverage HubSpot for contact segmentation, marketing and sales automation, and database management. On top of that, it's so disorganized, I'm not sure I can trust the reporting and analytics."
If this sounds like you, you're in the right place.
In this course you'll learn:
- The most common reasons why chaotic, messy HubSpot portals happen to good, well-meaning HubSpotter's
- The step-by-step process you need to follow to clean out your old, unwanted contacts and how to clean up our data
- Long-term strategies to keep your HubSpot portal data pristine, clean, and always reliable and up-to-date
Course Transcripts:
HubSpot is one of the most powerful marketing, sales, and service automation platforms on the market today. And, if you're the owner of your company's HubSpot portal (no matter your role), you know its potential. You also likely know that, without regular maintenance, proper organization, and structure from the outset, your HubSpot portal can quickly devolve into a mess that does more harm than good.
"Every day I log into HubSpot, I have no idea what's going on in there and I don't know how to find anything. It's making it impossible to leverage HubSpot for contact segmentation, marketing and sales automation, and database management. On top of that, it's so disorganized, I'm not sure I can trust the reporting and analytics."
If this sounds like you, you're in the right place.
In this course you'll learn:
"Every day I log into HubSpot, I have no idea what's going on in there and I don't know how to find anything. It's making it impossible to leverage HubSpot for contact segmentation, marketing and sales automation, and database management. On top of that, it's so disorganized, I'm not sure I can trust the reporting and analytics."
If this sounds like you, you're in the right place.
In this course you'll learn:
- The most common reasons why chaotic, messy HubSpot portals happen to good, well-meaning HubSpotter's
- The step-by-step process you need to follow to clean out your old, unwanted contacts and how to clean up our data
- Long-term strategies to keep your HubSpot portal data pristine, clean, and always reliable and up-to-date
Course Transcripts:
2h 09m
PRO
Course
Level: Intermediate
In this course, you’ll learn how to effectively utilize Google Suite tools as you continue to master They Ask, You Answer and Inbound Marketing.
Google offers a range of free tools businesses can use to learn more about how search engines and real buyers view and use their websites and assets.
This course does not teach you how to set these tools up, troubleshoot problems, or certify you in their use. Tutorials such as those can easily be found at support.google.com.
Here you’ll learn:
- How to use Google Search Console
- How to use Google Analytics
By the end of this course, you’ll have a fuller understanding of how to use Google’s suite of tools to measure and improve your They Ask, You Answer, and Inbound Marketing efforts.
Course Transcripts:
In this course, you’ll learn how to effectively utilize Google Suite tools as you continue to master They Ask, You Answer and Inbound Marketing.
Google offers a range of free tools businesses can use to learn more about how search engines and real buyers view and use their websites and assets.
This course does not teach you how to set these tools up, troubleshoot problems, or certify you in their use. Tutorials such as those can easily be found at support.google.com.
Here you’ll learn:
- How to use Google Search Console
- How to use Google Analytics
By the end of this course, you’ll have a fuller understanding of how to use Google’s suite of tools to measure and improve your They Ask, You Answer, and Inbound Marketing efforts.
Course Transcripts:
38m
PRO
Lesson
Level: Advanced
You're using the HubSpot CRM and Sales Hub tools, but are you leveraging them to your fullest potential, so you can rely on the platform to help you maximize your revenue growth potential? If you're a sales manager or professional asking yourself this question, you're in the right place.
In this lesson, you'll learn:
In this lesson, you'll learn:
- How to approach HubSpot reporting for sales
- The basics of HubSpot dashboards for sales
- How to create your own dashboard as a sales rep
- How to create your own dashboard as a sales manager
By the end of this short lesson, you'll feel 100% confident and comfortable navigating HubSpot's sales reporting tools, as well as how to use your dashboards to fuel real growth and help you close more deals faster.
The Lesson Transcript
You're using the HubSpot CRM and Sales Hub tools, but are you leveraging them to your fullest potential, so you can rely on the platform to help you maximize your revenue growth potential? If you're a sales manager or professional asking yourself this question, you're in the right place.
In this lesson, you'll learn:
In this lesson, you'll learn:
- How to approach HubSpot reporting for sales
- The basics of HubSpot dashboards for sales
- How to create your own dashboard as a sales rep
- How to create your own dashboard as a sales manager
By the end of this short lesson, you'll feel 100% confident and comfortable navigating HubSpot's sales reporting tools, as well as how to use your dashboards to fuel real growth and help you close more deals faster.
The Lesson Transcript
1h 03m
FREE
Course
Level: Beginner
At IMPACT, we help you drive more sales from your inbound marketing by teaching you to execute a powerful framework, They Ask, You Answer.
But, why is video so important for sales and marketing? It’s simple. Using video for sales can help you break through inboxes and can earn 3x more responses. It allows sellers to build relationships at a distance, explain topics simply, and help accelerate deal cycles. Some companies who have used Vidyard have even cut their deal cycles in half with video!
Video is an incredibly powerful medium that makes it easier than ever to evoke emotion and forge human connections at scale. For organizations that sell primarily to other businesses, B2B video marketing has emerged as an incredibly effective tactic for reaching, educating, and nurturing potential customers. Use video to get more views on content, more attendees at webinars and virtual events, and to move accounts forward in the sales cycle.
How to Use Marketing for Video:
- Drive registration and attendance at webinars and virtual events with promo videos
- Get more people to view content with a promo video
- Show the value of your product to help close deals and encourage adoption
- Create personalized videos for ABM
- Increase open and CTR for emails by using video
You can benefit from using Vidyard with HubSpot to help supercharge your video for marketing and sales efforts. With the Vidyard for HubSpot integration, you can unlock capabilities to visibly showcase how video is helping move the business needle and drive key results; in HubSpot’s case, Vidyard helped their sales team achieve 4x booked meetings, 77% click-through rate on video, and a 94% retention rate for their top sales rep. Whether it’s through list building and segmentation, or workflow creation and lead scoring, Vidyard will showcase a broad view of data that’s necessary for you to see if your video efforts are valuable right inside of the HubSpot platform.
In this course, you will learn:
- How to get started with your Vidyard account
- Using Vidyard with Sales and what best practices you need to know
- How to use Vidyard to supercharge your most important sales and marketing videos (The Selling 7)
- Building client relationships
- Setting up your branded Vidyard page
- How to empower your sales team with the sales enablement videos they need with Vidyard
- Understanding the power you have in using Vidyard with your marketing
- How you can leverage Vidyard for your educational content videos
- How to optimize the execution of your content strategy, start to finish, with Vidyard
- The benefits from using Vidyard with HubSpot to help supercharge your marketing and sales efforts with video.
- Other best practices, client stories, and words for the Vidyard and IMPACT Plus team!
At IMPACT, we help you drive more sales from your inbound marketing by teaching you to execute a powerful framework, They Ask, You Answer.
But, why is video so important for sales and marketing? It’s simple. Using video for sales can help you break through inboxes and can earn 3x more responses. It allows sellers to build relationships at a distance, explain topics simply, and help accelerate deal cycles. Some companies who have used Vidyard have even cut their deal cycles in half with video!
Video is an incredibly powerful medium that makes it easier than ever to evoke emotion and forge human connections at scale. For organizations that sell primarily to other businesses, B2B video marketing has emerged as an incredibly effective tactic for reaching, educating, and nurturing potential customers. Use video to get more views on content, more attendees at webinars and virtual events, and to move accounts forward in the sales cycle.
How to Use Marketing for Video:
- Drive registration and attendance at webinars and virtual events with promo videos
- Get more people to view content with a promo video
- Show the value of your product to help close deals and encourage adoption
- Create personalized videos for ABM
- Increase open and CTR for emails by using video
You can benefit from using Vidyard with HubSpot to help supercharge your video for marketing and sales efforts. With the Vidyard for HubSpot integration, you can unlock capabilities to visibly showcase how video is helping move the business needle and drive key results; in HubSpot’s case, Vidyard helped their sales team achieve 4x booked meetings, 77% click-through rate on video, and a 94% retention rate for their top sales rep. Whether it’s through list building and segmentation, or workflow creation and lead scoring, Vidyard will showcase a broad view of data that’s necessary for you to see if your video efforts are valuable right inside of the HubSpot platform.
In this course, you will learn:
- How to get started with your Vidyard account
- Using Vidyard with Sales and what best practices you need to know
- How to use Vidyard to supercharge your most important sales and marketing videos (The Selling 7)
- Building client relationships
- Setting up your branded Vidyard page
- How to empower your sales team with the sales enablement videos they need with Vidyard
- Understanding the power you have in using Vidyard with your marketing
- How you can leverage Vidyard for your educational content videos
- How to optimize the execution of your content strategy, start to finish, with Vidyard
- The benefits from using Vidyard with HubSpot to help supercharge your marketing and sales efforts with video.
- Other best practices, client stories, and words for the Vidyard and IMPACT Plus team!
23m
PRO
Course
Level: Intermediate
Your inbound business has read They Ask, You Answer, and now you want to level up your online marketing efforts by implementing live chat to your website. Being able to answer your website visitor questions in real-time is powerful!
Whether you’re implementing live chat for the first time or looking to expand your live chat strategy, the course will guide you through how live chat strategy can help your website visitors at every step of their buyer’s journey.
In this course, you will learn:
- “Conversational Marketing” and embracing that in your business culture.
- How to shift the organizational mindset to embrace live chat.
- Discover how to create a live chat playbook to roll out your strategy.
- 5 Rules for starting your first conversation and advanced techniques to improve the end-user experience.
- The importance of measuring and the key metrics to monitor with your live chat.
- Learn about the advanced features that you can do and understand when you are ready to implement them.
Course Transcripts:
Your inbound business has read They Ask, You Answer, and now you want to level up your online marketing efforts by implementing live chat to your website. Being able to answer your website visitor questions in real-time is powerful!
Whether you’re implementing live chat for the first time or looking to expand your live chat strategy, the course will guide you through how live chat strategy can help your website visitors at every step of their buyer’s journey.
In this course, you will learn:
- “Conversational Marketing” and embracing that in your business culture.
- How to shift the organizational mindset to embrace live chat.
- Discover how to create a live chat playbook to roll out your strategy.
- 5 Rules for starting your first conversation and advanced techniques to improve the end-user experience.
- The importance of measuring and the key metrics to monitor with your live chat.
- Learn about the advanced features that you can do and understand when you are ready to implement them.
Course Transcripts:
1h 30m
FREE
Course
Level: Beginner
How important is it to you that your business shows up on Google for relevant search queries?
Extremely important, right? That question is a no-brainer.
And to make it happen, you dedicate a lot of your time optimizing your website’s SEO, improving your social media and email campaigns, and even paying for Google Ads to appear at the tippy-top of search results.
But there’s a tool, a FREE tool, that can help prospects find your business more frequently in Google Search and Google Maps (especially if you’re a local business).
Many organizations are familiar with Google My Business. They know they have to create an account, enter their physical address, and maybe upload their logo. And by doing so, prospects wanting to visit their location can get there using Google Maps.
But that is not all this tool is useful for. Far from it. Google is continuously rolling out new tools and features with Google My Business making it an extremely valuable tool in any business’s marketing arsenal.
In fact, by optimizing your Google My Business listing, you’ll increase your visibility in search, give prospects a better shopping experience, and drive more traffic to your website and social channels in addition to your front door.
And that’s what this course is all about.
In this course, you’ll learn:
- What Google My Business is
- Why Google My Business is important
- How to optimize your listing
- How to review and add images
- How to audit and respond to reviews
- How to create google posts
- How to add videos
- How to measure success using insights
By the end of this course, you’ll know how to optimize and maintain your Google My Business listing to appear more frequently in relevant search queries, provide amazing experiences for your visitors, and turn more prospects into customers.
How important is it to you that your business shows up on Google for relevant search queries?
Extremely important, right? That question is a no-brainer.
And to make it happen, you dedicate a lot of your time optimizing your website’s SEO, improving your social media and email campaigns, and even paying for Google Ads to appear at the tippy-top of search results.
But there’s a tool, a FREE tool, that can help prospects find your business more frequently in Google Search and Google Maps (especially if you’re a local business).
Many organizations are familiar with Google My Business. They know they have to create an account, enter their physical address, and maybe upload their logo. And by doing so, prospects wanting to visit their location can get there using Google Maps.
But that is not all this tool is useful for. Far from it. Google is continuously rolling out new tools and features with Google My Business making it an extremely valuable tool in any business’s marketing arsenal.
In fact, by optimizing your Google My Business listing, you’ll increase your visibility in search, give prospects a better shopping experience, and drive more traffic to your website and social channels in addition to your front door.
And that’s what this course is all about.
In this course, you’ll learn:
- What Google My Business is
- Why Google My Business is important
- How to optimize your listing
- How to review and add images
- How to audit and respond to reviews
- How to create google posts
- How to add videos
- How to measure success using insights
By the end of this course, you’ll know how to optimize and maintain your Google My Business listing to appear more frequently in relevant search queries, provide amazing experiences for your visitors, and turn more prospects into customers.
1h 14m
PRO
Course
Level: Beginner
Facebook, Instagram, Twitter, LinkedIn, TikTok — the list of social media networks is ever-growing and their prevalence in our society and everyday lives is undeniable, but how do you really use them for business successfully? How can your business and brand use them toactually drive real awareness and engagement?
IMPACT’s director of membership & events, Stephanie Baiocchi, is here to show you the way!
By understanding the fundamentals of social media for business, you’ll be able to drive traffic, leads, and revenue to your business, foster engagement with your content, and create a positive representation of your brand online. If you neglect it or simply put it on auto-pilot, however, you could be actively turning leads away.
In this just over one-hour-long course, you’ll learn:
- How to choose the right social platforms for your business
- When and how often to post on those platforms
- Basic best practices for different social media channels
- B2B vs. B2C practices on social media
- How to run social media contests successfully and legally online
- When and how to hire a social media manager
- How to monitor and measure the success of your social media strategy
This course is a great fit for anyone who doesn’t feel very comfortable on social media or has used it for personal use but wants to understand how to best use social for business.
By the end of it, you will be well-prepared to tackle social media for your business head-on and see long-term success!
Course Transcripts:
Facebook, Instagram, Twitter, LinkedIn, TikTok — the list of social media networks is ever-growing and their prevalence in our society and everyday lives is undeniable, but how do you really use them for business successfully? How can your business and brand use them toactually drive real awareness and engagement?
IMPACT’s director of membership & events, Stephanie Baiocchi, is here to show you the way!
By understanding the fundamentals of social media for business, you’ll be able to drive traffic, leads, and revenue to your business, foster engagement with your content, and create a positive representation of your brand online. If you neglect it or simply put it on auto-pilot, however, you could be actively turning leads away.
In this just over one-hour-long course, you’ll learn:
- How to choose the right social platforms for your business
- When and how often to post on those platforms
- Basic best practices for different social media channels
- B2B vs. B2C practices on social media
- How to run social media contests successfully and legally online
- When and how to hire a social media manager
- How to monitor and measure the success of your social media strategy
This course is a great fit for anyone who doesn’t feel very comfortable on social media or has used it for personal use but wants to understand how to best use social for business.
By the end of it, you will be well-prepared to tackle social media for your business head-on and see long-term success!
Course Transcripts:
40m
PRO
Course
Level: Intermediate
You’re publishing great content and beautiful videos. People can’t say enough good things about the work you’re doing. That’s awesome — but is any of it actually working? Inbound marketing isn’t easy. To make it worth the time and effort, especially to skeptical decision-makers, it needs to show return. IMPACT’s Carina Duffy is here to show you the way!
In this course, IMPACT’s resident HubSpot nerd dives into how your organization can use HubSpot to prove the ROI of its inbound marketing efforts. By the end, you will fully understand:
- The different ways to define return on investment (ROI) at your organization
- The tools HubSpot has to track your ROI (even if you’re not using HubSpot Sales) and how to use them
- How to manage your data properly in HubSpot
- How to create effective ROI reports in HubSpot
Chock-full of insights we’ve previously only shared with our clients, this course is a great fit for any marketing and sales professionals looking to show the fruits of their labor to their decision-makers and organization in a reliable, easy-to-understand way.
Course Transcripts:
You’re publishing great content and beautiful videos. People can’t say enough good things about the work you’re doing. That’s awesome — but is any of it actually working? Inbound marketing isn’t easy. To make it worth the time and effort, especially to skeptical decision-makers, it needs to show return. IMPACT’s Carina Duffy is here to show you the way!
In this course, IMPACT’s resident HubSpot nerd dives into how your organization can use HubSpot to prove the ROI of its inbound marketing efforts. By the end, you will fully understand:
- The different ways to define return on investment (ROI) at your organization
- The tools HubSpot has to track your ROI (even if you’re not using HubSpot Sales) and how to use them
- How to manage your data properly in HubSpot
- How to create effective ROI reports in HubSpot
Chock-full of insights we’ve previously only shared with our clients, this course is a great fit for any marketing and sales professionals looking to show the fruits of their labor to their decision-makers and organization in a reliable, easy-to-understand way.
Course Transcripts:
1h 00m
FREE
Course
Level: Beginner
Welcome to How to Use IMPACT+, where we will teach you how to use the platform to help you succeed with They Ask, you Answer!
- Are you a new IMPACT+ for Teams member or IMPACT client? Learn how to navigate and use your team scorecard, join the right community mastermind group, and understand how to find the right content every time.
- Are you a new member and want to make sure you spend your time on the most important things in IMPACT+? Learn about the three tiers IMPACT+ offers to provide you with the best support on your They Ask, you Answer business journey.
Join IMPACT’s Connor DeLaney, as he guides you through how to use the platform and take advantage of all the features at your fingertips. Let’s make sure you are utilizing the right resources, courses, mastermind groups, events, and more in IMPACT+!
In this course you will learn how to:
- Successfully navigate IMPACT+ and understand where certain content or resources live.
- Facilitate a scoring round and planning period with your team using the IMPACT+ tools section.
- Find the content and resources in IMPACT+ that you need to succeed with They Ask, You Answer.
Welcome to How to Use IMPACT+, where we will teach you how to use the platform to help you succeed with They Ask, you Answer!
- Are you a new IMPACT+ for Teams member or IMPACT client? Learn how to navigate and use your team scorecard, join the right community mastermind group, and understand how to find the right content every time.
- Are you a new member and want to make sure you spend your time on the most important things in IMPACT+? Learn about the three tiers IMPACT+ offers to provide you with the best support on your They Ask, you Answer business journey.
Join IMPACT’s Connor DeLaney, as he guides you through how to use the platform and take advantage of all the features at your fingertips. Let’s make sure you are utilizing the right resources, courses, mastermind groups, events, and more in IMPACT+!
In this course you will learn how to:
- Successfully navigate IMPACT+ and understand where certain content or resources live.
- Facilitate a scoring round and planning period with your team using the IMPACT+ tools section.
- Find the content and resources in IMPACT+ that you need to succeed with They Ask, You Answer.