[Closed] AMA with Karsten Köhler

sharonlicari
Community Manager

Hey Community,

 

@karstenkoehler is a high-valued member and a thought-leader of our DACH and EN Communities. Karsten is currently at the top of our leaderboard in both communities and the quality of content that Karsten has consistently delivered is remarkable. 

Karsten was able to reach 1000 solutions accepted in less than a year and a half.

 

From the 19th of July until the 23rd of July you will have the opportunity to ask Karsten anything you want about him, his experience, knowledge and HubSpot.

 

Here are some sample questions could be:
  • What is your favorite HubSpot tool
  • What is the toughest question you've answered on the Community
  • What are your tips for customizing your CRM

Have fun! 🙂


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AMA
51 Replies 51
danmoyle
Top Contributor | Diamond Partner

Thanks for doing this @karstenkoehler! I'm curious what your Community time looks like. Do you devote specific hours or days to it? You're so active, how do you manage it along with your other work? 

 

And a follow up... in addition to your obvious penchant for helping, why do you do it? Does it lead to leads/connections for your business? 

 

Thanks! 

 


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Dan Moyle

HubSpot Strategist

Learning Ops | Impulse Creative

[he/him/his]

239-244-8812 | 269-330-4696
dan@impulsecreative.com
https://impulsecreative.com/
karstenkoehler
Most Valuable Member

Hey @danmoyle,

 

One of the reasons I am so active in the community is that it's a great way to sharpen problem solving skills. I've definitely become a better HubSpot consultant during my time in the community, learning about new functionalities and figuring out what the best workarounds for very specific situations are. I can generate more value for my customers that way. I'm faster at figuring out solutions and I can with very high accuracy and confidence say what's possible and how long it's going to take me. There's also almost instant feedback as to whether a solution works.

 

And yes, my activity in the community has helped me get more exposure especially in the German speaking markets. The leads that I generate from my meeting link in the signature are either people who mistake me for HubSpot support or very highly qualified leads.

 

As far as my time management goes, that's also a mystery to me. I'll hit 2,000 solutions soon. With 5-10 minutes per solution, that's between 20-40 working days that I've spent on solutions alone. German time management skills and efficiency I guess?

 

Thanks for asking!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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RTapper
Participant

Hi Karsten

 

Chat pointed me here, I have incorrectly set up a field as a single line text instead of a number field, I have cloned it and changed to number and selected currency but the numbers are not showing in the new field. I need to be able to filter those paying less than £500 for example and those paying more? Very new to Hubspot! 

RTapper_0-1626951713918.png

 

0 Upvotes
karstenkoehler
Most Valuable Member

Hi @RTapper,

 

Hahaha, I'll happily help alhtough I have to say that it's funny how an AMA with me is turning into first line of defense support. cc @sharonlicari @jennysowyrda 

 

When you clone a property, you are simply cloning the container, not the content of the container. That's why your cloned property is empty.

 

If you want to find all contacts with a value below £500, you would create an active contact list. You'd filter for Contact properties, search and find BID Levy and set the filter to "is less than £500". After saving and a few moments, HubSpot will give you all contacts who match the filters.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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SMcCann25
Member

Hi Dan. 

 

I am wondering how you can split revenue into shipment months after the deal stage. It is not reocurring as the revenue per month will be different. Is this possible in hubpsot?

0 Upvotes
karstenkoehler
Most Valuable Member

Hey @SMcCann25,

 

As far as I know there aren't any out of the box features for this at the moment. Other users have discussed this before (see here and here) but the only options seem to be splitting one deal in multiple deals. For monthly recurring revenue, there is a specific report (available in Sales and Service Hub Enterprise).

 

I'd recommend posting this in the HubSpot Ideas section of the community.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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0 Upvotes
CJones6
Participant

Hi there. Has there been any changes to the chat notification options? I'm hoping an option has been created to change sound to avoiding missing incoming chats.

0 Upvotes
karstenkoehler
Most Valuable Member

Hi @CJones6,

 

In your notification settings you can enable "Play a sound when you receive..." but the sound cannot be changed at this stage:

 

karstenkoehler_0-1626927564234.png

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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0 Upvotes
Huble_Connor
Key Advisor | Elite Partner

How do respond so fast? I've got the Knowledge Base bookmarked and everything still can't get close. Is it dictation software or what?



Connor Slivensky
HubSpot Implementation Specialist

Huble Digital | www.hubledigital.com

P: +1 (312) 488-9710


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karstenkoehler
Most Valuable Member

Hi @Huble_Connor,

 

I have a developer portal set up with all kinds of dummy data for easy access, screenshots etc – and typing fast helps. Just did one of these tests for the first time in ages:

 

karstenkoehler_0-1626718319235.png

 

Also for 1 out of 20 answers, I'm able to site-search the community for an old answer of mine and re-use it.

 

Thanks for the question!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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TheMiz777
Member

What's your favorite suite of tools for Direct Mail + PURL campaigns? 

karstenkoehler
Most Valuable Member

Hi @TheMiz777,

 

Haven't used one myself yet but Postalytics would be the first one I'd evaluate: Personalize HubSpot Landing Pages With pURLs

 

Thank you for the question!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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0 Upvotes
AHudson
Contributor

@karstenkoehler I can't believe there is a live AMA happening with you right now!

 

What advice would you give in regards to best organizing Sales assets for prospecting emails within Hubspot's horizontal folder system?  

karstenkoehler
Most Valuable Member

Hi @AHudson,

 

Hahaha, I know, right?

 

This depends a bit on what exactly you're trying to achieve. If you want to use HubSpot's documents feature, this is a question about categorization and taxonomy, mostly. There are a few threads in the community about naming conventions, I would take these as starting points for how to name your files.

 

Regarding the folder structure, documents could be sorted into folders by topical area (e.g. industries), the sales process stage or deal stage they're usually needed in (e.g. exploratory call documents) or – if highly personalized – by sales rep.

 

Generally, the file system structure in HubSpot is limited, yes. I'd love to see more functionalities in the future here, too (multiple level folder structures, tagging etc).

 

If you need a sales asset management solution in general, I'd recommend having a look at digitial asset management software in the HubSpot App Marketplace. So far I've only used solutions that do not integrate well with HubSpot, unfortunately, but Brandfolder has been mentioned here and there in the community.

 

Thanks for the question!

 

 

 

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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AHudson
Contributor

Thank you for doing this and all your help!

auto-mate
Contributor

Hi Karsten, what do you think about handling "re-leading" i.e. contacts that re-enter the buyer journey - such as upselling or cross-selling to existing customers, or customers making unrelated product/service/solution purchases - specifically with respect to long B2B sales cycles?

We have this linear lifecycle approach with Hubspot - can we break it, should we break it?

karstenkoehler
Most Valuable Member

Hi @auto-mate,

 

Agreed, while HubSpot has introduced the flywheel model, the tool itself is mostly following a linear logic. How exactly you're "breaking" with this approach depends a lot on your requirements and sales process. Over the years I've set up different processes to handle upselling, cross-selling, resetting lifecycle stages after inactivity etc.

 

My recommendation would be to try to document your sales processes and requirements as accurately as possible. Not a fun task (unless you love process documentation, user stories and requirements), but invaluable if done correctly. If for example you need to see something specific in your reporting, you can then reverse engineer whether that affects HubSpot's linear lifecycle stage logic or whether you're fine using it as is and an assisting custom property will do for these reporting purposes.

 

I know this is a bit of a vague answer, but: it depends 😉

 

Great question!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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auto-mate
Contributor

I agree - I think the only answer is "it depends"!

auto-mate
Contributor

...The flywheel thinking is great and there are good planning charts there ...but... I fear if I explore that thinking with my organisation the lack of concrete Hubspot features to put it into practice will make thnigs cloudier 😉

The other paradigm I'm grappling with is source, and handling offline (non-Hubspot-tracked-inbound) source attribution. I "grew up" on Original Source being locked - but now we can edit it! Like most enterprises we have all kinds of data sources, data entry in myriad other systems and uploads/imports in various systems. 

 

I'm looking for best practice on the pros and cons of editing Original Source vs using custom offline source field values. Any thoughts?

0 Upvotes
karstenkoehler
Most Valuable Member

Hi again @auto-mate,

 

I can't think of many cons here, the only one being human error, potentially.

 

If you import a list of contacts, check if these contacts have potentially been around in the CRM for a while. With a list, you can remove all contacts from that were created before the day of the import, to not overwrite more accurate previous data. If the Original source of the remaining contacts is offline, I don't see why you shouldn't change it to whatever information you have about the actual source of these contacts.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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TRichards
Participant

Question about deleting bounced or unsubscribed contacts. We have too many contacts in our database. There is a lot of advice about deleting hard bounced or unsubscribed people.

 

We are integrated with a different CRM than Hubspot. My fear is that these contacts will come back to Hubspot via the integration and be re-created. And since we won't have their bounce information any more, they will be sent messages that will bounce or that they don't want, then they'll mark us as spam.

 

Is this a common thing? 

karstenkoehler
Most Valuable Member

Hi @TRichards,

 

One option here would be the GDPR delete in HubSpot: "GDPR deletion includes a blocklist functionality, which means that once a contact is GDPR-deleted, you will not be able to add them back to your account in the future." It would prevent these contacts from being added again by an integration.

 

In general, there are different approaches to tackling bounced or unsubscribed contacts and I wouldn't delete these per se. (This does however, as always, not constitute legal advice and your legal team is the best resource to give you advice.)

 

For example, you might have contacts that are either customers. You wouldn't want to delete these contacts even if they have bounced or unsubscribed. Same goes for bounced contacts talking to sales, your marketing emails might not go through, but calls and emails right from the rep inbox might.

 

I'd recommend thinking about the different types of contacts that you have in the system and how you would treat a bounce and unsubscribe for each of them. Some you'll want to GDPR delete, others you might want to research or follow-up on.

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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SSears13
Member

Appreciate all the help you provide here.   Question for you,   Is it possible to have people show on the forecast if they do not have an open deal against a pipeline? They have goals setup for that pipeline and as soon as they have an open deal they show on the forecast but I would like them to show from when they are first setup.

0 Upvotes
karstenkoehler
Most Valuable Member

Hi @SSears13,

 

As far as I know HubSpot doesn't show null/empty data in reports. With the goals set up, this is a valid request however and I'd recommend you post this in the HubSpot Ideas section of the community.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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0 Upvotes
TimSeabrook
Participant

Hi Karsten, what API is available to screenpop the HubSpot client screen based on the Calling Line ID (CLID) or ANI of an incoming phone call? I see that you have a Calling Extensions SDK but this is only applicable to outbound calls.

thanks, Tim

 

0 Upvotes
karstenkoehler
Most Valuable Member

Hi @TimSeabrook,

 

Thanks for the question! Just for clarification, I'm not HubSpot support 😉

 

Unfortunately the API is not my strong suit – @dennisedson could you assist?

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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dennisedson
Community Manager

@karstenkoehler , you are my support system 😉

 

via GIPHY

Thanks,

Dennis




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dennisedson
Community Manager

@TimSeabrook ,

Presently, only outbound calls are supported; however, this is a very sought after feature and is being worked on for a future iteration of the SDK.  I do not have a firm timeline on it, but I know that it is actively being pursued. 

Thanks,

Dennis




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where we feature our Community driven developer podcast and how to content
UWilliams
Member

Hi @karstenkoehler ,

I've recently joined a new company and I'm looking into sorting out the duplicates. Is there a way to run a report to see how they have been caused? Imports or other apps that automatically create new contacts and companies? They have somebody that cleans the data in SF but not in Hubspot. 

Thanks!

Ulrike

0 Upvotes