May 13, 2022 2:48 PM - last edited on Jan 30, 2023 10:38 AM by kvlschaefer
On May 17th we'll host a panel conversation with 4 customers discussing how moving from Salesforce to HubSpot empowered rewarding customer relationships across marketing and sales touch points.
May 17, 2022 | 2pm ET
AMA with Connor Jeffers of Aptitude 8
May 17 - 20, 2022 | Open for questions
Ask your questions below
Following the event, we will open up this AMA from May 17 - May 20, 2022 for an exclusive conversation with Connor Jeffers (@Connorj13).
Connor is the CEO of Aptitude 8, the leading technical HubSpot firm and Elite Partner. Connor has 10 years of experience in the CRM space and is widely regarded as the foremost solutions oriented expert in the HubSpot ecosystem.
Connor will be discussing the following topics:
This AMA will be open for questions from Tuesday May 17 - Friday May 20.
Not sure what to ask? Here are a few sample questions:
There are no bad questions, so please do ask whatever you'd like to hear Connor's perspective on.
Ask your question today and Connor will answer starting May 17th.
May 17, 2022 3:25 PM
I work for a B2B/B2G company that provides environmental remediation, emergency spill response, and environmental consulting services from three offices in two states. I am my company's first marketing hire and I am a department of one. I head up all marketing and do a little bit of business development as well. We don't have a sales team. Sales are usually "closed" by branch managers and project managers who are geologists, engineers, chemists, and construction managers. They don't think or talk like salespeople, and there is no shared "pipeline." We don't have much of a tech stack to speak of. We use QuickBooks and B2W. HubSpot and MailChimp are used primarily by me. I am trying to bring some structure to communications we have with our customers and prospective customers. I am not mandating use of HubSpot by my colleagues, but I am encouraging experimentation and hoping that they will recognize the value. I am hoping to find HubSpot customers that are similar to me who I can learn from and/or resources that can support me, a department of one at a B2B/B2G service (not SaaS) firm that has never had a CRM before. What do you recommend?
May 17, 2022 3:27 PM
We're super similar. Deals are "closed" by our practice leads or me. The main problem you have to solve for them is seeing HubSpot as useful to their process. I would recommend managing deals in HubSpot (by you) and using the @ feature to send them messages about active deal pipeline.
They will then start to see that centralizing their communications is valuable and they get insights they otherwise wouldn't when they log into HubSpot. If they ask you questions about open deals, link them to said deal.
Once you have that data and can start showing how it all stitches together, going to them and making the case for a paid portal upgrade (probably marketing hub pro) is a little easier.