HubShots - The Unofficial Down Under HubSpot Podcast

032 - HubSpot Smart List Performance Metrics, Chatbots, CRM Permissions


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Welcome to Episode 32 of HubShots
Recorded: Monday 02 May 2016
For full show notes please visit:
http://hubshots.com/episode-32/
Shot 1: Inbound Thought of the Week
Keynote speaker: Kim Scott
Radical Candour : http://www.radicalcandor.com/
http://www.kimmalonescott.com/#!blog/cmq7
example: http://www.kimmalonescott.com/#!How-to-be-radically-candid-about-BO/c1z2c/56bf29a60cf2132b0297bd32
http://firstround.com/review/radical-candor-the-surprising-secret-to-being-a-good-boss/
Radical candor, then, results from a combination of caring personally and challenging directly. But what does it look like in practice? Scott has created an acronym to help people remember:
HHIPP: “Radical candor is humble, it’s helpful, it’s immediate, it’s in person — in private if it’s criticism and in public if it’s praise — and it doesn’t personalize.” That last P makes a key distinction: “My boss didn’t say, ‘You’re stupid.’ She said, ‘You sounded stupid when you said um.’ There’s a big difference between the two.”
Inbound Prediction: HubSpot will launch an MVP program
Similar to how Microsoft has a fantastic MVP program.
Shot 2: HubSpot feature/tip of the Week
Smart List Performance tab:
HubSpot List Performance tab
Action item: use these graphs to highlight areas to improve or remove. For example, I’ve cut back on showing CTAs to anyone outside Australia.
Shot 3: Challenge of the Week
Communicating with customers when things go wrong.
Chatting with @mobysiddique about this – he alerted me to the issue initially, because he is having the issue with his InboundBuzz podcast feed
Example of what not to do: Soundcloud – http://status.soundcloud.com/post/143647524960/rss-feed-maintenance
Example of what to do: HubSpot (discussed in ep 9 – http://hubshots.com/episode-9/ – http://web.archive.org/web/20160304065446/http://trust.hubspot.com/?p=1688), WPEngine
Shot 4: Opinion of the Week
The 200 billion dollar chatbot disruption: http://venturebeat.com/2016/05/01/the-200-billion-dollar-chatbot-disruption/
To highlight the key differences, let’s itemize the various gaps in the two approaches:
Chatbots offer a standardized way of connecting with businesses (similar to Twitter handles or email addresses), reducing the complexity of finding the contact info for a company.
By integrating with Facebook identity, chatbots allow for automatic verification of personal information (no more cumbersome account lookups or credit card entries).
Takeaway: How do you get prepared as a business for this? Is the first thing to have a knowledge base where customers go to help themselves?
VR – Google Cardboard
Shot 5: General Tip of the Week
Advanced User Permissions for HubSpot CRM
For HubSpot CRM users, navigate to Settings > Users. Add a new user or edit an existing one, and you’ll see a new set of options under the “Sales” user roles:
For each user, admins will be able to choose the following permissions:
CRM Features (Companies, Deals, Tasks): Enabled/Disabled
View: Everything, owned + unassigned, owned only
Edit: Everything, owned + unassigned, owned only
Bulk Delete: Enabled/Disabled
Import: Enabled/Disabled
Export: Enabled/Disabled
Edit Settings: Enabled/Disabled
HubSpot CRM User Roles
These permissions can be mixed and matched on a per-user basis to make the configuration that works best for a specific team. Users can also separate view and edit permissions. For example, a manager might let his or her reps see everything, but only edit the records they own.
Shot 6: Win of the Week
Google Partners Connect Event
Make sure you follow us on Twitter @HubShots to get any real time specials or resources e.g. the AppSumo deal sold out.
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HubShots - The Unofficial Down Under HubSpot PodcastBy Ian Jacob and Craig Bailey

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