Welcome to Wake Up with Customer Platform, the ultimate morning show for HubSpot enthusiasts! Join Chris Carolan, Casey Hawkins, and George B. Thomas as they dive into the latest HubSpot updates to maximize the platform's value you already own.
In this episode, we discuss:
- The new HubSpot meeting note taker that automatically records and transcribes sales conversations across platforms like Zoom and Google Meet, allowing your team to focus on customer engagement.
- Enhanced survey triggers based on ticket statuses, ensuring feedback is collected at meaningful stages for better insights.
- The ability to customize object names in HubSpot, making onboarding smoother and aligning terminology with your business needs.
- Recent advancements in sequences reporting, providing sales teams with valuable metrics to optimize outreach efforts.
Key takeaways include:
- How the meeting note taker can streamline your sales process and improve follow-ups.
- The importance of triggering surveys at the right moments for accurate feedback.
- Insights on customizing HubSpot terminology to enhance user experience and reduce friction.
- New metrics for tracking sequence performance to refine your sales strategies.
Tune in every weekday morning to stay ahead of the curve with HubSpot's evolving capabilities. Don't miss out on these valuable insights that can transform your approach to customer engagement and sales efficiency.