In this episode of SmartBug on Tap, I explore how understanding human behavior can enhance the effectiveness of your HubSpot system. Joined by Sam Saint-Maur, an expert in marketing operations, we discuss the often-overlooked impact of aligning people and processes with your CRM platform. We delve into why beautifully built systems can falter in practice and how misalignment between tools and team dynamics can cause breakdowns. Sam shares insights on the importance of allowing sufficient runway time for CRM transitions and the pitfalls of overbuilding without considering user needs. We also discuss the value of human-centered design and the importance of starting simple to build a flexible, user-friendly system. Tune in to learn how to make your HubSpot implementation not just a technical success, but a human one too.

In this episode of SmartBug on Tap, “From Guesswork to Greatness: Paid Media in the AI Era,” we dive into how AI is transforming digital advertising—and what marketers need to know to stay competitive. Join Paul Schmidt, VP of Marketing at SmartBug, and Louis-Claude Martin, a seasoned paid media expert at SmartBug, as they unpack the real impact of AI on campaign strategy, targeting, and performance. From the power of first-party data to the evolving role of media managers, this episode reveals how to shift from manual guesswork to data-backed greatness in the age of AI. 🎤 Speakers Paul Schmidt (Host): VP of Marketing, guiding the discussion with practical insight Louis-Claude Martin (Guest): Paid Media Expert at SmartBug, with an extensive technical background in building and optimizing online advertising campaigns 📚 What You’ll Learn ✅ How AI transforms paid media—from bidding and targeting to testing and scale ✅ Why first-party data from CRMs like HubSpot is a goldmine for ad platforms ✅ Where AI still needs human direction—and what that means for paid media teams ✅ The time-saving benefits of AI tools for campaign buildout and creative testing ✅ Whether AI agents will replace media managers or just make them stronger 👉 Contact SmartBug: https://www.smartbugmedia.com/contact-us 👉 Contact Paul: [email protected] 👉 Contact Louis-Claude: [email protected]

With 10,000 Americans turning 65 every day, the opportunity in AgeTech has never been greater. However, AgeTech and senior living organizations face unique challenges in marketing, sales, and customer retention—whether selling to seniors, caregivers, or healthcare providers. In this video, we explore how HubSpot’s CRM, automation, and AI-driven tools can help AgeTech companies overcome these challenges and scale effectively. What You’ll Learn: ✅ The Unique Challenges of Scaling an AgeTech Company – Navigating long sales cycles, trust-driven decision-making, compliance hurdles, and high customer acquisition costs. ✅ How HubSpot Solves These Challenges – Using AI-powered lead scoring, automation, conversational marketing, and pipeline management to improve efficiency. ✅ Customer Retention & Engagement Strategies – Leveraging HubSpot’s Customer Service Hub, automated check-ins, and knowledge base tools to enhance customer experience. 🚀 Ready to Scale Your AgeTech Company? Let’s put together a go-to-market strategy and find the right systems and technology for your growth. Contact us: https://www.smartbugmedia.com/contact-us Relevant Resource: https://www.smartbugmedia.com/senior-tech-growth-powered-by-hubspot

Today we're tackling one of the biggest questions B2B companies face: Should you keep both HubSpot and Salesforce connected—or is it time to fully switch? Join Casey Peddicord, Senior Director of Channel Sales at SmartBug, and Alex Bisaillon (a.k.a. “Biz”), Solution Architect at SmartBug, as they break down how to decide between integrating and migrating, based on real-world experience helping companies align their revenue tech stacks. 🎤 Speakers Casey Peddicord (Host) Senior Director of Channel Sales at SmartBug [email protected] Alex Bisaillon (Guest) Solution Architect at SmartBug [email protected] 📚 What You’ll Learn ✅ When to integrate Salesforce and HubSpot—and how to do it right ✅ When it makes more sense to fully migrate from Salesforce to HubSpot ✅ How to avoid common integration traps that lead to reporting gaps and sales friction ✅ The truth about Salesforce complexity vs. HubSpot usability ✅ How to identify the true source of truth in your CRM ecosystem ✅ What your team needs to prepare before making a platform switch 💡 Key Highlights and Moments [00:14] Welcome and why this integration/migration debate matters now [02:00] Most common reasons companies integrate HubSpot and Salesforce [03:42] What makes a HubSpot/Salesforce integration actually successful [05:30] Signs your integration isn’t working as intended [07:29] Choosing the right source of truth (and why it matters for reporting) [09:09] Red flags that it’s time to consider migrating off Salesforce [12:47] Getting stakeholder buy-in for a big move to HubSpot [14:24] How to execute a successful phased migration strategy [22:44] Top migration tips from hundreds of real-world client projects [28:55] What to look for in a migration partner (and red flags to avoid) 📣 Thinking about migrating off Salesforce or improving your integration? We’ve helped hundreds of companies build clean, scalable integrations—or fully transition from Salesforce to HubSpot. If you’re exploring either path, we’d love to talk. 👉 Contact SmartBug: https://www.smartbugmedia.com/contact-us 👉 Contact Casey: [email protected] 👉 Contact Biz: [email protected] 🔔 Subscribe to our channel and turn on notifications to keep learning how to get more out of your HubSpot investment with expert-level strategies and platform tips. 💬 Are you currently juggling Salesforce and HubSpot? Tell us what’s working (or what’s not!) in the comments. 👇 #HubSpotCRM #SalesforceIntegration #HubSpotMigration #SmartBugMedia #CRMStrategy #RevOps #B2BMarketing #SalesEnablement #MarketingOperations #HubSpotExperts #RevenueTechStack #SalesforceToHubSpot #PlatformStrategy

Dive into how AgeTech companies can build effective, ROI-driven paid media campaigns—even with a lean marketing budget. SmartBug's Senior Sales Executive, Tonia Speir, sits down with Briana Greer, Director of Paid Media at SmartBug, to explore how to prioritize platforms, optimize spend, and avoid common pitfalls in early go-to-market (GTM) efforts. Whether you’re targeting adult children, seniors, caregivers, or B2B buyers such as healthcare professionals or senior living execs, this conversation offers a blueprint for smarter advertising decisions. 🎤 Speakers Tonia Speir (Host) Senior Sales Executive at SmartBug [email protected] Briana Greer (Guest) Director of Paid Media at SmartBug [email protected] 📚 What You’ll Learn ✅ When AgeTech companies should invest in paid media (and what to do first) ✅ How to avoid budget-wasting ad campaigns with poor landing pages or unclear messaging ✅ The top paid channels for each stage of the funnel ✅ How to segment audiences such as adult children, caregivers, and physicians ✅ The power of remarketing and first-party data for long-term ROI ✅ How to use frequency caps, budget pacing, and A/B testing to stay lean and effective ✅ The recommended starting budget ($5K per month) and what it should deliver 📣 Need help launching or optimizing your AgeTech paid media strategy? SmartBug’s digital advertising experts can help you stretch your budget, reach the right audience, and generate high-quality leads. 👉 Contact SmartBug: https://www.smartbugmedia.com/contact-us Relevant Resource: https://www.smartbugmedia.com/senior-tech-growth-powered-by-hubspot

In this episode of SmartBug on Tap, titled "Setting Up HubSpot for AgeTech Organizations," I delve into the intricacies of configuring HubSpot to meet the unique needs of AgeTech companies. Joined by John Suarez, SmartBug's Director of HubSpot Strategy, we explore the importance of setting up HubSpot correctly from the start to ensure data integrity and operational efficiency. John shares insights on managing parent-child company relationships, handling multiple buyer personas, and maintaining clean data. We also discuss how to leverage HubSpot's features for tracking referrals and managing operations across multiple locations. Tune in to learn how to create a robust HubSpot foundation that supports your business goals and enhances trust with your audience.

Join us as we unpack one of the most common questions new HubSpot users ask: Do you begin with Marketing Hub or Sales Hub? This episode features a tactical discussion between Tonia Speir, Senior Sales Executive at SmartBug, and John Suarez, Director of HubSpot Strategy at SmartBug, diving into how to make the right first move in HubSpot based on your business model, team structure, and long-term goals. 🎤 Speakers Tonia Speir (Host) Senior Sales Executive at SmartBug [email protected] John Suarez (Guest) Director of HubSpot Strategy at SmartBug [email protected] 📚 What You’ll Learn ✅ When it makes sense to start with HubSpot CRM (Sales Hub) vs. Marketing Hub ✅ How to evaluate business readiness and align internal processes with the right HubSpot tools ✅ Red flags that signal your team may not be ready for one Hub ✅ How to avoid building a lead generation silo with Marketing Hub ✅ Best practices for onboarding both Marketing Hub and Sales Hub together ✅ Why starting small with HubSpot Starter may be the smartest move for new businesses 📣 Still unsure where to start with HubSpot? Our team of HubSpot strategists is here to help you find the right starting point for your business. Whether it’s Marketing Hub, Sales Hub, or a phased rollout, we’ll guide you through the decision. 👉 Contact SmartBug: https://www.smartbugmedia.com/contact-us Relevant Resource: https://www.smartbugmedia.com/senior-tech-growth-powered-by-hubspot

Take a deep dive into how private equity firms are streamlining reporting, reducing inefficiencies, and driving portfolio-wide growth using HubSpot. This episode features an insightful conversation between Paul Schmidt, SmartBug’s VP of Marketing, and Casey Peddicord, Senior Director of Channel Sales, breaking down how private equity firms are overcoming fragmented tech stacks, manual reporting, and siloed data by using HubSpot as a single source of truth. 🎤 Speakers Paul Schmidt (Host) VP of Marketing at SmartBug Media [email protected] Casey Peddicord (Guest) Senior Director of Channel Sales at SmartBug Media [email protected] 📚 What You’ll Learn ✅ The top data and operational challenges private equity firms face today ✅ How to structure HubSpot portals across multiple portfolio companies ✅ Whether to use business units, multiple portals, or a mothership portal ✅ How centralized dashboards unlock better decision-making ✅ Real-world setup examples and reporting strategies that drive ROI ✅ How AI and automation are transforming oversight and support across portcos 📣 Want to Learn More About HubSpot for PE? Schedule a free consult to speak with a SmartBug strategist and discover how you can streamline portfolio oversight, unify tech stacks, and drive scalable growth. 👉 Contact us: https://www.smartbugmedia.com/contact-us

Let's dive deep into how healthcare organizations can leverage HubSpot to modernize their marketing, sales, and service operations while staying compliant with ever-evolving healthcare regulations, including HIPAA. Join SmartBug HubSpot experts Paul Schmidt and Casey Peddicord as they explore: ✅ Why more healthcare orgs are adopting HubSpot now than ever before ✅ What HubSpot’s HIPAA compliance means for storing PHI and building forms ✅ Real-world examples from medical device companies, vein clinics, and more ✅ How healthcare CRMs integrate with EHR/EMR systems like Epic and Athena ✅ What to look for in a HubSpot partner (including compliance credentials) ✅ Implementation timelines, permissioning best practices, and success metrics Whether you’re a marketing leader, IT stakeholder, or operations exec in healthcare, this conversation is packed with insights on how to reduce tool sprawl, improve visibility, and scale securely with HubSpot. 👇 Need help with your HubSpot healthcare implementation? Casey Peddicord: [email protected] Paul Schmidt: [email protected] Contact us: https://www.smartbugmedia.com/contact-us

Creating messaging that resonates with older adults, care partners, and influencers is a critical yet often overlooked factor in the success of senior-focused technology. In this episode, SmartBug’s Paul Schmidt is joined by AgeTech expert Tonia Speir and Senior Director of Copy Erin Hardy to explore the branding and messaging strategies that drive engagement and adoption in the AgeTech space. 🔹 Why branding and messaging are often overlooked in senior-focused technology 🔹 How to balance features and benefits to create compelling messaging 🔹 The unique challenges of marketing to older adults and their care partners 🔹 Strategies for building trust and empathy-driven messaging 🔹 The role of digital vs. traditional marketing in AgeTech If you’re an senior tech company, senior living provider, or a marketer looking to better connect with this audience, this episode is packed with actionable insights to strengthen your value proposition and elevate your messaging strategy. 💡 Connect with our experts: 🔗 Tonia Speir - 📧 [email protected] 🔗 Erin Hardy - 📧 [email protected] 🔗 Paul Schmidt -📧 [email protected] Relevant Resource: https://www.smartbugmedia.com/senior-tech-growth-powered-by-hubspot