Feb 12, 2:00 – 3:00 PM (UTC)
Solving for the user is the most important part of adoption which is why, in this practical session, we'll focus on personalising your portal for maximum efficiency from record customisation to basic integration set up.
90% of HubSpot portals we audit are missing crucial customisations that could transform how their teams work. After helping hundreds of businesses optimise their portals, we've cracked the code on what makes the difference between HubSpot being just another discarded to CRM to a CRM that is the beating heart of an organisation.
The secret? It's all about solving for the user – you.
In this session we'll deep dive into:
- How to customise your HubSpot view to show exactly what you need (and hide what you don't)
- What integrations NEED to be set up to get the most out of HubSpot
- What new features you might have missed that can help you in your role. Think instant meeting prep tools, automated data enrichment, and lots more.
You'll leave with a framework you can apply instantly to your HubSpot portal. No more generic setups. No more workarounds. Just HubSpot working exactly how you need it to.
HubSpot Consultant
BabelQuest
Marketing Manager
