How To Set Your Users Up for Success and Increase Adoption

Jun 13, 3:00 – 4:00 PM

You’ve created properties for everything important to your team, automations to cover every situation under the sun and reports to show how well it’s all working! So, why doesn’t your team want to use any of it? That’s a question we get from HubSpot admins all the time and this HUG session is dedicated to helping you make HubSpot more approachable and efficient for your users.

HUGIntermediateProfessionalSalesSales and Marketing Alignment

About this event

You’ve created properties for everything important to your team, automations to cover every situation under the sun and reports to show how well it’s all working! So, why doesn’t your team want to use any of it?

That’s a question we get from HubSpot admins all the time and this HUG session is dedicated to helping you make HubSpot more approachable and efficient for your users. You’d be surprised how impactful some simple quality-of-life improvements and can be when it comes to setting your users up for success.

We’ll also provide some tactics for structuring a user adoption plan, which must include who’s responsible for nagging, hand-holding and otherwise cajoling the holdouts.

Some of the specific topics we’ll be covering include:

  1. Recent navigation changes.
  2. Custom views.
  3. Conditional properties.
  4. Mandatory and dependent properties.
  5. Cusomtizing record layouts.
  6. Playbooks.
  7. Team collaboration tools.

We look forward to sharing some of our favorite tools for boosting adoption and engagement with HubSpot!

Speaker

  • Lisa Latour

    Hubcap Solutions

    HubSpot Consultant

Host

  • Cody Pierson

    Hubcap Solutions

    Owner

Organizer

  • Cody Pierson

    Hubcap Solutions

    HUG Leader