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

Published: May 12, 2016, 12:20 a.m.

Welcome to Episode 32 of HubShots\n\nRecorded: Monday 02 May 2016\n\nFor full show notes please visit:\nhttp://hubshots.com/episode-32/\n\nShot 1: Inbound Thought of the Week\nKeynote speaker: Kim Scott\nRadical Candour : http://www.radicalcandor.com/\nhttp://www.kimmalonescott.com/#!blog/cmq7\nexample: http://www.kimmalonescott.com/#!How-to-be-radically-candid-about-BO/c1z2c/56bf29a60cf2132b0297bd32\nhttp://firstround.com/review/radical-candor-the-surprising-secret-to-being-a-good-boss/\n\nRadical 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:\n\nHHIPP: \u201cRadical candor is humble, it\u2019s helpful, it\u2019s immediate, it\u2019s in person \u2014 in private if it\u2019s criticism and in public if it\u2019s praise \u2014 and it doesn\u2019t personalize.\u201d That last P makes a key distinction: \u201cMy boss didn\u2019t say, \u2018You\u2019re stupid.\u2019 She said, \u2018You sounded stupid when you said um.\u2019 There\u2019s a big difference between the two.\u201d\nInbound Prediction: HubSpot will launch an MVP program\nSimilar to how Microsoft has a fantastic MVP program.\n\nShot 2: HubSpot feature/tip of the Week\nSmart List Performance tab:\n\nHubSpot List Performance tab\n\nAction item: use these graphs to highlight areas to improve or remove. For example, I\u2019ve cut back on showing CTAs to anyone outside Australia.\n\nShot 3: Challenge of the Week\nCommunicating with customers when things go wrong.\nChatting with @mobysiddique about this \u2013 he alerted me to the issue initially, because he is having the issue with his InboundBuzz podcast feed\n\nExample of what not to do: Soundcloud \u2013 http://status.soundcloud.com/post/143647524960/rss-feed-maintenance\n\nExample of what to do: HubSpot (discussed in ep 9 \u2013 http://hubshots.com/episode-9/ \u2013 http://web.archive.org/web/20160304065446/http://trust.hubspot.com/?p=1688), WPEngine\n\nShot 4: Opinion of the Week\nThe 200 billion dollar chatbot disruption: http://venturebeat.com/2016/05/01/the-200-billion-dollar-chatbot-disruption/\n\nTo highlight the key differences, let\u2019s itemize the various gaps in the two approaches:\n\nChatbots 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.\nBy integrating with Facebook identity, chatbots allow for automatic verification of personal information (no more cumbersome account lookups or credit card entries).\nTakeaway: 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?\n\nVR \u2013 Google Cardboard\n\nShot 5: General Tip of the Week\nAdvanced User Permissions for HubSpot CRM\n\nFor HubSpot CRM users, navigate to Settings > Users. Add a new user or edit an existing one, and you\u2019ll see a new set of options under the \u201cSales\u201d user roles:\n\nFor each user, admins will be able to choose the following permissions:\n\nCRM Features (Companies, Deals, Tasks): Enabled/Disabled\nView: Everything, owned + unassigned, owned only\nEdit: Everything, owned + unassigned, owned only\nBulk Delete: Enabled/Disabled\nImport: Enabled/Disabled\nExport: Enabled/Disabled\nEdit Settings: Enabled/Disabled\n\nHubSpot CRM User Roles\n\nThese 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.\n\nShot 6: Win of the Week\nGoogle Partners Connect Event\n\nMake sure you follow us on Twitter @HubShots to get any real time specials or resources e.g. the AppSumo deal sold out.