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

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

b'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.'