Ali Schwanke (Founder @ Simple Strat) is an expert in helping companies get better and faster results through mastering HubSpot. Her company is a Diamond Solutions Partner and she’s the host of HubSpot Hacks, the #1 unofficial YouTube channel for HubSpot Tutorials.

Even though HubSpot positions itself as a plug and play solution that’s easy to set up, Ali believes that the best HubSpot strategies start with a whiteboard and a chart. You need an understanding of what exactly is the purpose of your CRM and how it can best integrate with your team's existing workflows.

Intent mapping has proven to be a winning tactic in 2024. With the right tech stack you can start to truly focus your sales efforts towards leads that have the highest likelihood of closing. Ali recommends identifying false signals like existing customer website visits to help make the process more efficient. Automations are a necessity, but over-automating can cause complications down the line, especially as you scale your team.

Tune into the full episode to get a real lesson in RevOps and master your CRM!

HIGHLIGHTS:
0:00 Intro
1:51 Product-market fit is a must
3:41 Clearbit + HubSpot = Data Enrichment
5:31 How to build better workflows on HubSpot
7:08 Orchestrations in HubSpot
9:11 First steps towards lead scoring
11:50 Lead Gen vs Demand Gen
13:21 HubSpot configuration dream state
16:11 Best HubSpot Hacks
19:17 There is no automation silver bullet
20:52 Top 5 Don’t Do’s in HubSpot
22:37 Max’s bonus Don’t Do
25:05 Top 3 HubSpot Dashboards

Connect with Ali - https://www.linkedin.com/in/alischwanke/

Connect with Alan - https://www.linkedin.com/in/alan-j-zhao/

Connect with Max - https://www.linkedin.com/in/max-greenwald/

Want to convert your website visitors instantly? Try Warmly for free - https://warmly.ai/

How to Master HubSpot in 2024 - Ali Schwanke, Founder of Simple Strat