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5 Tips for Using HubSpot as a Partner Agency

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5 tips for using hubspot

HubSpot is a premier marketing and sales software platforms for inbound marketing. For HubSpot Partner Agencies, one of the main benefits is that, instead of having various marketing and software systems in place and having to switch between them all, HubSpot allows your business to have a one-stop shop for all of your marketing and sales needs.

However, migrating your existing website and software capabilities over to HubSpot can be tedious at times – albeit rewarding in the end. Once you’ve integrated HubSpot into your technology systems, you have their vast array of features at your disposal.

To help with this process, here are 5 tips for using HubSpot that we recommend for anyone starting out in HubSpot.

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Let’s Talk About Email – Why and How to Use Email Marketing

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email marketing

email marketingWith the rise of social media, many “traditional” online marketing tools have fallen out of the spotlight in the glamorous new world of Facebook, Instagram, and Snapchat. Marketers scramble to discuss the latest marketing campaigns which can be implemented with social media.

However, email marketing is one of the marketing tools that should be discussed in earnest. Email marketing is still useful and has its place in the modern B2B marketer’s repertoire.

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What’s Your Integrated Digital Strategy?

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An Integrated Digital Strategy clarifies how you differentiate your online presence and drive revenue with your website, mobile, social media, search, email marketing, apps and online advertising. Using analytics to capture customer insights will inform your digital strategies and tactics and keep you aligned around key performance indicators (KPIs).

As more customers ‘self-sell’ on the web, a digital strategy is increasingly important. It is about integrating digital into all facets of marketing and describing the role of different web channels, inbound marketing, content marketing, search and the role of and social media.  Integration can range from adding a URL at the bottom of a print ad to having a common creative message on your home page and in banner ads to the sophisticated delivery of sequenced messaging on multiple digital media vehicles.

Integrated Digital Strategy

Source: RevenuePerform.com

Disruptive Technology Driving Digital

Four specific technology developments are driving a tectonic shift in the digital ecosystem:

  • Mobile. Widespread penetration and evolution of feature-rich, smart mobile devices
  • Social. Ubiquitous social networking and user-generated content
  • Cloud. On-demand, real-time access to supercomputer power and unlimited storage
  • Internet of Things. Convergence between the real and the virtual worlds.

These technologies are changing the relationships between consumers and companies. Consumers have more power to gather and process information, connect, and voice opinions. And companies can leverage vast new sources of consumer information that lets them engage customers in a microtargeted way across multiple digital touch points.

What’s the State of your Integrated Digital Strategy?

To win in the digital economy, explore new approaches and learn by experimentation, while focusing on crucial capabilities and overcoming any gaps.  Ask these questions:

  • Do we have a dynamic digital strategy that generates value and considers new business models?
  • Do we have deep insight into how our customers are using new digital tools?
  • Do we have a partnership strategy with the key technology players to enable us to respond?
  • Does our marketing strategy take advantage of new technologies to enhance our traditional campaigns?
  • Are we fully utilizing online and mobile channels as part of our go-to-market strategy?
  • Do we have the right talent and organization to execute our digital strategy?

Addressing these questions and formulating an integrated digital strategy will ultimately make your businesses relevant in a digital era while growing opportunities and profits, as well as scaling efficiently in the process.

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Financial Advisors: Filter and Target 1:1 with Social Media

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Social Media Marketing

To be competitive today, financial advisors should be using social media to engage connections and capture qualified prospects.

Digital Foundation: This strategy is underpinned by your Digital Foundation, that is:

  • Client and 1st degree connections on social networks, the three most important (e.g., LinkedIn, Twitter, FaceBook)
  • Contact database
  • Contacts in a CRM system (e.g., SalesForce, RedTail)
  • LinkedIn Connections
  • Alerts and monitoring

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Schwab Advisors: Leverage "RiA Stands for You" in Branding

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RiA Stands for You: Halo Effect for Advisor BrandingRiA Stands For You

It’s simple, yet powerful.  Leverage the distinctive brand identity in the Schwab RIA Stands for You (RiAS4U) campaign to elevate your brand image and credibility with clients, prospects and influentials as a Registered Independent Advisor (RIA).

  • Align your brand with the RiAS4U messaging
  • Follow the branding standards and creative brief provided by Schwab Advisors

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AEIOU Tips – Mnemonic for Marketing Best Practices

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As part of a recent presentation on social media and digital marketing, I developed a Mnemonic AEIOU to help the audience remember some of the key elements of an integrated revenue architecture and associated marketing best practices. After all, most English speakers remember our vowels (A.E.I.O.U. and sometimes Y)!

This short slideshow introduces the model and offers a few AEIOU tips and practices for each element:

  • Attract
  • Engage
  • Influence
  • Optimize
  • Understand

Schwab Presentation on Social Media and Digital Marketing

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Charles Schwab

We had a great day working with Charles Schwab Advisor Services and presenting to their financial advisor clients. We were in Philadelphia this time – my old home town during IBM days. About 40 advisors participated in this program to learn about financial advisor marketing topics and the discussion was active and engaging. If you attended the session, please reach out with your feedback.