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Marketing Platforms and CRM

Navigate HubSpot Like a Pro: Tips To Make The Most Out of HubSpot For Your Business [Video]

Join Kara Inglis and Bryan Gorman of Nextiny Marketing to learn the ins and outs of your HubSpot CRM. We’ll help you make the most out of your account by walking through the top navigation menu of the HubSpot portal and making some meaningful stops along the way.

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Marketing Platforms and CRM

Automatically Connect Facebook Lead Ads with Infusionsoft Campaign – Add Leads To Infusionsoft CRM [Video]

โœ”๏ธ๐Ÿ‘‰ Check Pabbly Connect Website: https://www.pabbly.com/out/pabbly-connectโœ”๏ธ๐Ÿ‘‰ Buy Pabbly Connect: https://www.pabbly.com/out/connect-pricingโœ”๏ธ๐Ÿ‘‰ Directly Use Automation Template (for Free): https://connect.pabbly.com/workflow/share/D0dWZAdAUzdWHAlzAUoNaQkdVXxTGQlfVDMBEw##โ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโœ… In this video, we will learn Facebook Lead Ads IInfusionsoft by Keap integration, where you can automatically connect Facebook Lead Ads with Infusionsoft Campaign – add leads to Infusionsoft CRM with the help of Pabbly Connect. โšก Not just the above software, one can integrate any software quickly with Pabbly Connect and automate marketing, sales, payments, or any business processes in minutes without needing any programming skills.๐Ÿ“ข๐Ÿ“ข Check out all software that can be integrated using Pabbly Connect: https://www.pabbly.com/out/all-integrationsโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโ–ฌโœ”๏ธ ๐‚๐ซ๐ž๐š๐ญ๐ž ๐ฒ๐จ๐ฎ๐ซ ๐๐š๐›๐›๐ฅ๐ฒ ๐‚๐จ๐ง๐ง๐ž๐œ๐ญ ๐…๐‘๐„๐„ ๐š๐œ๐œ๐จ๐ฎ๐ง๐ญ ๐ง๐จ๐ฐ: https://www.pabbly.com/out/signup-for-freeโœ”๏ธ ๐‰๐จ๐ข๐ง ๐…๐š๐œ๐ž๐›๐จ๐จ๐ค ๐†๐ซ๐จ๐ฎ๐ฉ ๐Ÿ๐จ๐ซ ๐๐š๐›๐›๐ฅ๐ฒ ๐‚๐จ๐ง๐ง๐ž๐œ๐ญโœ๐ฌ ๐๐ž๐ฐ ๐”๐ฉ๐๐š๐ญ๐ž๐ฌ: https://www.facebook.com/groups/formget.deals/๐—ช๐—ต๐˜† ๐—ฃ๐—ฎ๐—ฏ๐—ฏ๐—น๐˜† ๐—–๐—ผ๐—ป๐—ป๐—ฒ๐—ฐ๐˜โ“Pabbly Connect is an automation & integration software that helps you connect multiple applications together & automate all the repetitive tasks which you do on a daily basis. Unlike any other integration tools, Pabbly Connect offers – โžค No restrictions on workflow creation which means you can create unlimited automation for your business.โžค ZERO charges for internal tasks i.e. you can perform all mathematical operations, spreadsheet functions, time zone conversions, and much more without any extra charges.๐Ÿค” ๐™ƒ๐™–๐™ซ๐™š ๐˜ผ๐™ฃ๐™ฎ ๐˜ฟ๐™ค๐™ช๐™—๐™ฉ๐™จโ“ ๐Ÿค” ๐™๐™–๐™ก๐™  ๐™๐™ค ๐™Š๐™ช๐™ง ๐™๐™š๐™–๐™ข ๐˜ผ๐™ฉ: ๐™–๐™™๐™ข๐™ž๐™ฃ@๐™ฅ๐™–๐™—๐™—๐™ก๐™ฎ.๐™˜๐™ค๐™ขโžก๏ธ Ask your queries in Pabbly Forum: https://forum.pabbly.com/โžก๏ธ Check Pabbly Connect’s Website: https://www.pabbly.com/out/pabbly-connectโžก๏ธ Subscribe to our YouTube Channel: https://www.youtube.com/channel/UCVA5GKy8qpDxQR5xSt_zcJg

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Marketing Platforms and CRM

David Vs Goliath Podcast – Small Business CRM Software- S1-8 [Video]

David Vs Goliath Podcast – Small Business CRM Software- S1-8 – In this episode only Adam DeGraide and DVG can talk about death and actually make it fun and educational. For more Go To David VS Goliath’s Youtube channel. Chet Hitt owns several businesses in California including 2 cemeteries, several mortuaries a couple of restaurants, a farmers market and a whisky distillery. Whew…thats a lot going on. Anyway this is a good interview with a lot of valuable information for the DVG watcher and listener. Enjoy!

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Marketing Platforms and CRM

Should Insurance Agents Use Salesforce? [Video]

Insurance agents who are looking at Salesforce for their CRM and AMS should consider these important facts.1. Salesforce is a powerful tool that is built to support the world’s largest companies.2. Salesforce is worth billions of dollars, but they only have 150,000 customers out of the tens of millions of businesses worldwide – why? Theyโ€™re built for only the largest companies out there. They arenโ€™t built for a team of 5 or 25 people.3. Salesforce implementations require having a full-time person manage the setup and configuration. These employees usually make between $80,000 and $125,000 per year.4. Monthly costs for Salesforce very quickly reach $1000 and sometimes $100,000 per month depending on the number of users.5. Salesforce implementation costs typically start at around $50,000 and can easily reach the 7-figure mark for bigger businesses.6. All of that just to get your insurance CRM setup. Then, you have to add on a marketing automation package like Eloqua or Pardot – either of those will add $2,000 to $10,000 per month to your bill and each of those systems require you to have a marketing plan, content, assets, etc. ready to go – and youโ€™ve got to pay $20,000 to one of their certified experts to get it set up.7. Salesforce is not an insurance AMS. How do you get your policy downloads, commission reports, renewals, etc in there? You have to build a custom integration with the AMS youโ€™re using8. Salesforce is a great tool for big massive businesses. Itโ€™s probably the best out there if youโ€™re a mid-sized company or larger doing more than $75,000,000 a year in revenue. 9. There are very few insurance agencies that fit that profile. Salesforce is for carriers – not agencies.Companies like Veruna, Novidea, and Applied Epic have tried to build their AMS platform on top of Salesforce. Building an agency management system on top of another companies platform is a bad idea for two reasons. 1) The AMS company has no control over the cost structure. Salesforce can increase pricing at any time2) The AMS company has no control over the business practices. Salesforce can require terms of service that do not benefit insurance agents.The AMS company has little to no power in how Salesforce is run, or in the decisions that Salesforce makes to the company. These decisions can altar or destroy an AMS company and make life more difficult for insurance agents.Interested in learning more about Better Agency CRM/AMS? Schedule a personalized demo today: https://betteragency.io/demo/#InsuranceAMS #SalesforceAMS #Insurtech

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Marketing Platforms and CRM

Deal Manager for Microsoft Dynamics365 – Cloud9 Insight [Video]

Cloud9 are a Microsoft Dynamics 365 Gold Partner supporting the growth of SMBs through implementation, support and training of Microsoft Cloud Technologies including Dynamics 365 and Office 365.Subscribe to our YouTube channel: http://bit.ly/Cloud9_YoutubeFollow us on Facebook: http://bit.ly/Cloud9_FacebookFollow us on Twitter: http://bit.ly/Cloud9_TwitterFind us on LinkedIn: http://bit.ly/Cloud9_LinkedInVisit our website: www.cloud9insight.com

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Marketing Platforms and CRM

Demo of Sitecore Connect for Salesforce Marketing Cloud 6.0 (Part 2) [Video]

In part 2 Petar Mitevย gives a demonstration of Sitecore Connect for Salesforce Marketing Cloud 6.0. He uses the Sitecore Lighthouse demo app to show a potential customer journey and the integration with Salesforce. Find additional information at the documentation here: https://doc.sitecore.com/en/developers/salesforce-marketing-cloud/60/sitecore-connect-for-salesforce-marketing-cloud/sitecore-connect-for-salesforce-marketing-cloud.html

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Marketing Platforms and CRM

What is Customer Relationship Management? [Video]

Our affordable CRM subscription packages are ideal for your food and drink brand to enable you to streamline your customer journey from product information all the way through to customer data. For an online demo of the CRM features, contact us now using the below ๐Ÿ‘‡๐Ÿ“ž 0121 251 1900๐Ÿ“ง [email protected]