Leveraging the HubSpot Mktg & CRM Connectors in Databox

Databox Partner Program

5/18/17

Agenda for Today: 1. What’s Available?

2. How to Structure your Reporting

3. Create a Custom Report

4. Improve the Client Experience

5. Suggested Activities for You

Currently, we pull 138 HubSpot

Mktg + CRM Metrics

availableMETRICS

● Full list of HubSpot metrics can be found in The HubSpot Analytics Dashboard You’ve Always Wanted blog post

where to find them

● Not every metric is available via HubSpot’s API● Constantly working to build our metric library

through requests

why isn’t every metric available?

There are currently 23 HubSpot Mktg templates and 14 HubSpot CRM templates to choose from

Agenda for Today: 1. What’s Available?

2. How to Structure your Reporting

3. Create a Custom Report

4. Improve the Client Experience

5. Suggested Activities for You

high-levelFUNNEL

● Understanding the funnel and developing strategies to attract and nurture prospective clients is vital to successful marketing.

basic structure

● Standard Reporting: choose a few reports that are pre-made (such as the high level funnel) and pull them into your account.

how to position this

Use this Template

Use this Template

inboundMETHODOLOGY

● Split up reporting: ○ Attract, Convert, Close

basic structure

● Provide 3 or 4 basic reports that walk them through the stages of your marketing strategy and the inbound methodology

how to position this

ATTRACT

Use this Template

Use this Template

CONVERT

Use this Template

Use this Template

CLOSE

advancedREPORTING

● Use new templates● Advanced features (goals, calcs, alerts, etc.)● Additional data sources● In-depth analysis

what’s offered?

● Have the ability to make more data-driven decisions by more gaining insight into more metrics

how to position this

Use this TemplateUse this Template

Use New Templates

Focus in on different

features, like landing page performance

Use this Template

Incorporate Advanced Features:Aggregate HubSpot Accounts

● Use Data Calculations

● Set goals● Monitor with

alerts

Use this Template

Add New Data Sources

Report on HubSpot and

Google Analytics

metrics in one dashboard

Agenda for Today: 1. What’s Available?

2. How to Structure your Reporting

3. Create a Custom Report

4. Improve the Client Experience

5. Suggested Activities for You

If you can’t get away with just the templates, create a custom report using the Designer tool

Use the left panel to add available datablocks

configured for your desired data source…..

Help

… or the right panel to customize a blank

datablock to reflect the metric of your choosing

Help

Agenda for Today: 1. What’s Available?

2. How to Structure your Reporting

3. Create a Custom Report

4. Improve the Client Experience

5. Suggested Activities for You

- Choose custom background color

- Upload background image

- Add company logo

HubSpot (Email Performance)

● Send out streaming URL to clients to bookmark the page

● Carousel Mode: loop multiple datawalls to create comprehensive report

Let your clients know what’s going on in the data through the notes datablock

Agenda for Today: 1. What’s Available?

2. How to Structure your Reporting

3. Create a Custom Report

4. Improve the Client Experience

5. Suggested Activities for You

Suggested Activities for You1. Set up a plan for your reporting packages. What are you

going to offer to your current clients? What are you going to offer to future clients?

2. Download templates that use sales and marketing strategies you haven’t utilized before.

3. Roll out to clients: position as a near real-time reporting strategy that will give more insight into how you’re reaching your goals and getting them where they want to be.

Session #7: Introducing the Seventh Sense Connector (and some cool ways to use it)

Databox Partner Program