B2B Revenue Rebels

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/

What is B2B Revenue Rebels?

Welcome to the Revenue Rebels podcast, hosted by Alan Zhao, Co-Founder of Warmly.ai.

We feature B2B SaaS revenue leaders who have challenged traditional methods to achieve remarkable results.

In each episode we cut through the fluff and dive deep into modern tactics used to achieve success: intent-based outreach, social selling, B2B Netflix, video marketing, warm calling, customer led sales, influencer marketing and more.

On the show you can expect episodes with those who create demand - marketing experts, partnerships gurus and social media superstars and those who capture demand - outbound and inbound sales experts, leaders, and practitioners.

Our goal is to shine a light on modern, effective and unique revenue generating methods and equip you with the insights you need to unlock your next strategic advantage.

We're huge proponents of signal-based selling and signal-based, data-driven B2B go-to-market as a whole. Ask us what "Autonomous Revenue Orchestration" means and we'll be more than happy to shine a light on our vision of what the field of B2B revenue will become.

For more content, check out our YouTube page and LinkedIn newsletter!