Episode 174: Quotes in HubSpot Deals

Welcome to Episode 174 of HubShots!

HubShots - APAC's number 1 HubSpot focussed podcast - where we discuss HubSpot tips & tricks, new features, and strategies for growing your marketing results.

This episode we chat about Brian’s keynote at Inbound, play further with Quotes in HubSpot Deals, and being relaxed about Google’s changes to rel=nofollow in links.

Listen to the episode here: https://soundcloud.com/hubshots/174-quotes-in-hubspot-deals

HubShots, the podcast for marketing managers and sales professionals who use HubSpot, hosted by Ian Jacob from Search & Be Found and Craig Bailey from XEN Systems.

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Recorded: Wednesday 18 September 2019 | Published: Friday 27 September 2019

Shot 1: Inbound Thought of the Week

Breaking down Brian’s keynote on Experience Disruptors

https://www.youtube.com/watch?v=dqTHw3QWiU4

• Get Experience-Market Fit
• Remove Friction
• Personalize
• Sell Through Your Customers
• Attack Your Business Model

(No mention of blockchain, AI)

How you sell is why you win.

Impact had a good roundup of the keynote:

https://www.impactbnd.com/blog/inbound19-recap-dharmesh-shah-brian-halligan-keynote

Related: another reason why I love Amazon:

https://www.craigbailey.net/another-reason-why-i-love-amazon/

Shot 2: HubSpot Marketing Feature of the Week

Using your Marketing Dashboard wisely!

There are lots of reports you can add to your dashboard.

Tip:  Think about what you want to achieve by having that report.  We often use a longer timeframes on certain reports to see trends in enquiries and sessions by source.  This will give you a good idea of what is happening.

Also, don’t forget you can click through on the report and see the detailed data.

Shot 3: HubSpot Sales Feature of the Week

Diving into Quotes on Deals

Pros:

• Simple to use, nice template designs
• Simple to add contact and products
• Mix recurring and one-off items
• eSignature is being enabled for Pro in November (currently only in Enterprise)
• Use Snippets to fill in comment and payment term boxes

Cons:

• Can’t edit Quotes after sending them
• Can’t search for Deals that have Quotes, can’t find Deals that have Quotes accepted etc
• Can’t use your own domain in the links
• Doesn’t support tax automatically eg GST
• No protection of Quotes on Deals that are Closed (eg you can easily delete a quote, even if the Deal is Won, and there’s no audit trail)

Shot 4: HubSpot Gotcha of the Week

Finding Deals that have quotes attached

Add your own custom Deal properties, and make sure to update at the time of adding the quote

Recommend using a date field to mark the date the quote was added

You can then create Deal Views that use the Quote property:

You can then add other criteria eg All Deals that active (ie not Won or Lost) and have a Quote date set.

Shot 5: Marketing Tip of the Week

Don’t be concerned by Google’s announcement about changes to rel=”nofollow” in links.

Google’s rel= changes

https://webmasters.googleblog.com/2019/09/evolving-nofollow-new-ways-to-identify.html

https://www.seroundtable.com/google-nofollow-link-attribute-change-sponsored-ugc-28196.html

https://moz.com/blog/nofollow-sponsored-ugc

Key insight: it highlights that links are (still) definitely a key input/consideration for Google

Shot 6: Insight of the Week

Why I moved my social posting over to my blog:

https://www.craigbailey.net/im-treating-blog-like-social-timeline/

Five main reasons:

1. A permanent record
2. A searchable record
3. Share the link love
4. Time management - avoiding the timeline time suck
5. Mental health - avoiding the dopamine hit of social likes

Interested in my ramblings? My personal blog is at https://craigbailey.net

Shot 7: App of the Week

Google Maps app

Make sure you are optimising for it.  It is showing more information about businesses that have updated their Google MyBusiness listings.  Even showing video.

Shot 8: Resource of the Week

A collection of famous speeches:

https://jamesclear.com/great-speeches

With transcriptions.

I enjoyed JK Rowling’s Harvard address:

https://jamesclear.com/great-speeches/the-fringe-benefits-of-failure-and-the-importance-of-imagination-by-j-k-rowling

Shot 9: Quote of the Week

“The more people use my inventions, the better the country will be.”

• Sakichi Toyoda

Shot 10: Bonus Links of the Week

Btw reminder of Moz’s Beginner’s Guide to SEO:

https://moz.com/beginners-guide-to-seo

Please rate and leave us some feedback as this helps us improve and reach more marketers.