Description

You're listening to The ISV Society podcast and this is part 2 of my conversation with Stephanie McColly from Crestwood Associates.

In this episode, we delve into the intricacies of using HubSpot as a marketing automation platform. We discuss the importance of maximizing resources, building scalable processes, and the challenges of licensing and implementation.

Stephanie shares insights on utilizing customer success managers and the significance of investing in team development. The conversation emphasizes the need for clarity in marketing goals and the value of continuous learning for marketing professionals.

Key takeaways:

• HubSpot offers a wide range of capabilities beyond just marketing emails.
• Maximizing resources is crucial for small marketing teams.
• Building scalable processes is essential for growth.
• Licensing and implementation can be complex; start with the basics.
• Utilize customer success managers to get the most out of your software.
• Investing in team development leads to better outcomes.
• Clarity on marketing goals is key to success.
• Continuous learning is vital in the marketing field.
• Creating a supportive environment fosters employee loyalty.
• Integrating systems can enhance efficiency and effectiveness.

Chapters

00:00 Introduction to HubSpot and Marketing Automation

05:19 Maximizing Integrations for Efficiency

11:39 Licensing and Implementation Challenges

19:34 Building a Solid Foundation for Growth

26:22 Closing Thoughts and Future Engagements

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