Migrating data into a new CRM is often more complex than anticipated. In episode 54 of PodSpot, Jon Pittham sits down with John Bohnert, a CRM Migration Specialist at HubSpot, to demystify the process. From scoping your project to ensuring data integrity, John provides a wealth of insights for businesses looking to make the move.

John explains that every migration comes with its own set of challenges, whether it’s managing vast amounts of relational data or coordinating multiple departments. He highlights the importance of prioritising essential data, noting that not every piece of information needs to make the transition. Using HubSpot’s data quality tools, businesses can address issues such as duplicates and inconsistencies after the migration, streamlining what can otherwise be a laborious process.

A standout point in the discussion is John’s take on data cleansing. Rather than investing time in perfecting data beforehand, he suggests leveraging HubSpot’s robust capabilities to clean and organise data post-migration. This not only saves time but also helps teams become more familiar with the platform’s functionality.

For businesses embarking on a CRM migration, John’s advice is clear: focus on bringing over what’s essential in a usable format and embrace the iterative nature of data management. Tune in to the full episode for more practical tips and expert insights on making your HubSpot migration a success.

Key discussion points:

• 05:30 - Common Migration Challenges
• 11:15 - Stakeholder Involvement
• 17:00 - Handling Bad Data
• 23:45 - Managing Duplicates and Relational Data
• 30:20 - Migration Process Tips

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In episode 53 of PodSpot, host Jon Pittham is joined by Joe Fulton, Senior UX designer at Karma Digital, to explore the intricacies of Conversion Rate Optimisation (CRO) within the HubSpot ecosystem.

Joe emphasises how leveraging HubSpot's tools can significantly improve user engagement and conversion rates. The conversation highlights the importance of data-driven decision-making and how understanding user behaviour through analytics can lead to more effective strategies.

The pair also addresses common misconceptions about CRO, particularly the tendency to prioritise traffic volume over conversion efficiency. Joe shares insights on optimising user experience by identifying friction points in the conversion process and by focusing on creating personalised experiences and utilising HubSpot's features effectively, businesses can realign their marketing strategies to maximise conversions and drive growth.

Key discussion points:

• 1:35 - Understanding CRO in the Context of HubSpot
• 13:06 - Applying Design-Driven Approaches to CRO
• 20:48 - Benchmarking and Measuring Success
• 25:39 - What’s Next in HubSpot’s CRO Capabilities

Want to learn more about HubSpot? Visit our website: https://www.karman.digital/

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On this episode of PodSpot, we’re unpacking the future of sales and marketing with the latest AI updates from HubSpot's Inbound 2024!

Join Jon Pittham, Founder/Managing Director and Ryan Clark, Head of HubSpot Services at Karma Digital, to dissect how Breeze AI and Breeze Intelligence are transforming the landscape.

These cutting-edge tools are designed to shoulder the burden of administrative tasks, freeing up sales teams to focus on what they do best—engaging with prospects. Plus, get the inside scoop on the new Breeze AI agents, including Breeze Social, Content, and Prospecting, which are set to streamline workflows and enrich your data, making your processes smoother and more unified than ever.

This episode also explores how integrating CRM functionality with third-party tools via app cards in HubSpot is changing the game. These app cards bring external app data right into HubSpot, creating a seamless and productive experience. Ryan and Jon discuss the importance of data integration for maximising the capabilities of AI and discuss the evolving role of AI versus human contributions in sales and service.

Listen to the end as the pair share their excitement about the potential to build AI agents for various business functions, even for those without a development background, opening up a world of opportunity for agencies and businesses alike.

Don't miss out on this comprehensive look into the future of AI in HubSpot!

Key discussion points:

• 01:04 - The power of AI in HubSpot
• 10:35 - Empowering sales with AI integration

Want to learn more about HubSpot? Visit our website: https://www.karman.digital/

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