HubSpot

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HubSpot

Marketing Hub

Marketing Funnel

Sending Email domain

Shoudl i create a fresh domain for markjeting emails like: lendingwisemail.com

Scanning existing site

I heard there was a way to scan your site, and hubspot creates matching themed landing pages or assets?

Email template library

Asset Library

Landing Pages

CRM

Custom Fields

Pipelines

Loan broker Academy

Processing as a Service

Lender Marketplace

Lenders

Brokers

LW Software- Brokers

LW software- Lenders

Round robin?

Deal Stages

LiveChat/ChatBot

Support

Sales

Misc Questions/Top Goals

Get some visual mapping of customer journey, sales process, email/touchpoints sequencing.

Subtopic

Customer journey

Sales process- Lucid chart

Sales process with email/touchpoints

Create lead magnets with landing pages & conversion tracking

Example lead magnet and automated follow up

Is there tracking script for back end user usage tracking? Refer to sherlock integration

Is there tracking script for back end user usage tracking? Refer to sherlock integration

Demo Request- Conditional logic

Can we setup a form, that asks # of users, Type of company.... and base don answer provide access to the schedule demo page... otherwise they go to a Thank you page with embedded video, other reosurces

Seems our Get Started form is integrated, how??

How is our get started form on our site integrated? i did not do anything.

My gmail is integrated, does hubspot know what a lead submission is and auto-creates the lead/contact?

Importing data

Import data from Aloware

Import active/deactive Customers from our LendinWise database

Syncing their users as Hubspot contact

Import Deals from zoho?

Import leads from Zoho ?

Lead conversion like zoho?

Do i need to worry about lead conversions?

Properties linked to groups

Can Annual Revenue live in contacts, deal, and company... and be synced?

ServiceHub

Can We have pipeline for onboarding accounts?

Onboarding checklist

Are there checklist in any way like hubspot offers for onboarding account setup purposes?

Academy

How can I setup an academy like this?

HelpCenter

How can I create a help center like this for lendingwise?

KnowledeBase

Need to import from from Elev.io

LIveChat

Tickets

customer portal to see tickets

Can all users of company see tickets or only the submitting user?

What ways or areas can a user see their outstanding tickets?

Custom fields for tickets

Integrations

LendingWise

Track User activity

Sync Company Users

Zapier

Get Started form

Calendly

ZoomInfo

ChargeBee vs QuickBooks

Slack

airtable

Calendly/meetings?

Zoom?

We use zoom a lot, so make sure its tied into the meeting/calendar tool, so i can replace calendly.

Note: We have calendly teams working now, which helps clients book with more than 1 rep on a singly calendar. does hubspot support that?

Chili Pepper

I heard this helps with round robin. What else?

Sherlock

I read it help[s with tracking user activity inside the back end of the software. that way we now which users are successfully adopting the platform.

Aloware (Dialer/SMS)

I use this tool now, which is our company soft phone, sms tool, and sms blasting, dialer etc...

Hopefully the integration is native experience for users within hubspot.

If not, maybe twilio is?

Twilio?

LinkedIn

My goal would be to quickly, easily see company info like # of employees, recent posts from company or contact level, adding contacts to a company, etc...

ZohoSign

Here is a template for our proposals that are sent via ZohoSign. https://docs.google.com/presentation/d/1xRZ6sdUX0uLmP53ZESRSsPy4GO79VhjhetZa2WUJuhM/edit?usp=sharing

Im open to another solution that works better with hubSpot.

E-mail(gmail)