EP 265: Making The Most Of Marketing Automation: How To Leverage Salesforce and HubSpot With Lauren Kennedy | Coastal Consulting

In this episode, Stacy sits down with Lauren Kennedy, who is the Chief Marketing Nerd of Coastal Consulting—a firm that helps organizations create an automated and personalized customer experience by helping them leverage HubSpot and Salesforce. The two discuss the importance of creating a persona, and the do’s and don’ts of HubSpot sequences. Lauren also talks about the approach businesses should take when trying to integrate HubSpot with Salesforce, while making the most of each system. They also touch on the benefits of using HubSpot for inbound marketing.

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Stacy Jones (00:01):
Welcome to Marketing Mistakes and How to Avoid Them. I’m Stacy Jones, the founder of influencer marketing and branded content agency, Hollywood Branded. This podcast provides brand marketers a learning platform for top experts to share their insights and knowledge on topics which make a direct impact on your business today. While it is impossible to be well-versed on every topic and strategy that can improve bottom line results, my goal is to help you avoid making costly mistakes of time, energy, or money, whether you are doing a DIY approach, or hiring an expert to help. Let’s begin today’s discussion.Speaker 2 (00:31):
Welcome to Marketing Mistakes and How to Avoid Them. Here’s your host, Stacy Jones.Stacy Jones (00:36):
Welcome to Marketing Mistakes and How to Avoid Them. I’m Stacy Jones, and I’m so happy to be here with you all today. And I want to give a very warm welcome to Lauren Kennedy. Lauren is the founder and chief marketing nerd of Coastal Consulting, a consulting firm located on empowering B to B enterprise organizations to align marketing sales and account management, to create an automated and personalized customer experience using HubSpot and Salesforce. As a HubSpot solutions partner agency, their team holds over 25 HubSpot certifications along with five Salesforce certifications. And Lauren is super passionate about creating efficiency with data, and streamlining marketing and sales team’s efforts to most effectively land the client. That’s the end result we all want. Today, Lauren’s going to be sharing her advice on marketing automations and revenue operations. We’ll learn what works from Lauren’s perspective, what should be avoided, and how some businesses just miss the mark. Lauren, welcome. So happy to have you here today.Lauren Kennedy (01:33):
Thanks. Appreciate it. Nice to be here.Stacy Jones (01:36):
I, we, my agency, happen to be all things HubSpot. We love HubSpot. It runs our business. It is all things for our inbound marketing, but we still don’t use it to the level and the degree that your agency knows how to use it. And so I’m really excited to be talking to you today about how other agencies, how other businesses like ourselves, might be missing out on some things. But can you start us off by kind of giving us an overview of how you got where you are today? You’re the chief marketing nerd, and in this whole world of inbound that a lot of people still don’t really understand.Lauren Kennedy (02:15):
Yeah, for sure. So I’m a technical marketer. I have a background in marketing operations, logistics, and event planning. So marketing automation was kind of born out of a weird combination of those three in my past. I really got into marketing automation when I started sending pre event emails for trade shows. So that was a trade show events manager, and I really caught the email marketing and marketing automation bug. And from there I started learning everything I could about HubSpot and Salesforce and freelancing and working with so many different organizations across industries to really master the systems. And from there, earlier this year, I decided to officially go out on my own and start Coastal Consulting as kind of a boutique agency focused on HubSpot, Salesforce, and technical integration. Yeah. [inaudible 00:03:06] question.

Stacy Jones (03:07):
There you go. So what are some of the things? What are solutions HubSpot brings? People out there are like “HubSpot, why do I need a HubSpot? What is this thing?” Can you give us kind of an insight of: What is HubSpot and what makes it so cool?

Lauren Kennedy (03:22):
Yeah. HubSpot’s definitely the number one leading marketing automation and inbound marketing platform. Something that’s really great about HubSpot is you can do marketing, sales, customer service, account management, your website, all of your marketing and really business operations within one platform. Competitors on the market can usually do one of those things. And HubSpot really has a homegrown mentality of all of our features sit in this one hub of HubSpot, so you can log in and access all of that. At Coastal Consulting, we use HubSpot for marketing, sales, and our website. We don’t have a big customer service functionality in an agency, so we do not use their ticketing system. However, they do have that, and we use that for many clients. But really, the value prop is just having everything in one system, giving you unified reporting, really good insights into who your customers are, where they came from, and how they’re progressing with you and your company.

Stacy Jones (04:18):
Awesome. And so what are some of the things when you’re working with a client, they come to you and you’re like, “Okay, we can help you improve your inbound”? What does that mean to them?

Lauren Kennedy (04:32):
Whenever a client comes to us, they’re usually hitting a point where they’ve been in HubSpot for a while, and they just know they’re not using it to their full potential. So HubSpot is such a powerful tool and it can go in so many different directions, but if you get up and running without someone who’s an expert in the platform, like been there, done that, you really miss out on a lot of the activation pieces. And you just get kind of stuck in the little things that you’ve picked up, and you miss the big picture of HubSpot.
So people come to us and say, “What we have is working. However, we know we’re not doing the most that we can.” And so what my team comes in and does is just get deep into their HubSpot and do a full audit on what they’re using, what they haven’t touched, who their customers are, and looking into their data, and doing that data analysis piece, and presenting a roadmap for, okay, here’s where you’re at. You’re doing this well. You could improve here.
And then here’s everything that we can add that really helps you meet your goals, because it’s really important to hone in on like why they want to do that, or what they want to do with HubSpot. But because it can go in so many directions, like maybe you’re not looking to work on ads, so if we put together a plan for you to build your ad campaigns, we’re completely missing the mark. So really working with the team to understand where they’re looking to go in the next year or five years, and then building out HubSpot and a roadmap to match that. Common ways that, I guess that people reach that conclusion is they see a lot of friction in their process. For example, there’s no visibility between marketing and sales, and which department’s working on what, or what sales needs from marketing, and there’s a huge gap there.
That’s the most common, is this alignment between sales and marketing. And a lot of times, people encounter this, but they’re not aware that they already have a huge gap between marketing, sales, and customer service. A lot of times, organizations are positioned to have, before we have a customer and after we have a customer. And they don’t create a big link between that. So really connecting your marketing team with direct feedback from your account managers and your customer service team to have that full customer life cycle, and really powerhouse your inbound marketing because you’re able to see direct customer feedback, insights directly from what your customer service team is hearing from your customers.

Stacy Jones (06:46):
And so I know our agency started, so I probably am not the best example of why one starts using a HubSpot. I mean, it’s fine, but so I don’t even know. Back in 2012, we had a blog that we started. And today, it’s read by over 30,000 people on a monthly basis. And we were doing it through WordPress, and it just killed me that everyone on our team, first of all, for the first couple of years, it was only me on the team, but not the only one writing and using this. We had lots of people, and I just hadn’t figured out yet how to get them [inaudible 00:07:18]. That’s another story.
But it was me typing in, writing the blogs, putting it out there, and I needed something that was an easier solution, and where we could actually get blogs up and going. And I wanted to be able to track it, and I wanted to be able to see insights. And I wanted to be able to see what blogs people were looking at. And I wanted to actually see how many people were reading, and then just clicking on different landing pages that we put out.
And I wanted to have the ease of creating a landing page and call to action. So jumped in on HubSpot. I’m like, “Whoa, this is it,” because literally I figured our interns even could figure it out because it was an easy interface versus a lot of the other ones, especially going back about eight years, because there weren’t a lot of easy options. SharpSpring now is an option that’s good, and there’s others out there. And so we got in, and then we became this agency that ran our blog on HubSpot, spending a lot of money on it until I realized that great, now we have a CRM kind of, that we didn’t really use for sales, but it had anyone who had come into our blog world and had downloaded an ebook, or watched a video, and signed one of those awesome CTAs. Had their information, not that we were doing anything with it.
We could see all this great information about metrics and what was getting traction and what wasn’t. But we were missing everything that you’re explaining because HubSpot is not that friendly as far as educating you, although there’s a lot of classes you can take, but not that friendly as far as exactly what you said of, if you don’t have someone to hand holding you, you kind of lose the bells and whistles. You get very focused on one thing. For me, it was blogs. And it took a while for me to unwind it and to seeing that it could be its own CRM. You don’t have to use Salesforce. Or it could be something that you could use for ads and so many other things. How do you see … What are the main ways people use HubSpot that you work with?

Lauren Kennedy (09:23):
So for me, we really focus on enterprise clients, so we’re working with customers that have 10 million in revenue or more. The majority of our customers have an international presence, so we’re working with pretty large companies. And for most of them, they’re in secured industries, so healthcare is a big segment for us. So they use Salesforce to store most of their operational info, and they have sales and account management in Salesforce. But healthcare marketers enjoy user friendly marketing as well. And a lot of the, I guess HIPAA compliance marketing automation tools are really not user friendly. So finding a way to be able to use HubSpot for that for a marketing arm is really where we can add value of being able to make it not compliant, but able to make the data flow compliant. So we’re keeping the stuff that shouldn’t be there out. So our clients are really using it for marketing activation on their sales and account management data in Salesforce.
For our all HubSpot clients, they’re using the entire suite, so they have a website, sales, marketing, service, and they’re trying to make their company work off of HubSpot. And I mean, it’s really successful once you have a good roadmap of how to get in there. And I think that what you were talking about of not being super great at walking you through all the activation features is really why the HubSpot partner program was created, which like you said, we’re a HubSpot partner agency. But HubSpot onboarding is designed to get you in the tool, logged in, and aware of the basic goals that you needed to set up. And then the recommendation is to work with a partner agency for activation.
So those first three to six months of: Okay, now that we’re logged in and set up, where do we go from here? What are the best practices? What the best campaigns? That kind of nudging you in the right direction, and that’s where the strategic partnership has really helped because the HubSpot onboarding team is not there to serve your business’s unique goals long-term. They’re there to see your initial initiative with HubSpot and get you off the ground. Their onboarding team’s amazing, but it’s definitely not designed to be your long-term strategic partner.

Stacy Jones (11:27):
When you’re working with a client, either established or someone new coming to you, and it might be easier to say new, so what are some of their pain points that they’re hoping that you can solve for them and that you’re able to?

Lauren Kennedy (11:40):
Yeah. A really common pain point is reporting. We don’t know what’s happening or how to build these reports. So insights into what’s going on is a big one. Another one is automation. So automation is such an interesting word. There’s such a negative connotation that comes with it of like, “Oh, what does automation mean? Does it mean that we’re taking away my job?” Stuff like that often pops up with end users. And then there’s the question of: How do we start automating? And that’s usually the big one. If we know that automation is the future. We know that’s where we’re going. It’s where we need to be. But how do we start? What’s our first step? And so when you look at your entire organizational process, and you’re like, “All right, what in this can be automated?” A lot of people just get stuck because there are so many different places that you can start, different avenues to take to achieve that end goal.
So what we can do is say, “This is how you start.” So we can come in with those quick wins of like, whenever a deal closes, notify this person. That’s a really simple use of automation. Or when somebody submits a form, here are the first six emails that you need to send. Or when a deal closes, you need to send these five onboarding emails. So what we can really help with is nudging in the right direction of, okay, this is how you get started because whenever you’re taking on a new, big business initiative like that, it’s really hard to pick a starting point.
And oftentimes, they get stuck with, we need a huge plan. We need to automate 20 different things and have every step automated, and really, it’s best to follow the crawl, walk, run methodology, where you crawl, you get your first email out, and then you see how it performs. And in two months, you add a new element. Now you’re walking, and eventually it’s fully optimized, and you’re running. So walking them through that staged methodology, rather than having everything all at once. We’re not looking for the final optimized version as your V one. You just want to get off the ground and start something.

Stacy Jones (13:35):
And what are some of the mistakes when you start working with someone that you’ve seen? [inaudible 00:13:40] into their account and you’re like, “Hmm”? Things that make you go, “Hm.”

Lauren Kennedy (13:46):
Yeah. Biggest mistake that I see is not getting organizational alignment before you start building. Something that we do with all of our customers when we first start is build a customer journey map, where we map who your customers are, where you first meet them, how you talk to them, how you convert them, and how you maintain them over time. And that’s a huge gap that most organizations miss before implementing marketing automation. So they don’t get customer service, marketing, sales and leadership in a room and agree on, this is our customer. This is what they want. This is how we can support them.
And without that internal alignment, you have different teams building different things, that sometimes disagree, sometimes overlap. And that’s where the mistakes come in. Because if you have a sales team that builds out a bunch of fields in your CRM or properties that are the same as the ones marketing are building out, just with different values, you have a CRM that’s 50% complete. So sales isn’t updating the marketing fields. Marketing isn’t updating the sales fields. And now we have a disconnect. So if we don’t start building from that aligned foundation, it’s really hard to accomplish what you want to on HubSpot. So that’s the biggest mistake I see. There’s a lot of symptoms of that mistake, but the biggest one is not aligning as a team before you start building.

Stacy Jones (15:06):
You’re saying step one is actually figuring out your personas at the very, very base.

Lauren Kennedy (15:12):
Yeah, that’s usually step one. Even when we come into a client and they’ve been using HubSpot for years, our first step is: Who are your personas? And they share who those are, and then we kind of tear them apart because oftentimes personas are seen as a marketing job. Marketing creates the personas. And really, it’s an organizational alignment task, and it needs to be data driven. It needs to be agreed upon across departments. And personas are kind of seen as this fluffy tool that marketing throws together, when really, they’re a holistic representation of who you’re talking to, who you want to talk to, who you don’t want to talk to.
So we go through and do a data analysis of okay, of your closed deals in the past year, these are who these people are. So we want to work backwards from there to build lead scoring, to build personas, and really work on that first touch of, they come in through an ad, marketing nurtures them, they go to sales. So we kind of take it bit by bit and optimize as we go. But when we’re done, we have this really robust built out customer journey map that we can build the rest of HubSpot from. So we say, “Here’s your gaps. Here’s what we’re missing. Here’s what we can build.” And then it’s a really easy visual for the whole company to be working from.

Stacy Jones (16:24):
And with personas, what is the best way, if you had to give our listeners advice on creating personas? Because people are like, “Okay, it’s Jack and it’s Jill, and they liked this and they liked that.” But it’s a lot more detailed than that.

Lauren Kennedy (16:38):
Yeah. Yeah, that’s what it bubbles up to as far as the PDF presentations and the graphic design version. But whenever you look at personas, a really great way to look at it is the problem that you’re solving for people. So if you have three different products, instead of looking at the vice-president, the manager, and the analyst, a lot of times personas are grouped by title. Look at the problem you’re solving for them.
So if I’m a sales rep, and you’re offering me an easy way to sell, then that’s what I’m looking for from you. But if I’m a manager of people, maybe I’m looking for a better way to track my sales productivity. So instead of targeting a specific title, you look at: What do people come to you to solve? And you work back from there. So a really tactical way to do that in HubSpot is to build a deal segmentation report and an attribution report, and look through how specific people came through to your company, and look for trends. So one demographic thing to do is look at location. Where are they in the world or in the country? And then look at their team size. Look at how quickly it took them to get through the deal. And you can infer their decision making power, their eagerness to close, and really factoring in all of that. So it’s a really data driven conversation.

Stacy Jones (18:02):
And so once you’ve had this conversation, and you’ve figured out the [inaudible 00:18:07] behind it, before the pretty PDF, and there’s Jack and Jill, but are there areas that you see that sales and marketing just don’t agree on when it comes to modeling who those perfect customers are?

Lauren Kennedy (18:23):
So I think that the disagreement usually comes from the concept of perfect customers. So whenever you’re building out personas, a lot of people go to, this is the ideal of who we want. And really, personas are meant to be a representation of the spectrum of who you’re talking to. So something that a lot of companies miss is creating negative personas. So yes, we really want to talk to this executive decision maker, but we’re also talking to this analyst that has nothing to do with our company right now.
And so you want to build out these personas of who’s actually talking to you and who’s listening, so you can work backwards to say, “Okay, if they’re this negative persona, how do we educate them or nurture them to be a positive one as they go through and mature with your company messaging?” So I wouldn’t say that there’s a huge disagreement between sales and marketing because they kind of own their own piece of it.
There’s just a disagreement on: Who are we talking to? Because marketing sees more of those people than sales, ideally, because if we’re using proper lead qualification and lead scoring, sales doesn’t ever see the negative personas. So that’s why it’s really great to have data driven conversations, because then you’re saying, “Well, we’re not really disagreeing on anything. This is just kind of like the facts of what we’re looking at here.”

Stacy Jones (19:42):
And beyond personas, you’ve had the meeting. You have the perfect positive and negative personas built out. What is it then that is kind of the next step to try to dial in HubSpot to make it work for your agency, or business, or brand? I lead with agency because you know I’m listening here too.

Lauren Kennedy (20:02):
Yeah. So once you’ve built out your personas, but it’s really important to then build out an infrastructure that can identify them. So if we’ve defined who our persona is, we need to then figure out. Okay, what’s our fastest way to figure out who we’re talking to? Because you build out your personas in HubSpot, there’s a field for that. And then you then say, “Okay, what makes someone this persona? What’s an indicating quality that they should be placed here?” And you start to figure out that information. And you can kind of build a roadmap for marketing. So if we say, “Once we know these six things about a person, we can determine their lead score, or their likeliness to be a customer in their persona.” And so marketing now has these six attributes to figure out. So maybe on our first form, we get their country. On our second form, we get their pain point. On our third form, we do this.
Or then we send them a video, and if they watch it, they then fall into this category. So we just give marketing a task of figure out these six things before they get to sales. And that’s where you can start getting really … Really have valuable personas that are applied in your business whenever you have this tactical approach. So once we’ve gotten the data to see who is a persona, who is a certain persona, we then start creating content for them. So HubSpot CMS has really great smart content on your website landing pages, et cetera, once HubSpot has the cookie and knows who that person is, and we’ve assigned a persona to them, you can show them specific content when they come to your site.
You can deliver specific email nurtures. You can target them with ad campaigns because if you think about it, if someone has the pain point of, it’s really hard for me to create a sales presentation, and you’re a sales presentation company, and you know that’s their specific pain point, that’s the message you can be delivering them throughout all the channels of how we make it easier for you to create sales presentations. But if they’re a manager and looking at sales productivity, you can then send that message in all of your channels. So that’s how it kind of blends together of building this perfect persona, figuring out how to actually categorize people in that, which is a step that’s often missed, and then giving them that really specific message.

Stacy Jones (22:12):
And do you have most of your clients using the CMS versus a WordPress website? Our agency uses a WordPress website, and then we HubSpot for all things, planning pages, and the blog, and the sub, a lot of subtypes of websites. But how do you [inaudible 00:22:31], especially with 10 million plus in sales? It’s a little different.

Lauren Kennedy (22:35):
Yeah. So we suggest HubSpot CMS. We use it ourselves and know how easy it is, user friendly it is, and how much data it can give you. But actually, most of our clients are on WordPress. Not to speak negatively of WordPress, but we highly prefer HubSpot CMS. And there are ways to hack it with WordPress to get data into HubSpot. But the insights are just not comparable to what you can get from the native HubSpot CMS. I would say that the majority are on WordPress. And the ones that are not on WordPress or HubSpot CMS have custom built, custom hosted websites because they are more heavy infrastructure with healthcare data, so they’re not really on either of those.

Stacy Jones (23:14):
And it’s all about compliance at that point.

Lauren Kennedy (23:16):

Stacy Jones (23:18):
And then what’s the step after that? I know you guys are … Is it okay? Unleash it to your sales and marketing team, load it with people, load it with contacts. Or what’s the next step?

Lauren Kennedy (23:33):
Yeah, the next step is really thoughtful growth. So one of the worst things to track in my opinion is volume. We don’t really want to look at how many leads we’re generating. We want to look how many marketing qualified leads we’re generating, or how many sales qualified. And how many are converting? The HubSpot lifecycle stages tool is absolutely incredible, not tool, but field, property mechanism. If you’re not familiar, HubSpot lifecycle stages track from subscriber to lead, from marketing qualified, to sales qualified, opportunity to deal, or to customer. And similar to how you can look at deal stage conversion, you can look at contact conversion, so you can build reports that say, “Of all the leads we get, this is how many customers we get.” And so using that lifecycle stage funnel report, you’re really able to see how your customers move, how effective your efforts are.
And now that we’re using these specific lifecycle stages of, this is when it becomes a marketing qualified lead, this is when it goes to sales, we can see the efficacy of what we’ve built. So if we have a high conversion rate, what we’re doing is working. If we don’t, then we need to optimize. So once you have the foundation laid and you know what your next steps are, you start building content to complement it and see how that’s impacting your funnel report. So if your conversion’s going up, you’re doing well. If you’re going down, we need some optimization.

Stacy Jones (24:57):
Okay. And then I might as well just say, “And then what?”

Lauren Kennedy (25:04):
Reporting. So once you have your initial setup going, you want to do reporting, and you want customer feedback. A lot of organizations that are smaller often think, “We you don’t need a tool for customer feedback, or to be collecting that.”

Stacy Jones (25:18):
You do.

Lauren Kennedy (25:19):
You do.

Stacy Jones (25:19):
You need to figure out the reporting thing.

Lauren Kennedy (25:22):
You need to be reporting. You need to be asking for feedback. I don’t want to say as often as possible because you don’t want to be harassing, but at key decision points. So when somebody closes, you need to be asking for their feedback. If you have an issue with the customer, and you’ve submitted a support case, need to get their feedback. How do we manage that? Do you feel good? Would you still recommend us?
So that’s really the next step, is finding ways to collect feedback throughout this. So even during your marketing process, if you showed them a video, thumbs up, thumbs down. Did you like it? So that’s kind of the next stage in the maturity model for me, is putting in customer feedback touch points because we want to know. Do our customers like what we’re doing? Are we resonating with them? Are they happy? Because once you put all of this out there, even if it’s built on data and you feel confident and that you know what you’re doing, if your customers are not liking it, resonating it, feeling heard or serviced, then it’s ultimately failing. So once you’ve designed it with data, you then need to test it with customer feedback.

Stacy Jones (26:19):
And now HubSpot has some nifty tools. So they have emails that you do within, if you’re in Salesforce, it’s a little different, but if you’re using the HubSpot CRM, and I’m just speaking from my own experience. And you can dive into Salesforce works as well. But you can, you send out emails. Right? So your emails go out, it can connect to your desktop. It goes out, you send it away. It tracks who opens it, who replies, everything else. But you can also set people up on email sequences. And this is where you send them an email, and then they don’t respond to you, so you send them another email. We’ve all had this happen to us. Are there best practices here so you don’t bug the everlasting heck out of the people that you are enrolling in an email sequence?

Lauren Kennedy (27:04):
Yeah. The best practice there is to enroll people in sequences that talk to you first. Something that I personally, it’s like my hill to die on, is not using purchased or scraped lists. One, it’s against the HubSpot user acceptance policy, however, or acceptable use policy. But also, it’s just not a great user experience. So whenever you use a sequence with someone who expects to be there, you’re not going to have a negative response. If they came into your website and they say, “Yeah, contact me,” and you email them three times, they know that they asked you to do that.
If you found their list online and put them in a sequence, I wouldn’t recommend doing that because you’re creating a negative brand impression. And that’s when people get frustrated. So the best way to not annoy people is to make sure that you have consent to contact them first, and then follow up with content that addresses the need they came to you for. So if somebody comes to my website and says that they want information about personas, and I just badgered them with information about sales automation, I’ve kind of missed the mark with them. So make sure your content’s relevant and that you have consent to send it.

Stacy Jones (28:09):
Okay. And consent is a good thing versus getting people who just say “Un-enroll, un-enroll, un-enroll me. You suck,” which is what you’re kind of opening the door up to.

Lauren Kennedy (28:21):

Stacy Jones (28:23):
And then what are some other nifty things that you do when you’re working with your team, like with Salesforce as an example? How does that blend? Because Salesforce is a beast on its own.

Lauren Kennedy (28:35):
Yeah. So the best … The HubSpot Salesforce integration is a super native, easy to use integration, if you have a thing out of the box. So if you’re using standard Salesforce objects, and I would want to say vanilla HubSpot set up, you can turn it on and run with it. If you’re doing anything more complicated than that, it’s really helpful to have a roadmap. So something that I always do when looking at the HubSpot Salesforce integration is give each system a job. So sometimes people want to use Salesforce as a data repository and do marketing and sales at HubSpot, or marketing with HubSpot, sales in Salesforce, however you want to dice it. We do job descriptions. So HubSpot’s job description is to send emails, manage our ad activity, et cetera. And SalesForce’s job is to facilitate our sales conversations, onboard, and manage clients, et cetera.
So it seems kind of silly to give a system a job description, but that’s the best way to divide that line internally. And then from there, you kind of match your automation to your system. So if I’m using those two systems, but I want to do task automation for different things that customers would do, if my sales team is in Salesforce, my automation is in Salesforce. So that’s the best advice I have at a high level for managing those two systems, is really divide roles and responsibilities by system and stick to it because you want to be automating in the system you’re using tasks for. Reason being that we wouldn’t want to put sales task automation in HubSpot, if we’re using Salesforce is if you’re only using HubSpot for marketing, you may change the marketing tool you’re using down the road. And if you’ve built all the automation that’s backing your people in Salesforce and HubSpot, you then have to move that to Salesforce, or redo it in your new marketing system.
And so it’s best to just make sure you know what system’s doing what, because whenever you’re using two tools that have a CRM as the backbone, it can get kind of muddled. And there’s also a few things that you need to … You can check out our blog, but whenever you’re integrating those two systems, there’s a lot of field things that you need to make sure that you’re making yourself aware of because there’s leads and contacts in Salesforce and contacts in HubSpot, so their default data model’s little bit different. So we need to solve for that in the integration too, to make sure that just your data does not get messed up.

Stacy Jones (30:55):
Well, you set it up as a perfect [inaudible 00:30:57] here. So you said, “You can check out our blog.” How can people check out your blog? How can they check out your agency?

Lauren Kennedy (31:04):
Yeah. We’re at coastalconsulting.co, not dot com, dot co. And you can go online, LinkedIn, Facebook. We’re very active on the internet on the whole. But on our website, we have our blog. We also have a lot of really helpful resources. Our agency very much believes in lifelong learning. And we’re big on knowledge sharing. So we don’t really have much gated content. We’re pretty transparent about new things we’re learning from clients, new solutions we’re learning, new features HubSpot’s releasing. For example, recently, they’ve released the beta test for automatic enrollment and sequences using the workflow tool, rather than manually enrolling one contact at a time.

Stacy Jones (31:44):
What a blessing.

Lauren Kennedy (31:45):
Which is a huge development. So we’ve gotten a few of our clients into that beta test, which is exciting. And you can hear about new stuff like that in our blog. And I will randomly get into really creative moods and create eight Salesforce blogs in a day. So I’m trying to share as much knowledge as I have with all of our subscribers.

Stacy Jones (32:07):
That’s good. That’s the whole thing about … I mean, I think the biggest thing that our listeners still need to take away with tools like HubSpot is that it’s for inbound marketing. You have to have content to get the inbound traffic. You have to write blogs, have eBooks, have videos, have something that you are actually getting people who also are lifelong learners, or just want to make sure that they solve whatever their boss has challenged them with, that is a new thing that they need to solve. You have to have that content creation just become part of your overall brand.

Lauren Kennedy (32:43):
Absolutely. And it’s not just content creation, it’s content distribution, which is a big part that people miss. Oh, I created this blog post, now it’s out there. But it’s really the distribution channels of a blog post can be a thread on Twitter. It can be a video, it can be a few snippets. It can be a social post. So really repurposing your content and driving it throughout all different channels, HubSpot really enables that with their social scheduling tool, their blog, their ads, all of that. So when we do a blog, I’ll put it on my personal Twitter and LinkedIn, and make sure that I’m sharing that content in different ways because you definitely have … It’s easier to click share to multiple networks than it is to keep creating more blog posts. So you want to make sure that you’re getting the most life out of your content too.

Stacy Jones (33:28):
Yeah. And your content, once it’s gone out and live once on your social, that doesn’t mean you can’t revisit. It’s not like, if someone’s not on your Twitter page at that exact moment that you’re putting this out, they’re not going to find it from 30 days, 90 days, two years ago if it’s still relevant. You want to keep on breathing life into your content as well.

Lauren Kennedy (33:51):
Yes. Agreed.

Stacy Jones (33:53):
Are there any other last couple of things of ways that people could be working better on marketing automation and using these different CRM tools and tasks that they might be missing out on?

Lauren Kennedy (34:11):
Yeah. Biggest advice is to standardize where you can. If you have a sales team of 20 and all of them follow their own process, it’s going to be really hard to get alignment and automate as a team. So working with sales to understand, what we do is interviews, so interview five different people in different countries, and figure out what their flow is, and work on creating a process. So from start to finish, this is how we manage sales. This is how we manage onboarding, and build those processes because standardization naturally breeds automation.
So if you can do that, you can really enable your sales team and get your sales team to do the work of four people while not overworking themselves through using automation. And listen to your customers. A lot of people will start a workflow of emails being delivered and never check back up on it. Use workflow goals, look at how it’s performing. Look at your open rates and your click through rates, and make sure that you’re giving content that’s valuable, and not driving customers away, but instead, encouraging them to listen to you more. Yeah, customer feedback is really the heart of marketing automation. You need to make sure that you’re in tune to what they want and you’re not harassing them with 20 emails a week, and you’re also not only talking to them every four months so they don’t remember you.

Stacy Jones (35:33):
That makes perfect sense. Well, Lauren, thank you so much for joining us today. I just learned some things, and I’m going to make sure my entire team who’s in charge of working and touching HubSpot listens to this specific podcast because I think you brought up some really, really relevant points. So greatly appreciate all of your insights that you just provided to our listeners and my team today.

Lauren Kennedy (35:55):
Thanks for having me. I appreciate it.

Stacy Jones (35:57):
Of course. And to all of our listeners, thank you for tuning in to another episode of Marketing Mistakes and How to Avoid Them. I look forward to chatting with you this next week. Check out our weekly blogs at blog.hollywoodbranded.com to stay up to date on all things marketing, business, and pop culture. Subscribe and join over 30,000 readers who are already in the know.

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Marketing Mistakes and How To Avoid Them Reviews 

Must-Listen For Every Brand Marketer (And Owner)

This should be required listening for everyone who owns a business, works in marketing, or is interested in the business of entertainment. Great stuff!

The Best Marketing Podcast Ever!

Stacy is a brilliant branding strategist and she really knows how to bring out the best in her guests! This show is fun AND educational! If you’re looking to understand the world of marketing, branding, digital marketing, influencer marketing and more, look no further. This show has awesome insight into some of the greatest marketing minds out there today, and they provide practical advice you can use in your business today. #FanForLife

Awesome podcast for all marketers!

Keep them coming

Practical and pointed advice.

Stacy does a really great job making this a highly actionable podcast for business owners. With a focus on marketing, she covers a wide range of related topics as well and is always very specific with her questions so that the listener gets pointed advice instead of vague concepts to take away. It’s also really helpful to the hear the why behind any marketing tactic so that we can decide if something sounds like a good fit for where we are at in this moment.

Love this marketing podcast!

Lori has a way of finding new insights to share every week. I loved being a guest, but I enjoy hearing her many fascinating conversations with other marketers even more. Great show!

I love Stacey Jones!

I absolutely loved being on this podcast! Stacey is amazing – real, down to earth, and genuinely curious and interested in learning – this makes for a very engaging conversation and valuable podcast!

Thank you for your podcast! I LOVE IT

I just listened to the episode named Insights To Product Placement Brand Marketers Need To Know, and I really enjoyed every minute of it! There are so many ways to approach product placement in a manner that provides wins for many – and it is not always driven by money. I am looking forward to listening to more!

Stuff we need to know!!

Anyone who is in business should be listening to this podcast! Incredible insights and advice.

Such a wealth of knowledge! 🧠

This is one of the most insightful podcasts that I have ever come across! Stacy does such a great job of sharing her wisdom and I love how she leads meaningful conversations with guests who bring so much experience to the table. Highly recommend checking this show out – you won’t be disappointed!

Awesome Podcast!!!

Stacy, host of the Marketing Mistakes (And How To Avoid Them) Podcast, highlights all marketing and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listens!
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