Aptitude 8

Utilizing #HubSpot enables #healthcare providers to offer patients secure portals that provide 24/7 access to essential health information. These portals elevate the patient experience by delivering a personalized and efficient platform, empowering individuals to actively participate in their healthcare journey and ultimately leading to improved health outcomes through... - Access to medical records: Patients can easily view their health records and lab results at any time, ensuring they are always informed about their health status. - Easy appointment scheduling: Patients can seamlessly book, reschedule, or cancel appointments with just a few clicks. - Quick access to test results: Patients can view test results as they are available. - Record Requests: A streamlined process allows patients to conveniently request copies of their medical records. Why is this important? Couple reasons: - When patients have round-the-clock access to their health information, they feel more in control of their healthcare journey. - Automating appointment scheduling and medical record requests translates into a smoother operation and a better overall patient experience. - Personalization matters and helps in building a stronger patient-provider relationship and ensures that patients receive the most relevant care. #HubSpotforHealthcare is the way. Learn more here: https://lnkd.in/gQqfzpF6

Have you ever found yourself chasing more and more leads, only to wonder if it’s actually helping your #sales team? This was part of a conversation Aptitude 8's Connor Jeffers had with Regie.ai's Nina Butler. So often, we think more leads = more opportunities. But, without the right strategy in place, it can be like overfishing a pond. What if, instead of focusing on quantity, we take a more thoughtful approach? This means: - Knowing your team’s capacity. - Avoiding diminishing returns from oversaturating your pipeline. - Focusing on the leads that truly matter to maximize conversions. It’s about finding that perfect balance where every lead gets the attention it deserves.

Tired of forms that ask irrelevant questions? HubSpot’s new Conditional Logic Forms can change that. Imagine this: A potential customer shows interest in one of your products, and instead of asking them everything under the sun, your #form dynamically adapts to ask only the most relevant questions. It’s personalized, efficient, and leads to more targeted data for your sales team. A win-win for everyone! Aptitutde 8's Bree Shockley-Nagel explored this new beta. You can read all about it here: https://lnkd.in/gMp7cQ_F #HubSpottipsandtricks

Imagine having the power to create any feature you want in #HubSpot—what would you build? Brennan Davis, one of our developers at Aptitude 8 recently shared this really cool HubSpot solution with the team. And it's one you'll want to see. Check out this React-based CRM Card. This custom card simplifies proposal creation directly from the deal stage, allowing users to: - Quickly and easily create a proposal deck, choosing from a range of branded templates - Auto-populate data from HubSpot into the proposal deck - And add sections for each line item on the deal The results? This functionality reduces manual effort, saves valuable time for your reps, and shortens the deal cycle by enabling more efficient scheduling of proposal meetings. And this is just one example of how you can customize HubSpot to work for your specific business needs! The possibilities are truly endless.

Managing multiple franchise locations? Aptitude 8's Ryan Gunn can tell you all about using #HubSpot For Centralized Data Management and Reporting in #Franchise Businesses. Here's how you can do this the right way... Introducing the "Hub and Spoke" model. In this model, corporate manages a centralized #data hub, while each franchise operates its own HubSpot portal. Franchisees maintain autonomy over their data while feeding insights into the central hub. Corporate gains a comprehensive view of the business, allowing for streamlined data aggregation and analysis. A win-win. This means: Data Consolidation: No more juggling spreadsheets and platforms. With HubSpot, you can bring all your data from multiple locations into one centralized system—making it easier to track and compare performance. Automated Reporting: Gain clear insights into each franchise’s performance with automated reports that give you a complete overview, helping you identify trends and make informed decisions. Streamlined Communication: Ensure consistent communication across all your locations. HubSpot helps keep your teams aligned by centralizing customer data and internal processes, so you can deliver the same high-quality service no matter where your franchise is located. Improved Decision-Making: With all your data in one place, it’s easier to make strategic decisions that drive growth and operational efficiency across the board. And more! Check out the full blog here: https://lnkd.in/eC-KhN6j

Big day for the Ryans at Aptitude 8! Two of our very own are taking the stage today to share just how versatile and customizable HubSpot is at two different events! At 11:35 AM EST, Aptitude 8's Director of Demand Gen and Marketing Ops, Ryan Gunn, will be presenting "Healthcare, Real Estate, and Beyond: 4 Steps to Industry-Specific HubSpot Configuration" at Hub X OS 2024! Ryan will guide you through a step-by-step plan for tailoring HubSpot to fit the specific needs of different industries, making it easier to manage your processes and get better outcomes. Then at 1 PM EST, be sure to check in with Aptitude 8's Solutions Consultant Ryan Quinn as he joins Kim Hacker with the Arrows team alongside HubSpot's Steve Richards and PandaDoc's David Chang for the webinar, Building Better with HubSpot: Real Estate and PropTech! They'll be discussing real and practical solutions that the PropTech world can utilize to get the most out of their operations set ups! The links to register to both events are in the comments!

We'll see you THIS THURSDAY, September 5th at 1 PM EST! Aptitude 8's Ryan Quinn is joining Arrows' Kim Hacker, HubSpot's Steve Richards, and PandaDoc's David Chang to share all about how Real Estate and PropTech companies can leverage HubSpot! In this webinar, Building Better with HubSpot: Real Estate and PropTech Edition, they will be discussing: - Actionable solutions to real-world problems in the PropTech world - Strategic insights and ideas for streamlining your operations - Inside scoop on best practices, tips and tricks from the experts Link to sign up: https://lnkd.in/eRt8mJat

Aptitude 8 at Hub X OS! We’re thrilled to have one of our own leading an exciting session next week on Thursday, September 5th! Ryan Gunn, our Director of Demand Gen + Marketing Ops is taking the stage next Thursday at 11:40 AM EST with his session on "Healthcare, Real Estate, and Beyond: 4 Steps to Industry-Specific HubSpot Configuration." If you’ve ever struggled with adapting HubSpot to your industry’s unique needs, Ryan’s got you covered with practical, actionable tips. But that’s not all! Hub X OS has a jam-packed lineup of sessions designed to help you get the most out of HubSpot. Grab your spot here: https://lnkd.in/dY2hnzRD

Aptitude 8's Ryan Quinn is joining Arrows' Kim Hacker, HubSpot's Steve Richards, and PandaDoc's David Chang to bring you 45 min of REAL, Real Estate solutions that your team can utilize in their own strategies! Next week, on Thursday, September 5th at 1pm ET, they'll be sharing all about how Real Estate and PropTech companies can leverage HubSpot to overcome common operational challenges. So whether you're new to HubSpot or just looking to fine-tune your approach, this session will provide you with the insights and tools you need to stay ahead of the game. Grab your spot here: https://lnkd.in/eRt8mJat #RealEstate

#Sales efficiency is a huge focus for #RevOps—no secret there. But did you know AI is making a significant, positive impact? In fact, the team over at Zapier has found a ton of cool ways to harness #AI in their sales processes, offering some of the highest ROI potential. They're doing next level things like utilizing AI to... - Analyze call transcripts, automatically extracting key details like stakeholders, budgets, and timelines, and entering them into the CRM. - Consolidate data from various sources—such as support tickets, product usage, and web insights—into detailed call prep guides - Generate post-call summaries and suggests next step And so much more! Check out the full episode to hear more: https://lnkd.in/eqXU56M9