Streamline Your Sales Process with Powerful Email Tools for Sales

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- AI is changing the world at a rapid pace, but don't worry, HubSpot's got you covered. Let's take a look at some of my favorite new features from HubSpot AI across sales, marketing, and service. Let's start with marketing. To get started, scroll up top to marketing, website, and blog. Here you'll see our brand new generate blog post button. Simply click that and follow the prompts. I'm gonna ask it, how can attending Inbound 2023 help you and your team grow your business? I can even select a country I'm trying to target and make sure I select the blog I wanna post this blog post to. Next, using Semrush data. This is going to search for best SEO optimized blog post titles. You can see they're even ranked by monthly search volume and the difficulty to rank. This looks like a great blog post title. Gonna go ahead and click it and click Next. Now, the blog post generator is actually creating an SEO optimized outline for my blog. I can see the title, I can see the description, and here are the paragraph headers for my blog post. If I wanna edit these, I can simply type and delete if I need to. And now I'm ready to click Generate Blog Post. Here the blog post generator is now taking all of that SEO content, the outline and the title, and creating a full blog post for me. Here you can see we've got our full blog post with our title, all of our paragraph headers, and amazingly rich content. But this could also just be a starting point for your marketing team. We can still use HubSpot AI. Select the first paragraph, click our HubSpot AI tool and change the tone to educational. Scroll to the bottom, and now you're ready to add your conclusion. Simply click slash and generate conclusion and just type "for this blog post" and generate. And again, the AI is now working to create a great, great conclusion for our blog post. I'll go ahead and click Insert, and now I've got a fully AI created blog post. Again, this can be a starting point for your marketing team to add all the things that make their writing unique. However, we're not done yet. Scroll up top to Settings. We all know that getting people to your website is dependent on great metadata descriptions. So I can click Metadata and simply click the content assistant tool and it will generate a metadata description for me that is search engine optimized to drive traffic to our website. There it is. Next, I can also even select a featured image and use AI to create that image for me. Simply select featured image, click generate, and it is actually going to use the metadata description to create an image for us. So here you can see it's created a description of our image based on our metadata, I can simply choose a style for the image that I'd like to see. I'll go with minimalist and click Generate, and the AI is going to use that metadata description, use the image description and create an image I can put into my blog post for me. Here we can see we've got some great images that look like they're from Inbound. I'll go ahead and select this one, and I can either regenerate, I'll go ahead and click Insert, and it's gonna go ahead and insert that for us right there into our blog post. And that is how you can use HubSpot's new AI powered blog post generator to create blog posts, new ideas, and save your marketing team time with amazing AI technology. So with all things content assistant and image assistant, you can create beautiful marketing copy across blog, website and social with the click of a button. But I'm not done yet. So let's get started with Web Builder Assistant and let AI build a website for us. To get started, click the button and first you'll be asked to describe your business. You'll type in your company name, select your industry, and describe your business in a sentence. We help growing businesses create, manage, and grow their online presence. I'll click next and then I'll identify what are the goals for the website. Here, I'd like to attract new leads and offer my services. I'll select Next, and finally, I'll select a style for the website, minimalistic, modern, fresh, elegant, and vibrant. I'll go ahead and click fresh and finally click finish. You'll see that Web Builder assistant is not only busy creating the landing pages and web pages, it's also creating a full CMS, or Content Management System connected to HubSpot where all of your content for your website can automatically live. This saves you hours and days of time. So as you can see, Web Builder Assistant not only created a webpage for me in my desired style and format, but it actually started to build out my services, plans and pricing. It even left me a spot for testimonials for Mark's marketing. Let's take a look at how Reporting Assistant can help your sales teams create amazing reports with the click of a button. Come on, I'll show you. To get started, simply click Create Report in the top right corner. Here you'll see you've got three options: create a report from a template, create a report from scratch, or generate single object report using AI. We'll select that one, because I love AI. Here you'll see that we can actually just ask reporting assistant a question and it will generate a report for us. I asked it who created the most deals last quarter and click Generate. Now, it's important to note that this is a great starting point for your report, but you have the ability to create and customize this as you wish, so you can see I've got some great starting data here. If I wanted to edit my goal, I can simply say, "Who closed the most deals this quarter?" and I can generate the new report and let content assistant update the report for me. Again, this will get us about 80% of the way there and it's a great starting point, but I can change any of these properties. I can change from last quarter to this year, and notice that the data changes. When I'm ready, I can either click Save, or Customize to even customize it more. Here, you're brought to your custom report builder page where you can select any of your visualization options, change it from a bar chart to a column chart, or even a pie chart. Once I got it where I like it, I go ahead and click Save, and I'm brought to a screen where I'm asked to enter the report name and a description. Again, I can use Reporting Assistant to generate a great description so that all sales managers and team members know exactly what this report is showing. Once I'm done, I can click Add to an existing dashboard and I'll add it to my sales manager dashboard and click Save. Now, here comes the fun part. I'll go directly to the dashboard, and sure enough, my brand new report is right down here with my new description. But as I scroll through the rest of my dashboard, I notice that some of these older reports, well, their descriptions just ain't so hot. So I can go ahead and edit this. I can go ahead and click About, click Edit Description, click Generate, and now Reporting Assistant has generated a beautiful description, again, so my sales team is aligned on what this report means. I'll go ahead and click Save, X out, and now Reporting Assistant has helped me build a fully functional sales report and dashboard for all my team. But wait, there's even more for your sales team. HubSpot AI's Content Assistant can even write emails for your sales team. Come on, I'll show you how it works. To get started, head to your email inbox and select Compose. Here you'll see a little prompt that says, "Write an email for me." I'll go ahead and select that and follow the basic prompts. Now, content assistant can write introduction emails, cold outreach emails, or follow up emails. Today, I'm gonna be sending an introduction email. Next, it asks, what am I selling? I'm selling inbound sales and marketing services for growing businesses. Who am I selling to today? I'll be selling to Jerry Garcia, Founder of Grateful Industries. It asks, "In a few words describe what you wanna communicate in this email." I would love to learn more about how the recent acquisition of Mayer Co will impact your customers. It'll even let you select the tone of your email, and I always like to come across as helpful and optimistic. I'll go ahead and click Generate and let Content Assistant gets started writing my introduction email for me. Here you can see that I've got a great first start. I can click Generate More if I don't like the first draft, but I'm gonna go ahead and click Insert Content. Content Assistant will automatically insert that content right into my email client, and here you can see I can even go ahead and continue to customize my email to make sure that it hits the mark for my new prospect. Once I'm ready, I can go ahead and click Send, and my content assistant AI powered email is out in the hands of my prospects. Sales and marketing definitely benefit from HubSpot AI, but let me show you how you can elevate your customer service experience leveraging HubSpot AI tools. Come on, I'll show you how it works. To get started, select Conversations and Inbox. Here you'll see all of your active conversations with your customers and your customer service team. I'll select Maria Johnson. Here I can start by writing a message to Mrs. Johnson. I said, "Mrs. Johnson, thank you for taking the time to contact us. I know it must be challenging to connect your email, but we are here to help you." I'll go ahead and select that message and select the Content Assistant Tool. Here I can either rewrite, expand, shorten, or even change the tone of my message. To get started, I'm gonna rewrite the message. Next, I'm gonna go ahead and ask to expand it. I know that in my previous conversations with Mrs. Johnson, she does appreciate detail. Sometimes it's helpful to create a summary of a conversation that you've had with a customer. To do that, click Comment and click the Summarize This Conversation button. Content assistant will automatically create a summary of all the items in your conversation. This is really helpful if you ever need to hand off a customer to another customer service rep or just to reply back to the customer and create a summary of their experience. Again, this is a great way that Content Assistant can help supercharge your customer service team. Another way that HubSpot AI can help your customer service team is by creating a GPT-powered AI chatbot for the front lines of your website. Let's see it in real time. To get started your AI chatbot is gonna source all of your knowledge base articles or even webpages to source information to create your chatbot. Here you can see we're utilizing these webpages to get information for our chatbot. But let's see what it looks like in action. Here I am on the webpage and I can see I can speak with an AI powered chatbot. I'm gonna go ahead and ask it a question. How much is boarding for two dogs? The AI powered chatbot is now scouring my webpage and my knowledge base to find the correct answer here. You can see that the cost of boarding for two dogs is $49 per night. But let's see if it can have three dogs. There it is. The cost for boarding three dogs is medium room is seven $8 per night. Again, this is a great example of how you can leverage HubSpot's new AI tools to create an AI powered chatbot for your website. To get started using HubSpot AI's new tools for free today, click the link in the description below. Just as HubSpot put all of your customer data in the center of our CRM. We've done the same thing with all of our generative AI. It's at the center of all of your sales, marketing, and customer service tools right inside of HubSpot for you and your teams. I'm Mark from HubSpot. Thanks for watching.