In today's fast-paced digital landscape, if you want to stay ahead of the competition, it's critical to always be on the lookout for tools that deliver immediate benefits. If you already have a tool, you can improve the ROI by employing a strategic approach to updates that will accelerate the time it takes your team to start using and seeing value from new features and improvements.
With the recent unveiling of HubSpot's AI tools, including Breeze Copilot, Intelligence, and a suite of AI Agents, you're probably eager to jump in and start seeing a return on investment (ROI) as quickly as possible, especially on those tools that have a price (like Breeze Intelligence).
So, how can you maximize your use of these tools to ensure you're getting value in record time? Let's dive in.
Understanding HubSpot's AI Arsenal
Before we dive into the specifics, it’s essential to get a lay of the land. HubSpot's AI tools are crafted to simplify and enhance your marketing, sales, and customer service operations. If you're interested in reading more about the various tools, check out our articles on Breeze Copilot and Intelligence. For now, here's a quick snapshot:
- Breeze Copilot: Streamlines task automation and data management, allowing your team to focus on high-impact activities.
- Intelligence: Offers insightful analytics and predictive data to inform your strategies.
- AI Agents: These are your virtual assistants, handling routine activities and enhancing customer interactions with speed and precision.
Now that you're familiar with the players, let's look at how you can ensure these tools deliver maximum value with minimal delay.
Breeze Copilot: Your Fast-Track to Efficiency
To leverage Breeze Copilot for rapid ROI, work with your team to identify repetitive tasks that consume valuable time. For a lot of companies this involves data entry, follow-up emails, or updating CRM records. By automating these routine processes, you free up your team to focus on strategic efforts that drive growth.
Quick Tips:
- Prioritize Automation: Begin with tasks that are time-consuming, frequent. The more you automate, the more immediate the productivity boost.
- Set Clear but Simple Goals: Define what success looks like at the start. Work directly with your team who will be using the AI to build specific targets that are also simple to measure - the key is to not spend too much time coming up with and fretting over goals and more time actually learning the tool. Goals like "increase lead follow up speed" are clear, but not so specific (i.e. with numbers) that the team has to spend more time programming the tool than using it.
- Monitor and Optimize: Use Breeze Copilot's analytics to track the impact of automation. You can adjust and refine your processes for continuous improvement. Similar to the above, don't worry about setting up every possible process. Pick the ones that will be simple to implement quickly and then optimize by adding additional functions and processes later.
Intelligence: Making Data Work for You
HubSpot's Intelligence tool is your crystal ball, providing predictive insights that can transform your decision-making. While some of the intelligence features require paid credits (like data enrichment), you can get started with some of the features without waiting for budget approval decisions.
Quick Tips:
- Set up Intent Monitoring: Intent monitoring allows you to set up target markets and find companies within those markets that have been visiting your website, whether or not they're already in your CRM. You can use these target markets to monitor which companies in your ICP have been showing intent with your products or services. You can also set up monitoring based on who's visiting your site in general (without the target market filters), so you can keep an eye out for new trends in company types, industries, sizes, etc. amongst your site visitors.
- Leverage Predictive Insights: Use Intelligence to foresee trends and adapt your strategies proactively. This could mean something like putting out a new industry-focused web page or campaign based on the industry that shows up most frequently among your website intent visits. You don't need to start with data deep-dives,
- Regular Reviews: Set up regular meetings to discuss insights with your team. This ensures that everyone stays on the same page about what the data means and how to use it in their day-to-day work. You can quickly see value from intent tools when you use them to make data-driven decisions about your business processes.
AI Agents: Your Digital Workforce
AI Agents are about helping your team perform standard actions quickly and more effectively. There are 4 agents built into HubSpot (Social, Prospecting, Content, and Customer) but you can also visit agent.ai to browse a whole network of agents created so suit all kinds of business needs! To see quick returns, integrate the agents that will deliver the most benefits with the shortest time-to-implement.
Pro-tip: These Agents are in private beta at the moment (as of September 2024) so make sure to request the Beta asap as it can take a few days to get accepted.
Quick Tips:
- Start with Built-In Agents: Browsing through agent.ai it's easy to get carried away with big dreams about how AI can help your team work more efficiently. But the 4 built-in agents are the most flushed-out and offer the fastest integration into your current processes. Plus, there's one for each department - Social for Marketers, Prospecting for Sales, Customer for Service, and Content for all!
- Train with Real Scenarios: All of the AI Agents can be trained based on your existing content - so make sure to use real-life scenarios (i.e. actual emails sent to client by different members of your sales team). This ensures they are equipped to handle real-world queries effectively and without sacrificing your company's "voice."
- Monitor and Adjust: Regularly review AI Agent performance and make necessary adjustments. As they learn, their ability to provide value continues to grow.
The Key To Accelerating Your Time to Value
The road to a fast ROI with HubSpot's AI tools is paved with automation and useful data. By automating where it counts with Breeze Copilot, harnessing data insights via Intelligence, and enhancing customer experiences through AI Agents, your business is well-positioned to thrive in the digital era.
Remember, these tools are here to simplify, not complicate. Start with small, manageable steps, and you'll find many of them have big benefits. If your looking for additional tips on how to increase the value your team gets from HubSpot, you can join our HubSpot User Group (HUG) where we host regular live events, including demos and tutorials right here.