• aptitude 8

On-Demand

[Webinar] CRM Cards: Redefine What's Possible in HubSpot

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CRM EN Summer 2023 v3
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What are CRM Cards?

CRM cards are micro-applications that live on your CRM record pages. They extend HubSpot’s functionality beyond what you can do with out-of-the-box functionality. Things such as appointment scheduling, deal builder, location-based field rep finder, trade show floor plans, and much more.

With CRM Cards, your team can complete tasks that would usually require them to access multiple systems, entirely within HubSpot.

 

Join Aptitude 8 CEO, Connor Jeffers and HubSpot’s Product Marketer for CRM, Amy Chamness for a deep dive into the future of CRM extensibility: CRM Cards! 

The new UI extensions, announced at this year's INBOUND conference, let you customize your HubSpot CRM like never before. Hear from HubSpot's CRM product marketer and HubSpot solutions partner Aptitude 8, as they share what's possible for your team.

At this short, virtual event, you'll discover how you can use these new tools to:

  • Build complex functionality on to of HubSpot, so you keep your sellers in one system
  • Access and action external data without leaving the platform
  • Create customized and functional record pages for each of your teams
  • And much more!

Connor and Amy will cover:

  1. What CRM cards are
  2. When to use them
  3. Some common use cases for sales and operations teams to give you ideas for how you can implement them in your CRM to streamline your selling.

Sign up to learn how you can say "goodbye" to system-switching and "hello" to the all-in-one, customized smart CRM that sales professionals love.

Your Speakers

    Who should join this event?

    Sales Leaders

    Sales leaders who are exploring new CRMs who want to save their team time, provide them the relevant information they need when they need it, and want to increase efficiency, you won't want to miss this.

    RevOps Professionals

    RevOps professionals who are looking for ways to optimize and streamline CRM processes while providing their teams the context they need, right in the CRM.

    Sales Reps

    Sales reps who are finding their CRM restrictive, inefficient and time consuming will find this event valuable with insights to bring back to your team.

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