NYC HubSpot User Group // HubSpot + Advizr
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Advizr provides actionable financial guidance through a wellness offering that combines financial planning technology with programming and engagement tools. Their platform facilitates quicker retirement planning and utilizes HubSpot for marketing, sales, and service management, including automated communications and contact management. They have transitioned from Zendesk to HubSpot for support ticketing and customer communication integration.
NYC HubSpot User Group // HubSpot + Advizr
- 1. #nychug
- 2. Advizr + Hubspot September 13, 2018 | NYC HUG
- 3. Nick Bodkins VP, Marketing & Sales Operations — Advizr
- 4. “ What exactly do you do here? “
- 5. Advizr helps deliver better, actionable financial guidance through a comprehensive wellness offering, including intuitive financial planning technology combined with robust programming and effective engagement tools
- 8. Core
- 9. Deliver a simple 5 minute retirement workflow, built to gather key insights from prospects
- 10. 30Mins 2XLonger 3-5X Longer Our platform enables faster comprehensive plan delivery.
- 11. WorkPlace
- 13. Cool, so how do you use HubSpot?
- 14. Marketing Hub Sales Hub Service Hub CMS Forms Live Chat Reporting Dashboards CTAs Teams Analytics Gmail Integration Contact Management Tasks Deals Meeting Scheduling Tickets Chat App Support via API Conversations Inbox
- 16. Migration from ZenDesk to Service Hub Use for all inbound support phone calls Direct integration into HubSpot Ticket Creation via Agent