E59: Banking on Better UX: How Allica Bank Uses HubSpot CMS to Convert

HubSpot’s new UI extensions are opening a world of possibilities for CRM customisation and in the latest episode of PodSpot, host Jon Pittham sits down with Jaime Boardman, Karman Digital’s Integrations Lead, to explore what that really means for businesses using HubSpot. If you’ve ever wished you could view everything you need in one place within HubSpot (without jumping between tabs, objects, or external tools) this episode is for you. UI extensions are designed to make that possible, bringing data, actions, and even external integrations together in one seamless experience. But this episode isn’t just a technical deep dive. Jon and Jaime unpack how these new tools could simplify day-to-day work for sales, marketing, and service teams, and where businesses should tread carefully to avoid over-engineering their CRM. Expect real-world examples, a few lightbulb moments, and insights that’ll leave you rethinking how your team could get more from HubSpot.   Key discussion points: 03:42 – What are HubSpot UI Extensions? 05:10 – React and the tech behind UI extensions 08:07 – Unifying the user experience 10:04 – Moving beyond iFrames 25:08 – Spotting opportunities for impact Want to learn more about HubSpot? Visit our website: https://www.karman.digital/ Follow us on LinkedIn Listen on Spotify Listen on Apple Podcasts

In episode 61 of PodSpot, Jon Pittham unpacks the biggest announcements from HubSpot’s INBOUND25 conference. From the launch of Data Hub and AI-powered assistants to the rise of hybrid human-AI teams, Jon explains how HubSpot is evolving into a smart CRM that actively drives business growth. Discover how new tools like Breeze Assistants, Data Studio, and Marketing Studio are changing the way firms unify data, scale service securely, and deliver measurable marketing results. Jon also explores critical themes such as AI governance, answer engine optimisation, and HubSpot’s new “Loop” model for growth. If you’re in professional or financial services and want to stay ahead of how AI and HubSpot will shape your next phase of growth, this episode is packed with insights you can’t afford to miss.   Key discussion points: 03:20 – Data Hub: The new foundation for smart CRM 06:05 – AI agents and the rise of hybrid human-AI teams 09:10 – Security, governance, and AI integrations 18:45 – Marketing Studio: A new workspace for campaigns 25:40 – The Loop: HubSpot’s new model for growth Want to learn more about HubSpot? Visit our website: https://www.karman.digital/services/revops-services  Follow us on LinkedIn Listen on Spotify Listen on Apple Podcasts

In episode 60 of PodSpot, Jon Pittham and Maxime Lauricella explore the transformative potential of HubSpot in business development. They discuss how personalised outreach can replace generic messaging, enhancing engagement and conversion rates. Maxime explains how data and automation, particularly through HubSpot, streamline workflows and improve CRM effectiveness. The conversation highlights AI's role in identifying high-converting prospects and how tools like email open notifications can drive successful client engagements. The episode also explores the emerging field of Revenue Operations (RevOps) and its significance in aligning technology, data, and processes for business growth. Jon and Maxime discuss the benefits of using HubSpot as a unified platform, improving collaboration across marketing, sales, and service departments.  Practical advice is offered for BDMs and BDRs in competitive markets, emphasising the importance of industry knowledge, leveraging AI for prospecting, and maintaining a client-focused approach. Tune in for valuable insights and strategies to enhance your business development efforts and turn every inbox into an opportunity for real conversation and growth.   Key discussion points: 00:07 - Driving Stronger Conversations in Business Development 12:49 - Leveraging AI for Stronger Business Development 21:40 - AI Impact on Business Development 28:58 - HubSpot and AI for Business Growth 34:37 - Effective Sales Outreach Strategies With HubSpot   Want to learn more about RevOps and HubSpot? Visit our website: https://www.karman.digital/services/revops-services  Follow us on LinkedIn Listen on Spotify Listen on Apple Podcasts

In this episode 59 of PodSpot, we sit down with Ed Turner, Website Manager at Allica Bank, to explore how HubSpot CMS is driving smarter, faster digital growth. Ed shares how Allica Bank built a standout digital experience for established businesses often overlooked by traditional lenders and increased conversions by 30–40% in the process. From A/B testing to stakeholder alignment, Ed unpacks the tools, tactics, and mindset behind a high-performing website that adapts quickly and delivers real value. If you work in digital strategy, web operations, or business transformation, this episode is packed with practical takeaways to sharpen your approach.   Key discussion points: 05:15 - Ed Turner's Journey to Allica Bank  12:33 - Website Conversion Optimisation Through AB Testing  17:20 - The Role of HubSpot CMS in UX  20:50 - Improving Website Conversion Rates Through Redesign  23:30 - Challenges and Triumphs in Digital Strategy   Want to learn more about RevOps and HubSpot? Visit our website: https://www.karman.digital/services/revops-services  Follow us on LinkedIn Listen on Spotify Listen on Apple Podcasts

In this episode of Podspot, Jon Pittham hosts Jade Faulconbridge, founder of Attributed Marketing, to explore the transformative potential of Revenue Operations (RevOps) in professional services. Jade shares her expertise in aligning sales, marketing and client services to streamline revenue generation. The discussion covers the integration of data, technology and processes to create cohesive teams dedicated to revenue goals, emphasising the importance of aligning with the evolving needs of CFOs. Jade highlights the complexities of implementing RevOps, noting the challenges posed by disconnected systems and misaligned definitions. Leadership buy-in is crucial for success, as the transformation requires significant commitment and can take up to 18 months to achieve. The episode dives into the current drivers of RevOps, including AI advancements and digital transformation, stressing the need for a clear vision to navigate these challenges.   Key discussion points: 06:04 - RevOps Alignment for Professional Services 17:29 - Maximising Value and Quick Wins 22:08 - Campaign Value and Revenue Metrics 28:16 - Building a Strong Revenue Operations Team   Want to learn more about RevOps and HubSpot? Visit our website: https://www.karman.digital/services/revops-services  Follow us on LinkedIn Listen on Spotify Listen on Apple Podcasts

In this insightful episode of PodSpot, Jon Pittham welcomes Ryan Hall, founder of Friday Solved, to discuss the transformative impact of RevOps and SalesOps on modern sales strategies. With over 23 years of experience, Ryan shares his journey from aggressive sales tactics to a more relationship-focused approach. The conversation delves into the role of HubSpot in building scalable sales systems, highlighting the non-linear nature of the B2B sales journey. Ryan and Jon explore how technology, particularly AI, is reshaping sales operations. They discuss the importance of segmenting the sales funnel and aligning tasks with individual skills, allowing businesses to maximise the potential of their sales teams. The episode also emphasises the critical role of aligning sales and marketing under unified leadership, fostering collaboration and celebrating sales successes. Join Jon and Ryan as they uncover the power of RevOps and SalesOps in driving sales transformation and discover actionable insights to revolutionise your sales processes.   Key discussion points: 04:35 - Building Scalable Sales Systems 09:47 - Leveraging Technology and Data in Sales 15:20 - The Non-Linear B2B Sales Journey 18:42 - Enhancing Sales Efficiency with AI 22:53 - Aligning Sales and Marketing for Success 27:10 - Celebrating Sales Team Successes   Want to learn more about RevOps and HubSpot? Visit our website: https://www.karman.digital/services/revops-services  Follow us on LinkedIn Listen on Spotify Listen on Apple Podcasts

In this technical deep dive, Jon Pittham is joined by HubSpot experts Jon Dean and Jaime Boardman to explore some of the most impactful HubSpot updates of 2024. This episode focuses on advanced tools like React, APIs, and webhooks, highlighting how these updates enhance customisation, speed, and overall functionality for businesses. The discussion also touches on wishlist features for 2025, with plenty of practical insights for developers and users alike.   Key discussion points: 9:20 - APIs and CRM Extensions 11:06 - Webhooks in HubSpot 15:04 - GraphQL for HubSpot 17:32 - Improved API Documentation 22:19 - Wishlist for 2025   Want to learn more about HubSpot? Visit our website: https://www.karman.digital/  Follow us on LinkedIn Listen on Spotify Listen on Apple Podcasts

HubSpot’s relentless innovation in 2024 has brought a wave of beta features reshaping the CRM, sales, and marketing landscape for businesses. In episode 55 of PodSpot, Director, Jon Pittham sits down with some of  Karman Digital’s HubSpot experts Ryan Clark  (Head of HubSpot Services) and Samantha Mumby-Harrison (CRM Specialist) to explore the year’s standout updates on HubSpot in part one of a two part series. From AI-powered breakthroughs to smarter tools for managing data, this conversation digs into the possibilities these new features unlock. How are businesses already seeing the benefits? What’s making life easier for marketers, sales teams and ops managers? And what’s next for HubSpot in 2025? Whether you’re looking for fresh ideas to optimise your workflows or curious about the future of HubSpot, this episode is packed with practical insights and bold predictions.   Key discussion points: 01:46 - AI-Powered Innovation 06:13 - Lead Scoring Improvements 10:17 - Breeze Ecosystem 22:57 - Challenges in Feature Adoption 30:27 - Wishlist for 2025   Want to learn more about HubSpot? Visit our website: https://www.karman.digital/  Follow us on LinkedIn Listen on Spotify Listen on Apple Podcasts

Migrating data into a new CRM is often more complex than anticipated. In episode 54 of PodSpot, Jon Pittham sits down with John Bohnert, a CRM Migration Specialist at HubSpot, to demystify the process. From scoping your project to ensuring data integrity, John provides a wealth of insights for businesses looking to make the move. John explains that every migration comes with its own set of challenges, whether it’s managing vast amounts of relational data or coordinating multiple departments. He highlights the importance of prioritising essential data, noting that not every piece of information needs to make the transition. Using HubSpot’s data quality tools, businesses can address issues such as duplicates and inconsistencies after the migration, streamlining what can otherwise be a laborious process. A standout point in the discussion is John’s take on data cleansing. Rather than investing time in perfecting data beforehand, he suggests leveraging HubSpot’s robust capabilities to clean and organise data post-migration. This not only saves time but also helps teams become more familiar with the platform’s functionality. For businesses embarking on a CRM migration, John’s advice is clear: focus on bringing over what’s essential in a usable format and embrace the iterative nature of data management. Tune in to the full episode for more practical tips and expert insights on making your HubSpot migration a success.   Key discussion points: 05:30 - Common Migration Challenges 11:15 -  Stakeholder Involvement 17:00 - Handling Bad Data 23:45 - Managing Duplicates and Relational Data 30:20 - Migration Process Tips   Want to learn more about HubSpot? Visit our website: https://www.karman.digital/  Follow us on LinkedIn Listen on Spotify Listen on Apple Podcasts

In episode 53 of PodSpot, host Jon Pittham is joined by Joe Fulton, Senior UX designer at Karma Digital, to explore the intricacies of Conversion Rate Optimisation (CRO) within the HubSpot ecosystem.   Joe emphasises how leveraging HubSpot's tools can significantly improve user engagement and conversion rates. The conversation highlights the importance of data-driven decision-making and how understanding user behaviour through analytics can lead to more effective strategies.   The pair also addresses common misconceptions about CRO, particularly the tendency to prioritise traffic volume over conversion efficiency. Joe shares insights on optimising user experience by identifying friction points in the conversion process and by focusing on creating personalised experiences and utilising HubSpot's features effectively, businesses can realign their marketing strategies to maximise conversions and drive growth.   Key discussion points: 1:35 -  Understanding CRO in the Context of HubSpot  13:06 - Applying Design-Driven Approaches to CRO  20:48 - Benchmarking and Measuring Success   25:39 - What’s Next in HubSpot’s CRO Capabilities   Want to learn more about HubSpot? Visit our website: https://www.karman.digital/  Follow us on LinkedIn Listen on Spotify Listen on Apple Podcasts