HubSpot and Salesforce: How to Integrate and When to Migrate
Release Date: 05/13/2025
Making HubSpot Work Better by Understanding How People Work Best
SmartBug on Tap
In this episode of SmartBug on Tap, I explore how understanding human behavior can enhance the effectiveness of your HubSpot system. Joined by Sam Saint-Maur, an expert in marketing operations, we discuss the often-overlooked impact of aligning people and processes with your CRM platform. We delve into why beautifully built systems can falter in practice and how misalignment between tools and team dynamics can cause breakdowns. Sam shares insights on the importance of allowing sufficient runway time for CRM transitions and the pitfalls of overbuilding without considering user needs. We also...
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From Guesswork to Greatness: Paid Media in the AI Era
SmartBug on Tap
In this episode of SmartBug on Tap, “From Guesswork to Greatness: Paid Media in the AI Era,” we dive into how AI is transforming digital advertising—and what marketers need to know to stay competitive. Join Paul Schmidt, VP of Marketing at SmartBug, and Louis-Claude Martin, a seasoned paid media expert at SmartBug, as they unpack the real impact of AI on campaign strategy, targeting, and performance. From the power of first-party data to the evolving role of media managers, this episode reveals how to shift from manual guesswork to data-backed greatness in the age of AI. 🎤 Speakers...
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How HubSpot Can Help AgeTech Companies Scale Faster and Retain Customers
SmartBug on Tap
With 10,000 Americans turning 65 every day, the opportunity in AgeTech has never been greater. However, AgeTech and senior living organizations face unique challenges in marketing, sales, and customer retention—whether selling to seniors, caregivers, or healthcare providers. In this video, we explore how HubSpot’s CRM, automation, and AI-driven tools can help AgeTech companies overcome these challenges and scale effectively. What You’ll Learn: ✅ The Unique Challenges of Scaling an AgeTech Company – Navigating long sales cycles, trust-driven decision-making, compliance hurdles, and...
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HubSpot and Salesforce: How to Integrate and When to Migrate
SmartBug on Tap
Today we're tackling one of the biggest questions B2B companies face: Should you keep both HubSpot and Salesforce connected—or is it time to fully switch? Join Casey Peddicord, Senior Director of Channel Sales at SmartBug, and Alex Bisaillon (a.k.a. “Biz”), Solution Architect at SmartBug, as they break down how to decide between integrating and migrating, based on real-world experience helping companies align their revenue tech stacks. 🎤 Speakers Casey Peddicord (Host) Senior Director of Channel Sales at SmartBug [email protected] Alex Bisaillon (Guest) Solution Architect...
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Strategic Spending: AgeTech GTM Strategies for Paid Media Success
SmartBug on Tap
Dive into how AgeTech companies can build effective, ROI-driven paid media campaigns—even with a lean marketing budget. SmartBug's Senior Sales Executive, Tonia Speir, sits down with Briana Greer, Director of Paid Media at SmartBug, to explore how to prioritize platforms, optimize spend, and avoid common pitfalls in early go-to-market (GTM) efforts. Whether you’re targeting adult children, seniors, caregivers, or B2B buyers such as healthcare professionals or senior living execs, this conversation offers a blueprint for smarter advertising decisions. 🎤 Speakers Tonia Speir (Host) Senior...
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Setting Up HubSpot for AgeTech Organizations
SmartBug on Tap
In this episode of SmartBug on Tap, titled "Setting Up HubSpot for AgeTech Organizations," I delve into the intricacies of configuring HubSpot to meet the unique needs of AgeTech companies. Joined by John Suarez, SmartBug's Director of HubSpot Strategy, we explore the importance of setting up HubSpot correctly from the start to ensure data integrity and operational efficiency. John shares insights on managing parent-child company relationships, handling multiple buyer personas, and maintaining clean data. We also discuss how to leverage HubSpot's features for tracking referrals and managing...
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Where to Start with HubSpot–CRM or Marketing First
SmartBug on Tap
Join us as we unpack one of the most common questions new HubSpot users ask: Do you begin with Marketing Hub or Sales Hub? This episode features a tactical discussion between Tonia Speir, Senior Sales Executive at SmartBug, and John Suarez, Director of HubSpot Strategy at SmartBug, diving into how to make the right first move in HubSpot based on your business model, team structure, and long-term goals. 🎤 Speakers Tonia Speir (Host) Senior Sales Executive at SmartBug [email protected] John Suarez (Guest) Director of HubSpot Strategy at SmartBug [email protected] 📚 What...
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Maximizing Portfolio Oversight: How Private Equity Firms Leverage HubSpot for Growth + Transparency
SmartBug on Tap
Take a deep dive into how private equity firms are streamlining reporting, reducing inefficiencies, and driving portfolio-wide growth using HubSpot. This episode features an insightful conversation between Paul Schmidt, SmartBug’s VP of Marketing, and Casey Peddicord, Senior Director of Channel Sales, breaking down how private equity firms are overcoming fragmented tech stacks, manual reporting, and siloed data by using HubSpot as a single source of truth. 🎤 Speakers Paul Schmidt (Host) VP of Marketing at SmartBug Media [email protected] Casey Peddicord (Guest) Senior Director of...
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How Healthcare Organizations Can Stay Ahead of Healthcare Compliance Changes with HubSpot
SmartBug on Tap
Let's dive deep into how healthcare organizations can leverage HubSpot to modernize their marketing, sales, and service operations while staying compliant with ever-evolving healthcare regulations, including HIPAA. Join SmartBug HubSpot experts Paul Schmidt and Casey Peddicord as they explore: ✅ Why more healthcare orgs are adopting HubSpot now than ever before ✅ What HubSpot’s HIPAA compliance means for storing PHI and building forms ✅ Real-world examples from medical device companies, vein clinics, and more ✅ How healthcare CRMs integrate with EHR/EMR systems like Epic and Athena...
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Branding and Messaging for Senior Tech: How to Connect with the AgeTech Audience
SmartBug on Tap
Creating messaging that resonates with older adults, care partners, and influencers is a critical yet often overlooked factor in the success of senior-focused technology. In this episode, SmartBug’s Paul Schmidt is joined by AgeTech expert Tonia Speir and Senior Director of Copy Erin Hardy to explore the branding and messaging strategies that drive engagement and adoption in the AgeTech space. 🔹 Why branding and messaging are often overlooked in senior-focused technology 🔹 How to balance features and benefits to create compelling messaging 🔹 The unique challenges of marketing to...
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