SmartBug on Tap

In staffing, your applicant tracking system (ATS) may feel like both a lifeline and a limitation. It's great at storing resumes and ensuring compliance—but does it actually help you nurture candidates, align with marketing, or forecast sales? In this episode, host Alexandra Whitmore is joined by Abigail Allen, SVP of Sales at SmartBug, to tackle the big question: Is it time to fire your ATS? Toget...

Managing both candidates and clients in one CRM can feel impossible, but it doesn't have to be. In this episode of SmartBug on Tap, host Alexandra Whitmore (VP of Sales at SmartBug) sits down with Sandy Moore (Senior Director of Account Strategy at SmartBug) to unpack why staffing firms struggle with "double funnel" operations and how HubSpot helps solve the chaos. You'll learn: ✅ What the "doubl...

In this episode of SmartBug on Tap, I, Alexandra Whitmore, delve into the common pitfalls staffing firms encounter with their CRM strategies. Joined by Casey Pedicord, our Senior Director of Channel Sales, we explore issues such as poor adoption, messy data, and ineffective recruiter handoffs that can hinder growth. Casey shares insights on how to transform a CRM from a mere record-keeping tool in...

We're diving into the concept of second brain systems—how to use custom GPTs (in ChatGPT) and Gems (in Gemini) to scale your marketing team's productivity, eliminate repetitive tasks, and streamline onboarding, content creation, paid media, and more. You'll learn: ✅ What a second brain is (and why marketers need one) ✅ How to build your own custom GPT or Gem ✅ What to feed your second brain to...

Welcome back to SmartBug on Tap, where we dig into smarter, more scalable HubSpot strategy for marketing, sales, and RevOps teams. In this episode, Casey Peddicord sits down with Sandy Moore, SmartBug's Senior Director of Account Strategy, to unpack one of the most complex—and misunderstood—topics in enterprise marketing: attribution. Whether you're battling siloed data, long sales cycles, or disc...

AI is changing the content game—but how do writers keep their creativity, voice, and humanity intact? In this episode of SmartBug on Tap, host Julia Bye chats with SmartBug copywriter Rebecca Corgan about how content creators can embrace AI tools like ChatGPT and Gemini without compromising authenticity. From overcoming blank-page syndrome to building powerful second-brain workflows, Rebecca share...

Integrating HubSpot with your broader tech stack can either unlock operational gold—or become a chaotic mess. In this episode of SmartBug On Tap, host Casey Peddicord sits down with Justine Verrier, Technical Solutions Engineer at SmartBug Media, to demystify what it takes to build enterprise-grade integrations that actually scale. From NetSuite and Salesforce to custom-built systems, Justine shar...

In this episode of SmartBug on Tap, Tonia Speir dives into the evolving landscape of digital visibility with Mari Boni, an SEO specialist. In "AI Broke the SERP: Here's How Enterprise Teams Can Still Win with HubSpot," we explore the shift from traditional SEO to Answer Engine Optimization (AEO). As AI-driven search results become the norm, it's crucial for enterprise teams to adapt their strategi...

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...

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 performan...

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 chall...

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 com...

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...

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...

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 g...

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, a...

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...

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. 🔹...

The senior tech industry is rapidly growing, with new innovations designed to improve the lives of older adults, caregivers, and healthcare providers. But how do you successfully market and sell senior tech solutions to a diverse audience that includes seniors, adult children, and healthcare professionals? SmartBug Media's AgeTech expert, Tonia Speir, joins host VP of Marketing Paul Schmidt to bre...

On the season finale of SmartBug on Tap , Hannah Shain shares some useful tips on how to get started with TikTok as a B2B marketer. If you're thinking TikTok is just for teens and gen z-ers, think again. Brands are growing, recruiting is flourishing, and more leads than ever are being generated from this platform. So if you haven't started yet - it's time to jump in! 

On this episode of  SmartBug on Tap , Hannah Shain talks about the different definitions of an SQL (sales qualified lead) and what it means for you and your business. For us, it's a black and white metric detailing the count of sales initial calls also known as discovery calls. What's your definition of an SQL?

On this episode of  SmartBug on Tap , Hannah Shain shares what's on her marketing dashboard and what metrics and data we should be digging into on a weekly basis. Data is the lifeblood of your organization. And putting that data into actionable, goal-oriented reporting is critical for us as marketing leaders as we guide the ship, and make decisions on the next investment or game plan. 

On this episode of  SmartBug on Tap , Hannah Shain unpacks some advice on how to land a quick win to enable your sales team with real-time, highly qualified leads. Let's dive in!

On this episode of  SmartBug on Tap , Hannah Shain discusses the topic of Intent Data. Intent data is a major factor in our marketing strategies, especially when it comes to ABM. Here are a few thoughts on how you can work with a data provider to pull in buying intent insights into your CRM and run plays for both sales and marketing.   

On this episode of  SmartBug on Tap , Hannah Shain shares how to use recruitment in this period of "The Great Resignation" to attract and retain talent.