Aptitude 8

Utilizing #HubSpot enables #healthcare providers to offer patients secure portals that provide 24/7 access to essential health information. These portals elevate the patient experience by delivering a personalized and efficient platform, empowering individuals to actively participate in their healthcare journey and ultimately leading to improved health outcomes through... - Access to medical records: Patients can easily view their health records and lab results at any time, ensuring they are always informed about their health status. - Easy appointment scheduling: Patients can seamlessly book, reschedule, or cancel appointments with just a few clicks. - Quick access to test results: Patients can view test results as they are available. - Record Requests: A streamlined process allows patients to conveniently request copies of their medical records. Why is this important? Couple reasons: - When patients have round-the-clock access to their health information, they feel more in control of their healthcare journey. - Automating appointment scheduling and medical record requests translates into a smoother operation and a better overall patient experience. - Personalization matters and helps in building a stronger patient-provider relationship and ensures that patients receive the most relevant care. #HubSpotforHealthcare is the way. Learn more here: https://lnkd.in/gQqfzpF6

The customer experience is everything. That’s why we’re hosting an entire event about it on November 14th at the New York Customer Experience Summit! At #NYCX, you’ll learn how leading SaaS companies are redefining the customer journey with real strategies and real-world insights. We’ve built sessions that break down each stage—from finding your ideal audience to sealing the deal and beyond. One session you won’t want to miss is Igniting Growth: Top-of-Funnel Leadership Unplugged with Clay's Jess Bergson and PandaDoc's Ariana Tiwari! This session will explore actionable leadership insights on driving demand, nurturing leads, and converting opportunities with efficiency and precision. If you’re looking to refine your approach to top-of-funnel strategies, this session will provide the tools you need to drive real growth. But this event isn’t just about the sessions—it's a great opportunity to network! Attending in person will allow you to engage with SaaS industry executives and other thought leaders. Spots are limited, so apply now to join us in person and take your customer experience to the next level! Virtual attendance is also available! Link here: https://lnkd.in/e2RyWb3y

One of the most rewarding parts of being a #HubSpot partner is when we get to help teams not just use the tool, but really master it—making it work exactly the way they want to drive results. And this client? They’ve truly embraced that. From day one, we’ve been in the trenches together and it’s been incredible to watch their processes evolve and become more efficient... and knowing we’ve been a part of that transformation is what makes the work so meaningful. What makes it even better is the partnership we’ve built along the way. We’re not just a vendor—they trust us to be a part of their team, fully invested in their success, and that’s the kind of relationship we love to foster. It’s moments like these that remind us why we do what we do. Big shoutout to the amazing team on both sides for the collaboration, dedication, and all the fun we’ve had so far. Can’t wait to see where we go next!

#HubSpot Pro Tier customers in education, real estate, or service-based industries... Say goodbye to makeshift solutions and complicated workarounds—HubSpot’s Object Library and Data Templates are here to change the way you manage your CRM. For years, Pro Tier users were limited to default objects like Contacts, Companies, Deals, and Tickets, while custom objects remained an Enterprise feature. This meant teams had to get creative, repurposing objects or relying on integrations that didn’t always scale well. But now, HubSpot has changed the game. With just a few clicks, you can access new, ready-to-use objects like Courses, Appointments, and Listings. These fully-functional objects integrate seamlessly with your CRM, helping you streamline operations and focus on what matters most—growing your business. And the best part? HubSpot isn’t stopping here. More industry-specific templates are on the way, meaning your CRM setup will be easier and more effective than ever. It’s time to stop working around the limitations and start leveraging a CRM that works for you. #HubSpottipsandtricks

It's always inspiring to hear directly from our clients about their experiences with HubSpot and how Aptitude 8 plays a role in their journey. At INBOUND24, Em Wingrove had the chance to sit down with Brittany and Emma from Intersurgical, Inc. USA, and their story is a testament to the power of technology and collaboration, creating exceptional customer experiences. From integrating Dynamics into #HubSpot to watching their team grow in enthusiasm, it’s incredible to see how their hard work is driving real results. We’re honored to be a part of their growth and success, and it’s moments like these that remind us why we do what we do. Thank you for trusting us and sharing your journey. We can’t wait to see what you achieve next! #CustomerExperience

In-person events are so back! And we're so excited to be hosting one! Introducing NYCX—the New York Customer Experience Summit, designed to help mid-to-large SaaS businesses unlock innovative solutions for every stage of the customer journey. This November 14th, join us from 3:00-8:00 PM EST for a 1-day microconference packed with thought leadership sessions, real-world case studies, and in-depth technical strategy insights. We’ve partnered with HubSpot, Arrows, Clay and PandaDoc to showcase how you can transform your entire customer experience—from demand generation and marketing to sales, customer success, and beyond—using HubSpot as the unifying platform to deliver seamless, world-class interactions at every touchpoint. Apply to join us in-person for great networking opportunities or attend virtually—we can’t wait to see you! Link here: https://lnkd.in/eddvXGys #NYCX

It’s hard to believe #INBOUND was almost two weeks ago, but the conversations and ideas we brought back are still fresh in our minds. From the AI innovations to the incredible sessions with partners and peers, we left Boston feeling more motivated than ever. This reel captures just a glimpse of the energy and excitement we felt. Now, it’s time to put those insights into action and keep pushing forward. Can’t wait to see where #HubSpot takes things next!

At INBOUND this year, #HubSpot announced a significant enhancement that will make a big difference for scaling businesses: Datasets are now available for Operations Hub Professional users. With this expanded availability, mid-sized businesses can now tap into powerful data management tools without needing to upgrade to the Enterprise tier. What Exactly Are Datasets? In simple terms, datasets help you organize, transform, and manage CRM data for more precise reporting and decision-making. They enable your team to create customized views, perform complex data queries, and automate workflows—all while ensuring your data is clean and actionable. With the latest updates to HubSpot’s #dataset feature, Professional-tier customers will be able to: - Join CSV data with #CRM data for enhanced reporting. - Perform inner joins between datasets for deeper insights. - Automate workflows based on curated datasets for smarter operations. Pretty cool stuff. Check out our live blog recapping this update and more here: https://lnkd.in/ebVWEUnn

In marketing, every second counts. #HubSpot gets that. And that's one of the reasons HubSpot's new Messaging Insights tool is a must-have for marketers looking to streamline their email campaigns. By automatically detecting anomalies and offering root cause analysis, this tool helps teams make smarter decisions without the data overwhelm. Understand what’s working, what’s not, and why it’s happening... Quickly. Follow along with all of the updates out of this year's INBOUND by checking out our live blog here: https://lnkd.in/ebVWEUnn

The energy yesterday at HubSpot’s #INBOUND2024 keynote was nothing short of electric. Aptitude 8's Em Wingrove, Bryan Byler and Christopher Barnett sat down after to share their thoughts. Watch below! #HubSpot isn’t just evolving; it’s reimagining what’s possible, pushing businesses to rethink how they operate, scale, and grow. From AI copilots to seamless integrations, the keynote highlighted a future where teams don’t have to juggle endless tools, clunky processes, or fragmented data. Instead, everything is fast, easy, and unified—exactly how tech should be. And we couldn’t be more excited about the role #AI is playing in this transformation. With the rise of HubSpot’s Breeze Agents, there’s no longer a need to work alone. Whether it's automating repetitive tasks, offering real-time insights, or streamlining complex workflows, these AI tools feel like trusted teammates that empower us to work smarter, not harder. But what really stood out to us? HubSpot’s relentless focus on unification—bringing together people, data, and platforms to create a seamless experience. HubSpot’s vision of a fully integrated tech stack, where sales, marketing, and customer success work in harmony, is one we’ve always championed at Aptitude 8. It’s about crafting strategies that scale, tools that adapt, and systems that unify entire teams. Excited for day 2!