Making HubSpot Work Better by Understanding How People Work Best

In this episode of SmartBug on Tap, SmartBug's Director of Channel Sales Casey Peddicord sits down with Strategy Team Leader Sam St-Amour to explore how building a great HubSpot system isn't just about the tools—it’s about the people who use them. Together, they unpack how mapping your processes around the way your team works (instead of forcing them into rigid systems) is the key to long-term HubSpot success.

If you've ever launched a beautifully built HubSpot portal that started falling apart in the real world, this one's for you.

📚 What You’ll Learn

• Why overbuilding your HubSpot portal can backfire
• The importance of user-focused process mapping
• How to balance standardization with team flexibility
• Ways to increase adoption without overwhelming your team
• What to look for when your system is becoming too complex
• Real-world tips for ongoing enablement and evolution
  
  

🔑 Key Highlights & Timestamps

[00:14] Intro: Why People and Process Matter
[01:16] Meet Sam St-Amour
[02:42] Why HubSpot Systems Lose Steam
[04:56] How Much Time Should a CRM Migration Take?
[06:46] Misalignment Between People and Platform
[09:19] The Temptation to Overbuild
[12:05] Takeaway: Start Simple, Do It Well
[13:53] What Human-Centered Design Means in HubSpot
[16:01] Sam’s Framework: Mapping Processes Around People
[22:37] Enablement That Actually Sticks
[26:05] Customizing the Interface for Simplicity
[27:20] Training and Evolution Over Time
[31:36] Your CRM is Like a House
[33:27] Signs Your System is Too Complex
[37:42] Final Takeaways

🔗 Want to Connect?

👉 Contact SmartBug: www.smartbugmedia.com/contact-us
👉 Contact Casey: cpeddicord@smartbugmedia.com

Relevant Resources

• [Vidcast] Making HubSpot Work Better by Understanding How People Work Best