PodSpot - The HubSpot podcast for regulated and professional services firms.
<p>PodSpot is the HubSpot podcast built for regulated and professional services firms - helping financial services, legal, and professional services leaders get more out of their CRM and revenue operations. Brought to you by UK Diamond HubSpot Partner, Karman Digital.</p>
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All Episodes
E69: Agents in HubSpot: What They Actually Do (and How to Build Your Own)
<p>What does an AI agent actually do, and how is it different from the AI already available inside HubSpot?</p> <p>Karman Digital Founder Jon Pittham is joined by Maxime Lauricella, Senior Core Partner Manager at HubSpot, to explore how agents can complete defined tasks using CRM data, how businesses can build their own through Agent Hub and where they could add value across professional and financial services.</p> <p>They discuss where to start, the importance of good data and human oversight, and what HubSpot's move towards an agentic customer platform could mean for the way teams work.</p> <p>Listen to the episode for a practical look at where HubSpot agents are today and where they could be heading.</p> <p> </p> <p>Key discussion points:</p> <ul> <li>02:03 - What is an AI agent?</li> <li>06:42 - Ready-made agents vs Building your own (Agent Hub)</li> <li>12:23 - Where to start: prioritizing use cases & governance</li> <li>15:00 - Testing, sandboxes and human-in-the-loop</li> <li>18:41 - AI agent results & case studies</li> <li>24:59 - HubSpot’s vision: Agentic Customer Platform</li> </ul> <p> </p> <p>Want to learn more about HubSpot? Visit our website:<a href="https://www.karman.digital/services/revops-services" rel="nofollow"> https://www.karman.digital/</a></p> <p>Follow us on<a href="https://www.linkedin.com/company/karmandigital/" rel="nofollow"> LinkedIn</a></p> <p>Listen on<a href="https://open.spotify.com/show/5dfA1R2mTDnjhAUJCmvUQX" rel="nofollow"> Spotify</a></p> <p>Listen on<a href="https://podcasts.apple.com/gb/podcast/podspot-the-uk-hubspot-podcast/id1513136665" rel="nofollow"> Apple Podcasts</a></p> <p> </p>E68: Beyond the CRM: How Data Drives Value Creation in Private Equity
<p>Commercial data has become one of the most valuable assets in a growing business, yet it's often one of the least understood.</p> <p> In episode #68 of PodSpot, Jon Pittham and Dylan Grevatt discuss why CRM, relationship intelligence and data quality are becoming central to value creation in private equity-backed organisations. They explore the growing importance of organic growth, why AI depends on strong commercial foundations, and how businesses can turn better data into better decisions.</p> <p> If you're preparing for investment, managing a portfolio company or looking to build a more scalable growth strategy, this episode is packed with practical ideas to help you think differently about CRM.</p>E67: Human Impact & Relationship Intelligence
<p>In this episode of PodSpot, Jon Pittham is joined by Sarah McDevitt, Senior Director of Partner Strategy, Operations & Capabilities at HubSpot, for a discussion about the growing importance of relationship intelligence in the age of AI.</p> <p>Sarah shares the thinking behind her new book and explains why awareness, presence, accountability, connection and human differentiation will become defining strengths as AI becomes embedded across organisations. Together, they explore how CRM should evolve from a historical record into the intelligence layer that powers better decisions, AI agents and more personalised customer experiences.</p> <p>The episode also examines the challenge of capturing knowledge that currently exists in conversations rather than systems, the role of context in improving AI outcomes, and why businesses should focus on process design, trust and adoption before rushing into implementation. </p> <p>Key discussion points:</p> <ul> <li>03:00 – What Is Relational Intelligence?</li> <li>11:39 – CRM as Foundation & the Context Layer for Agents</li> <li>15:44 – Judgment Mapping & Process Design</li> <li>25:00 – Human Capability Consulting & Hybrid Teams</li> <li>29:00 – Safety, Guardrails & Regulated Industries</li> </ul> <p>Want to learn more about HubSpot? Visit our website:<a href="https://www.karman.digital/services/revops-services" rel="nofollow"> https://www.karman.digital/</a></p> <p>Follow us on<a href="https://www.linkedin.com/company/karmandigital/" rel="nofollow"> LinkedIn</a></p> <p>Listen on<a href="https://open.spotify.com/show/5dfA1R2mTDnjhAUJCmvUQX" rel="nofollow"> Spotify</a></p> <p>Listen on<a href="https://podcasts.apple.com/gb/podcast/podspot-the-uk-hubspot-podcast/id1513136665" rel="nofollow"> Apple Podcasts</a></p>E66: Turning GDPR and Data Privacy into a Growth Engine
<p>In this episode of PodSpot, Jon Pittham is joined by Fae Gilfillan, Senior Product Manager at HubSpot, to explore how organisations can turn GDPR and data privacy into a genuine commercial advantage. Together, they unpack the growing relationship between customer trust, compliant data management and modern growth strategies across regulated industries.</p> <p>The discussion covers practical approaches to data governance inside HubSpot, including consent management, retention policies, subject access requests, data residency and privacy-by-design workflows. Fae also shares how HubSpot is developing privacy-centric product functionality to help organisations manage compliance more confidently without slowing down marketing or operational performance.</p> <p>The episode is particularly relevant for professional services, financial services and other regulated firms looking to modernise their CRM and customer experience strategy while maintaining strong governance standards.</p> <p> </p> <p>Key discussion points:</p> <ul> <li>02:17 - What a good privacy setup looks like</li> <li>07:00 - Data residency, access control & auditability</li> <li>11:52 - Data retention & automated deletion</li> <li>19:34 - Marketing personalisation vs. privacy: complementary approaches</li> <li>26:05 - Product roadmap: upcoming privacy features & priorities</li> </ul> <p> </p> <p>Want to learn more about HubSpot? Visit our website: <a href="https://www.karman.digital/services/revops-services" rel="nofollow">https://www.karman.digital/</a></p> <p>Follow us on <a href="https://www.linkedin.com/company/karmandigital/" rel="nofollow">LinkedIn</a></p> <p>Listen on <a href="https://open.spotify.com/show/5dfA1R2mTDnjhAUJCmvUQX" rel="nofollow">Spotify</a></p> <p>Listen on <a href="https://podcasts.apple.com/gb/podcast/podspot-the-uk-hubspot-podcast/id1513136665" rel="nofollow">Apple Podcasts</a></p>