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Whether you’re a veteran HubSpot customer or you’ve been on the fence about adopting this CRM software, this year’s new HubSpot features are sure to grab your attention. The company has even earned leader status in Gartner’s Magic Quadrant for B2B marketing automation platforms.
“You shouldn’t have to work for your CRM. Your CRM should work for you,” explained Libby Maurer, VP of User Experience. But what does this look like?
As a HubSpot Diamond partner, we’ve had the honor of testing out the new additions, several of which are still in beta. Here’s an insider’s view of HubSpot’s new features and how they will impact your business.
Those on the operations side may work backstage, but they hold everything together and affect your company’s perception. Instead of the “cobbled experience” customers may have experienced with other CRMs, HubSpot’s new features will give users a “crafted” experience with smoother integrations and more customization.
HubSpot added the Operations Hub Enterprise to the regular CRM, marketing and sales hubs, creating a more comprehensive and user-friendly platform that better supports the key players on marketing and sales teams.
Benefit: The new hub provides more consistent reporting, data integration, and brings the unified system of record to the next level with a new business intelligence feature called datasets.
Datasets enable ops people to manage data, perform calculations, and then save the datasets so the rest of the team can benefit from the data without having to manipulate it.
Your expected revenue touches every aspect of your company, from spending money on hiring for new positions to policy change to investments. Being able to forecast your sales with the highest possible degree of accuracy is not a nice-to-have, but a necessity if you want to thrive.
Benefit: The new Service Analytics app enables service managers to:
The new task settings allow you to better organize your tasks and consistently review your goals to help you stay on track.
HubSpot’s business units enable you to manage multiple brands from one HubSpot account.
Benefit: Helps you stay organized by streamlining your content and associating assets, such as specific brand domains, with forms and emails.
Keeping data clean, organized and integrated contributes directly to the customer experience and your bottom line.
HubSpot’s data sync allows you to custom integrate your apps without requiring you to use any special coding. With features such as two-way and historical syncing, HubSpot removes some of the operational legwork so that you can focus on building your business.
Benefit: Even if you’re working with multiple systems and data sources, you’ll experience an improved custom report builder that allows you to build individualized reports using all of your CRM data, from contacts to deals to campaigns.
What are associations? They are connections between HubSpot records. With the platform’s enhanced associations, you can label clients beyond more traditional objects, such as company and title, to include items such as board positions with other organizations.
Benefit: This allows you to gain a broader perspective of your clients and therefore a more accurate picture of your relationship with them.
The fear of releasing a new product or service, only to find out you’ve missed a key detail, is a marketer’s nightmare. The Sandbox is a place for building and testing website changes without impacting live websites.
Benefit: This allows you to test drive your product before you release it, giving you peace of mind and leaving a great impression on your customers.
HubSpot Payments is an end-to-end payment solution built to deliver a more delightful and connected buyer experience.
Benefit: With this native payment feature, you keep customers on your site, creating a connected experience. Share one-time and recurring payment links that can be embedded into your website, emails, chats, quotes, and more.
Nearly 100% of customers will leave your business due to bad customer service. HubSpot’s new features give the customer much more control over their experience.
This portal allows your customers to manage their support tickets and problem solve by accessing the knowledge base.
Benefit: It saves your team time and money by not having reps answering the same questions for multiple customers. The shared inbox keeps the conversation going between customers and support, removing frustration for both parties.
Identifying your buyer personas and understanding the pain points of your customers is key to attracting new customers as well as keeping the ones you already have. Customizable surveys take the guesswork out of this process, enabling you to gain key insights into KPIs and identify opportunities for growth.
Benefit: Turn customers into promoters with these multi-step forms and surveys that allow you to easily capture customer feedback and share these insights with your team.
These changes are sure to bring all of your teams together to work as one, smooth operation while giving your customers more control over their experience. Need help navigating and getting the most out of all that HubSpot has to offer? Consider partnering with an agency that is a HubSpot partner to make sure you’re getting the most out of your HubSpot investment.