What's good, guys. It's Liv here from Neighbourhood.
And welcome to our February HubSpot update and the first one of the year.
After some time away from the tools,
we're back to give you the scoop on everything Hub spots rolled out over
the past couple of months as they continue to shake up the platform to ensure
that you can be better market, sell and service your customers through 2022.
Today we'll be covering improvements in customer report, buildings,
connection of domains, steel stage forecasting,
multi step customer feedback surveys and a bunch more.
So let's get into it.
Jumping headfirst into the public beta, HubSpot has offered greater utilisation
on feedback functionality across the last two months.
First up being post chat feedback keen to fine tune your customer journey through
their experiences via chat or support agents.
Well, now you can collect customer
satisfaction feedback on conversations over chat right away.
This extends onto the next public beta
feature in play, which is multistep customer feedback surveys.
Hubspot users are now able to build custom
feedback surveys piece by piece for the new multistep feature.
It gives your surveys the opportunity
to be engaging and in turn drive higher survey response rates.
Win win with customer feedback surveys ticked off new this week is Smart
reporting opportunities with sample reports in the Custom Report Builder.
So what is this?
You can now access new prebuilt sample
reports developed to answer your top questions rather than breaking a sweat
from building reports entirely from scratch.
Sample reports offer you a new starting
point when building reports with HubSpot's Custom Report Builder.
But wait, there's more.
Smart chart guides have also been added
to this feature to assist with forming your reports based on selected fields.
Smart charts take the guesswork out
of the equation and help you visualise your data as best as possible.
Select what fields you want to report
on and let HubSpot paint you the full picture.
Next up is Tickets.
With the latest update,
you're now able to create a new ticket straight from a custom Object record page.
So how does this work?
All you have to do is hit add on Tickets
in the right hand Sidebar to create and associate your new ticket.
Next tab of the rank is the ability to add
products from Shopify and several other apps as line items on deals and quotes.
As long as your Shopify products are
synced into HubSpot, then you're good to go.
Products sync from other apps built on the Ecommerce Bridge API like
WooCommerce and Magento Connector, as well as custom integrations
into HubSpot can be used as line items on deals and quotes,
ensuring product information is now consistent between systems.
Lastly, in what's been a major public beta
update is the ease of connecting Subdomains and Apex domains for customers
using the likes of IO, Nos and GoDaddy as DNS providers.
Has your blood pressure perked up a bit
when trying to connect the domain to HubSpot?
Well, now an integrated flow known as
Domain Connect within HubSpot's UI has been set up to guide customers through
the set up process for Subdomains and Apex domains.
All right, let's now see what's live
and kicking in HubSpot's Live features for this month's HubSpot Update.
Though Hubbard has not graced the APAC or Latin American region yet,
when signing up with HubSpot, users can now override and select their
preferred data hosting location when previously they were auto assigned a small
change, yet greater flexibility, so no complaints there.
Next is a question bank for customer feedback surveys.
Put simply, you now have the ability to select previously used survey questions
from a question bank to easily build a custom feedback survey.
Much like a drag and drop email builder,
you'll now have FAQs on standby that matter the most to your business.
Now, if you're like us, we absolutely love free stuff and it's
safe to say that HubSpot has definitely hurt us.
Single sign ons are now up for grabs and trials, meaning enterprise trial
portals are now able to be set up and logged into seamlessly,
ensuring users can test SSO prior to determining if it's right for them.
In case you missed it, HubSpot's integration
with QuickBooks Online offers for users to create invoices directly from a deal
record in HubSpot view invoice info and see payment events on the deal timeline.
Within this live update, HubSpot has created three Quickbook
workflow actions available to deal and quote workflows.
First is a QuickBooks invoice, one that automatically creates an invoice
in QuickBooks if the deal or quote triggering the workflow was paid using
the HubSpot Payments tool, this workflow can now create a paid
invoice in QuickBooks for nontaxable products.
Second is a QuickBooks estimate,
which automatically creates an estimate in QuickBooks.
Third is a sales receipt if the deal or
quote triggering the workflow was paid using HubSpot Payments.
This workflow action can also create a paid sales receipt in QuickBooks.
Also live is deal stage forecasting.
You're now able to use the deal stages to forecast revenue sooner.
Go on are the days of having to learn
configure and set forecast categories to view data.
Now you'll automatically see deal groups
by stage, allowing users to utilise this info to project revenue.
Finally, in the midst of being rolled out is association history,
granting you visibility into the history of record associations.
This tool allows you to see the details
of changes made and empower you with greater control and viewability on data.
To wrap up, we're stoked to say that our second episode of Summer of Selling
with Brad Hooker CRO for Mutual Organics went live as he uncovered the sales tools
and templates he's used to help scale neutral to where it is today.
If you've missed it, don't sweat it. As our next speakers,
Kim Horner and Jessica Bryant from AIS, come on in to discuss the power
of aligning sales and marketing and how they've used HubSpot to do just that.
And that's it for this month.
I hope you enjoyed these updates and are
as keen as we are to start implementing them today.
But of course, if you need a hand ensuring that you're making the most of your
HubSpot investment, let us know if you need someone to tell
you where your current usage in HubSpot is letting you down, what you can optimise
and clean up, or what you're not using to its maximum potential.
Sign up for a Portal Audit Today we've
pushed out a bunch of audits recently for companies in a variety of different
industries using HubSpot to varying levels.
But the best part is these are completely
free, so there's absolutely no reason not to.
But for now, that's all from me, happy hubspotting.