Howdy guys, it's Liv here from Neighbourhood.
And welcome back for our June HubSpot update.
We've got a bunch of exciting updates for you this month again as HubSpot
continues to elevate its platform to ensure that you can better market,
sell to and service your customers through 2022.
Today we'll be covering what to expect
in our next hug ecommerce product modules, workflow, enrollment change,
notifications and optimise Salesforce and HubSpot integration and a bunch more.
So stick around.
First up is our hug that wrapped up last Thursday with Geordie away Sick Trav was
on his own to dive into how to convert and engage more qualified leads,
offering something for everyone from sales hub users to those considering
HubSpot as their next stage in their sales and marketing venture.
This was recorded so expect for it to be rolled out on our YouTube channel shortly.
We're honestly stoked to see the turnout continue to grow.
With that being said,
our next tag is now available to register for free in the link below.
In our next hug,
we'll be exploring the HubSpot and Slack integration and how it can empower your
teams to becoming more in sync with HubSpot while saving you valuable time.
We'll be going live on Thursday the 30
June at 10:00 a.m. Australia Eastern standard time, so make sure you'll be
there jumping into a couple of HubSpot highlights.
First, a pretty important feature update just dropped with Playbooks call
transcription and coaching now available within sales and service Professional.
Simply put, a more simplified version is up for Grace from Professional.
An example is Professional now allows customers to create up to five playbooks,
but doesn't allow the ability to add embedded properties against the 5000
Playbook Freedom and embedded property options that Enterprise offers.
This extends to call transcription and coaching, with Professional allowing
transcriptions for 750 hours per month versus the 1500 hours Enterprise offers,
as well as not including tracking terms for reporting capabilities.
The next important feature is the new HubSpot ROI calculator that's just been
introduced, a public facing tool used to help put things into perspective
for prospective customers considering HubSpot as their CRM investment.
The tool allows you to select the HubSpot
product and input your personal metrics to calculate your ROI.
By using the selected software solutions offering you personalization on using
benchmark values that align with your industry or region,
you'll be able to break down your ROI results monthly, quarterly or yearly.
We'll include a link for this in the description bar below.
Now for what's in beta, a mobile QR code scanner is being
introduced for both iOS and Android platforms.
This enables salespeople to quickly create
and save new contacts in their CRM through an easy two step process.
Once scanning the QR code,
this creates another Avenue for HubSpot's business card scanning feature for meeting
in person prospects and leads at events or conventions.
Next up, and one for our ecommerce vendors
who are keen on offering greater Upscale Opportunities is a new product
module being introduced which supports product recommendations.
This means that you can easily pull
products manually from the product library or recommended products based
on categories such as top sellers, latest products or price.
This, accompanied by the email abandoned cart module, now empowers the way that you
market your ecommerce offerings through HubSpot's marketing tools.
Also in beta, HubSpot is trialling a new interface when preparing social posts.
This allows you to view what the final product will look like on each individual
platform as you're creating a post in real time, all on the same screen.
Next up in public Beta is the opportunity for greater feedback on workflow
progression via enrollment change notifications.
Husband is offering the ability
to subscribe to workflow email notifications and receive weekly overview
of enrollment changes, keeping you in the loop of how customers
are engaging with your established automation.
Keeping the public beta train Running
a new process to create reports and dashboards has just hit HubSpot.
When creating a new report or dashboard, you'll be greeted by a new space
that combines the options to build from scratch or choose from templates.
Upon browsing, you'll soon notice fine
tune filtering for easy sourcing to find the perfect template for your report.
And last of all, in public beta,
a new plugin has hit the shelves for all our developers out there.
What is it? Well, it's called Prettier,
an opinionated code formatter that integrates with code Editors
and helps Dev maintain consistency with their code bases.
Hubspot has been working hard over this
plug in to offer support for HubSpot specific theme files.
While it is in beta,
it's actually up for grabs in any HubSpot account, so cheque it out today.
With that wraps up,
let's look at what's Liv and kicking within HubSpot this month.
First up is an increase in the number of associations a user can make between
one object type to another, from 100 to 500.
For most object type pairs such as Contact
and Company, you'll now be able to create more associations than ever before
and leverage those associations across the platform.
Next cab off the rank is for our data sync
integration savvy viewers with HubSpot now including a Sync Now button.
This enables greater control over when
the sync fetches new updates in a third party app.
Now for another integration that's live
in HubSpot, a new NetSuite workflow action has been added into the mix.
Users can now create a sales order,
which is available for dealbased HubSpot workflows.
Hubspot users can now automate this
workflow to create sales orders inside the NetSuite platform,
ensuring that their sales processes are more automated and streamlined.
Now, if you're on the Hunt for what's new in the app marketplace,
then you'll be stoked to discover that there are seven new apps to hit
the store, specifically Conversation Intelligence apps,
with a collection being put together to highlight several third party apps
that empower customers to gain valuable insights from their customer calls.
These apps support playable recordings but do depend on customers.
Hubspot plans, transcriptions and call analysis to name a few.
Aloe callingly, Fusion,
Kixi and Zoom are all up for grabs as conversation intelligence apps.
We definitely recommend these for coaching
your customer facing teams when taking calls to fine tune your customer journey
and ensure that your team hitting their KPIs accordingly.
Also, Live, a feature upgrade has dropped for commenting,
allowing support for comment threads and attaching comments directly
to individual parts of the asset that you're working on.
It's a worthy mention as online collaboration becomes more apparent
and important, especially in the HubSpot platform as you begin working on an asset.
Though a similar feature has been
previewed in Marketing Hub, this new feature integrates into overall
workflow in app as much as the user would like.
Next, a Salesforce integration update is also live.
Users can now use Philtres when importing
Salesforce records in HubSpot via HubSpot Salesforce integration.
The two new philtres include a create date which import Salesforce records according
to when a record was first created, as well as the update date.
Use this Philtre to import Salesforce records according to when a property or
engagement on the record was last changed or added previously.
This integration would run the risk of a long wait time and result in overload
of outdated data within HubSpot, so it's a major improvement to say the least.
And finally, both iOS and Android users that have HubSpot on their phone can now
cheque their sales forecasting through the app.
This offers sales managers an opportunity to Philtre, edit and visualise their team
forecasting both from a global level and a sales rep level.
Having this feature now available in your pocket, sales managers can now quickly see
how the team is performing and provide support where necessary sooner.
And that's it for this month.
I hope you enjoyed these updates and as
keen as we are to start implementing them today.
If you need someone to tell you where your current usage in HubSpot is letting you
down, what you could 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's varying levels.
Don't forget to register for our free online HubSpot user group event
in the link below as we'll be showcasing how to utilise Slack to empower your
internal sales, marketing service and operation teams.
But for now, that's all for me.
For June, happy HubSpot. Bye.