Ainhoa Rodriguez-Muguruza
We start the last quarter of the year with a new list of updates that HubSpot is releasing as we finish the year. HubSpot is positioning itself as one of the go-to CRM platforms for 2023, having been named by Gartner as a Leader in the Magic Quadrant for B2B Marketing Automation Platforms. The evaluation was based on specific criteria that analysed the company’s overall "Completeness of Vision" and "Ability to Execute. Want to learn more?
If you have not read my blogs before, my name is Ainhoa, and I am Insynth's Inbound Marketing Specialist, or, in other words, their in-house HubSpot expert. Since last April, I have been gathering the platform's updates monthly to make sure that you are not missing anything from HubSpot. You can find a round-up of 2021 here! And you can also check the January, February, March, April, May, June, July, August and September updates.
Marketing Hub
#1 You can Now Publish Instagram Carousel Posts!
Bulk scheduling social media posts on HubSpot is probably one of the most popular features of the platform. It is easy, quick, and very intuitive, and it provides you with the opportunity to learn how your social media channels are performing without leaving HubSpot. Regardless of whether you are using LinkedIn, Instagram, Facebook, or Twitter, you can see everything that is going on from one single screen, making it easier than ever to report on your social media activity.
A clear limitation was, however, that you could not schedule carousels on Instagram! If you are a fan of this platform, you would have already noticed that carousels are key for the engagement with your Instagram content and, without being able to schedule them form HubSpot, you are kind of missing out… But that is not the case anymore! You can now publish a carousel on Instagram through HubSpot, allowing you to share a mix of up to 10 photos or videos as a single carousel post.
#2 Report on Customer Journey Stages
Each contact is different and, even if we try to always find a pattern, it is important that we do not forget about the unique details that make a customer unique. These can be details like what forms they might have filled, what website they might have visited, etc. and it can be hard to report with such detail… or not! HubSpot has just launched a new reporting tool that will give you a clear understanding of the impact of every interaction your customers have with your business.
With intuitive visual components, HubSpot makes it easy to see where and how customers are moving along their journey with you. To increase conversions, marketers can focus their attention on the touchpoints that work best for them. This will help to ensure that their flywheel stays spinning more consistently and drives more customer engagement. By building in flexibility, HubSpot can help marketers report on, understand, and optimize any part of the customer journey.
Sales Hub
#1 Call through HubSpot from Its Mobile App
More and more users are adopting the HubSpot Mobile app as part of their everyday tech stack. Available for HubSpot iOS and Android customers, calls from the HubSpot app can be made by leveraging their HubSpot Calling available minutes to make calls to all 50 supported countries when on the go. This means that users of the app do not need to depend on a phone network provider to conduct those calls and can, in a way, separate their work calls from their personal calls.
Calls made through HubSpot can now be recorded from mobile and played through the Conversation Intelligence feature either straight from your mobile device or over on any connected desktop. This allows for almost instant conversation sharing, making sure the team is fully aligned. Because of the recent launch of “HubSpot Numbers”, remember that you do not need to use your personal mobile number to call customers anymore!
#2 Playbook Recommendations depending on the Deal Stage
Playbooks are a fairly underexplore HubSpot feature that is particularly powerful. If this is the first time you hear about them, a quick definition is that playbooks are purpose-built sales acceleration tools that are frequently used to move deals forward at specific points in the deal cycle. They work like scripts that sales reps might use to keep a consistent outreach and have a clearer picture of what next steps might be for a particular deal or prospect.
Too many steps can, however, often be detrimental, and sales reps might struggle to find the right playbook to use from a long list of playbooks available to them. With a new HubSpot update, users will get recommendations based on past use on the right playbook at the right time, to create great experiences for prospects and move deals forward.
Service Hub
#1 Industry-Specific Feedback Survey Questions
If you have followed my last updates, you have probably noticed that HubSpot is paying special attention to the user experience when customers are asked for feedback regarding their experience with a service or a product. Until September last year, HubSpot only allowed users to send out NPS, CSAT, and CES surveys, limiting the feedback portal users could get. Since September last year, when HubSpot started allowing bespoke feedback surveys, this feature has kept being developed.
Users can now have access to more detailed insights about their satisfaction and loyalty scores, as well as reports that include CSAT/NPS scores from industry-standard surveys and custom surveys.
#2 Easier Navigation with Playbooks Outlines
Following on the same topic of playbooks, there has been a further update that can be particularly beneficial for service teams that use playbooks for answering frequently asked questions or for supporting with immediate queries. With this update, HubSpot is aiming to make it easier to navigate playbooks, so service reps can spend less time scrolling through lengthy documents and scripts and more time connecting.
This update is particularly helpful since it does not involve teams updating documents to include navigation points. This will happen automatically as the HubSpot AI crawls them and looks for headings, etc. Outlines are automatically generated as the playbook content is edited. Outlines are visible to playbook users and can be hidden or shown using the button in the top, left corner of the playbook modal window.
Operations Hub
#1 CRM Record Overview Tab and “View” Permissions for Note Activity
Making data even more available, HubSpot is releasing a new “Overview” tab. This is a new space on the record page that consolidates all the relevant information you need to gather context and take action in one centralized location. HubSpot users can now use the record pages to display information that otherwise they would have to search through the left sidebar, timeline, and right sidebar. This tab includes a data highlight to call attention to key properties, a summary of your recent communications with that record, and association tables to easily see more information about your associated records.
This update comes with a change in permissions. Admins can now control which notes their users have access to view. Seeing other reps' notes could reveal sensitive information or create a competitive conflict on their teams. So, this update will ensure relevant prospect and customer data can be saved to HubSpot CRM without compromising sensitive information.
#2 Over 10 New Integrations Available on the App Marketplace
A new collection is live of “built-for-HubSpot” apps have been purpose-built by partners in the App Accelerator program, a program powered by HubSpot that aims to solve known customer demand gaps that are not on their roadmap. The new apps generated through this programs are meant to fill gaps in ERP, currency conversion, fundraising, version management, and much more.
Some of the developed apps include e-commerce apps (Basket, BigCommerce Dynamic Segments, and Mercado Libre) Ad platforms (Brandgen.io), onboarding software (Collect), currency conversers (Currency R8) ERP software (ERP to HubSpot), and a Telegram integration (NisWire)! Make sure you check out the full list on the App Marketplace to ensure that your tech stack is fully connected with HubSpot’s new app releases.
CMS Hub
#1 Better Integration of CMS E-Commerce Tools
The default website theme HubSpot uses, Growth, has been recently updated with commerce-optimised modules and templates to help spotlight conferences, services, and more. Website themes and templates showcasing examples of how to sell online can help any type of business envision what commerce could look like for them and jumpstart that process.
As the CMS features of the platform become more available to everyone, regardless of whether they have a background in coding or not, making sure that generating all types of website pages almost from scratch is easy and intuitive has been on the of priorities at HubSpot.
#2 Collaboration Sidebar in the CMS editors
HubSpot is putting particular interest in improving the collaboration capabilities of the platform. While commenting has existed in Marketing Hub and CMS Hub for a while, the feature hasn't been as deeply integrated into overall work flow as much as the users were expecting. But that is in the past! The Collaboration Sidebar, including Commenting, Tasks and Calendar is now available inside the CMS editors including Blog, Landing Pages and Website Pages.
With this release HubSpot brings the newest version of the embedded Collaboration Sidebar updates to the CMS editors, a place where collaboration is critical to ensuring users put your best foot forward on their website and blog.
About Insynth
At Insynth we deliver a predictable flow of leads, customers, and specifications for building product brands through our inbound marketing approach, proven to reach a technically demanding audience.
We use the latest marketing techniques such as construction inbound marketing, to equip building product companies to grow sustainability in this era of digital transformation.
As the only HubSpot certified agency to major in construction marketing. We have a proven formula of bringing a variety of functionalities together including CRM Implementation, Web Design, Sales Automation, SEO, and Email Marketing to achieve your ultimate aim: Growing your business and gaining new specifiers and customers.