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HubSpot’s November releases include deal pipeline rules, improved funnel reporting, allowing prospects to add guests to meetings on the scheduling page and more.
Here are the updates relevant for managers:
- Deal pipeline rules (beta)
- Scheduling pages allow additional guests in meetings (beta)
- Custom funnel report builder supports optional/skip stages and more objects (beta)
- View purchased products on the contact or company record (beta)
- Subscriptions can collect or refund a prorated amount for mid-term changes (beta)
- Social media publishing supports more tags and mentions
- Commenting improvements for live updates and permissions
- CRM email permissions for in-HubSpot privacy (beta)
- Mobile updates for forecasts and contact assignment notifications (beta)
- Slack integrations support email, WhatsApp and forms inbox channels
- Increase playbook usage with the “recommended enablement” CRM card
- Additional conditional property options (beta)
- New call analytics and call review features
Deal pipeline rules (beta)
Ensure data integrity, support better reporting and enable more accurate stage-driven workflows by controlling your pipeline with the new deal pipeline rules.
The rules include preventing users from skipping stages (except moving to the closed lost stage), limiting the deal creation to one deal stage and restricting the backward movement of deals.
Scheduling pages allow additional guests in meetings (beta)
All necessary meeting attendees can now quickly receive a calendar invitation by prompting your customers or prospects to include up to 10 additional attendees when booking time on a scheduling page calendar (also known as a meeting link).
Allowing people to add guests to the meetings themselves prevents back-and-forth communication with your team and ensures all necessary attendees (such as decision-makers) will be notified of the call.
Custom funnel report builder supports optional/skip stages and more objects (beta)
Create more accurate conversion rates by skipping “optional” middle lifecycle stages and reporting on company lifecycle stages (such as in ABM) by using the new options and additional objects included in the new custom funnel report builder.
Note: Reports created in the legacy custom funnel report builder will be available until February 2024.
View purchased products on the contact or company record (beta)
Eliminate the need for opening all associated deals, scrolling through all the line items and noting in an outside tool which products your customers purchased by using the new Product History card in the middle panel of the contact or company record.
Subscriptions can collect or refund a prorated amount for mid-term changes (beta)
You can easily adjust subscriptions based on the needs of unique buyers, with less friction, now that HubSpot subscriptions can collect or refund a prorated amount for that term when the subscriptions change.
Social media publishing supports more tags and mentions
Boost social media engagement while reducing your team’s reliance on third-party tools or cumbersome multi-tool social posting work by using the new features to tag Instagram profiles in photos and reels and mention LinkedIn personal profiles, when scheduling posts in HubSpot.
Commenting improvements for live updates and permissions
Collaborate more effectively with your team now that comments inside of HubSpot load in real time. You no longer need to refresh your browser to see updates.
In other commenting visibility improvements, you can reduce friction and build trust for your in-HubSpot collaboration processes since the commenters will now be prevented from @-mentioning a user if the user does not have permission to view the item being discussed.
CRM email permissions for in-HubSpot privacy (beta)
Increase privacy and security for your teams and for customer information using the new release to limit user viewing permissions on CRM (non-marketing) emails on contact records. This includes manually logged emails and emails from connected inboxes such as Gmail.
Mobile updates for forecasts and contact assignment notifications (beta)
Make informed decisions away from your computer now that the HubSpot mobile app allows you to submit and check sales forecasts for all pipelines.
Increase the odds of achieving those forecasted goals and more by using the new feature to allow a push notification to reps’ phones when they are assigned a new contact, allowing them to reach out to potential customers as soon as possible.
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Slack integrations support email, WhatsApp and forms inbox channels
If your company uses Slack, you can prevent your team from missing important customer messages now that the Slack integration more completely connects to HubSpot inboxes, including alerts about emails, WhatsApp messages and form submissions sent to the inbox.
These updates are in addition to the existing integration functionality for live chat and Facebook Messenger. You can select which inbox channels sync to Slack.
Increase playbook usage with the ‘recommended enablement’ CRM card
Help your team remember to use playbooks to protect process consistency and complete data collection for reporting, now that a “recommended enablement” card can be added prominently to the center panel of records such as deals or contacts. Previously, users had to scroll down in the right-side menu to find the playbooks.
Additional conditional property options (beta)
Adding onto September’s release of conditional properties, you can improve your reporting data quality and your team’s data-entry experience now that these conditions for showing specific property values will be enforced in all places inside the CRM. Previously, this logic was only shown on the Create record page, which allowed for workarounds. You can watch a demo here.
New call analytics and call review features
View and analyze all HubSpot call data in one place, instead of relying on custom reports or third-party tools, using the new Call Analytics page populated out-of-the-box reporting.
Coach your team more efficiently and accurately using the new features on the redesigned call review screen, including call stats (pacing, customer engagement, talk time ratio and more), the ability for managers to leave threaded timestamped comments when listening to a call and a new 1.25 speed for listening to calls.
The post HubSpot’s November 2023 releases: The manager’s guide appeared first on MarTech.
