As the world continues to evolve, it’s critical for businesses to stay ahead of the curve and leverage innovative tools to drive growth. HubSpot, a leading provider of marketing, sales, and support software, recognizes this need and is consistently introducing new features to help businesses improve their operations. In this blog post, we’ll highlight three of our favorite HubSpot product updates from Marketing Hub, Sales Hub, and Service Hub that are helping marketers, salespeople, and support agents in their day-to-day operations.
Meetings data now available in customer journey analytics
Marketers know that understanding the customer journey is critical to developing successful marketing strategies. It is the key to identifying the right touchpoints, delivering personalized experiences, and converting leads into loyal customers. Hubspot’s Customer Journey Analytics helps you to measure your customer journey accurately by analyzing various touchpoints and interactions.
HubSpot recently announced that you can now use two different types of meetings data in Customer Journey Analytics:
- Meetings booked
- Meetings outcome changes
“Meetings booked” gives you an overview of how many meetings were scheduled, who attended, and what topics were discussed. This data helps you identify the most common reasons for scheduling meetings, which sales reps are scheduling the most, and which topics are most compelling to your customers. You can also track the number of meetings per stage in the sales pipeline, which helps you to identify bottlenecks and improve the efficiency of your sales process.
“Meetings outcome changes” provides data on how meetings have impacted your deal progression. This feature tracks changes in deal stages, and deals won or lost after a meeting. By analyzing this data, you can identify which meetings significantly impact closing deals and adjust your sales process accordingly.
These new features provide valuable insights into your customer’s behavior and help you measure the impact of meetings on your sales cycle. Using this data, you can identify areas of improvement, optimize your sales process, and ultimately drive revenue growth.
To learn more about how to implement this, you can visit the HubSpot Knowledge Base.
Note: this feature is available to Marketing Hub Enterprise customers only.
Colored deal tags
Effective sales pipeline management requires a clear and organized approach. Hubspot’s latest feature, colored deal tags, offers a powerful tool for organizing your sales process. The feature allows super admins to create up to ten deal tags based on specific criteria, which appear right on your board cards. By visually representing the tags, you can quickly prioritize deals according to their importance.
Colored deal tags are incredibly useful, as they offer a simple way to organize your workflow. By assigning different colors to tags, you can easily track and pinpoint valuable deals that require immediate attention. For example, you may tag deals that require follow-up by a specific sales rep or those most likely to close soon. The possibilities are endless, and you can customize your tags to suit your business needs.
Another benefit of colored deal tags is the ease with which they can be implemented. With just a few clicks, super admins can create tags based on specific criteria, such as deal size, deal type, or location. The tags appear right on your board cards, making it simple for your sales team to recognize and prioritize deals.
To learn more about how to implement this feature, visit the HubSpot Knowledge Base.
Note: Each account can have up to 10 tags for each object. This feature is available for portals with a Sales Starter subscription or higher.
Providing exceptional customer service is key to driving business growth and success. Hubspot’s newly introduced playbook templates, “Business Review Playbook” and “Customer Onboarding Playbook,” are designed to help businesses improve their customer experience throughout the entire customer journey. These templates provide valuable tools for customer success teams to capture critical data and organize insights.
The “Business Review Playbook” is an excellent tool for capturing structured notes and data during customer review meetings, such as quarterly business reviews. The playbook enables customer success teams to organize insights and share them with other stakeholders. With the playbook, businesses can gather valuable information from customers, including feedback, challenges, and opportunities. This information can be used to make informed business decisions and improve customer experience.
The “Customer Onboarding Playbook” is another valuable addition to Hubspot’s playbook templates. This playbook provides a comprehensive overview of the onboarding process, guiding customer representatives’ initial calls with newly onboarded customers. By following this playbook, businesses can ensure that all critical information is gathered efficiently, improving the customer experience right from the start.
To learn more about implementing Playbooks, please visit the HubSpot Knowledge Base.
Note: Playbooks are available to Sales Hub and Service Hub Pro+ customers
Grow your business with Raka and HubSpot
HubSpot’s latest feature releases are more than just new tools for your business. They represent an opportunity to transform the way you engage with your customers. These new features can deliver a more personalized experience, optimize your sales process, and improve collaboration across teams.
At Raka, we understand the importance of leveraging these new HubSpot features to drive business growth. Our team of HubSpot experts is here to help you make the most of these latest updates. From implementation to ongoing support, we can help you utilize HubSpot to its fullest potential.
So what are you waiting for? Whether you’re looking to implement the latest features or need help optimizing your HubSpot strategy, reach out to our team at Raka. We’re here to help you revolutionize your business operations and drive growth like never before.