HubSpot keeps rolling out updates designed to help you streamline your processes, improve your customer experience and stay connected with prospects and clients. From advanced outbound filtering to customer journey analytics, there's something for everyone in HubSpots March updates. Whether you're a marketer, salesperson, or business owner, these updates useful and practical.
CUSTOMER JOURNEY ANALYTICS
HubSpot's Customer Journey Analytics is a powerful tool that enables users to gain insights into their customer's journeys and track their interactions with their business. With this tool, users can analyze the touchpoints that customers have with their brand and identify areas where they can improve their marketing, sales and customer service efforts.
Users can create custom reports that track metrics such as website visits, email opens, clicks, conversions, sales emails and meetings. It also allows you to segment data based on different criteria such as customer demographics, behavior and location. By analyzing this data, you can better understand your customers and develop targeted strategies to data-driven decisions and improve the customer experience.
Learn how to create a customer journey report here.
(For Marketing Hub Enterprise users)
CREATE A RANDOM SAMPLE FROM A LIST
Creating a random sample of records in your CRM from a list can be time-consuming, but with this update, it's now a breeze. This feature is handy for marketers who want to test a new campaign on a smaller subset of their audience before rolling it out to their entire list or batch send a campaign.
With the ability to select specific criteria, such as location or job title, you can easily create a sample that matches your desired demographics. This feature can also be used to audit your database and identify any outdated information. With the random sample feature, you can save valuable time and resources while ensuring your marketing efforts are targeted and effective.
Click here to learn how to create a random sample
(For Marketing Hub Pro & Enterprise levels)
ADVANCED OUTBOUND FILTERING FOR DATA SYNCS
HubSpot has introduced a new advanced filtering feature for data syncs, the native way of syncing HubSpot with third-party apps. The improvement focused on the filtering functionality for incoming data.
This update allows users to filter unnecessary data when syncing information between HubSpot and a third-party app. Users can now specify which records should be synced based on specific criteria, such as date ranges, owner or contact properties. This feature is useful for large organizations with extensive data sets that want to streamline their syncing processes.
With advanced outbound filtering, users can save time and reduce the risk of errors by ensuring that only relevant data is being synced. Advanced Outbound Filtering for Data Syncs can be accessed in the settings of the third-party HubSpot-Sync app.
Learn more about data sync here.
(For all users)
HubSpot now has a file expiration feature. With this update, HubSpot users can set an expiration date for files uploaded to the CRM. Setting a file expiration data is useful for businesses that deal with sensitive or time-sensitive information, as they can ensure that files are not accessible after a specific date. This feature can help users keep their CRM organized and prevent unnecessary clutter.
You can find this feature when uploading or editing files in the CRM. In the File Manager's Details Panel, go to Access & URLS. You will find a small input field where you can specify a date and time for the file to expire.
This update adds a layer of security and organization to your HubSpot platform.
Click here to learn more about setting a file expiration date.
(For all users)
RECEIVE CALLS IN HubSpot
This update brings an exciting feature for sales and service reps - inbound calling. With this feature, you can answer incoming calls, manage missed calls and listen to voicemails all within HubSpot's CRM. With this new feature sales and service reps can handle customer calls more efficiently and improve productivity.
With the ability to manage the active call, review caller context and take notes without leaving the app, sales and service reps can provide customers with a more personalized experience. The voicemail feature allows users to quickly review, transcribe and return calls, ensuring no customer is left unanswered.
Click here to learn how to set up calling in your HubSpot portal.
(For all Sales Hub and Service Hub levels)
REPLY TO EMAILS ON THE HubSpot MOBILE APP
The HubSpot Mobile App has introduced a new feature that will make sales teams more productive. With the ability to reply to emails on the go, users can now stay connected with their customers and prospects no matter where they are.
This feature benefits sales teams who are frequently on the move and need to stay in touch with clients. Users can easily view their inboxes, drafts and sent emails, and compose new messages from the mobile HubSpot app. The app's user-friendly interface and helpful features continue to impress, making it an essential tool for any business professional on the go.
Click here to learn how to send a reply email in the HubSpot mobile app.
(For all mobile app users)