Are you a company with multiple brands to manage in HubSpot?
It used to be a bit complex. Now it's easy with Business Units.
With the Business Units feature, you can now manage contacts, marketing and sales resources, and metrics for each of your brands in HubSpot, with a clear distinction.
You can easily launch cross-sell campaigns for example on several of your brands.
You can also track contact interactions and communication preferences for each brand independently, and report on performance on a brand-by-brand basis, or globally across brands.
Companies that have several brands or subsidiaries to manage.
Manage your different brands or subsidiaries smoothly in the same HubSpot Portal
As the Admin of your HubSpot Portal, you need visibility into the system, precise control, and the peace of mind of knowing that access is limited to those who need it.
Now, you can have full control over all functions, all teams, and all features. And even fully customize your user portal.
With HubSpot CRM it's easier than ever to control, manage and monitor the use of your data throughout the company. You are the grantor of access as an Admin and will be able to further control what happens in your HubSpot portal.
Different levels of access depending on the plan:
Everyone needs to manage access and permissions, so this feature is relevant to all businesses regardless of their size or industry
Until now, the object associations (Contacts, Deals, Companies, etc) were rather limited and did not allow you to fully model your business and processes in CRM. Many of you were maintaining temporary solutions with limited workarounds. That was before!
What is an "association" in HubSpot?
It is a connection (a relationship, transaction, or interaction) between different objects. To keep track of connections between objects, you can associate records together
What is a record in HubSpot?
The specific instance of an object. There can be any number of records in a HubSpot account.
For example, "John Doe" is an example of a contact record.
What is an "object" in HubSpot?
It is a type of data in HubSpot. For example, the basic and standard HubSpot objects are contacts, companies, deals and tickets.
Other object types are engagements, products, quotes and custom objects.
Examples of Associations in HubSpot:
With the association enhancements, you can:
Associations give you more control, so that your system can adapt to you, not the other way around.
Sandboxes provide the perfect environment to build new features or processes without interrupting the day-to-day operations of your business.
While everything is being developed, you can ensure that your team is trained in the new systems and processes you are putting in place. That way, no one will be surprised when you put a new lead rotation system or business pipeline into production, for example.
For all companies, especially Administrators or Operations Teams who want to ensure connections and synchronizations between their system, external tools, and HubSpot before formalizing the process on the real portal.
Also for developers to ensure that their code works properly before implementing it.
Sandboxes provide a safe place for users to experiment and test changes without permanently altering the data or interacting with their data.
Operations Hub Enterprise brings business intelligence (BI) capabilities to HubSpot for the first time, enabling reports to support even more sophisticated data.
With Operations Hub Enterprise, operations managers, analysts and other data stewards can create data collections, pre-select fields, perform calculations, and more, from which users can create reports.
From which users can create reports. Datasets save operations teams time and give them more control.
Calculations are a key new feature of datasets.
For the first time, you can now calculate values in the context of HubSpot reports - without additional fields for reporting purposes only.
Calculate date differences (e.g., time to the first conversion), sales cycle velocity (e.g., time in deal stages), sales commissions. time in deal stages), sales commissions, and more.
Snowflake Data Share: A fast, automated, turnkey way to export HubSpot data to the industry's leading data warehouse, Snowflake Data Share.
This makes it easy to combine and store your data outside of HubSpot, in the data warehouse and BI tool you already use (if that's what you prefer).
Everyone wanting to give their growth a better outlook and make it easier to manipulate the data in HubSpot with real business intelligence.
When Operations Hub Enterprise is combined with other HubSpot reporting features, CRM can provide a time-saving BI foundation that gives all teams faster, easier and more consistent information.
Personalized behavioral events are a powerful tool for taking micro-targeting tactics to the next level.
They allow you to segment and trigger actions based on any of your contacts' behaviors. This allows you to immediately launch workflows based on certain behaviors, notifying sales reps when your prospects perform specific actions.
Create a better customer experience by personalizing the buyer journey with unique actions, not guesses.
HubSpot Payments natively handles payments within CRM, with three main features:
Customer Portals allow your customers to get the help and information they need when they have made inquiries to you. They reduce repetitive tasks for customer service/support agents, allow for greater transparency between representatives and customers.
HubSpot's new customer portal is a web page behind a login where customers access and respond to support tickets. It allows customers to log in to (and out of) a web experience directly or through a third-party authorization system.
Connected to a shared inbox, they allow you to maintain conversations about tickets between you and your customers and provide access to their knowledge base.
If you are in one of the following cases, then the customer portal might be a good solution:
HubSpot's new customer portal is a web page behind a login where customers access and respond to support tickets.
Industry-standard types of feedback surveys, such as CSAT, CES, and NPS are important for taking the pulse of overall satisfaction, but they don't allow companies to get in-depth information and answers to their most interesting questions sometimes.
With Custom Surveys, you can ask for personalized feedback on products or services, deepening your relationship with your customers.
You can add an unlimited number of questions, use various question types (star rating, radio selection, text fields), and easily share your survey with a link or by email.
Service Hub Pro & Enterprise.
And there you have it, a nice tour of the new products announced at INBOUND 2021. While you are waiting to enjoy it, if you have any questions, please do not hesitate to contact us at Auxilio at firstname.lastname@example.org