As a HubSpot Specialist, I’ve witnessed the platform evolve into a powerhouse for businesses of all sizes. Since Inbound24 and the introduction of enhanced AI tools and capabilities, Hubspot has taken things to the next level.
The recent December updates to HubSpot’s Smart CRM are no exception, delivering incredible new capabilities designed to streamline workflows, maximize impact, and improve the user experience. Here are some of the top new features from HubSpot Smart CRM that we’ve already started to see make a difference for users and businesses:
1. Campaign Impact Reporting: Campaigns ROI
Gone are the days of manually calculating marketing ROI and struggling to prove the value of your campaigns. HubSpot’s new Campaigns ROI reporting feature provides an effortless way to measure the effectiveness of your marketing efforts.
This feature offers:
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Customizable Calculations: Tailor ROI metrics to match your business needs.
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Streamlined Performance Reports: Get clear insights into how your campaigns are driving revenue.
By enabling real-time adjustments to strategies based on data, this tool helps marketers focus on what works, ultimately driving better results.
2. Podcast and Case Studies Remix
Repurposing content has never been easier, thanks to the new Podcast and Case Studies Remix tools. These features are game-changers for content marketers looking to maximize their efforts:
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Podcast Remix: Turn your recorded podcasts into various formats or convert existing content into podcasts with AI-generated voices. This opens up new channels for audience engagement without significant additional effort.
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Remix Case Studies: Extend the reach of your case studies by transforming them into social media posts, blog articles, ads, etc. This ensures that high-performing content gets the attention it deserves across multiple platforms.
3. Skill-Based Ticket Routing on Help Desk Messaging Channels
Customer service is getting smarter. HubSpot’s skill-based ticket routing feature ensures that help desk tickets are assigned to the right team members based on their expertise and talents. Regardless of where a new ticket comes in from, this feature guarantees faster response times and improved customer satisfaction.
This opens the door for new Admin tool as well, where Admins can:
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Define skill sets for agents.
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Set up routing rules to match tickets with the best-suited team members.
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Adjust criteria for ticket routing and matching
This upgrade streamlines the support process, ensuring that no customer inquiry falls through the cracks.
4. Custom Object Pipelines Automation
If you’re using custom objects in HubSpot, this is a next-level upgrade. Now, you can trigger actions (such as creating tasks, sending notifications, updating properties, etc) whenever a custom object advances through its pipeline stages.
Key benefits include:
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Improved Workflow Efficiency: Automate repetitive tasks.
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Enhanced Consistency: Ensure every pipeline stage is managed seamlessly.
This functionality brings the power of automation, already available for deals and tickets, to your custom object workflows.
5. Required Association Labels for Manual Record Creation
Data means nothing if it’s bad data. HubSpot’s new required association labels feature ensures consistency and accuracy across your records. When creating contacts, deals, tickets, or custom objects manually, admins can enforce the use of specific labels (such as “Primary Buyer”, “Main Contact”, etc).
Benefits include:
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Streamlined Processes: Reps can quickly select from predefined labels during record creation.
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Improved Data Accuracy: Ensure vital associations are captured, categorized, and reported on accurately.
This feature reduces manual effort while maintaining high data integrity, making it a must-have for any team looking to keep their CRM organized and efficient.
HubSpot’s Smart CRM continues to innovate with features that prioritize usability, efficiency, and data-driven decision-making. From automating workflows and improving customer service operations, to enhancing content repurposing and improving data quality, these updates empower businesses to get the most out of their Hubspot Instance. Looking forward to seeing what January has in store for Hubspot users!