HubSpot forecast software: The crucial indicator for management
Discover what HubSpot's forecasting software is, how it measures sales and customer service department results and manages sales team metrics.
Find out which new HubSpot software releases are in store for 2022 for the world's best CRM, according to G2. Stay tuned; many of them will be incredible for your company.
Last month, HubSpot was the best CRM software based on the latest Spring 2022 grid report by G2.
This news is not surprising, given that HubSpot has demonstrated many essential differentiators in the technology industry in recent years. Among which the following modules stand out:
Difference between Beta & Live Updates
For companies that are not yet thoroughly familiar with HubSpot terminologies, there are two types of updates to CRM software:
You may ask, how do the two differ? In the case of Beta updates, the beta is a product update still under development. Live updates, on the other hand, have already gone through the development processes and are published in all partner environments.
In the case of Beta updates, some of these may not be updated on the partner's or its customers' portal, so we must consider the following factors:
Beta & Live updates in CMS, Marketing, Sales & Service Hub modules.
As part of some of the HubSpot software updates for this year, among the most important ones that are in development or live, we have identified the following:
1. Creation of SLAs: Even if they have been assigned only for the conversation module, this will allow you to establish service level agreements for your company's inbox, both for time entries for the first response or even for the closing time if necessary. It is available from sales or service professional & enterprise licenses.2. Creation of campaign templates for ad sequences: The ad sequence templates are in charge of showing the client a sequential documented guide of actions. This will generate steps that will create excellent marketing campaigns. These can be sent repeatedly and are available from marketing professionals or enterprise licenses.
To develop them, enter the marketing module > then click on the Ads tool > once inside, click on the Ad Sequence button. Ad sequences are executed in the same way as sales sequence automation. HubSpot will show you a step-by-step configuration depending on the ad sequence you will use.
3. Page meta descriptions are now available in the SEO recommendations: With this, it is possible to make these SEO optimizations. In addition, it can generate integrated campaign reports.
4. Workflows based on quotes: These workflow types are available for sales professional licensing. Although it does not yet include the ability to create quotations from a workflow, quote approvals will remain an enterprise feature.
Operations Hub Module Updates
As part of some of the new features of HubSpot's Operations software for this year, among the most important ones under development, we have identified the following:
1. Enhanced conditional logic mapping on datasets with "IF" rules: this new update has the purpose of transforming and segmenting reporting data. Using "IF" rules allow conditional logic to perform specific analysis. You can also group-specific data sets by multiple calculation conditions or data enrichment.
General CRM Updates and Important Integrations
Some of the new features within the CRM and new integrations for this year, among the most important ones that are under development, we have identified the following:
1. Flexible associations by customizable object associations: Now, it is possible to create associations with custom objects (months ago, this was only possible through APIs). You can create tags to create relationships between the associated records. In the following link, you can learn how to make these associations in the CRM:
Many new changes are in store for this robust CRM this year, empowering its platform with new tools within its management modules. Developing new integrations with more applications in its marketplace and constantly improving the user experience for its customers and partners so they can implement new solutions to address their businesses' daily challenges.
If you are interested in learning more about how an omnichannel CRM can help your company improve its operations, automate the different business areas of your company, and how it will generate ROI, request a consulting meeting with one of our consultants.
Discover what HubSpot's forecasting software is, how it measures sales and customer service department results and manages sales team metrics.
Find out how to create Workflows step by step within HubSpot, how to set them up, types of workflows, and how they help companies automate processes.
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