The August updates from HubSpot provide new methods to discover the data you need on CRM records, communicate in CMS tools and dashboards, compare date ranges in custom analytics, eliminate undesirable contacts, and plan workflow activities on precise dates.
CRM tracks advancements
Numerous functional changes to the CRM records have helped managers discover the data they need more quickly.
- An overview is a new tab added to the Activity timeline that allows you to rapidly see pertinent data. In addition to creating new cards for the center pane and sidebar to display any additional information you need to track often, you can conditionally customize the cards and tables to only display the most pertinent information.
- Within the new CRM development menu that comes with the new CRM card beta, you can manage your CRM developer’s work in one location.
- Each sales pipeline board now allows you to display different characteristics on deal cards. You may quickly examine the details that are most important for closing the purchase, such as providing various attributes for the pipeline of each product.
- To further clarify what you’re referring to, links to specific activities in the CRM records have been included. Tools from HubSpot that don’t support new comments might leverage this capability. Additionally, you may link HubSpot activities, such as emails that have been tracked or Notes, to documentation in other programs.
- With the new, “no viewing access” permission option, managers may now build manager-only views and restrict the information that is visible to their teams.
Collaboration between CMS tools and dashboards.
The sidebar and commenting modes that were previously added to the email editor and other Marketing Hub capabilities have now been added to CMS website tools and reporting dashboards.
Instead of providing someone a link to the complete dashboard or CMS page, this function will allow you and your team to explain queries concisely and handle quality control concerns quickly.
These two technologies are particularly crucial for managers since work done in the CMS eventually affects customers’ experiences and is seen by your leadership and board, who may provide unfavorable criticism if mistakes are made. The CMS tools now feature a comment sidebar, but not the new “comment mode,” which enables conversation tied to certain tool modules.
The enhancement in cooperation can help guarantee that the reporting is illustrative of the message you want to convey because dashboards are frequently designed for leadership. To cut down on meeting time and tension, leaders may then ask questions asynchronously on the dashboards rather than waiting to barrage you with inquiries during a real-time meeting. The video and text boxes you may use to continue telling the tale with your dashboard data are just two examples of the kind of dashboard modules that allow for comments.