March 31, 2020
HubSpot Product Spotlight – December 2019 Edition

HubSpot Product Spotlight – December 2019 Edition

– Hey there, I’m Lisa from
here at HubSpot and welcome to the latest edition of
the Product Spotlight. In this video, my fellow
product marketing team members and I will walk you through
this month’s biggest and most exciting HubSpot product updates. We’ve got a lot to cover
today so let’s get started. – Hi there, Elise here to
share some of the latest updates to HubSpot CRM and Sales Hub. First up, let’s talk reporting. HubSpot reporting gives you
insight into how your business is performing but sometimes
it’s helpful to export that data so you can get a
closer look at all the details outside of HubSpot. Well, now you can export data
from four key analytics tools: Contact Analytics,
Sales Content Analytics, Sales Team Productivity, and Service Team Productivity tools. This update is now available
to all Professional and Enterprise customers. And speaking of getting
a deeper understanding of your data, we’ve also made improvements to Funnel Reports. With the latest update to
Funnel Reports, you can now see cumulative conversion
percentages alongside the next-step conversion percentages. It’s important to note that
this change only impacts Funnel Reports that show
deals that have been through all stages of the funnel. We have also made a couple of improvements to the Revenue Analytics
tool in Sales Hub Enterprise. With the latest updates,
you can now see projected recurring revenue and future time ranges and you can drill down to
see the deals that comprise each revenue category. Aside from these improvements to reporting I also wanted to share a few
of the latest improvements for HubSpot admins. First up, admins can now keep
track of last user activity. This is a helpful way
for admins to monitor system adoption and
proactively target training for those not using HubSpot as intended. Admins also now have the ability to access all private dashboards,
which is a valuable update for teams dealing with a lot of turnover. Now, I’ve just shared a bunch of updates for our managers and HubSpot
admins but I do have a couple of improvements for
our sales reps as well. One of these improvements is
the addition of priority tasks. When a sales rep creates
a new task, they now have the option to mark
that task as a priority. Reps can then sort and view
tasks based on priority to ensure that the most
important things never slip through the cracks. And the last update I wanna
share is that you can now add comments to notes, calls, and meetings logged in the CRM. This allows for seamless
collaboration across teams right within HubSpot. – Hey, I’m Nikai and I’ve
got some news about our ads and conversations tools. LinkedIn lead gen ad creation
is now available in HubSpot. LinkedIn lead gen ads include
a form inside the ad itself which is pre-filled
with the user’s LinkedIn profile information. With lead syncing turned on,
these leads automatically sync over to HubSpot and can
be added to dynamic lists and use in automation. Plus, if you’re new to
advertising with LinkedIn we have some free ad credits
to help you get started. Learn how you can redeem
$100 in ad credits by clicking the link in the description. And along with new LinkedIn
ads, our report library got beefed up with six
new reports for monitoring and optimizing your ad campaigns. You can find these reports by
clicking the ad report button on a dashboard to enter the report library and then clicking on marketing
and then side navigation and then clicking on the ads category. When creating a chat flow,
keeping track of the conversation and all of its branches can
get a little complicated. To help, we’ve updated the
chat flow building experience to be a single page. Now you can easily
visualize all of the paths a conversation can take and toggle between the different paths based
on if-then responses. This is big. Personalization is one of
the most important parts of your chat and popup form strategy. So we’re really excited to
introduce advanced targeting and additional triggers to help you reach the right visitors. Besides selecting a specific website page where you would like your
popup to appear, you can now also apply filters based
on the characteristics of your website visitors,
what pages they’ve browsed, what country they’re in, are they a new or returning visitor, have they clicked on any particular CTA, and many, many more. The filters allow you to
combine multiple rules as well as create exclusion rules. The advanced targeting is
live now for popup forms and in Beta for conversations. For access, you can reach out to your CSM. – Hey everyone, I’m Marcus
from the Service Hub team, excited to give you a few
updates as we close out 2019. Your Knowledge Base tool
in HubSpot now features custom templates. This gives you real control
over the look and feel of your Knowledge Base and articles. You can choose from a
number of new templates to upgrade the design and
use new customization options that allow you to build a
Knowledge Base that is closer to your brand. Also in Knowledge Base,
you’ll now see the ability to add call-outs and tables in
the editor of your articles. These little improvements
will help your customers download the information they need to help themselves faster. Now live in feedback surveys
is the ability to create and send multiple MPS surveys. This makes it easy to survey
different sets of customers all at once and includes
the ability to clone and delete surveys. You can now set up multiple surveys and have more than one
survey running at any time. To get started with custom
templates or multiple MPS surveys just jump into the service tab
in HubSpot and get started. – Hi everyone, it’s Alex from
the product marketing team and I wanted to share a few
quick updates we’ve made to make it easier for you to
create content within HubSpot. First, depending on what type
of content you’re creating you might want to customize your image’s optimization quality. By default, HubSpot balances
uploaded images for both load time and image quality. But there could be times when you want more granular control. For example, you might want an email image to be higher resolution
while an image on a page might be lower resolution
for a faster load time. This is now possible in HubSpot. Simply select your
image optimization level when inserting an image
into any piece of content. We’ve also made a number of
small but impactful updates to our Rich Text tool to
make it easier to create content across email, blogs, and webpages. We’ve made it easier to
edit and style tables within Rich Text modules,
find personalization tokens you need and make quick
inline edits, and improve the visuals of anchor links
so they’re easy to locate and add to your content. – People love highly personal, authentic, and actionable videos. HubSpot Video brings the impact of video to your entire business. With video features directly
integrated into templates and sequences, it’s now easier
than ever for your sales and customer service teams
to leverage one-to-one video as part of your process at scale. When creating content in
templates or sequences simply click the HubSpot
Video icon from the editor. You’ll be able to choose
from past video content or record new content to
embed in your message. To have a strong, reliable
integration that you can trust you need to understand the
issues that are blocking data when syncing from one system to another. That’s exactly what this new
and improved sync health tab for HubSpot Salesforce integration does with three major changes. First, the sync health
tab is now the first tab you land on when checking out
your Salesforce integration so you can immediately understand
how healthy your sync is. Second, you’ll find
distinct error categories such as associations,
custom code, duplicates, property mappings, and
more so you can prioritize and plan how to address the errors. Lastly, you now have
the ability to sign up for sync error notifications
on an instant, daily, or weekly basis so you can
resolve errors as quickly as possible and keep
your integration healthy. Gravity Forms is one of the
most trusted and used website form tools in the world. More than one million
WordPress websites leverage Gravity Forms to power
advanced conversion paths to increase lead generation. Now, you can use Gravity
Forms and HubSpot together. The Gravity Forms HubSpot
add-on is included in all Gravity Forms plans and
works with all subscription levels of HubSpot, including the free CRM. By installing and activating
the HubSpot add-on for Gravity Forms, all
of your form submissions will automatically sync
with your HubSpot account and create and update
your contact records. That’s all for today, folks. As always, if you can’t get
enough HubSpot product updates you can check out our product updates blog using the link in the description below. Also, keep an eye out for
our monthly newsletter that highlights some of our
most exciting product updates to help you stay informed. We’ll see you next month. (upbeat music)

2 thoughts on “HubSpot Product Spotlight – December 2019 Edition

  1. I've a question. I wasn't familiar with the video feature yet. Am I able to personalize a video so if I sent the video to User-A. I can have an intro with: 'Dear User-A, Thank you for our collaboration'. And when sent to User-B, the video will mention: 'Dear User-B, Thank you for our collaboration.'

Leave a Reply

Your email address will not be published. Required fields are marked *