HubSpot Product Update

Hi, Welcome to our HubSpot Product Spotlight for July!

In this newsletter, we’ll explore some of our teams favourite HubSpot updates from the last month.Ready? Let’s dive in! ??

1. Forecasting with Multicurrency

What is it?

Users can now set their preferred currency in the forecasting app, enabling them to view forecast data and submit manual forecasts in their currency of choice.

Why does it matter?

Forecasting is critical to understanding the current and future state of your sales pipeline. Until today, forecasting for companies that deal with multiple currencies was a headache, as they had to view all forecast data in the default company currency, regardless of where their team was based or what currencies they dealt with. It was just as tedious for sales reps, who had to do countless conversions themselves in order to submit their manual forecasts in the company currency.

That all changes with the release of forecasting with multicurrency, which enables each user to select their preferred currency in the forecasting app, after which they can both view forecast data and submit manual forecasts in their currency of choice.

2. Automatic budget & spend data sync between Ad campaigns and Campaigns

What is it?

The Campaigns 'budget' tab now automatically syncs budget and spend data from associated Ad campaigns. The synched data will include the following information:

• the Ad campaign name including a link to the respective Ads Editor,
• a description, and,
• the budget and spend amount

With this update, we have automated the process for you, removing manual work and effort and ensuring a more accurate total Campaigns spend and budget data.

3. Approvals for Deal Pipelines

What is it?

You can now add an approval process to your sales pipelines, requiring deals to be reviewed and approved before progressing down the pipeline.

Once you enable the approval feature, a new approval stage will be added to the selected pipeline. All deals in that pipeline will require approval before they can move past the approval stage (exception: at the time of setup, any existing deals already in a stage following the approval stage will not be subject to approval).

Each pipeline can have up to three (3) approvers, with the option to require approval from all or any one approvers. After reviewing, approvers can approve, request changes to, or reject a deal.

Why does it matter?

Pipeline approvals allow sales leaders to ensure the right checks and balances are in place to ensure compliance with the sales process. Now, all deals will be subject to review, to ensure all required data has been captured before a deal can progress or move to closed won.

What's new?

Click here to watch our webinar "Maximise HubSpot CRM: Custom Tools for Enhanced User Experience"

Something on your mind? Whether it's HubSpot or inbound related, we will be happy to talk to your about anything you need to reach your growth goals. Click here to get in touch with our experts today!