HubSpot Spotlight: Where to Start!?
From our camp to yours, here's what's on our minds
A Note from Ryan Ruud, Founder & CEO of Lake One
Hi There,??
Spring has arrived and with it the Spring Spotlight from HubSpot. Anyone who's been in their portal over the past 90 days knows that HubSpot is pedal to the metal on rolling out updates. The Spring Spotlight features more than 100 new updates and we're only 1/4 of the way into 2024.
This month's Field Notes is all about the spotlight. We dropped a link to the whole doc below and our team highlighted a few of our faves and shared some use cases for you.
HubSpot Spotlight
Unless you've been camped out in HubSpot all spring, you probably haven't seen all of their updates! We'll be going over a few, but for a comprehensive look, check out HubSpot Spotlight here.
Features on Our Outfitters Minds ??
LinkedIn CRM Sync
You can now integrate LinkedIn Sales Navigator with HubSpot, pouring your important and timely sales data directly into HubSpot's Smart CRM. Our Business Development Manager, Conor, gave us 3 reasons why this is a game changer.
1?? Automatically Sync LinkedIn Conversations
A goal for one of our logistics clients is to prospect smarter and more efficiently by eliminating manual processes. Our client needs to send LinkedIn messages in LinkedIn and then copy and paste them into the CRM. LinkedIn CRM Sync solves this, automatically keeping HubSpot updated with sales activities by logging conversations directly from HubSpot. This boosts efficiency and drives sales growth seamlessly.
2?? Personalization with Recommended Leads
Personalization is a key method of outreach for one of our logistics clients. Their problem? Being able to send personalized messages while not spending all day doing so. The solution? LinkedIn CRM Sync allows salespeople to work within HubSpot to generate recommended leads and talking points of interest (icebreakers), all from the same page.
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3?? Organization with HubSpot
A problem we have been seeing with our customers who are using Saleshub has been the ability to capture new contacts and leads, while properly organizing them in HubSpot CRM. Now with LinkedIn CRM Sync, customers can take new, credible leads recommended by LinkedIn and automatically sync them into HubSpot.?
Deal Pipeline Rules
Thanks to HubSpot, Super Admins can now set rules for their deal pipelines to manage how users create and move deals through a pipeline. These rules help with:?
1?? Flow Accuracy
When people forget to create deals, they commonly try to match them to the stage their discussion is currently at. This can mess up the entire flow since the required fields for that specific stage won't come up. These additional rules allow you to manage deal movement more closely, preventing this from happening.
2?? Synchronization
If your company has integrated additional software where data?is inputted, and?you're aiming?to synchronize everything, but there are missing steps, implementing HubSpot's pipeline rules can ensure a seamless flow of accurate data.?
Get an overview of deal pipeline rules with our HubSpot Operations Specialist, Mary, and see why this is a must for sales managers!
AI Blog Writer ??
Users can now create a blog using AI directly within HubSpot! We see a couple of very useful applications for this right off the bat.
1?? One Centralized Platform
For those with multiple different tools for drafting and using AI, users can now consolidate their blogging and AI-assisted drafting tools into one central platform, ditching the need for multiple apps and streamlining their process.
2?? Expertise on Demand
In marketing, the to-do list seems endless, and crafting blogs can be a time-consuming task, especially if writing isn't your forte or the topic isn't in your wheelhouse. HubSpot's AI blog writer simplifies this process, providing subject matter expertise in a fraction of the time it would normally take. It's perfect for busy marketers looking to streamline their content creation efforts.
For a tutorial, tune in to Skyler, our HubSpot Onboarding Specialist.