Yamini Rangan (HubSpot’s CEO) said it herself, the bar for sales and service reps is higher in a post-AI world and messaging must be tailored accordingly. HubSpot has announced the development of several new tools and features to elevate how your sales and service teams engage leads and delight customers. We are most excited about these updates:
Lead Management
(In Development)
The Prospecting Workspace was one of HubSpot‘s biggest launches in recent years. After having thousands of reps use the tool, HubSpot is taking our feedback and updating lead management functionality. Updates will include expanding the data model, adding more automation based on leads, and better routing and handoff between marketing and sales.
With these improvements, sales reps will be able to manage leads more effectively, ensuring that no potential customer falls through the cracks. The enhanced automation will also help in prioritizing leads, allowing sales teams to focus on the most promising prospects.
Dynamic Sequences
(In Development)
The sequence tool is one of the most used sales features in Sales Hub, and HubSpot is about to make it even more powerful. The new dynamic sequence capabilities will introduce dynamic triggers that activate when a lead engages. These triggers will tailor the sales approach based on the lead’s behavior, making the interaction more personalized and relevant. This means that sales reps can focus their efforts on warm leads, significantly increasing the chances of conversion.
Advanced Revenue Reporting
(Planned)
Recurring revenue reports using line items and product type is in the works! These reports will provide a more detailed and accurate picture of your revenue, which will be invaluable for sales teams, allowing them to track performance, forecast revenue more accurately, and ultimately drive better business outcomes.
Breeze Copilot Call Analysis
(In Development)
Service calls are filled with valuable insights. The new Breeze Copilot will analyze these calls to pull out information that can be used to enhance Knowledge Bases, FAQs, and playbooks. This will help you build a more robust support system that can preemptively address common issues and questions your customers face. This analysis will also provide actionable insights that can be used to improve customer interactions, ensuring that your service team is always equipped with the most relevant and up-to-date information.
Company Health Scores
(In Development)
Service shouldn’t just be reactive when a client comes to you with questions or feedback. HubSpot’s updated health score will use AI and trends to identify clients you should check in on and make sure they are optimizing your product. This proactive approach will not only enhance customer satisfaction but also help in building stronger, more resilient client relationships.
Sensitive Data Storage for Calling
(Planned)
Many of our clients use HubSpot to call clients and discuss sensitive financial information. This update will continue to provide robust security measures, including end-to-end encryption, secure data storage, and compliance with industry standards, ensuring that all sensitive information remains protected.
HubSpot’s innovative suite of sales automation tools continues to revolutionize the way businesses manage their sales processes. From streamlining lead management and boosting engagement with dynamic sequences to providing advanced revenue reporting and enhancing customer interactions with Breeze Copilot call analysis, HubSpot is setting a new standard in efficiency and effectiveness. By integrating these cutting-edge features, HubSpot empowers sales and service teams to not only meet but exceed their targets, fostering stronger client relationships and driving sustainable business growth.
Interested in learning more about how these features can benefit your organization? Let’s discuss how HubSpot might be the right tool to address your needs.
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About the Author: Allison Bischoff
Allison is Gate 39's Director of Marketing and supervises strategy and execution for our HubSpot clients.
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