Unveiling Smart CRM at INBOUND 2023



The long-awaited moment for the large HubSpot community has finally arrived! With great excitement, the Globalia team, present at the INBOUND 2023 in Boston, witnessed the launch of new features and improvements to HubSpot tools during the conference on September 6, 2023.


During the popular INBOUND event, Yamini Rangan, CEO of HubSpot, Andy Pitre, Executive VP of HubSpot Product, and Dharmesh Shah, Co-Founder and CTO of HubSpot, hosted the "HubSpot Spotlight" conference and announced the major updates to the platform. Here is our summary of the HubSpot news and improvements.

INBOUND 2023: Connecting in the Era of Artificial Intelligence 

This year, the central theme of the event is the connection in the era of AI. The technological innovations announced during this conference revolve around this theme.

AI will be at the forefront of discussions, highlighting its impact on how people work, buy, and make decisions. Connecting and AI may seem like opposing concepts, but HubSpot explains how businesses can use this technology to better understand customers and communities— their needs, motivations— to create an increasingly personalized and empathetic experience. This is where the concept of "connection" truly comes to life!

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HubSpot: An AI-Powered Smart CRM 

The first significant point mentioned in the presentation is the "HubSpot Smart CRM"! While AI tools have been gradually integrated into the platform, HubSpot is fully embracing this technology to provide us with a CRM powered by artificial intelligence. As you'll see later in this article, several announced innovations are indeed related to this technology and will assist us in content creation and recommendation generation.

New HubSpot Features and Improvements

 The conference presenters shared the following features and improvements to the platform that caught our attention! Note that access to certain elements depends on the type of package your company has selected. For all the details and to validate the innovations available in your account, feel free to contact us!

Revamped Hub Sales

•    Prospecting Space:

 Efficiently prospect new clients with the dedicated sales team prospecting space in HubSpot. This new space allows representatives to organize their day, stay focused on daily activities, identify new urgent tasks, and link them to their overall goals, all without switching between different applications.


•    Lead Qualification from Forms:

Create conditional redirect rules within HubSpot forms to automatically qualify and route your prospects to the appropriate representative. The contact's path will be more personalized based on the responses provided in the form.

•    New Prospect Reports:

 Discover how representatives interact with prospects and why they convert with the prospect contact rate report.

See how your various sources and channels generate leads with the source report.

Analyze the performance of various activities implemented by sales teams with the lead activity report.

•    Updates to Sequences:

 Conduct A/B tests in sequences to make quick decisions and optimize prospecting efforts.

Analyze the performance of your sequences in more detail with the detailed report of different sequence steps.

Improve your reports and analysis with new metrics: "Transaction Rate" (the percentage of contacts enrolled in the sequence that generated a transaction) and "Total Revenue" (the amount of revenue influenced by the sequence).
•    Enroll your contacts in sequences directly from your mobile!

 



HubSpot Integration for Salesforce!

 Establish strong connections with your prospects and clients, regardless of the CRM used by your sales team. The integration enhances smooth collaboration between the two tools, saving valuable time for users.

Better Revenue Forecasting

•    Understand how your revenues are evolving compared to your sales goals with new available analytics data.
•    Get AI insights into the accuracy of your revenue forecast view. Based on past data and trends, you can benefit from its analysis to readjust more quickly.

Tags for Transactions

 Create labels for your transactions so that your sales team can quickly identify where to focus their efforts.


 

Additions to Conversational Guides

•    Benefit from tool recommendations for the best conversational guide ("playbook") to use based on contact properties.
•    Now use text blocks ("snippets") in the notes area.

Team Training

 Accelerate your team's training by using a series of lists containing the best call recordings. Integrating new representatives will be faster thanks to listening to these examples.x

 



Even More Personalized CRM More Efficient Information Sheets

•    Optimize efficiency by adapting the view of sheets in HubSpot according to the teams. Choose and filter report, association, and "pipeline" tracking information displayed in sheets.
•    Customize the central area of sheets, the activity area, to suit the needs of the business.

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HubSpot AI Assistant to Support You

  AI + Marketing = 🙌

•    HubSpot introduces the "Campaign Assistant" to assist you in your marketing campaigns. Answer a few questions, and your new best friend will help you create all your campaign variations (landing page, ads, social media posts, etc.) and save you incredible time.
•    Build your landing page in a few clicks with the campaign assistant: answer a few questions, and your page will be ready to go online!
•    Increase efficiency with AI when drafting your marketing email content. AI will read your final email content and even suggest text ideas for the email subject!
•    Use AI ideas to propose content options for your blog. Say goodbye to writer's block! Just provide a general description of the topic you're interested in, and receive more targeted ideas that your audience might find interesting. Plus, AI will help you compose once you reach the writing stage!
•    Illustrate your content with beautiful images suggested by artificial intelligence. Spend less time searching for images: we love it!
•    Now generate your social media and paid advertising content (Facebook and LinkedIn) with AI directly in the content creation tool in HubSpot.

 



Web Page Creation

•    Create your website with AI using the "AI Website Builder": HubSpot will ask you a few questions to propose a page structure for your website and assist you in writing content. Currently available in English only.
•    Let AI generate your title and meta description in seconds to optimize your SEO.
AI in the Inbox to Support Your Service Team
•    Increase efficiency by letting AI summarize exchanges in the inbox. This feature allows any inbox user to quickly grasp the context of the conversation without reading every message!
•    Respond to exchanges in the inbox using AI suggestions.

Reports Generated by the Tool

•    Create your reports more quickly by telling AI in writing what you want to monitor, and your report will magically (or almost) generate!

The Arrival of Hub Commerce

 Tools Now Unified

•    Find all your commerce tools under one roof: payment, quotes, invoicing, products, etc.
Stripe Payment
•    Enjoy the new Stripe payment process—currently available only in U.S. client accounts. With Stripe integration in the Commerce hub, you can seamlessly and quickly collect money from customer profiles in HubSpot using your existing Stripe ID.

Invoices

•    Create invoices quickly from your HubSpot sheets (contacts, companies, transactions, quotes)—accessible to merchants using HubSpot payments, currently only in the United States.
Mobile Message Optimization Note: "SMS" only accessible in the United States for now, "WhatsApp" accessible worldwide.

Customize Your Messages

•    Send personalized messages using centralized data effortlessly with the more intuitive tool than ever. Personalization tokens are finally available!



Consent Management

•    Manually add, modify, or delete consents from your contact list, ensuring compliance and data integrity. Reduce administrative burden with automated consent management.

Automations

•    Create custom automations that react to contact actions and properties, ensuring your messages reach the right people at the right time, with the right message! Beta version available.


INBOUND 2023: AI-Oriented Innovations for HubSpot In conclusion, the "HubSpot Spotlight" conference at INBOUND 2023 in Boston featured major announcements marked by a focus on artificial intelligence.

 The "HubSpot Smart CRM" powered by artificial intelligence, is a major innovation promising to enhance the understanding of customers and communities for a more personalized and empathetic experience.

What I really like about HubSpot is its free plan.




 

HubSpot also offers a range of pricing plans to accommodate the diverse needs of businesses. Whether you're just starting out, looking for essential marketing tools, or require comprehensive marketing software, there's a plan for you. Let's explore the options:

1. Free Tools - $0

•    Start generating and emailing new leads, and measure your success — for free.
•    No credit card is required.
•    Includes free marketing tools, sales tools, service tools, CMS tools, operations tools, and commerce tools.

2. Starter - $18 per month

•    Essential marketing tools to engage and convert leads.
•    Billed at $600 annually or $18 monthly (commit monthly or save 10% when committing annually).
•    Includes 1,000 marketing contacts with an additional cost of $18/month per 1,000 additional marketing contacts.
•    Enjoy free tools with increased limits and remove HubSpot branding from email marketing, landing pages, live chat, forms, and HubSpot payments (U.S. only).
•    Email and in-app chat support are included.

3. Professional - $800 per month

•    Comprehensive marketing software for automation, reporting, and campaigns.
•    Billed at $10,680 annually or $9,600 when committing annually and paying upfront (save 10%).
•    Includes 2,000 marketing contacts with an additional cost of $225/month per 5,000 additional marketing contacts.
•    Includes everything in the Starter plan plus social media, omnichannel marketing automation, campaign reporting, custom reporting, and the ability to add teams.
HubSpot's pricing plans offer flexibility, whether you're looking to start with free tools, need essential marketing capabilities, or require advanced marketing software. The choice depends on your specific business needs and goals.


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