{"id":8414,"date":"2024-08-12T15:25:54","date_gmt":"2024-08-12T15:25:54","guid":{"rendered":"https:\/\/tup.kxe.temporary.site\/big-moves-toward-better-efficiency-and-security\/"},"modified":"2024-08-12T15:25:54","modified_gmt":"2024-08-12T15:25:54","slug":"big-moves-toward-better-efficiency-and-security","status":"publish","type":"post","link":"https:\/\/okdesign.ca\/en\/big-moves-toward-better-efficiency-and-security\/","title":{"rendered":"Big moves toward better efficiency and security"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div>\n<p>HubSpot rolled out another huge batch of updates in July, and we\u2019ve sifted through them to pick<br \/>out the game-changers from the nice-to-haves. This month, the big news is all about improved<br \/>data management, making customer interactions smoother and cutting down the time you<br \/>spend on busy work. Sales teams, get ready to level up with awesome new tools for managing<br \/>leads.<\/p>\n<p>Without further ado, here are the must-know HubSpot updates for July 2024 that managers<br \/>and admins should check out:<\/p>\n<h2 class=\"wp-block-heading\" id=\"h-updates-hubspot-managers-will-love\">Updates HubSpot managers will love<\/h2>\n<ul>\n<li>Securely store highly sensitive data in HubSpot<\/li>\n<li>Upgrade your customer engagement with marketing SMS replies<\/li>\n<li>Automate and manage subscription billing in HubSpot<\/li>\n<li>Centralize sales tasks with the new Sales Workspace<\/li>\n<li>Create custom object records on iOS<\/li>\n<li>Get deeper customer insight with the Company Health Score Builder<\/li>\n<li>Make outbound calls directly from the navigation with HubSpot<\/li>\n<li>Get better visibility in engagement tracking with the Allbound Timeline Card<\/li>\n<li>Mobile lead management: manage leads anytime, anywhere<\/li>\n<\/ul>\n<h2 class=\"wp-block-heading\" id=\"h-updates-hubspot-administrators-will-love\">Updates HubSpot administrators will love<\/h2>\n<ul>\n<li>CRM data backup: safeguard your valuable information<\/li>\n<li>Keep your CRM clean with new \u201cgibberish spam detection\u201d in form submissions<\/li>\n<li>Quickly visualize workflow performance with built-in conversion reporting<\/li>\n<li>Optimize lead management with stage calculated properties<\/li>\n<li>Boost productivity with HubSpot\u2019s quick create feature<\/li>\n<\/ul>\n<h2 class=\"wp-block-heading\" id=\"h-updates-managers-shouldn-t-miss\">Updates managers shouldn\u2019t miss<\/h2>\n<h3 class=\"wp-block-heading\" id=\"h-securely-store-highly-sensitive-data-in-hubspot\">Securely store highly sensitive data in HubSpot<\/h3>\n<p><strong>What\u2019s new:<\/strong> HubSpot super admins can now create custom properties to store highly sensitive<br \/>information like Social Security Numbers and bank account numbers with restricted user<br \/>access.<\/p>\n<p><strong>How it helps you<\/strong><br \/>Sales, marketing and service teams can safely manage sensitive data, creating a<br \/>comprehensive and unified customer profile to improve operational efficiency and customer<br \/>interactions. This update expands upon recent sensitive-data updates, including even more<br \/>sensitive data types and enhanced encryption.<\/p>\n<p><strong>Status:<\/strong> Private Beta<br \/><strong>Applicable HubSpot Hubs:<\/strong> All Hubs<br \/><strong>Applicable HubSpot Tiers:<\/strong> Enterprise<\/p>\n<p><strong><em>Dig deeper: <a rel=\"nofollow\" href=\"https:\/\/martech.org\/limited-hubspot-breach-reminds-us-theres-risk-in-saas-apps-and-data-storage\/\">Limited HubSpot breach reminds us there\u2019s risk in SaaS apps and data storage<\/a><\/em><\/strong><\/p>\n<h3 class=\"wp-block-heading\" id=\"h-upgrade-your-customer-engagement-with-marketing-sms-replies\">Upgrade your customer engagement with marketing SMS replies<\/h3>\n<p><strong>What\u2019s new: <\/strong>Teams can now view, organize and respond to SMS replies from marketing contacts directly on their Marketing SMS phone number in HubSpot.<\/p>\n<p><strong>How it helps you<\/strong><br \/>This update allows marketers to engage in live, two-way conversations with customers, transforming SMS into a powerful relationship-building tool. By responding to customer replies via SMS, marketers can drive purchases and boost brand loyalty through exceptional customer experiences.<\/p>\n<p>It should be noted that this update is designed specifically for receiving and responding to replies to SMS messages sent through the marketing SMS tool and workflows. It is not designed for 1-to-1 sales or customer support conversations.<\/p>\n<p><strong>Status:<\/strong> Live<br \/><strong>Applicable HubSpot Hubs:<\/strong> Marketing Hub<br \/><strong>Applicable HubSpot Tiers:<\/strong> Professional and Enterprise<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-automate-and-manage-subscription-billing-in-hubspot\">Automate and manage subscription billing in HubSpot<\/h3>\n<p><strong>What\u2019s new: <\/strong>You can now automate subscription management and recurring billing regardless of your payment processor, with the added ability to pause and resume subscriptions directly from the CRM.<\/p>\n<p><strong>How it helps you<\/strong><br \/>This update allows organizations to efficiently manage recurring retainers and customer renewals through Commerce Hub Subscriptions, even if you\u2019re not using HubSpot Payments. By automating billing processes, businesses can reduce workloads around invoicing and payment collection, reducing administrative overhead and improving cash flow management.<\/p>\n<p>This update also includes a new ability to pause subscriptions, offering flexibility for customers who need a temporary break and helping to reduce churn.<\/p>\n<p><strong>Status: <\/strong>Public Beta<br \/><strong>Applicable HubSpot Hubs:<\/strong> All Hubs<br \/><strong>Applicable HubSpot Tiers:<\/strong> All Tiers<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-centralize-sales-tasks-with-the-new-sales-workspace\">Centralize sales tasks with the new Sales Workspace<\/h3>\n<p><strong>What\u2019s new:<\/strong> The Prospecting Workspace is evolving to become the Sales Workspace, allowing salespeople to manage both pipeline building and deal closing from one centralized location.<\/p>\n<p><strong>How it helps you<\/strong><br \/>For teams where every salesperson must generate and manage their pipeline, this update is big. The Sales Workspace unifies pipeline generation and deal-closing activities, allowing BDRs, Account Executives, and full-cycle reps to prioritize impactful sales actions without navigating across the CRM.<\/p>\n<p>This new approach helps salespeople focus on activities that drive revenue so they can hit their sales targets more effectively.<\/p>\n<p><strong>Status:<\/strong> Private Beta<br \/><strong>Applicable HubSpot Hubs:<\/strong> Sales Hub<br \/><strong>Applicable HubSpot Tiers:<\/strong> Professional, Enterprise<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-create-custom-object-records-on-mobile\">Create custom object records on mobile<\/h3>\n<p><strong>What\u2019s new:<\/strong> Users can now create custom object records directly from the global create menu on the iOS and Android mobile apps.<\/p>\n<p><strong>How it helps you<\/strong><br \/>This update allows users to create custom object records on the go, boosting productivity and flexibility for teams working remotely or in the field. With this capability, users can quickly capture important information in real-time, ensuring data accuracy and up-to-date records.<\/p>\n<p>This feature is especially valuable for those who need to maintain consistency across custom objects within HubSpot while using the mobile app.<\/p>\n<p><strong>Status: <\/strong>Live<br \/><strong>Applicable HubSpot Hubs:<\/strong> All Hubs<br \/><strong>Applicable HubSpot Tiers:<\/strong> Enterprise<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-get-deeper-customer-insight-with-the-company-health-score-builder\">Get deeper customer insight with the Company Health Score Builder<\/h3>\n<p><strong>What\u2019s new:<\/strong> This tool lets users weight properties and activities on company and associated contact records to generate an aggregated Company Health score.<\/p>\n<p><strong>How it helps you<\/strong><br \/>This update is especially helpful for customer success teams looking to identify trends, opportunities, and potential issues within their customer base. By automatically aggregating and evaluating data points about individual companies, teams can efficiently identify which customers derive significant value and which are at risk of churn. This data improves your team\u2019s ability to proactively address customer needs and improve retention.<\/p>\n<p>Learn more about <a rel=\"nofollow noopener\" href=\"https:\/\/knowledge.hubspot.com\/help-desk\/customize-a-health-score-in-the-customer-success-workspace\" target=\"_blank\">customizing health scores<\/a> in the customer success workspace.<\/p>\n<p><strong>Status:<\/strong> Public Beta<br \/><strong>Applicable HubSpot Hubs: <\/strong>Service Hub<br \/><strong>Applicable HubSpot Tiers:<\/strong> Professional, Enterprise<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-make-outbound-calls-directly-from-the-navigation-with-hubspot\">Make outbound calls directly from the navigation with HubSpot<\/h3>\n<p><strong>What\u2019s new:<\/strong> You can now make outbound calls using the calling icon in the navigation, by simply entering the recipient\u2019s phone number and clicking \u201cdial.\u201d<\/p>\n<p><strong>How it helps you<\/strong><br \/>This update offers a faster and more flexible way to make outbound calls in HubSpot, eliminating the need to navigate to specific record pages. By streamlining the calling process, sales and service teams can step up their productivity and reduce time spent on administrative tasks.<\/p>\n<p><strong>Status:<\/strong> Public Beta<br \/><strong>Applicable HubSpot Hubs:<\/strong> Customer Platform, Sales, Service<br \/><strong>Applicable HubSpot Tiers:<\/strong> Enterprise, Professional, Starter<\/p>\n<p><strong><em>Dig deeper: <a rel=\"nofollow\" href=\"https:\/\/martech.org\/what-hubspots-linkedin-integration-means-for-the-future-of-sales-and-marketing\/\">What HubSpot\u2019s LinkedIn integration means for the future of sales and marketing<\/a><\/em><\/strong><\/p>\n<h3 class=\"wp-block-heading\" id=\"h-get-better-visibility-in-engagement-tracking-with-the-allbound-timeline-card\">Get better visibility in engagement tracking with the Allbound Timeline Card<\/h3>\n<p><strong>What\u2019s new:<\/strong> The Allbound Timeline Card provides a calendar view of activities on record pages, allowing users to see engagement levels and activities without switching tabs or scrolling.<\/p>\n<p><strong>How it helps you<\/strong><br \/>This feature helps users quickly assess communication with contacts at a glance. It separates outbound from inbound interactions, making it easy to determine response levels. Managers can use this tool to evaluate sales reps\u2019 performance and identify areas for improvement, ensuring efficient prospecting and account management.<\/p>\n<p><strong>Status:<\/strong> Public Beta<br \/><strong>Applicable HubSpot Hubs: <\/strong>All Hubs<br \/><strong>Applicable HubSpot Tiers: <\/strong>All Tiers<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-mobile-lead-management-manage-leads-anytime-anywhere\">Mobile lead management: Manage leads anytime, anywhere<\/h3>\n<p><strong>What\u2019s new:<\/strong> HubSpot\u2019s mobile app now includes lead management capabilities, allowing BDRs, SDRs and sales reps to navigate lead stages, conduct outreach, and qualify leads on the go.<\/p>\n<p><strong>How it helps you<\/strong><br \/>Reps can now maintain continuity between desktop and mobile, giving a nice boost to productivity and allowing for more effective lead qualification while out in the field. This update makes mobile prospecting more convenient by providing a dedicated lead management solution, eliminating the need to jump between different app features.<\/p>\n<p><strong>Status:<\/strong> Live<br \/><strong>Applicable Platforms: <\/strong>Sales Hub (via iOS and Android)<br \/><strong>Applicable HubSpot Tiers:<\/strong> Pro and Enterprise (paid seated users only)<\/p>\n<h2 class=\"wp-block-heading\" id=\"h-updates-hubspot-admins-shouldn-t-miss\">Updates HubSpot admins shouldn\u2019t miss<\/h2>\n<h3 class=\"wp-block-heading\" id=\"h-crm-data-backup-safeguard-your-valuable-information\">CRM data backup: Safeguard your valuable information<\/h3>\n<p><strong>What\u2019s new:<\/strong> CRM Data Backup now allows you to manually export all contacts, companies, deals, tickets, custom objects, products, calls and tasks in a CSV zip file with a single click.<\/p>\n<p><strong>How it helps you<\/strong><br \/>This feature addresses a significant need for data preservation. While individual object exports are available, a full data backup was previously unavailable. Regular backups ensure business continuity and peace of mind, protecting against accidental changes from integrations or workflows.<\/p>\n<p>By maintaining backups, you can quickly restore your data to its original state if unwanted changes occur, ensuring your business operations remain uninterrupted.<\/p>\n<p><strong>Status:<\/strong> Private Beta<br \/><strong>Applicable HubSpot Hubs:<\/strong> All paid hubs<br \/><strong>Applicable HubSpot Tiers: <\/strong>All tiers (Enterprise tier can create backups every 24 hours, others weekly)<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-keep-your-crm-clean-with-new-gibberish-spam-detection-in-form-submissions\">Keep your CRM clean with new \u2018gibberish spam detection\u2019 in form submissions<\/h3>\n<p><strong>What\u2019s new:<\/strong> HubSpot now features AI-powered gibberish detection that identifies spam in form submissions, specifically targeting gibberish in the contact\u2019s first name, last name and message properties.<\/p>\n<p><strong>How it helps you<\/strong><br \/>This update helps fight spam form submissions that would otherwise clutter your CRM data with meaningless information. By automatically filtering out junk submissions, marketing teams can focus on genuine leads and reduce overhead. This tool makes it easier to keep your CRM data clean and reliable.<\/p>\n<p><strong>Status:<\/strong> Private Beta<br \/><strong>Applicable HubSpot Hubs: <\/strong>Content and Marketing<br \/><strong>Applicable HubSpot Tiers:<\/strong> Professional, Enterprise<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-quickly-visualize-workflow-performance-with-built-in-conversion-reporting\">Quickly visualize workflow performance with built-in conversion reporting<\/h3>\n<p><strong>What\u2019s new:<\/strong> The workflow editor now displays aggregate conversion and performance data directly on each workflow\u2019s diagram, offering new insights into workflow effectiveness.<\/p>\n<p><strong>How it helps you<\/strong><br \/>These improved reports will help users to understand and optimize their automation strategies. By visualizing performance metrics like total enrollment counts, endpoint reach percentages, and branch action paths, admins can easily identify what\u2019s working best within workflows.<\/p>\n<p><strong>Status:<\/strong> Public Beta<br \/><strong>Applicable HubSpot Hubs: <\/strong>All Hubs<br \/><strong>Applicable HubSpot Tiers:<\/strong> Enterprise<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-optimize-lead-management-with-stage-calculated-properties\">Optimize lead management with stage calculated properties<\/h3>\n<p><strong>What\u2019s new: <\/strong>New stage calculated properties for leads track the date leads enter and the time leads spend in each lead pipeline stage, allowing for better reporting and performance analysis.<\/p>\n<p><strong>How it helps you<\/strong><br \/>This update simplifies the process of tracking lead progression by providing insights into the time it takes to move leads through your initial sales engagement processes. Sales teams can use this information to prioritize work, more easily evaluate team performance related to leads, and automate actions based on lead movement.<\/p>\n<p>Learn more about<a rel=\"nofollow noopener\" href=\"https:\/\/knowledge.hubspot.com\/properties\/stage-calculated-properties\" target=\"_blank\"> stage calculated properties<\/a>.<\/p>\n<p><strong>Status: <\/strong>Live<br \/><strong>Applicable HubSpot Hubs:<\/strong> Sales Hub<br \/><strong>Applicable HubSpot Tiers: <\/strong>Pro and Enterprise<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-boost-productivity-with-hubspot-s-quick-create-feature\">Boost productivity with HubSpot\u2019s quick create feature<\/h3>\n<p><strong>What\u2019s new:<\/strong> A new quick create button in the top navigation bar allows users to effortlessly<br \/>create contacts, companies, deals, and tickets across the platform in real time, without losing<br \/>focus or context.<\/p>\n<p><strong>How it helps you<\/strong><br \/>This feature significantly cuts down on wasted task-switching time, enabling users to create new<br \/>records without navigating away from their current workspace making interactions smoother. It<br \/>maintains your workflow context, reducing disruptions and helping you stay focused on your<br \/>tasks.<\/p>\n<p><strong>Status: <\/strong>Live<br \/><strong>Applicable HubSpot Hubs: <\/strong>All Hubs<br \/><strong>Applicable HubSpot Tiers: <\/strong>All Tiers<\/p>\n<p>July\u2019s updates are all about making things easier, faster and cleaner. Put them to work to help<br \/>your team work smarter and better connect with buyers. Keep an eye out for the next curated<br \/>list of big updates coming your way next month!<\/p>\n<p><!-- START INLINE FORM --><\/p>\n<p><!-- END INLINE FORM --><\/p>\n<h3 class=\"wp-block-heading\" id=\"h-\"><\/h3>\n<\/div>\n<p><em>Contributing authors are invited to create content for MarTech and are chosen for their expertise and contribution to the martech community. Our contributors work under the oversight of the <a rel=\"nofollow\" href=\"https:\/\/martech.org\/staff\/\">editorial staff<\/a> and contributions are checked for quality and relevance to our readers. The opinions they express are their own.<\/em><\/p>\n<p><br \/>\n<br \/><a href=\"https:\/\/martech.org\/hubspots-july-2024-updates-big-moves-toward-better-efficiency-and-security\/\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>HubSpot rolled out another huge batch of updates in July, and we\u2019ve sifted through them to pickout the game-changers from the nice-to-haves. This month, the big news is all about improveddata management, making customer interactions smoother and cutting down the time youspend on busy work. Sales teams, get ready to level up with awesome new [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":6213,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"nf_dc_page":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[5],"tags":[],"class_list":["post-8414","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-agency"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v23.8 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Big moves toward better efficiency and security - OK Design<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/okdesign.ca\/en\/big-moves-toward-better-efficiency-and-security\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Big moves toward better efficiency and security\" \/>\n<meta property=\"og:description\" content=\"HubSpot rolled out another huge batch of updates in July, and we\u2019ve sifted through them to pickout the game-changers from the nice-to-haves. 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This month, the big news is all about improveddata management, making customer interactions smoother and cutting down the time youspend on busy work. 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