HubSpot Update: SUNSET: Automatic ticket assignment for sales-seated users in Help desk

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#Tech #Business #Marketing #George B. Thomas #Sidekick Strategies

52:22

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about a year ago 6:53

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Briefing Doc: Sunset of Automatic Ticket Assignment for Sales Users in Help Desk

Date: October 14, 2024

Source: Help Desk Product Update

Subject: SUNSET: Automatic ticket assignment for sales-seated users in Help desk

Summary: This update outlines a significant change to the Help Desk functionality, specifically regarding automatic ticket assignment. Effective immediately, only users with Service seats will be eligible for automatic ticket routing and assignment within Help Desk.

Key Changes:

Automatic Routing Rules: Sales-seated users will no longer be eligible for inclusion in "Specific users and teams" automatic assignment rules. Tickets will be routed to available Service seat users or remain unassigned if no eligible users are found within the rule.
Contact Owner Assignment: Automatic assignment to the Contact Owner now requires the Contact Owner to possess a Service seat. If the Contact Owner lacks a Service seat, fallback routing rules will be applied, which also require Service seats for "Specific users and teams" selection.
Team Assignment within Help Desk: Assigning a ticket to a team from within the Help Desk workspace will only consider users with Service seats on that team as eligible for assignment.
Manual Assignment: Sales and core seated users can still be manually assigned as the Ticket Owner through the assignment dropdown within the Help Desk workspace.

Rationale:

The update is driven by the platform's focus on Help Desk as a dedicated workspace for reactive support. Full access to Help Desk features, including automatic ticket assignment, now necessitates a Service seat. As stated in the update, "Help desk is an opinionated workspace for reactive support and a service seat is required to access all of the features, including automatic ticket assignment."

Impact:

Organizations relying on automatic ticket assignment to sales users in Help Desk will need to adjust their workflows. Consider the following:

Service Seat Provisioning: Determine which users require Service seats to maintain current ticket routing and assignment processes.
Routing Rule Review: Review and update existing Help Desk routing rules to ensure proper ticket flow with the new limitations on Sales seat users.
Process Adjustments: Update internal processes to reflect the changes and ensure effective ticket handling and response times.

Affected User Groups:

Service Pro users
Service Enterprise users

Next Steps:

Evaluate current user base and Help Desk routing rules to assess the impact of this change.
Communicate this update to all relevant stakeholders within the organization.
Adjust user seat assignments and Help Desk configurations as needed to maintain desired workflows.

47 episodes

HubSpot Update: SUNSET: Automatic ticket assignment for sales-seated users in Help desk

The Update Algorithm By Sidekick Strategies

published about a year ago

MP3•Episode home

Briefing Doc: Sunset of Automatic Ticket Assignment for Sales Users in Help Desk

Date: October 14, 2024

Source: Help Desk Product Update

Subject: SUNSET: Automatic ticket assignment for sales-seated users in Help desk

Key Changes:

Automatic Routing Rules: Sales-seated users will no longer be eligible for inclusion in "Specific users and teams" automatic assignment rules. Tickets will be routed to available Service seat users or remain unassigned if no eligible users are found within the rule.
Contact Owner Assignment: Automatic assignment to the Contact Owner now requires the Contact Owner to possess a Service seat. If the Contact Owner lacks a Service seat, fallback routing rules will be applied, which also require Service seats for "Specific users and teams" selection.
Team Assignment within Help Desk: Assigning a ticket to a team from within the Help Desk workspace will only consider users with Service seats on that team as eligible for assignment.
Manual Assignment: Sales and core seated users can still be manually assigned as the Ticket Owner through the assignment dropdown within the Help Desk workspace.

Rationale:

Impact:

Organizations relying on automatic ticket assignment to sales users in Help Desk will need to adjust their workflows. Consider the following:

Service Seat Provisioning: Determine which users require Service seats to maintain current ticket routing and assignment processes.
Routing Rule Review: Review and update existing Help Desk routing rules to ensure proper ticket flow with the new limitations on Sales seat users.
Process Adjustments: Update internal processes to reflect the changes and ensure effective ticket handling and response times.

Affected User Groups:

Service Pro users
Service Enterprise users

Next Steps:

Evaluate current user base and Help Desk routing rules to assess the impact of this change.
Communicate this update to all relevant stakeholders within the organization.
Adjust user seat assignments and Help Desk configurations as needed to maintain desired workflows.

47 episodes

#Tech #Business #Marketing #George B. Thomas #Sidekick Strategies

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The Update Algorithm By Sidekick Strategies

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Christy 31:03

26 weeks ago31:03

31:03

The Update Algorithm By Sidekick Strategies

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HubSpot Update: Freeform Prompting in Content Remix 5:28

29 weeks ago5:28

5:28

Content Remix Freeform Prompting: A Briefing Date: November 11, 2024 Source: Product Update Announcement Topic: Freeform Prompting in Content Remix Key Takeaway: This update introduces a powerful new feature to Content Remix called "Freeform Prompting," which significantly expands user control and creativity within the AI-driven content generation process. Main Themes & Features: Enhanced Creative Control: Freeform prompting enables users to move beyond pre-set content transformations and provide specific, customized instructions to the AI. This allows for greater alignment with individual creative vision and strategic goals. The announcement emphasizes this, stating: "With freeform prompting, you can better apply your creative and strategic strengths to the content remix process." Increased Efficiency: By providing clear instructions, users can guide the AI to produce desired outputs more efficiently, reducing manual editing and rework. Flexibility in Content Transformation: Users are no longer limited to direct transformations. Freeform prompting facilitates a wider range of content manipulations, from summarizing complex documents to adapting content for specific audiences. Familiar Interface: The freeform prompting functionality utilizes a chat-based interface, similar to popular AI tools like ChatGPT and Breeze Copilot. This ensures a seamless and intuitive user experience. Illustrative Examples: The announcement provides two examples showcasing the versatility of freeform prompting: Example 1: Transforming a blog post into a targeted press release by providing the AI with specific audience details. Example 2: Extracting key quotes and focused information from a multi-topic whitepaper by instructing the AI to concentrate on a specific topic. Availability: Freeform prompting is available to users of the following plans: Professional Customer Platform Enterprise Customer Platform Content Pro Content Enterprise Impact: This update represents a significant advancement in AI-powered content creation tools. By providing more granular control and flexibility, freeform prompting empowers users to leverage AI more effectively for their content needs, ultimately leading to more creative and strategic content outputs.…

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HubSpot Update: [Private Beta] Chat with Copilot during live calls 5:24

29 weeks ago5:24

5:24

Breeze Copilot Live Call Integration Briefing Doc Date: November 12, 2024 Subject: New Feature - Chat with Copilot during live calls (Private Beta) Overview: This document summarizes the key features and benefits of the new Breeze Copilot live call integration feature. What is it? The new feature allows sales and service representatives to interact with the AI assistant, Breeze Copilot, during live calls. By clicking the "Copilot" button in the calling interface, reps can access Copilot and ask questions in real-time. Why is it important? Currently, Breeze Copilot assists reps by providing insights from past calls. This update expands its functionality, enabling reps to leverage its capabilities during ongoing conversations, thus streamlining their workflow and boosting efficiency. Key Features: Real-Time Question Answering: Reps can ask Copilot specific questions related to the live call and receive immediate answers. Live Transcript Integration: Copilot utilizes the call's live transcript to provide accurate and contextually relevant responses. Outbound Widget: The feature is accessible through a dedicated widget within the outbound calling interface. Use Cases & Sample Prompts: The feature empowers reps with a range of capabilities, including: Note-Taking: "Draft notes for this call so far?" Follow-Up: "Help me draft a follow-up email for this call" Customer Insights: "Does the caller have any open tickets/deals?" Availability: This private beta feature is currently available to users with the following subscriptions: Professional Customer Platform Enterprise Customer Platform Sales Pro Sales Enterprise Service Pro Service Enterprise Impact & Benefits: Enhanced Productivity: Real-time assistance from Copilot allows reps to focus on the conversation and make informed decisions quickly. Improved Customer Experience: Faster access to information leads to quicker resolutions and more personalized interactions. Increased Sales & Service Efficiency: Streamlined workflows and data-driven insights empower reps to close deals and resolve issues efficiently. Conclusion: The Breeze Copilot live call integration represents a significant step forward in leveraging AI to enhance sales and service operations within HubSpot. The private beta offers a valuable opportunity for early adopters to leverage this powerful tool and gain a competitive advantage.…

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HubSpot Update: Draggable Chat Widget 6:23

29 weeks ago6:23

6:23

Briefing Doc: Draggable Chat Widget Feature Update Date: November 12, 2024 Source: Product Update - Connected Email | Inbox Subject: Draggable Chat Widget Feature Release Overview: This product update introduces a new feature that allows website visitors to drag the chat widget to any location on the screen. This addresses a previous issue where the fixed position of the widget could potentially obscure important website content. Key Highlights: User benefit: Enhances user experience by providing flexibility and preventing the chat widget from obstructing crucial information or controls on the website. Functionality: Website visitors can easily drag the chat widget by clicking on the designated dragger (a series of 10 dots) located beside the chat launcher icon. Admin control: Administrators have full control over this feature and can enable or disable it through a dedicated toggle in the platform's settings. This toggle is found in "Settings > Inbox & Help Desk > Help Desk (or Inboxes) > Chat > Web Chat > Configure". Scope: The draggable functionality is currently limited to web-based chatflows and does not extend to mobile app experiences. Availability: This feature is available to users across various subscription tiers including CMS Enterprise, CMS Pro, Marketing Enterprise, Marketing Pro, Sales Enterprise, Sales Pro, Service Enterprise, and Service Pro. Importance: This update directly addresses a potential usability concern raised by customers, as stated in the source: "The fixed position of the chat widget poses the risk of covering up essential information and controls on customers' websites." By allowing users to reposition the chat widget, this feature promotes a more seamless and user-friendly browsing experience. Potential Impact: Improved customer satisfaction: The increased flexibility offered by the draggable widget can lead to higher customer satisfaction by eliminating a source of frustration. Increased engagement: A more accessible and less intrusive chat widget may encourage users to engage with customer support more readily. Next Steps: Communicate this feature update to all relevant stakeholders. Update user documentation and help materials to reflect this new functionality. Monitor user feedback and engagement with the draggable chat widget to assess its impact and identify any potential areas for improvement.…

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HubSpot Update: Rep Availability Reporting 5:21

29 weeks ago5:21

5:21

Rep Availability Reporting: A New Era of Data-Driven Customer Service This briefing document reviews the key features and benefits of the new Rep Availability Reporting functionality launched within the Help Desk product. The update empowers Help Desk Managers with comprehensive insights into their team's availability, enabling data-driven decision-making for enhanced efficiency and customer satisfaction. Key Features: Peak Workforce Insight: Pinpoint the highest number of available representatives at any given hour, facilitating optimized resource allocation. Availability Analysis: Gain granular understanding of rep availability through detailed percentage breakdowns by status (e.g., available, away). Team Health Visibility: Obtain a comprehensive view of team availability both within and outside standard working hours for proactive staffing and planning. The Need for Enhanced Reporting: Help Desk Managers often struggle with maintaining team efficiency and effective planning due to insufficient reporting on rep availability. The product update directly addresses this pain point: "Helpdesk Managers face challenges in maintaining team efficiency and effective planning due to a lack of comprehensive reporting on rep availability." Benefits: Improved Team Efficiency: Accurately measure team performance and make informed decisions to optimize overall efficiency. Enhanced Planning Processes: Leverage data insights for proactive staffing and strategic planning. Elevated Customer Satisfaction: Ensure timely customer support by optimizing rep availability and reducing wait times. Functionality and Access: Users can access the new Rep Availability Reporting via: Service Hub Analytics Suite: Pre-built reports for maximum available reps by hour, availability percentage by status, and availability inside/outside working hours. Custom Report Builder: Utilize new data points like "Availability Status," "Time in Availability Status," and "Count of Available Users" to create tailored reports. Target Audience: The Rep Availability Reporting feature is available to users with a Service Pro or Service Enterprise Seat. Impact: This update marks a significant step towards data-driven customer service management. By providing unprecedented visibility into rep availability, Help Desk Managers can now make informed decisions that will enhance team efficiency, optimize planning, and ultimately drive higher levels of customer satisfaction.…

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HubSpot Update: Figma Design Kit for UI Components 5:30

32 weeks ago5:30

5:30

Briefing Doc: Figma Design Kit for UI Components Date: October 22, 2024 Source: Product Update Announcement Theme: Empowering developers and designers to build and plan custom card designs using a Figma Design Kit. Key Highlights: Purpose: The Figma Design Kit provides a visual representation of UI components used in React-based custom cards, serving as a single source of truth for design. Target Audience: Developers and designers creating custom cards. Initially, access will be granted to a limited set of developers for preview and validation. Availability: Sales Enterprise and Service Enterprise plans. Benefits: Facilitates design planning for custom cards. Enhances communication with stakeholders about UI Extensibility possibilities. Enables creation of demos and proposals prior to development. Provides a library of all current UI components, variants, and visual states. Clarifies customizable aspects of UI components. Functionality: Users can copy components from the Figma library and modify them as needed. Important Note: The original Figma Design Kit should be used as the source of truth for updates. Quotes: "This new Figma Design Kit is a visual source of truth for the UI components in React-based custom cards." "Now, teams can create mocks and brainstorm designs with their customers even before development begins." "Note: To get the latest updates please use the original Figma Design Kit as the source of truth." Action Items: Review the Figma Design Kit and provide feedback during the preview phase. Utilize the kit to create demos, proposals, and mockups for custom card designs. Stay updated with the latest changes and additions to the kit.…

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HubSpot Update: Estimated Email Size in Marketing Email Editor 5:58

32 weeks ago5:58

5:58

Marketing Email Size Optimization Update Briefing Source: HubSpot Product Update Announcement - "Estimated Email Size in Marketing Email Editor" (October 22, 2024) Key Theme: Improving email deliverability, engagement, and conversion rates by providing users with email size estimates and mitigating the risk of email clipping. Important Ideas/Facts: Email Size Impact: "Every Marketing Email has its size, which affects the way servers and inbox providers will handle its content. The size depends both on the HTML code (tables, text, links) and graphics embedded in the email." Clipping Risk: "Large emails are more likely to encounter problems during its delivery, and HTML emails that exceed 102 KB are at risk of email providers like Gmail 'clipping' your email." New Feature: The update introduces an "Estimated Size" feature in the top right corner of the HubSpot Marketing Email editor. This provides real-time insights into the email's size. Detailed Breakdown: Clicking on "Estimated Size" opens a table indicating the risk of clipping and recommending actions to optimize size. Personalized Email Consideration: "If your email contains any personalization, it is recommended to preview as a contact for the most accurate estimate as personalization will change the content of the Email, and therefore the size of the Email for each recipient." Availability: This feature is available to all HubSpot users across all hubs and tiers. Actionable Takeaways: Marketers should be mindful of email size and aim to keep it below the 102 KB threshold to avoid clipping. Utilize the new "Estimated Size" feature to monitor email size and optimize content as needed. When using personalization, preview the email as a contact to obtain a more accurate size estimate. Quote: "With this rollout, the Estimated Size of your Marketing Email will now be surfaced in the top right of the Email Editor, providing users with more visibility into their total email size and help reduce the impact of client clipping."…

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HubSpot Update: Mobile Optimized Email 2:52

32 weeks ago2:52

2:52

HubSpot Mobile Optimized Email: A Briefing Introduction: This briefing document summarizes the key features and benefits of HubSpot's new mobile-optimized email functionality, based on the provided product update information. Key Features: Module and Section Visibility Control: Users can now choose to hide specific modules or entire sections of an email for either mobile or desktop viewers. This allows for tailoring content to the specific device and enhancing user experience. ("To customize which modules or sections appear for desktop or mobile recipients..." ) Customizable Mobile Layout: The update provides the ability to change the column layout and disable automatic column stacking on mobile devices. This allows for greater control over how the email is displayed and ensures optimal readability on smaller screens. ("...toggle the All devices switch off, then configure the column layout for Desktop and the stacking layout for mobile.") Device-Specific Styling: Marketers can now adjust background colors, spacing, and other styling elements for both desktop and mobile versions of the email separately. This allows for a more visually appealing and consistent experience across devices. ("In the Background or Pacing section in the left pane, toggle the All devices switch off, then configure the background or spacing styling for Desktop and for mobile.") Mobile Template Customization: The update also allows for customization of template background and body color for desktop and mobile separately, further enhancing the visual appeal on different devices. ("...toggle the All devices switch off, then configure the background or body colour for Desktop and for mobile.") Benefits: Enhanced User Experience: By optimizing emails for mobile devices, marketers can deliver a more user-friendly and engaging experience for recipients who view emails on their smartphones or tablets. ("...enhancing your end recipient experience...") Improved Engagement Rates: A better mobile experience can lead to increased engagement with email content, such as higher open rates, click-through rates, and conversions. ("...improving engagement rates...") Higher Conversions: By optimizing the email experience for mobile users, businesses can drive more conversions and achieve their marketing goals more effectively. ("...and ultimately drive higher conversions.") Availability: This feature is available for Marketing Pro and Marketing Enterprise HubSpot users. Conclusion: This update is a significant step forward in empowering marketers to create effective, mobile-first email campaigns. By leveraging the new mobile optimization features, businesses can ensure a seamless and engaging experience for all recipients, ultimately driving better results from their email marketing efforts.…

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HubSpot Update: Declarative Optional Scopes for Public Apps 4:23

32 weeks ago4:23

4:23

Briefing Doc: Declarative Optional Scopes for Public Apps - HubSpot API Update Date: October 21, 2024 Subject: Mandatory Update for Public App Scope Declaration Summary: This document reviews the upcoming changes to HubSpot's API, specifically regarding the declaration of optional scopes for public apps. Starting October 21, 2024, self-selection for declaring optional scopes will be disabled, requiring developers to adopt new advanced settings for managing app permissions. Key Points: Mandatory Transition: All public app developers must transition to the new advanced auth settings and explicitly define required, optional, and conditionally required scopes for their applications. Failure to comply by October 21, 2024 will result in the app becoming unavailable for installation by customers. Enhanced Security and Installation Process: This update is primarily driven by a need to enhance security for public apps and improve the app installation experience from the HubSpot App Marketplace. Dynamic Permission Requests: While enforcing stricter scope management, the new settings retain the ability for apps to dynamically request specific permissions based on factors like tiered features or user-controlled functionality. Universal Impact: This update affects all HubSpot hubs and tiers, underscoring its significance for the entire developer ecosystem. Key Quotes: "We are disabling the option for developers to self-select into declaring optional scopes on October 21, 2024." This statement emphasizes the mandatory nature of the update and the firm deadline for compliance. "These new settings ensure that all of the permissions that an app may request are controlled in the settings for the app, while still allowing apps to dynamically request specific permissions depending on things like tiered features or user controlled functionality." This clarifies the dual objectives of enhancing security through controlled permissions while preserving flexibility in dynamic permission requests. Call to Action: All developers of public HubSpot apps are urged to review the detailed information provided in the Developer Changelog post: "Advanced auth and scope settings for public apps". This resource will offer technical guidance on implementing the new advanced settings and properly defining the scopes required by their applications. Potential Impact: Improved Security Posture: The enforced scope management will mitigate potential risks associated with overly permissive app access. Streamlined App Installation: Clearly defined scopes will lead to a more transparent and user-friendly installation process for customers. Increased Developer Responsibility: Developers will assume greater responsibility in meticulously managing and declaring the scopes required by their apps. Next Steps: Familiarize yourself with the updated scope management system and advanced auth settings. Review the "Advanced auth and scope settings for public apps" Developer Changelog post. Update your public app's scope definitions in accordance with the new requirements before the October 21, 2024 deadline. This briefing document serves as an overview of the upcoming changes. Developers are strongly encouraged to consult the official HubSpot documentation and developer resources for comprehensive technical details and implementation guidance.…

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HubSpot Updates: Use association labels in Create record & Create task workflow actions 3:27

32 weeks ago3:27

3:27

Product Update Briefing: Workflow Enhancements for Record and Task Creation Date: October 21, 2024 Subject: Enhanced Association Labeling in Workflow Record and Task Creation Actions Key Takeaway: This product update introduces significant improvements to the "Create Record" and "Create Task" actions within Workflows, providing users with greater control over association labeling and relationship management between records. Main Themes: Enhanced Control over Associations: The update addresses previous limitations in defining relationships between records created through workflows. "[P]reviously, when using the Create record and Create Task actions in Workflows, there were limited options for how to handle the relationships between the enrolled record and the newly created records." Granular Association Labeling: The update introduces "[u]pgraded association options to both of these actions, which allow more control over which associations are created, as well as the ability to apply relationship labels." This allows for more precise and informative relationship mapping within the system. Improved User Experience: The update simplifies association management by introducing "a new section for configuring associations" within the "Create task or Create record actions in workflows." This streamlines the workflow creation process and makes it easier for users to establish desired relationships between records. Impact: Increased Efficiency: The ability to clearly define and label associations between records created through workflows will streamline data management and improve overall operational efficiency. Enhanced Data Accuracy: Precise association labeling will enhance data accuracy and make it easier to track and analyze relationships between different records. Improved Reporting and Insights: The ability to leverage association labels in reports and analyses will provide users with more comprehensive and insightful data, leading to better decision-making. Availability: This feature is available to users with the following subscriptions: Marketing Pro, Marketing Enterprise Ops Pro, Ops Enterprise Sales Pro, Sales Enterprise Service Pro, Service Enterprise…

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HubSpot Update: Learn with HubSpot Academy in Copilot 2:56

32 weeks ago2:56

2:56

Breeze Intelligence Product Update Briefing Doc Date: October 21, 2024 Subject: Breeze Intelligence - Learn with HubSpot Academy in Copilot Overview: This product update introduces a new feature within the Breeze AI Copilot called "Learn with HubSpot Academy." This feature leverages HubSpot Academy's extensive library of over 6,000 video tutorials to provide users with on-demand learning and support directly within the HubSpot software. Key Features: AI-Powered Content Recommendations: Users can ask questions related to HubSpot functionality and receive personalized video recommendations from the HubSpot Academy library. Seamless Integration: The "Learn with HubSpot Academy" prompt is conveniently located within the Copilot interface, accessible from both the HubSpot Academy homepage and the main navigation bar within the HubSpot software. Broad Topic Coverage: The feature supports a wide range of topics including "connecting your email, integrating with third-party applications, or any feature in the HubSpot Hubs!" Benefits: Accelerated Learning: Provides immediate access to relevant educational resources, enabling users to quickly find answers and learn new HubSpot features. Improved User Experience: Offers a streamlined learning experience by integrating HubSpot Academy content directly within the user's workflow. Increased Adoption and Proficiency: Facilitates faster user onboarding and encourages ongoing learning, leading to increased HubSpot proficiency and platform adoption. Availability: The "Learn with HubSpot Academy" feature is available to all HubSpot users, free of charge , regardless of their Hub or subscription tier. Impact: This update represents a significant step forward in democratizing access to HubSpot Academy's vast knowledge base. By embedding learning directly within the platform, HubSpot empowers users to become more self-sufficient and proficient, ultimately driving greater value from their HubSpot investment.…

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HubSpot Update: Mobile Lead Management 2.0 - Enhanced Experience 3:43

32 weeks ago3:43

3:43

HubSpot Mobile Lead Management 2.0: A Detailed Briefing This briefing document reviews the planned update to HubSpot's Mobile Lead Management system, scheduled for release on October 21, 2024. The update, dubbed "Mobile Lead Management 2.0", aims to empower sales representatives with enhanced prospecting capabilities directly from their mobile devices. Key Highlights: Enhanced User Experience: The update focuses on a redesigned mobile interface with new features designed for easier navigation and lead discovery. The goal is to move beyond a simple list view and provide a more intuitive and powerful mobile experience. Improved Prospecting Productivity: The update directly addresses the need for sales reps to prospect efficiently from anywhere. The redesigned mobile app will help reps achieve key prospecting goals, like generating qualified leads and scheduling discovery meetings, ultimately leading to increased deal closures. Seamless Cross-Platform Integration: A key focus of this update is to align the mobile experience with the desktop version, ensuring consistency across platforms. This will allow sales reps to manage their pipelines seamlessly, regardless of location or device. Key Features: Saved Views: Reps can leverage predefined or custom filtered views for focused lead management. For example, views for "open leads," "target account leads," or "leads with recent activity" will enable efficient pipeline management. Multiple Pipelines: Reps can now navigate and manage leads across multiple pipelines on their mobile devices, mirroring the functionality available on the desktop platform. Board (Kanban) View: The update introduces a Kanban-style board view, providing a visual overview of the selected pipeline. Reps can easily move leads across stages with simple swipe gestures. Quick Filters/Sorting: Reps can filter and sort leads within specific views using key properties, enabling them to prioritize and focus on the most important leads. View Non-Assigned Leads: Authorized reps and managers can access and view leads assigned to other team members, enhancing team collaboration and pipeline visibility. Target Audience: This update is specifically targeted at Sales Hub Professional and Enterprise users who utilize the "Leads" object within their sales prospecting process. The new mobile experience will be available on both Android and iOS devices. Impact: This update is expected to significantly improve the mobile lead management experience for HubSpot users. By providing a more robust and user-friendly interface, sales reps will be able to: Prospect more efficiently: Access and manage leads from any location, leading to increased productivity. Close more deals: Improved prospecting capabilities translate to more qualified leads and better conversion rates. Work more seamlessly across platforms: A consistent experience between desktop and mobile platforms ensures efficient pipeline management. Quotes: "We want sales reps to be able to prospect from anywhere." "The new design and enhanced features for the mobile prospecting process represent a significant qualitative advancement over the current experience." "This update lets sales representatives create and manage their pipeline smoothly across channels. This helps them work better and be more productive from anywhere, whether they are at the office or on the go." Conclusion: The Mobile Lead Management 2.0 update promises a significantly improved mobile experience for HubSpot users. The combination of new features, enhanced usability, and cross-platform consistency will empower sales reps to manage their pipelines and prospect effectively, regardless of their location.…

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HubSpot Update: Use workflows to register contacts for Microsoft Teams webinars 3:43

32 weeks ago3:43

3:43

HubSpot Integrates with Microsoft Teams for Webinar Registration This product update introduces a significant improvement in the integration between HubSpot and Microsoft Teams, specifically for managing webinar registrations. Key Highlights: Automated Webinar Registration: HubSpot users can now automatically register contacts for Microsoft Teams webinars using contact-based workflows. This eliminates the need for manual registration through Microsoft Teams, streamlining the process and saving time. Dynamic Enrollment Based on Criteria: Workflows allow for segmented and dynamic enrollment based on HubSpot contact properties, such as form submissions or other criteria. This enables targeted webinar promotion and registration. Centralized Marketing Activities: Previously, using Microsoft Teams for webinars required separate registration management outside of HubSpot. This integration allows users to centralize all their marketing activities within HubSpot, including webinar promotion and registration. Improved Data Synchronization: The integration ensures that registered contacts appear both in the Microsoft Teams webinar attendee list and on the corresponding HubSpot marketing event record. This synchronization provides a unified view of webinar participation across platforms. Key Benefits: Increased Efficiency: Automating webinar registration saves time and reduces manual effort. Targeted Audience Reach: Dynamic enrollment based on contact criteria ensures that the right audience is invited to webinars. Centralized Management: Managing all webinar-related activities within HubSpot simplifies workflows and improves overall efficiency. Enhanced Data Visibility: Synchronized registration data between HubSpot and Microsoft Teams provides a comprehensive view of webinar participation. Important Considerations: Integration Requirements: This feature requires the Microsoft Teams integration installed with the "Full Install" option and proper permissions for webinar sync. Workflow Access: Access to workflows is necessary to utilize this feature, requiring a HubSpot Professional or Enterprise plan. Direct Quote Highlighting the Problem Solved: "Previously, contact registration for webinars hosted in Microsoft Teams had to be exclusively done via Microsoft Teams webinar registration forms. This meant you couldn't use HubSpot to centralize your marketing activities for your webinars if you were hosting them with Microsoft Teams, causing you to go back and forth between tools." Conclusion: The integration of HubSpot workflows with Microsoft Teams for webinar registration is a valuable enhancement for users of both platforms. This update streamlines webinar management, improves efficiency, and provides a more centralized and data-driven approach to webinar marketing.…

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HubSpot Update: Mobile Chat SDK 6:39

33 weeks ago6:39

6:39

HubSpot Mobile Chat SDK Briefing Doc Date: October 15, 2024 Source: HubSpot Product Update - "Mobile Chat SDK" Main Theme: Launch of the HubSpot Mobile Chat SDK, allowing integration of HubSpot chat into native iOS and Android apps. Key Features & Benefits: Easy Integration: "Easily integrate HubSpot chat into any iOS or Android app with minimal coding to deliver a support experience that feels contextual and native to your app." Enhanced In-App Support: Offers a comprehensive in-app self-service experience by integrating customer agents, the knowledge base, bots, and other powerful HubSpot tools into the chat. Familiar Interface: "Configure and customize your app's chatflow using the same familiar interface." Improved Efficiency: "Capture essential customer information to resolve issues more efficiently." Availability: Available to all HubSpot hubs and tiers. Limitations: Designed for native iOS and Android apps only. "(Please note: The Mobile Chat SDK is designed for native iOS and Android. If your codebase uses a hybrid framework like React Native or Flutter, you'll need to build your own hooks to integrate it.)" Support & Feedback: Dedicated Slack channel (#mobile-chat-sdk-beta) within the HubSpot Developer Slack Community for user support, feedback, and interaction with the product team. Next Steps: Attend the webinar on October 17, 2-3 pm ET for a live demo and Q&A session. Refer to the HubSpot knowledge base article for detailed information about the SDK. Join the dedicated Slack channel for support and feedback. Key Takeaway: The Mobile Chat SDK represents a significant step towards improving in-app customer support within the HubSpot ecosystem. It offers a robust and flexible solution for businesses looking to enhance their mobile customer experience.…

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HubSpot Update: Renewal Center Redesign 4:47

33 weeks ago4:47