pot May 2023 releases – The manager’s Guide

HubSpot has released a number of new features in May, including a prospecting workspace and playlists for coaching. There is also an AI assistant for social media content, content approvals, and countless releases related to goals.

Managers should be aware of the following updates:

• Prospecting SDR/BDR workspace (beta)
• Coaching playlists (beta).
• AI Content Assistant for Social Media (Beta)
• Content approval for landing pages, blog posts and website pages
• Goal releases
  • Create ad objectives within ads (beta).
  • Workflows based on goals
  • Goals can be set for weekly or custom durations
  • Customized goals for custom-made objects
• Playbooks for custom object records
• Budget and expenditure items for each campaign can be tracked.
• Multiple measures can be created from the same report
• New object page for Marketing Events (Beta)
• Improved Zoom Integration for Team Use and Better Notes (Beta)

Prospecting SDR/BDR workspace (beta)

HubSpot now makes it easier for sales teams to manage and create prospecting opportunities. The workspace consolidates prospecting experiences, such as daily tasks, progress on tasks, sequences that are in progress, today’s calendar, and suggested activities.

This release is an addition to the release from last month. It allows users to book meetings in behalf of others, for example sales or business development reps (SDRs/BDRs), who book meetings on account executives’ (AEs) behalf. Prior to this release, teams were forced to use point solutions to manage high volumes of prospecting activities. You or your admin may watch this video to learn more or register for this educational event.

Coaching playlists (beta).

You can create a playlist for your team to train them on specific topics. This feature is highly requested and allows you to coach your team at scale in order to help them close more business. Watch this video to learn how it works.

AI Content Assistant for Social Media (Beta)

HubSpot’s content assistant beta for social media can help your team produce social media content faster. This tool is based on the same technology used by ChatGPT to create or edit content in HubSpot. It will be particularly useful for teams with recently reduced staff.

Content approval for landing pages, blog posts and website pages

Save time and reduce errors by bringing your content approval process into HubSpot, using the new content approvals for website pages, landing pages and blog posts. HubSpot released many approval features over the last year, including approvals for marketing emails. Centralizing approvals prevents bottlenecks and tracks changes, allowing users to trust that they are reviewing the latest version. Watch the video to learn more about this release.

Releases related to goals

• The new release allows you to track the performance of your campaigns from HubSpot. Create ad-goals in the analyze tab (in beta) using the ads tool. The goals include the number of contacts at a particular lifecycle stage, contacts from the first form submission and network conversions.
• Use the data from goals to motivate your team and better manage your business. Workflows can, for example, set up notifications based upon goals status and communicate between teams when the outcomes of one team’s goals impact another’s work. Prior to this, HubSpot had separate goals and workflows.
• The new release allows you to track your performance on a weekly basis or for a longer period of time. HubSpot now offers these options in addition to monthly, quarterly and annual durations. These new goal types are currently only available with limited reporting.
• Use the new HubSpot release that enables custom goals for custom items to create more relevant goals. This will help you track metrics that are important for your business. Event-based and time-based objectives are not currently possible.

Playbooks for custom object records

Use the new release of HubSpot to enable your team to follow process guidelines and input information in a standard way into your custom object record. You can also use the custom object properties within playbooks.

Budget and expenditure items for each campaign can be tracked.

Now you can track the individual budgets and expenditures of campaigns in one tab. This tab lets you see the budget and spending information in individual line items, as well as the total budget per campaign. It also shows the remaining budget based on the current amount spent. Click here to learn more.

Multiple measures can be created from a single custom report

The Custom Report Builder now allows you to compare related metrics on one report. This comparison could not be done in one report before, and each metric was studied separately, except for a combo chart.

New object page for Marketing Events (beta).

The new marketing event object page allows you to manage your event activities, view performance reports and find all the information about your marketing events in one place. Find out more about marketing events here.

Improved Zoom Integration for Team Use and Better Notes (Beta)

Allowing all participants in Zoom meetings to use HubSpot’s app, your teams can more efficiently and consistently find data. Prior to this release, only the host could use the HubSpot integration.

The in-Zoom Integration includes playbooks, tracking and logging contact data, searching contacts, and taking notes on the contact record that will sync with the CRM. Note-taking features of the integration allow you to engage more effectively with clients and prospects during meetings. You can @ mention users in your notes, add snippets, and sync the comment section within the call object.

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