Dan MoyleIn this update round up, we're sharing insights into a few HubSpot updates from February as you head into March ready to round out Q1.
HubSpot rolled out several exciting updates over the last month or so, providing users with enhanced functionalities and a more streamlined user experience. In this LearnUp update, we'll dive into the latest features, covering custom object pipelines, dashboard filters, and the revamped navigation system.
Custom Object Pipelines: A Visual Delight
One of the standout updates is the introduction of a pipeline view for custom objects.
This feature adds a layer of clarity and efficiency to project management, client tracking, and educational processes. Users now have the ability to visualize stages and workflows within custom objects, providing valuable insights into progress and ensuring seamless management.
This has the potential to become a game-changer for HubSpot users engaged in project management, client tracking, and educational workflows. This innovative feature not only enhances the visual appeal but significantly elevates the functionality of managing custom objects within the platform.
With the newfound ability to visualize stages and workflows associated with custom objects, users can seamlessly track and manage projects from initiation to completion.
For project management tasks, this feature allows teams to gain a comprehensive overview of project stages, identifying bottlenecks, tracking progress, and ensuring timely delivery.
The transparency provided by the pipeline view ensures that all team members are on the same page, fostering collaboration and improving project outcomes.
Client tracking, a critical aspect of customer relationship management, benefits from the clarity offered by custom object pipelines. Users can now effortlessly monitor client interactions, identify touchpoints in the sales cycle, and predict potential future engagements.
The pipeline view acts as a dynamic tool for sales teams, providing a visual representation of client progress, making it easier to strategize and tailor communication to meet specific client needs.
The introduction of custom object pipelines goes beyond being a visual delight. It transforms the way users approach and execute projects, track clients, and manage educational initiatives within the HubSpot platform.
We give this update five stars.
HubSpot's New Seat Pricing
HubSpot's new seat pricing and functionality, particularly its expansion to other hubs and various price points, has a lot of folks having big feelings. But after initial reactions, the change may not be as bad as say.
Understanding the Seat Functionality:
In this episode of LearnUp with Impulse Creative, Josh introduces the tactical aspects of this update.
These changes will affect hubs such as Marketing Hub, CMS Hub, Operations Hub, and the CRM itself. The new pricing model introduces view-only seats and core seats, each serving specific purposes within the HubSpot ecosystem.
The Concerns and Emotional Connection:
Dan, a long-time HubSpot user and advocate, also reflected on his initial concerns when hearing about the seat functionality changes. He expresses worry about smaller businesses potentially getting disadvantaged and the platform becoming more like Salesforce. However, he acknowledges HubSpot's history of customer-centric decisions and remains open to the evolution of the platform.
Use Cases and Benefits:
For us at Impulse Creative, we realized our product HubLMS was a great use case.
Because HubLMS requires certain hubs and tiers, having pricing that doesn't have minimum seats can really help brands launch an LMS without going broke.
For instance, having access to Operations Hub at essentially a discounted price can benefit small businesses using custom objects like training plans.
Dashboard Filters Evolution: Flexibility at Your Fingertips
HubSpot's dashboard filters have also undergone significant enhancements over the last year, offering users more flexibility and customization options.
The addition of dynamic quick filters allows for easier management and a personalized approach to dashboard organization.
While users initially faced changes, the ongoing evolution of dashboard features is aimed at delivering a more user-friendly and adaptable experience.
The pivotal addition of dynamic quick filters empowers users with seamless management capabilities, fostering a personalized and efficient approach to dashboard organization.
Gone are the days of rigid dashboard structures; the dynamic quick filters now allow users to tailor their dashboard views according to their unique preferences and requirements.
We think this enhancement is a testament to HubSpot's commitment to adaptability and user-centric design, ensuring that individuals can navigate the platform in a way that aligns precisely with their workflow.
A Redesigned Navigation
Big news for menus: HubSpot has unveiled a revamped navigation (in beta), ushering in a more intuitive and organized structure.
This major overhaul categorizes elements into distinct sections, providing users with a seamless and visually cohesive journey through the platform.
The reimagined navigation now includes sections such as CRM, marketing, web content, automations, and reporting, aligning with the platform's commitment to simplifying workflows and improving accessibility.
Categorized under CRM, users now find a unified space for managing their primary objects and custom objects, eliminating the need for navigating through separate sections.
Plus it eliminates the weird, "click on contacts, and then click on companies" to get to your company object.
However, amidst our excitement, are questions about the continued design evolution. For example, Commerce Hub rolled out in the standard navigation and is now split up.
We'll see how it evolves as users get to test the functionality.
What we love about this, is that as we all adapt to the new navigation set-up, it seems as thought HubSpot is committed to improving accessibility and simplifying user journeys remains evident.
The reorganization not only reflects HubSpot's dedication to enhancing functionality but also sets the stage for a more user-centric and streamlined experience.
What's Next?
HubSpot continues to evolve, and staying informed about these updates is crucial for users aiming to optimize their experience on the platform. Whether it's leveraging the new custom object pipelines, exploring dynamic dashboard filters, or navigating through the revamped system, users can expect ongoing improvements that cater to their evolving needs.
As the platform evolves, the commitment to user engagement and continuous improvement remains at the forefront. Users are invited to explore these updates, provide feedback, and contribute to the ever-improving landscape of HubSpot's CRM platform. Stay tuned for more insights into HubSpot's dynamic features and enhancements!