不管代表是出售,提供服务还是管理帐户,他们都处于收集信息,与潜在客户或客户互动以及记录下一步的持续周期。你知道吗?销售代表是最艰难的工作之一。他们每天都面临拒绝,定期回答异议,并且必须在时间上有效,同时与前景建立真正的关系。

这个周期每天在HubSpot客户群中每天发生数百万次。通过这一切,我们在HubSpot想要确保您的软件有效bob电竞官方下载为你, not针对你— because your tools should be empowering, not overpowering.

如果不拥有正确,易于使用的工具,成为销售代表可能会具有挑战性。借助这些代表的新更新,Hubspot正在将忙碌的工作从图片中删除,以便代表可以专注于他们最擅长的工作 - 个性化每一次互动并创造出色的客户体验。

保持客户的前端和中心

Navigate with Ease

将最重要的信息保持在Hubspot中的最新更新,以提供最新的更新委员会和售票板。以前,每个交易卡上显示的三个属性(名称,金额,关闭日期)或票务卡(名称,状态,所有者)保持不变,无论如何。

With这个betafor Sales or Service Hub users (Starter and above), admins can customize two secondary properties for all users in a portal using property settings. Secondary properties can be changed to reflect deal or ticket information that is single select, a date, or a value (number, calculation, or score). Even better? You can also now customize properties on CRM record association cards for all objects.

HubSpot中的板卡编辑器的屏幕截图

Streamline the look of your deal or ticket boards with a新的紧凑卡卡style, now live and available to all. With this update, you can see more records on the board as the secondary card properties move up to one line. You can also choose to hide associated record avatars to save even more space.

HubSpot中的卡片编辑器的屏幕截图

Board cards aren't the only thing to get streamlined. We've also introduced a more compact look and feel to the contact timeline.

Now在私人beta中are a number of updates to the activity timeline that compact more valuable data into a glanceable space. Changes include collapsable timeline activities, new highlight cards that take up less vertical space, removing the right-side collapsing carrot, and streamlined associations cards — all giving reps more valuable data above the fold. It is now easier than ever for reps to scan the timeline for the activities they are looking for.

HubSpot中可听取的接触记录的屏幕截图

去年秋天发布to all HubSpot users, the新任务回家给你代表一个个性化的指挥中心all of their tasks, meetings, engagements, and CRM details in one place. No more clicking back and forth between different tools. Now reps can track prospects, scale outreach, and build relationships with ease.

在视图不仅减少了更多的相关数据scrolling and click-effort, it also gives you the quick overview you need to manage your workflows — all at a glance.

专注于重要的事情

随着您公司的增长bob全站app,新的销售或服务管道已添加到您的运营中,销售代表很容易被触手可及的大量数据所困扰。您希望将代表专注于他们的特定产品线,发行或领域,而不会被与它们无关的管道分散注意力。

HubSpot中管道访问权限访问权限的屏幕截图

With new pipeline permissions,now in beta对于销售或服务中心专业或更高版本,Admins可以限制在五个关键领域的管道设置中的交易和门票的管道访问:记录卡,创建记录侧栏,管道切换器视图,过滤器视图和记录审查。管理员和管理人员对数据团队的更多控制权可以访问,这意味着您的代表效率更高,最终为您的客户提供了更好的体验。

Now available to all HubSpot users is the ability to get quick insights on deal or ticket status with the newinactive board card符合自定义数天或几周不活动的卡片的样式。

灰色的联系记录的屏幕截图

Find Your Data Where You Need It, When You Need It

Now live for all HubSpot users is a new and improved way of将Gmail或O365电子邮件与HubSpot记录相关联。在销售客户端起草电子邮件时,您现在可以使用下拉菜单选择要将该电子邮件关联的记录与HubSpot中的记录相关联。稍后,当您检查HubSpot时,电子邮件日志将准确地等待您期望看到的地方。准备节省一些宝贵的时间,并通过清洁的CRM协会赢得管理员的心。

Screenshot of an email with record-logging dropdown options selected

当然,您需要与与会者分享会议详细信息,议程项目和目标,但是要有一个内部团队可以跟踪关键细节(例如利益相关者和背景环境),这也很重要,这与其他方面无关。现在直播,使用双向日历同步的代表在记录时间表上的会议活动中占有一席之地log internal-only notes

hubspot中的内部纯音符屏幕截图

有时,您有必要从现有联系人中删除电子邮件地址 - 也许是一个不活动的电子邮件,或者您输入了错误(糟糕!)。以前,没有办法在HubSpot中删除电子邮件地址。通过此更新,所有HubSpot用户现在都可以在需要时从联系记录中删除电子邮件地址。

Access From Anywhere

Available for iOS and Android, theHubSpot mobile appputs all of your favorite sales tools and CRM insights right at your fingertips. With theHubSpot移动键盘,去年秋天发布,您可以随时访问任何应用程序的会议链接,摘要,文档和报价。最新的更新使销售代表更容易完成此举。

With the今天查看, reps get a personalized command center. This view can act as a single source of truth for everything reps need to dotodayto reach success — all in one single tab. Reps can work through sales activities, follow up with prospects to set meetings, build pipelines, and close deals right from their phone. To help streamline sales workflows even further, reps can now make LinkedIn connection requests and send InMail tasks with one tap in the HubSpot Mobile app (requires Sales Hub Professional or Enterprise anda connected LinkedIn Sales Navigator account)。

Android users can also nowview, share, recall, or delete quotes from the HubSpot app, and access a new “attachments” tab on the contact, company, and deal record that lists all attachments — like pictures and files — that have been saved to engagements on that record’s timeline. These newest improvements will be coming soon to the HubSpot mobile app for iOS.

Image of a mobile device with the screen open to a deal quote

最初发布于2021年2月25日,上午6:45:00,更新于2021年2月25日