Skip to content
wolfgangherfurtner

wolfgangherfurtner

People Gotta See More

Primary Menu wolfgangherfurtner

wolfgangherfurtner

  • News Business
  • traffic finance
  • business markets
  • finance & accounting
  • Finance & Oportunity
  • business ideas
  • About Us
    • Advertise Here
    • Contact Us
    • Privacy Policy
    • Sitemap
  • Home
  • HubSpot’s release brings quoting and payments improvements
  • business markets

HubSpot’s release brings quoting and payments improvements

Thelma D. Griggs 03/05/2022 2:13 AM

Table of Contents

Toggle
  • Service Hub relaunch
    • Customer Portal improvements
    • Service level agreements (SLAs)
    • Inbound calling (beta)
    • Customizable Quote templates 
    • New features for HubSpot payments and invoice
    • Invoice object for QuickBooks Integration users
    • Sync QuickBooks Invoices to HubSpot
    • Payment links in marketing email (alpha)
    • Additional contact fields on payment links
  • RevOps certification 
  • Additional notable releases
  • All the updates, all the time
    • About The Author

[ad_1]

Some of the most exciting updates from the past month (March to mid-April) include:

  • Service Hub relaunch 
  • Customizable quote templates
  • New features for HubSpot payments and invoices
  • RevOps certification 

Service Hub relaunch

On March 15, HubSpot relaunched its Service Hub tools with new features, including service level agreements (SLAs), Customer Portal and inbound calling. The price has also increased beginning May 2.

These improvements could help more companies adopt HubSpot as a cross-functional revenue operations platform by adding their service team to a tool their sales and marketing teams may also be using.

I was somewhat disappointed to see only minimal improvements to my favorite Service Hub tool, the Knowledge Base, which our company uses for internal documentation. 


Get the daily newsletter digital marketers rely on.


Customer Portal improvements

For Hubspot Service Hub Pro and Enterprise users, the Customer Portal now allows end-users to see all tickets from their company in the customer portal instead of only viewing their own individual user tickets. 

Where to find it. Under the Service menu, Customer Portal. Also, in the Settings area, Website, Customer Portal, scroll down to the Ticket Permissions for the feature described above.

Why we care. Customers can now learn from the answers of other team members’ ticket submissions, which reduces duplicate support tickets. 

Service level agreements (SLAs)

For Hubspot Service Pro and Enterprise users, the new SLAs build out its help desk functionality with working hours, time to first response, time to close, reporting, lists and workflows using SLA properties. 

The two SLA settings per inbox are Time to first reply (to the ticket) and Time to close (the ticket). You have two options for each setting: apply to all tickets in the inbox, or apply based on priority. SLAs will only apply to the chosen work hours when conversations have associated tickets in the inbox.

Where to find it. In the Settings area, Inbox, Inboxes, SLA tab. 

Why we care. SLAs help to set and meet customer expectations about the timing of responses, help the customer support team to prioritize tickets, and help customer support managers to coach reps and improve the support process using reporting and workflows — such as reporting on how many tickets are due soon. 

Inbound calling (beta)

Admins with Sales or Service Hub Starter and above can now buy a U.S., United Kingdom or Canadian phone number to use inside HubSpot for outbound or inbound calls. The calls forward to your own phone and create records, transcriptions and recordings inside HubSpot. Users must have a paid Service Hub seat to receive calls on their personal devices.

Where to find it. In the Settings area, Calling, the orange button on the right, “Get a HubSpot number.”

Why we care. Previously, only outbound calls were possible in HubSpot. Answering inbound calls is part of many customer service teams’ responsibilities, which will help keep all conversations from the same customer in the same system without additional tool integrations.

Customizable Quote templates 

Admins with Sales Hub Pro or Enterprise can now create custom quote templates inside of HubSpot, utilizing the power of CRM, CMS, and HubSpot’s new payment features. The previous limitation was three basic templates. 

Where to find it. Admins can go to the Settings area, Objects, Quotes, then Customized Quote Template. Developers will need CMS starter or above, or Marketing Hub Pro or Enterprise. Developers can use the HubSpot design manager tool to create custom themes, templates, and modules for quotes while ensuring the branding is consistent with style guides. 

Users can find the completed quote templates in the usual Sales Quotes tool.

Why we care. Many users complained there were not enough template options or they needed to create more complex proposals or contracts beyond simple quotes. This led users to buy and (hopefully) integrate additional quotes software in the past.

New features for HubSpot payments and invoice

The beginning stages of the HubSpot Payments tools were announced in the fall, making it easy to embed payment links inside HubSpot tools such as quotes.

As these are for U.S. users only, our international friends are missing out on these features, and we hope that HubSpot can roll out international versions soon. 

Invoice object for QuickBooks Integration users

Similar to the contact or company objects, invoices from QuickBooks now have their own object records inside HubSpot. 

Where to find it. Go to the Contacts menu, then click on the blue Contacts link underneath the top menu, then click on Invoices in the dropdown menu.

Why we care. You can now see invoices in one place instead of only on individual deals, and you can use the invoice data in workflows, reporting, and list segmentation.

My company uses QuickBooks, and the integration has been fairly manual to use over the past year while HubSpot worked on improvements. We’re still waiting on an invoice paid date property to sync from QuickBooks, but these new invoice updates are promising.

Sync QuickBooks Invoices to HubSpot

You can automatically add QuickBooks invoices to HubSpot’s invoice object and automatically update invoices in HubSpot when you update an invoic
e in QuickBooks.

Where to find it. Go to the Settings area, Integrations, Connected Apps, QuickBooks, Invoices tab and there is a toggle on the right side of the screen. Note: If you turn this on, you should first audit and match your Products in HubSpot and QuickBooks, or it could affect your QuickBooks reports and your sales team’s line items in HubSpot.

Why we care. Because manual work is not fun, attaching and detaching invoices to deals and companies, such as when the QuickBooks invoice wasn’t started in HubSpot (recurring invoices). 

Payment links in marketing email (alpha)

You can now embed a payments button link in your marketing emails.

Where to find it. In the email editor, add a button to your email and choose payments in the left side panel dropdown.

Why we care. This feature can help companies bypass the need for a full e-commerce store and help recipients quickly register for a paid event directly from email. It removes a step in the payment process, and removing friction can increase your customers’ willingness to pay.

Additional contact fields on payment links

You can now add additional contact property fields to your payment links beyond just first name, last name, email address and phone number.

Where to find it. Either from the Sales menu, Payments, or go to the Settings area, Objects, Products, Payment Links tab. When you create the link, the new properties are available to add to the form on the second page of setup.

Why we care. Capturing more data can lead to more reporting and workflow opportunities. 

RevOps certification 

HubSpot Academy has released over five hours of content in their free Revenue Operations (RevOps) certification course.

Lessons include: Applying RevOps to the Flywheel, Systems Management for RevOps, Communicating the Value of RevOps to Company Leaders, Structuring Your RevOps Team, Hiring RevOps Team Members and Evaluating and Iterating Your RevOps Strategy, and more.

Where to find it. In your HubSpot portal, click on your profile picture, go to HubSpot Academy, and search the catalog.

Why we care. HubSpot is a RevOps tool since it can be used across many revenue teams such as marketing, sales, and customer success, with the data flowing easily and accurately through the customer lifecycle. Though there has been a huge increase in RevOps job titles, there aren’t many RevOps certifications or courses. Many people have different definitions of RevOps, so it can be a confusing space, and there is a need for education. HubSpot’s been working hard on this certification for a long time; they interviewed me for it a year ago.

This resource blends practical advice with high-level concepts in an easy-to-consume format that will give anyone of any skill level something to work at.

Additional notable releases

  • CRM Associations improvements
    • You can now associate multiple object records to each other, such as associating more than one company with each contact, deal or ticket. In Pro or Enterprise levels, you can also create custom association labels and use them in lists, workflows and reports, such as “main point of contact” for a company. This is a big improvement over the previous limitations of describing object relationships.
  • Workflow sync to sandboxes (beta)
    • This has been a missing feature in the sandbox tool. Previously, you could create amazing workflows in the sandbox, but you had to recreate them in your regular HubSpot portal. Now you can easily sync them into production.
  • Lifecycle stage customization (beta)
    • This is a highly requested but potentially dangerous feature. Every other area where that function is useful (i.e., Attribution Reporting) will be impacted, and other departments that rely on that property for a different purpose than your use case.
  • Calling integrations for all HubSpot users
    • Free HubSpot users, and users without paid seats, can now use outbound calling integrations to call HubSpot contacts. Previously, they either had to upgrade or only use it for 15 minutes a month.
  • HubSpot app for Zoom meetings
    • Use Hubspot from within Zoom meetings you are hosting to look at participants’ contact records, create new HubSpot contacts and add notes to their contact record during the meeting.
  • Sync health
    • Previously, there was little visibility to background errors preventing records from syncing. Sync Health tells you which records are syncing, being excluded from the sync or failing to sync.
  • Improved multi-touch attribution
    • Two new industry-standard multi-touch attribution models are now available: J shaped and inverse J shaped. 

All the updates, all the time

If you are a HubSpot user, you can find a complete list of recent updates by clicking on your profile picture, Product Updates, and filtering for the last 30 days, past three months or past year.  

HubSpot also describes select new features and shows roadmaps of future items in development on its website.

I also recommend following HubSpot Academy Senior Inbound Sales Professor Kyle Jepson on Linkedin or Twitter. Search for #HubSpotTipsAndTricks.


Opinions expressed in this article are those of the guest author and not necessarily MarTech. Staff authors are listed here.


About The Author

Jen is the head of operations at Remotish, a HubSpot RevOps and WebOps agency. Her work includes creating plans, processes and programs such as a knowledge management program (wiki), a comprehensive employee onboarding program and a referral partner program that generates 45% of company revenue and earned her the 2022 Heroes of RevOps award from Revenue.io. She was a lesson professor for the HubSpot Revenue Operations certification
, a RevOps correspondent at INBOUND2021 and a panelist on the INBOUND After Hours show and the MoPros Career Fair. Jen is currently writing a book about RevOps, to combine her love of research, writing and lifelong learning.

[ad_2]

Source link

Post Navigation

Previous Microsoft Boss Boasts Xbox Series X|S Leadership in Multiple Markets Among Game Pass & Azure Gaming Growth
Next CPI review: Blazing pace – Mettis Global News

More Stories

Practical Content Creation: How Well Do You Know Your Market?
  • business markets

Practical Content Creation: How Well Do You Know Your Market?

Thelma D. Griggs 31/07/2024 5:23 AM 0
5 Reasons To Use Digital Marketing Services To Transform Your Business
  • business markets

5 Reasons To Use Digital Marketing Services To Transform Your Business

Thelma D. Griggs 16/07/2024 5:18 AM 0
Business Podcast Marketing Case Study Proves Results
  • business markets

Business Podcast Marketing Case Study Proves Results

Thelma D. Griggs 15/07/2024 10:27 AM 0
July 2025
M T W T F S S
 123456
78910111213
14151617181920
21222324252627
28293031  
« Mar    

Archives

  • March 2025
  • February 2025
  • January 2025
  • December 2024
  • November 2024
  • October 2024
  • September 2024
  • August 2024
  • July 2024
  • June 2024
  • May 2024
  • April 2024
  • March 2024
  • February 2024
  • January 2024
  • December 2023
  • November 2023
  • October 2023
  • September 2023
  • August 2023
  • July 2023
  • June 2023
  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • November 2021
  • October 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • November 2020
  • November 2018
  • December 2016

Categories

  • Business
  • business ideas
  • business markets
  • Entertainment
  • finance & accounting
  • Finance & Oportunity
  • News Business
  • Property
  • Real Estate
  • traffic finance

Recent Posts

  • Fast Relief: Understanding Payday Loan Singapore Options
  • 6 Challenges to Achieving Financial Sustainability
  • Mayajaal Movie Review: A Thrilling Ride Through Mystery and Deception
  • Investment Insights: Why EBITDA Matters in UK Financial Analysis
  • 5 Ways to Track and Analyze Your Stock Portfolio Online

Fiverr

Fiverr Logo

Tags

5e Business Profit Ahron Levy Columbia Business School Att Business Login Business Consultant Certification Austin Business Insurance Cover Coronavirus Business Letter With Logo Example Business Located Easy Location Business Platform Stocks Business Positions Seattle Business Regulation Legal Services Daystarr For Business Dimagi Business Development Toolkit Do Business Schools Accept Entreprenuers Enironmentall Friendly Business Ideas Eric Early Republican Business Owner Essec Business School Dean Essential Business To Remain Open Example Small Business Fall Winter Business Hours Template Fdot Woman Owned Business Certification First Business Women United States First Com Business Fixing A Damaged Reputation Business Florida Business Enforcement Free Small Business Communication Tool Law School Business Entity Outlines Mapping A Business Location Medical Business Trends Economics Mix Business And Personal Money Mlm Nit Small Business Legally New Business Agency Sales Questions Patricia Saiki Women'S Business 1990 Safety Business Proposal Sample Business Plan Entrepreneur School Business Administration Positions S Corp Business Deductions Search Tx Business Llc Sentextsolutions Business Cards Signs For Business On Roads Skype For Business Recording Capacity Small Business Forums .Net Small Business Insurancr Tech Monkey Business Ttu Business Cards Template Turbotax Business Nys Forms
craftdive
firlyikasario

You may have missed

Fast Relief: Understanding Payday Loan Singapore Options
  • business ideas

Fast Relief: Understanding Payday Loan Singapore Options

Thelma D. Griggs 08/03/2025 12:30 AM
6 Challenges to Achieving Financial Sustainability
  • business ideas

6 Challenges to Achieving Financial Sustainability

Thelma D. Griggs 26/02/2025 12:58 AM
Mayajaal Movie Review: A Thrilling Ride Through Mystery and Deception
  • Entertainment

Mayajaal Movie Review: A Thrilling Ride Through Mystery and Deception

Thelma D. Griggs 21/02/2025 9:04 AM
Investment Insights: Why EBITDA Matters in UK Financial Analysis
  • business ideas

Investment Insights: Why EBITDA Matters in UK Financial Analysis

Thelma D. Griggs 03/02/2025 1:15 AM
5 Ways to Track and Analyze Your Stock Portfolio Online
  • business ideas

5 Ways to Track and Analyze Your Stock Portfolio Online

Thelma D. Griggs 17/01/2025 6:14 AM
wolfgangherfurtner.com | CoverNews by AF themes.

WhatsApp us