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A New Way to Drill into your HubSpot Dashboard Data

When it comes to reporting, you need the ability to dig under the surface of your metrics, in order to find tangible takeaways and actionable next steps.

Today, you have the power to drill into your HubSpot data in two new ways.

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Save Email Templates Directly from Gmail

Creating content is hard work. When it comes to drafting new email templates, we often forget that our inbox is ripe with inspiration. The latest update to HubSpot Sales helps you tap into that inspiration by giving you the ability to save any email as a reusable, reportable Template directly from your Gmail inbox.

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New Insights into HubSpot CRM Exports

Data security is vital to a growing sales team. You need full control and visibility into who's doing what in your CRM. With that in mind, last month, we introduced advanced permissions. Now, we give managers and admins the ability to see who's exported what from HubSpot CRM. 

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A New Way to Build HubSpot CRM into Your Google Apps Routine

Today, we're excited to announce that HubSpot CRM is now available in the Google Apps for Work Marketplace and has been chosen as one of Google's “New and Notable” applications for the month of June. You can read the full details of the launch here. In this post, we'll walk you through  what the new Google Apps functionality entails and how to set it up.

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New HubSpot Sales Tools Now Available in Outlook

HubSpot Sales tools are designed to make your job easier. That’s why we’re excited to introduce added flexibility and functionality to HubSpot Sales Tools for Outlook.

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Automate Lead Rotation and Task and Deal Creation in HubSpot CRM

According to a recent study, sales teams spend less than a third of their time actually selling. The rest is spent on administrative tasks like creating CRM records, logging manual activities, and searching for relevant content to send to leads. 

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An Easier, Friendlier Sequences Editor

The Sequences editor has been redesigned to make editing sequences faster and easier. A new sidebar makes it easy to drag & drop new templates & tasks into place, and find templates easily with search.

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Advanced User Permissions for HubSpot CRM

As your sales team grows, it becomes more and more necessary to control access to information. Which team members should be able to add properties and update deal stages? Should everyone be allowed to import and export data? 

Now in HubSpot CRM, you can set much more granular permissions, ensuring that team members are only able to access the information that’s relevant to them.

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Announcing HubSpot CRM for iOS

Your work doesn’t end when you step away from your desk. You and your team are updating notes while out on the road, searching for phone numbers on your way into the office, and checking in on key deals throughout the day.

Now, HubSpot CRM for iOS lets you take your inbound sales process with you, everywhere you go. Researching contacts, updating deals, and connecting with customers is easy and intuitive, regardless of where you are.

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A New Way to Access HubSpot Sales from Gmail

One of the things that HubSpot Sales users tell us they like most is how easy it is to access templates, sequences, and documents right from their inboxes. Now, we've made it even better with the new HubSpot Sales Gmail window.

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[Heads Up] - Navigation Changes in HubSpot CRM & HubSpot Sales

As a part of the announcement of HubSpot Sales, we are making a few small changes to the navigation our users will see when accessing HubSpot CRM or HubSpot Sales. Now, you'll see one of two different sets of tools when you login, depending on the tools you use -

Use HubSpot Sales but not HubSpot CRM? Here's what you'll see - Read More >>

Sidekick is now HubSpot Sales!

Three years ago, HubSpot started an experiment that we called Sidekick. It's grown in a big way, and we've decided to bring Sidekick home to the HubSpot brand. As of today, Sidekick will be known as HubSpot SalesYou can read more of the back story behind the change here on HubSpot's Company News Blog.

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An Easy Way to Share Your Availability In Email Templates & Marketing Emails

Meetings, a feature of HubSpot Sales, makes it easier than ever to share your availability and let your prospects book you without the back-and-forth. And now, Meetings Personalization Tokens mean you can easily include your meetings link in a sales email template or sequence, even in a marketing email in HubSpot Marketing!

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Booking Meetings on your Office 365 Calendar Just Got Easier

Scheduling demos, calls, and appointments shouldn’t be so hard. Meetings, a new feature of Sidekick for Business makes connecting with prospects (and generating new leads) fast and easy. And now, Meetings is available for Office 365 calendar too! If you are a Sidekick for Business user, you can log in and connect your calendar now.

Meetings gives you a personalized page where your prospects and customers can see your availability and book a meeting - all without the usual email back and forth.

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Schedule a sequence to begin on a specific day & time

Sequences allows salespeople to send a series of targeted, timed emails to nurture a prospect over time. And now, Sequences allows you to schedule the exact day & time a sequence will begin for a prospect.

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Ask Custom Questions When Your Prospects Book a Meeting

Meetings, a feature of HubSpot Sales, takes the hassle out of keeping your calendar full of appointments by letting prospects book you without the usual email back and forth. And now, it's possible to ask any kind of custom questions on your booking screen.

 

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Create Multiple Deal Pipelines in HubSpot CRM

Not all of your company’s customers and prospects fit the same mold. They might vary in size, industry, or geography --- or, if your company is like ours, various segments of your audience might be looking to buy entirely different products from you. With such varied customer profiles and needs, not all Sales cycles within an organization can be created equal.

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Better Together - Sequences & Meetings

Throughout your sales process, it's important for every message you send to your prospect to be in context. For example, if you have a prospect enrolled in a sequence and then book a meeting with them, chances are you may want to adjust the message in any further emails you send to them.

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Schedule Meetings, Right Inside Gmail

Scheduling demos, calls, and appointments shouldn’t be so hard. Meetings, a feature of Sidekick for Business, helps make connecting with your prospects fast and easy. And now, it's faster than ever.

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Enroll Contacts Without Email Addresses in Workflows

As marketers, we rely on email addresses to communicate with our database. On the sales side, that's not always the case. For many sales teams, having an email address isn't a make-or-break situation - they frequently work leads by phone, or track prospects who they haven't yet built up a complete record for.

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See an Email Digest of Contacts Completing Your Sequences

sequence-digest.pngUse Sequences? You'll now receive a weekly Sequences email digest that details the contacts who finished a sequence over the course of the past week.
 
When a contact is enrolled in a sequence, it's possible for weeks or months to go by where a specific contact might not be front of mind. The Sequences email digest is an easy way to stay up to date on which of your contacts require follow up or a next step to be taken. 
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Place Calls Right Inside Gmail or Outlook with Sidekick for Business

Imagine that you've just received a response from an important prospect, and you want to give them a call. Instead of having to switch over to your CRM, search for their record, then dial your phone, it's now one click from the Sidekick sidebar in your inbox.

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Send Later - Use timing to your advantage with Sidekick & Gmail

With email, timing is often the difference between a quick response vs. being lost in the pile. With Send Later from Sidekick, you can write emails when it’s convenient for you, and schedule them to send at exactly the right moment.

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A New Way to See the Status of Your Sequences

Sequences is designed to help sales folks automate future follow ups when the details of a discussion are fresh in their mind rather than setting a task that they later need to follow up on.
Now, the Sequences Enrollment Status Screen gives users of Sequences a birds' eye view of where each of their contacts are in a sequence and easy ways to edit their status.
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Sidekick Now Available On Your Windows Desktop

Love Sidekick, but not a Google Chrome user? The new Sidekick for Windows app makes it possible to get Sidekick notifications and view your Sidekick stream right inside Windows - no need to also run Google Chrome.

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Sidekick Now Supports Outlook for Windows 2016

Use Outlook 2016 for Windows? You'll be excited to know that we've expanded our support to cover the latest and greatest that Outlook has to offer.

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An Easier Way to Schedule Meetings

Scheduling demos, calls, and appointments shouldn’t be so hard. Meetings, a new feature of Sidekick for Business that works with Google Calendar, helps make connecting with prospects (and generating new leads) fast and easy.

Meetings integrates with HubSpot CRM & Google Calendar to give you a personalized page where your prospects and customers can see your availability and book a meeting - all without the usual email back and forth.

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New CRM Notifications & Improved Settings

Two improvements have been rolled out to notifications in HubSpot CRM - assigment notifications, and a new settings screen that gives you more granular control over which notifications you receive and when.

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Schedule Tasks Using Sequences

Many sales processes involve a mix of email and other sales actions (like making a call, connecting with a prospect on LinkedIn, or taking another kind of action.) Now, Sequences supports these other types of activities by making it possible for you to schedule tasks for yourself in addition to sending emails.

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An Easier Way to Make Bulk Changes in HubSpot CRM

New options on the Contacts, Companies & Deals views make it easier to select and make changes to your records in bulk. When clicking the Select All checkbox, you'll now be presented with a banner that allows you to select all of the records in your view (instead of just the records on the current page.)
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A New Way to Manage Deal Stages in HubSpot CRM

Want to edit your deal stages in HubSpot CRM? A new deal stage editor is now available. The deal stage editor now lives in Settings (instead of behind the gear icon on the deals screen), and makes changing your deal stages faster and easier than before.
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Maximizing Lead Generation with HubSpot CRM & Zapier

How did you hear about our company? That common question leads to an array of answers, such as a web search, word of mouth, news story, or reviews blog. And just as your customers learn about your product in a variety of ways, so too do they come to you: some through your website's contact form, others through a trade show booth and some through personal email correspondence. Many leads from many places. That's the way it is.

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A New Navigation for Sidekick for Business & Salesforce Users

Using Sidekick for Business with Salesforce? We've got a brand new navigation for you when you login to your Sidekick for Business portal.

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Big Improvements to Sidekick for Business for Salesforce Users [INBOUND Announcement]

Back in May, we announced Sidekick for Business, a premium set of tools for professional sales teams looking to sell better and faster with features like Calling, Templates, Documents, and a layer of analytics to help you figure out what actually works. And now, we’ve made huge strides toward making Sidekick for Business better than ever for Salesforce users.

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Introducing Sequences [INBOUND Announcement]

Anyone who works in sales knows that following up with a lead over time is a time-consuming, monotonous task … and doing it in a relevant, personal way is even harder. Sequences, a new feature of Sidekick for Business, makes following up easier than ever.

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Introducing Sidekick Connections [INBOUND Announcement]

You’ve identified a company that is a good fit for you to sell to and seems to be interested. The next logical question: Who do you reach out to? It isn’t hard to dredge up an email address from the web, but more often than not, contacting a prospect out of the blue ends up being a dead end for the seller, and an annoyance for the buyer. Sidekick Connections, a new feature of Sidekick for Business, aims to change this.

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Import Companies & Deals to HubSpot CRM

Want to import a list of existing companies or deals to HubSpot CRM from a spreadsheet or another tool you are using? It's now possible with Company & Deal Import!

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Default Properties in HubSpot CRM

Managing a team using HubSpot CRM? You probably want to make sure everyone sees the right information in the right place. You probably don't want to go through the hassle (or put your people through the hassle) of setting everything up manually each time a new person joins the team. That's where default properties come in.
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Know the Instant a Prospect Opens Your Document

For a lot of sales teams, there are all sorts of documents & pieces of content that play a big role in their sales process. Product specs. Whitepapers. Agreements. Decks. Sidekick for Business gives you useful insight into when your prospects actually engage with the documents and content you send. And now, Sidekick for Business sends you an email alert when a prospect you are working with views a document you've shared.

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Communicate With Your Team - Mentions in HubSpot CRM

Selling, marketing, and working with customers is a team effort. And for most teams, CRM sits at the very center of that day to day work. To make collaborating even easier, mentions are now available to all users of HubSpot CRM.
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Instant Notifications When the Best Prospects Visit Your Website

Sidekick for Business gives you a behind the scenes look at the companies who are visiting your website in real time (even if they aren't in your database and haven't filled out a form on your website!) Now, Sidekick for Business can deliver those prospects notifications right to your desktop or inbox.

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More Granular Control Over Salesforce Activity Syncing

Using Sidekick for Business or HubSpot CRM alongside Salesforce? Now, we're giving you full control over which activities sync to Salesforce, when, and how. It's a useful improvement that will help ensure your sales team has the information they need and nothing they don't. You'll be able to - 
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Improvements to Documents in Sidekick for Business

Documents in Sidekick for Business makes it easy for sales teams to share content, know the instant prospects engage with a piece of content, and understand which pieces of content best support their sales process. Now, using documents is faster and easier than ever.

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Improvements to Contact Profiles in HubSpot CRM

The contact profile is ground zero for day to day work with your prospects and customers, and we're working hard to make it even better. Today, you'll notice some useful improvements to contacts in HubSpot CRM.

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Your Sidekick Stream, Right Inside HubSpot CRM

HubSpot CRM and Sidekick are a power couple of sales productivity tools, and they now work together even better. You can now access your Sidekick stream right inside HubSpot CRM by clicking Sidekick > Stream in your CRM navigation.

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Documents Views Now Sync to Salesforce

We are working hard to improve many of the finer points around how Sidekick for Business works with Salesforce. One recent improvement you'll notice - when your propsects interact with documents you've shared with them, those interactions are now logged right to the prospects' activity history in Salesforce, along with how long they viewed that piece of content for.

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(Officially) Announcing Sidekick for Business

It's official - on May 19th, we formally announced Sidekick for Business, a premium set of tools that works with HubSpot CRM or Salesforce. Over the past several months, we've put Sidekick for Business into the hands of hundreds of sales teams, learning from their experience with the tools along the way, and we're excited to finally make it official.

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Connect Hundreds of Apps to HubSpot CRM With Zapier

Having a CRM system doesn’t do you a lot of good if it doesn’t “talk” to the other parts of your sales process. Today, we’re taking a big step in making connecting the many tools and parts of your company to HubSpot CRM easier with the new HubSpot CRM - Zapier integration.

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Which Prospects are Interacting With Your Templates?

Email templates are a great timesaver. In Sidekick for Business, Template Reporting takes things a step further by telling you which templates are most effective so you can share the best approaches across your team.

Today, we are going a step further with the new Template Sidebar.

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See Which Website Pages Different Companies are Viewing

The Anonymous Prospects view available to Sidekick for Business users gives you valuable insight into which companies are visiting your website, even before they become leads. And now, Anonymous Prospects allows you to drill into a companies' full page view history.
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