想象一个您不讨厌业务软件的世界。雷竞技苹果下载官方版不幸的是,可能很难想象这个世界。根据Hubspot Research的说法,有76%的销售负责人认为他们的团队仅利用CRM的一小部分。50%的人说他们的CRM“难以使用”。

在HubSpot,我们认为销售CRM应该易于使用和所有人所爱。它应该消除摩擦,将工具融合在一起,并赋予销售团队能够在任何逆风下保持敏捷。

That’s why INBOUND 2020 introduces the massively improvedSales Hub Enterprise, featuring an enterprise-grade CRM, AI-powered sales acceleration, Connected Configure-Price-Quote Tools, and Streamlined Sales Reporting. Let’s take a look.

  1. Enterprise-grade CRM
  2. AI驱动的销售Acceleration
  3. Connected CPQ tools
  4. Streamlined Sales Reporting

Enterprise-grade CRM

Enterprise-grade CRM gives sales ops the flexibility and control they need to build their business on HubSpot.

Custom Objects

We're happy to share thatcustom objectsare now available in the Enterprise tier across all Hubs. With custom objects, you can store nearly all data in HubSpot, including SaaS subscriptions, students, shipments, and more. And the best part? Custom objects work the same as standard objects in HubSpot — like the contacts and companies objects. So you can easily create and manage them, set up workflows, and run reports on custom object data.

CusA list of custom objects listed under All Services

这个怎么运作

Getting started with custom objects requires use of the HubSpot API, but you can learn more by visiting property settings. Define custom objects via API and get access to the API documentation. Once you've defined your custom object, you can create new custom object records, view your custom object records in a table, and filter the records based on their property values.

了解自定义对象

Learn how to set up custom objects

How to get access

自定义对象现在可在所有企业帐户中使用。

Teams + Permissions

To protect the integrity of all that data you store in your CRM, you can now create granular permissions on all your CRM data, including — for the first time — field-level permissions on your properties. Field-level edit permissions means managers and administrators can finally control who can edit specific CRM data. And with more granular permissions across HubSpot, you’ll have more control than ever over the tools and content your team can access.

Users and teams permissions selections

这个怎么运作

导航到设置>属性。单击一个或多个属性旁边的复选框,然后单击“分配用户和团队”。选择可以编辑值的用户和团队,然后单击“保存”。

学到更多

Get started with team and user permissions

How to get access

Field-level permissions are now available on all Enterprise accounts.

Account-Based Marketing & Selling

当我们谈到Core CRM工具的主题时,我们不要忘记我们在5月推出的所有ABM功能。有数十个新的专用ABM功能,例如Target帐户Home。另外,一个新的帐户概述可以帮助销售团队与营销人员携手合作,以在HubSpot中运行ABM策略。迄今为止,超过8,000名客户进入了他们的HubSpot帐户中。

所有目标帐户及其相应指标的列表

这个怎么运作

To activate your ABM features, in your HubSpot account, navigate to Contacts > Target Accounts. ClickGet started。You'll be prompted to set up your target accounts home. Once activated, all features will be enabled in your HubSpot account.

学到更多

开始使用ABM

How to get access

帐户营销可以从年代ales Hub Professional and Marketing Hub Professional.

AI驱动的销售Acceleration

The power of custom objects combined with previous improvements like HubSpot’s new ABM functionality, and field-level-permissions create a powerful foundation for sales team, but we’ve also introduced a slew of new tools to help reps work faster and more efficiently.

人工智能

HubSpot一直利用AI的力量,找到使您的生活更轻松的微妙方法。最新的AI改进之一是一项功能,可以自动扫描潜在客户的电子邮件签名,并将相关信息(例如名称,职位,公司等)提取到您的CRM中。raybet电子竞技仅此功能就可以节省每周一小时50分钟的时间。我们为HubSpot的销售参与工具增加了更多的节省时间改进。

HubSpot AIHow to use it

AI is baked right into HubSpot and runs behind the scenes — no technical set up required. All Sales Hub customers will get access to our new AI-powered feature. Just head to your contact and companies settings to turn it on.

学到更多

Get started with AI

How to get access

HubSpot’s new AI-powered feature is available in all products and plans.

Sales Engagement Tools: Sequences

Over the past several months, Sequences has seen a ton of improvements including bulk enroll, sender score, a tighter integration with LinkedIn Sales Navigator, and more. Sequences now make it easier than ever to set up a series of emails and follow-up tasks to ensure nothing slips through the cracks. With Sequences, reps can orchestrate the sales process across every channel. You can now bulk enroll contacts with just a few clicks. And the new sender score features give managers and reps insight into metrics like reply and bounce rates, which are a great starting point for coaching conversations.

With LinkedIn in Sequences,reps can use new actions like LinkedIn task types to send InMail and connection requests from inside HubSpot if you have a Sales Navigator subscription. These are only a few of the ways that Sequences has gotten better.

Sequences working with Linkedin in Navigator

这个怎么运作

Navigate to Automation, then Sequences to explore the new features.

学到更多

Get started with Sequences

How to get access

Sequences improvements are now available starting in Sales Hub Professional.

Be sure to also check out the latest improvements to Sequences:

Bulk Enroll Contacts in a Sequence:节省您最繁琐的任务的时间。序列使您可以设置一系列电子邮件和后续任务,以确保不会在裂缝中溜走的潜在客户 - 现在,您可以在A中注册多达50个联系单击几下的序列

。。。And Bulk Unenroll Contacts in a Sequence:Rest assured knowing that your prospects receive the right follow-ups. Sequences automates the manual follow-ups for you — and, if your communication plans change, now you can单击几下从序列中删除多个触点

暂停Sequences Based on Task Completion:在你的销售自动化的控制。暂停sequences based on whether or not a task in the sequence has been completed so you can be sure that automated emails send and follow up tasks are relevant and fresh.

Add Manual Email Sends as Steps in a Sequence: Tailor your outreach when the time’s right. Now you can add manual email sends as steps in a sequence. When it comes time for the email to be sent, you’ll be prompted with the email template to personalize or tweak the message based on what’s relevant in the moment.

Today view — a new home for sales reps

Every rep should always know what to do next to stay productive. But reps are working from their inboxes, CRMs, calendar, spreadsheets, notebooks…any number of disparate applications all in an effort to figure out what to do next to execute their sales activities and, ultimately, to hit their sales goals. With the Today view, HubSpot gives reps a personalized command center — it’s the first thing they log into and use throughout the day. This is their single source of truth for everything they need to do to reach success, all in one single tab.

今天的视图布局显示了当天的前景策略

这个怎么运作

Navigate to Sales, then Tasks. You’ll be dropped into your Today view home page. From there, you can interact with your tasks, meetings, and more.

学到更多

Get started with Today view

How to get access

今天,所有销售中心用户都可以使用视图。

HubSpot Mobile App

On the go? Need to run your sales process at any time? With the HubSpot Mobile App, you'll always have access at your fingertips. Take Today view with you while you stay on top of your prospect activities on the go. Also, coming soon is a new HubSpot keyboard on iOS and Android that brings your snippets, meetings link, documents, and quotes to all of the apps you use like Whatsapp, Slack, and more. These are just a few of the ways our mobile app is getting better and helping you work more efficiently, wherever you are.

“移动应用总是触手可及,无论您走到哪里

这个怎么运作

下载iOSorAndroid。登录到您的HubSpot帐户。从那里,您可以在一个地方看到CRM信息,任务,会议等。

How to get access

HubSpot Mobile App可供所有用户使用。

With new AI features, powerful sales engagement tools, and the HubSpot Mobile App, you have the efficiency to accelerate your sales process.

Connected CPQ tools

To hit quota, Sales reps want to perform actions that help them work faster rather than working to manage their software. To help reps close more deals faster, we've enhanced the Configure Price Quote (or CPQ) features in Sales Hub Enterprise by making our quotes feature more customizable and the product library much more flexible.

提案[beta]

We’re making improvements to Quotes that allow you to tap into the power of the design manager and create more customizable, on-brand proposals. Or you can select from out-of-the-box templates to get your quotes set up fast. Over time, Quotes is going to become a more immersive, visually rich experience to help you propose and showcase your products and pricing.

Quotes workspace at the Signature and Payment options

这个怎么运作

When creating a quote to send to a prospect, you can use a default HubSpot quote template or a customized proposal theme. Customizing a theme allows you to edit the theme’s HTML, CSS, and JavaScript in the design manager so that your quotes match your business’s needs. Once a proposal theme has been customized and published, your sales team can select the theme when creating their quotes.

学到更多

开始提案

How to get access

所有营销中心专业,企业,销售中心专业人员,企业和CMS Hub专业人员,企业中的所有营销中心专业人士,企业的提案的更新即将推出。

产品库

With our improvements to our Product Library,you can now store SKU and custom product properties for easy access.

Product library organized by Products & Quotes

这个怎么运作

Create a Product Library of the goods and services you sell, then associate those products with individual deals. Using products, you can easily track what you're selling to your customers, then report on your products using the report builder in your Reports tool. You can also create a quote to share with your contacts that includes pricing information about the products. In your HubSpot account, click the settings icon in the main navigation bar. In the left sidebar menu, navigate to CRM > Products & Quotes.

学到更多

Get started with Product Library

How to get access?

Improvements to Product Library within Quotes is available for all Sales Hub Professional and Enterprise accounts.

新的CPQ集成

Introducing an all accounting extension and all-new accounting integrations to help you turn quotes into cash faster and more efficiently. The new integrations with NetSuite, QuickBooks Online, Xero, and Nubox allow you to use your favorite accounting software directly within HubSpot to generate invoices, associate tax codes, and sync currencies. These additions eliminate friction from your closing process and allow your salespeople to continue building relationships with new customers.

HubSpot App Marketplace showing the different cpq integrations

这个怎么运作?

您可以导航到HubSpot App Marketplaceto explore the new integrations. From there, you can click to connect the integration of your choice and follow the on-screen steps to connect your accounts. These integrations are available to all HubSpot users.

How to get access?

现在,所有用户都可以使用新的CPQ集成。

With connected CPQ tools and new integrations, you can more efficiently turn your quotes into deals, and deals into cash.

Streamlined Sales Reporting

Last but not least, sales leaders need total visibility into their rep performance and deal pipeline. The harsh reality is that most sales leaders are stuck in spreadsheets, struggling to piece together even the simplest monthly forecast. Sales Hub Enterprise brings together all your sales data and gives your sales leaders everything they need to plan the year.

Sales Analytics: Deal, Pipeline, and Coaching insights

The all new Sales Analytics tool gives you rich insights into the overall health of your sales pipeline so you can coach your team and improve outcomes over time. Sales Hub Professional and Enterprise customers can now access over 20 powerful reports like thedeal funnel report— which gives you a classic view to understand the efficiency of your sales funnel.

Deal funnel report within Sales Analytics

When you are trying to understand the "why" behind changes to your pipeline, thedeal pipeline waterfall reportcan help you do just that. Here, you can easily see the sum total of specific types of changes to deals in a given time period, and then go deeper — for example, if you wanted to see a list of the deals that had decreased or were pushed during a given time period.

Deal pipeline waterfall report depicting in-text description

Find out exactly why deals changed with thedeal change history report。Here, you can see an up-to-the-minute feed of every change to deals in your pipeline. HubSpot even calls out important changes like new deals that were created, close dates that were pushed out, changes to deal amounts, and deals that have regressed to earlier pipeline stages.

Deal change history over time depicting in-text description

最后,您将获得更好的见解,以帮助您指导和改善代表的表演。销售分析包括“教练代表和团队”报告,因此经理可以在教练课程和1对1中磨练个人代表表现。

销售分析中的教练代表和团队报告

这个怎么运作?

Navigate to Reports, then Analytics Tools. From there, click on Sales Analytics. You’ll be able to toggle between different out-of-the-box reports on the left pane. You can easily customize the reports by clicking filters options.

How to get access?

Sales Analytics is now available in all Sales Hub Professional and Enterprise accounts.

学到更多

Get started with Sales Analytics

Forecasting App

我们很高兴能引进new forecasting app that collects input from sales reps to generate more accurate, up-to-date sales forecasts while eliminating the need for double data entry.

Sales Forecasting workspace listing sales rep names

这个怎么运作

Navigate to Sales, then Forecasts. You'll be able to see the goal attainment of reps within your sales teams. You can drill down into the deals that your reps are working through to suggest tactics and provide coaching.

How to get access

现在,所有销售中心企业和专业客户都可以使用新的销售预测应用程序。

学到更多

Get started with forecasting

借助所有新的销售分析功能,您可以将所有数据汇总在一起,并武装准确的销售报告,销售代表生产力报告等。

Conclusion

长期以来,公司已转向众所周知的销售CRM,这些CRM强大但痛苦地使用且不受欢迎。在HubSpot,我们相信您不必为CRM软件安顿下来。雷竞技苹果下载官方版销售中心企业是易于使用的,所有人都喜欢的。它消除了摩擦,将工具融合在一起,使人们在流程前,并使销售团队能够尽最大的工作 - 帮助提高效率和销售。

The newSales Hub Enterprise, featuring custom objects and more, is now available.

已经是销售中心企业用户了吗?进入您的帐户以尝试所有新功能

Want to get access to Sales Hub Enterprise?Get in touch with the HubSpot team today

Originally published Sep 22, 2020 11:05:00 AM, updated January 04 2021