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Unlocking Growth: How HubSpot’s Latest Betas Empower Small Businesses
HubSpot continues to innovate with new features and integrations, ensuring businesses of all sizes have the tools they need to thrive. Three exciting beta releases—the Adobe Acrobat Sign app, a Control Panel for Fixing Formatting Issues, and Automated Sales Tax Collection within Commerce Hub—offer game-changing capabilities. For small businesses, these features streamline operations, improve efficiency, and enhance customer experiences. Here’s a deep dive into these betas and their transformative impact.
1. Adobe Acrobat Sign App: Simplifying E-Signature Workflows
What It Is
HubSpot’s new Adobe Acrobat Sign app enables seamless electronic signature integration within the platform. Users can send, track, and manage signed documents directly from their HubSpot CRM.
Why It Matters for Small Businesses
Small businesses often lack the resources to manage cumbersome contract processes. The Adobe Acrobat Sign app removes the hassle of juggling multiple tools and platforms, enabling:
- Faster contract processing: No more delays caused by manual document handling or external e-signature tools.
- Improved customer experience: Clients can quickly and securely sign documents, leading to faster deal closures.
- Centralized records: Signed documents are stored within HubSpot, ensuring easy access and tracking.
Real-World Impact
A small marketing agency can now streamline client onboarding by sending contracts directly from HubSpot and tracking signatures in real-time. This eliminates manual follow-ups, accelerating project kick-offs and building client trust.
2. Control Panel for Fixing Formatting Issues: Keeping Data Clean and Usable
What It Is
This beta provides a dedicated control panel for identifying and fixing formatting inconsistencies within HubSpot CRM data. It allows users to detect errors, standardize fields, and maintain a clean database.
Why It Matters for Small Businesses
For small businesses, clean and organized data is critical for efficient workflows and accurate reporting. The control panel addresses common data challenges, including:
- Inconsistent field entries: It identifies variations like “CA,” “California,” and “calif” in address fields, standardizing them for better reporting.
- Improved automation performance: Cleaner data ensures workflows and automation triggers operate as intended.
- Time savings: Automated tools reduce the need for manual data audits and corrections.
Real-World Impact
A small e-commerce store can use this tool to standardize customer contact information, ensuring targeted email campaigns reach the right people. By eliminating duplicates and errors, they can also reduce marketing costs and improve ROI.
3. Automated Sales Tax Collection with Commerce Hub: Simplifying Tax Compliance
What It Is
This feature automates sales tax calculations and collections on invoices created within HubSpot’s Commerce Hub. It integrates with tax compliance systems to ensure accurate and up-to-date rates.
Why It Matters for Small Businesses
Tax compliance can be a significant burden for small businesses. Automated sales tax collection simplifies this process by:
- Ensuring accuracy: The feature automatically applies the correct tax rates based on location and product type.
- Saving time: Manual calculations and external tools are no longer necessary.
- Reducing compliance risks: Businesses can avoid costly penalties from incorrect tax reporting.
Real-World Impact
A small software company selling digital tools across multiple states can now effortlessly calculate sales tax for each jurisdiction. This eliminates the need for external tools or third-party accountants, saving both time and money while ensuring compliance.
How These Betas Elevate Small Businesses
Increased Efficiency
Each feature addresses time-consuming pain points:
- Contract workflows become faster and more reliable.
- Data management is streamlined, reducing administrative overhead.
- Tax compliance is automated, freeing up valuable resources.
Enhanced Professionalism
These tools allow small businesses to deliver polished, professional experiences:
- Clients experience faster response times with streamlined e-signatures.
- Accurate data ensures targeted and relevant communication.
- Automated tax collection demonstrates reliability and trustworthiness.
Cost Savings
By reducing reliance on third-party tools and minimizing manual processes, small businesses can save money while scaling operations.
Conclusion: Big Results for Small Businesses
HubSpot’s latest betas—Adobe Acrobat Sign app, the Control Panel for Fixing Formatting Issues, and Automated Sales Tax Collection—are designed with small businesses in mind. They simplify processes, enhance professionalism, and eliminate common operational headaches.
For small businesses looking to maximize their HubSpot investment, these features represent significant opportunities for growth. If you’re ready to implement these betas effectively and align them with your business goals, partnering with a HubSpot Solutions Partner can ensure you get the best results.
Need help unlocking the full potential of HubSpot’s newest features?
Contact Huntscape Operations Partners today to learn how we can help your small business grow with these powerful tools.