Unlocking Potential: How HubSpot’s Latest Betas Transform Small Business Operations

HubSpot is renowned for its user-friendly tools and continuous innovation, making it a top choice for small businesses aiming to scale efficiently. With the latest beta updates—CRM Filtering in Reports, User Object Properties in Marketing Emails, and Updates to CRM Object Merges—HubSpot strengthens its suite of tools, offering increased precision, personalization, and streamlined operations. Let’s explore how these features impact small businesses.

1. CRM Filtering in Reports: Precision in Data Analysis

What It Is

The CRM Filtering in Reports beta allows users to apply filters directly to their CRM data while building or viewing reports. This empowers businesses to generate hyper-specific insights by including or excluding data points with ease.

Why It Matters for Small Businesses

Small businesses often face challenges in sifting through data to find actionable insights. This feature eliminates the noise, helping business owners focus on the metrics that matter most:

• Granular reporting: Pinpoint performance metrics for individual teams, sales reps, or product lines.
• Better decision-making: Filter out irrelevant data to focus on KPIs that drive results.
• Improved efficiency: Save time by customizing reports without the need for external analytics tools.

Real-World Example

A boutique marketing agency can now create a report that filters leads by specific regions and industries, allowing them to track the performance of niche campaigns. This precision enables the agency to refine its strategy and target high-performing demographics effectively.

2. User Object Properties in Marketing Emails: Personalized Customer Engagement

What It Is

This beta introduces the ability to use user object properties—information tied to HubSpot users (e.g., sales reps or account managers)—as personalization tokens in marketing emails.

Why It Matters for Small Businesses

Personalization is key to building relationships and driving conversions, but small businesses often lack the resources for advanced personalization. This feature changes that:

• Enhanced customer experiences: Tailor emails with relevant user information, such as the name or contact details of the assigned sales rep.
• Increased trust: Customers feel valued and connected when communications are personal.
• Streamlined processes: Automatically pull user data into emails, reducing manual work.

Real-World Example

A small SaaS company can now send onboarding emails with the assigned account manager’s name and direct contact information, creating a seamless and personalized customer journey. This builds trust and fosters long-term relationships.

3. Updates to CRM Object Merges: Cleaner, More Accurate Data

What It Is

The updates to CRM Object Merges improve the process of combining duplicate records in HubSpot. The beta provides more control over how data is consolidated and which properties take precedence.

Why It Matters for Small Businesses

Duplicate data can cause inefficiencies, miscommunication, and poor customer experiences. For small businesses, maintaining a clean CRM is critical, and this feature helps by:

• Reducing errors: Merging duplicates with confidence ensures no data is lost or misaligned.
• Saving time: Automated suggestions and smarter merging workflows reduce manual effort.
• Improved reporting: Clean data translates to accurate insights and better decision-making.

Real-World Example

An e-commerce business with duplicate customer profiles can now merge them without losing purchase history or preferences. This ensures a consistent customer experience and accurate lifetime value reporting.

How These Betas Work Together to Empower Small Businesses

Efficiency and Productivity

By offering tools that streamline data management, personalization, and reporting, HubSpot enables small businesses to operate more efficiently, saving time and reducing resource strain.

Customer-Centric Strategies

These features enhance how businesses interact with customers, from hyper-personalized email communication to accurate and clean CRM data that informs better customer experiences.

Scalability

As small businesses grow, the ability to manage and analyze data effectively becomes more critical. These updates ensure HubSpot remains a reliable tool, capable of scaling with the business.

Why a HubSpot Solutions Partner Can Help You Maximize These Betas

While these betas offer incredible potential, implementing them effectively requires strategic planning and expertise. A HubSpot Solutions Partner can:

• Help configure CRM filters for actionable reporting.
• Create marketing email templates that maximize personalization tokens.
• Assist with cleaning and consolidating CRM data for long-term accuracy.

Conclusion: Big Results for Small Businesses

HubSpot’s latest betas—CRM Filtering in Reports, User Object Properties in Marketing Emails, and Updates to CRM Object Merges—are designed to address the unique challenges of small businesses. From data precision to customer engagement, these tools empower small businesses to work smarter, not harder.

If you’re ready to harness the full potential of these betas, partnering with an experienced HubSpot Solutions Partner is the best way to ensure success. Contact Huntscape Operations Partners today and let’s unlock your business’s growth potential together!