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.
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.
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:
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.
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.
Personalization is key to building relationships and driving conversions, but small businesses often lack the resources for advanced personalization. This feature changes that:
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.
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.
Duplicate data can cause inefficiencies, miscommunication, and poor customer experiences. For small businesses, maintaining a clean CRM is critical, and this feature helps by:
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.
By offering tools that streamline data management, personalization, and reporting, HubSpot enables small businesses to operate more efficiently, saving time and reducing resource strain.
These features enhance how businesses interact with customers, from hyper-personalized email communication to accurate and clean CRM data that informs better customer experiences.
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.
While these betas offer incredible potential, implementing them effectively requires strategic planning and expertise. A HubSpot Solutions Partner can:
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!