HubSpot’s dedication to innovation continues to deliver tools that make a significant difference for small businesses. The latest beta features—Improved Property Archive Experience, Configurable Invoice Presets, and the New Sidebar in the Marketing Email Editor—are designed to streamline workflows, enhance customization, and save time. Let’s explore these updates and how they can impact your small business operations.
HubSpot’s updated property archive experience allows users to archive unused or outdated CRM properties more effectively. This ensures your CRM stays clean and relevant without losing historical data that might be needed in the future.
For small businesses, managing CRM data can quickly become overwhelming, especially as you grow. Properties created during past campaigns or specific workflows may no longer serve a purpose but clutter your system and create confusion.
With the improved property archive experience, you can:
Simplify your CRM by archiving properties that are no longer in use.
Reduce errors caused by irrelevant or outdated property options.
Retrieve archived properties if needed, ensuring data isn’t lost permanently.
A small marketing agency creates custom properties for each client’s unique campaign. After the campaign ends, these properties often become irrelevant. Using the improved property archive feature, the agency can declutter its CRM while maintaining access to historical data for reporting or insights.
This beta allows businesses to create and save configurable presets for invoices. You can standardize invoice templates, including branding, terms, and item details, reducing manual input for every invoice.
For small businesses, invoicing can be a time-consuming process that’s prone to errors. Configurable invoice presets ensure consistency, save time, and help you get paid faster.
Key benefits include:
Maintaining professional branding across all invoices.
Streamlining the invoicing process by automating repetitive tasks.
Reducing errors by standardizing invoice details like tax rates and terms.
A boutique e-commerce business frequently invoices customers for bulk orders. With configurable invoice presets, they can save templates for domestic and international customers, ensuring the correct tax rates and shipping fees are applied automatically.
The new sidebar in HubSpot’s Marketing Email Editor provides an improved interface for accessing and editing email components. This includes drag-and-drop modules, content blocks, and email settings, all accessible in a single, streamlined sidebar.
Small businesses often rely on email marketing to connect with their audiences. The new sidebar simplifies the email creation process, allowing you to focus on crafting compelling messages instead of wrestling with complex tools.
Key benefits include:
Faster email creation with an intuitive drag-and-drop interface.
Easier access to settings and modules for real-time adjustments.
Improved productivity for small teams managing marketing campaigns.
A local bakery sends out weekly promotional emails featuring new menu items and discounts. With the new sidebar, they can quickly design visually appealing emails, adjust settings, and ensure consistent branding without needing advanced technical skills.
These three betas collectively address common pain points that small businesses face:
Efficiency: Streamlined workflows reduce time spent on repetitive tasks, allowing you to focus on growth.
Accuracy: Improved tools minimize errors and maintain consistency across systems and communications.
Scalability: These features provide the flexibility needed to grow without overhauling your processes.
While these betas are designed to be user-friendly, setting them up correctly and aligning them with your unique business needs can make all the difference. That’s where partnering with a HubSpot Solutions Partner, like Huntscape Operations Partners, can help. We’ll:
Tailor the improved property archive experience to your CRM structure.
Set up invoice presets that reflect your brand and operational needs.
Train your team to maximize the new Marketing Email Editor features.
HubSpot’s latest beta features are small but mighty tools that can transform how small businesses manage their operations. From keeping your CRM clean and organized to saving time on invoicing and email marketing, these updates empower you to focus on what truly matters—growing your business.
Ready to make the most of these features? Reach out to Huntscape Operations Partners today, and let’s take your business to the next level with HubSpot.