The HubSpot Features You Didn’t Know Existed but Will Revolutionise Your Business

HubSpot is well-known for its powerful marketing, sales, and customer service tools, but beyond the widely-used features like email automation and CRM, there’s a wealth of lesser-known tools that can take your business to the next level. These hidden gems can help streamline processes, boost efficiency, and provide more personalised customer experiences—all while saving you time and effort.

In this blog, we’ll highlight the HubSpot features you may not know exist but are sure to revolutionise how you manage your business. By unlocking these hidden capabilities, you’ll maximise your HubSpot investment and achieve new levels of productivity.

1. HubSpot Sequences: Automate Personalised Outreach

If your sales or customer success teams spend a lot of time manually following up with leads, prospects, or customers, you’re missing out on the efficiency that HubSpot Sequences offers. While workflows handle broad email automation, Sequences allows for more personalised, one-on-one outreach over time.

What it does:

• Automate follow-ups: Sequences allow you to send a series of personalised emails and follow-ups to a single contact automatically. Once you enrol a contact, the sequence continues based on their engagement—like responding to an email or booking a meeting.
• Customise touchpoints: You can include different touchpoints, such as follow-up calls or reminders, helping your sales team stay on top of their outreach without missing key interactions.

Why it’s revolutionary: HubSpot Sequences enables you to build relationships in a more personal yet automated way. It frees up your team to focus on higher-value tasks while still maintaining personalised contact with prospects and customers.

2. Conversations Inbox: Centralise Customer Communication

Managing customer communication across multiple channels—email, live chat, Facebook Messenger—can get messy. HubSpot’s Conversations Inbox brings all your communication channels into one place, ensuring no message is overlooked and that all teams can collaborate on customer inquiries.

What it does:

• Unified inbox: All conversations from live chat, emails, and other messaging channels appear in a single inbox. Your sales, marketing, and customer service teams can view, assign, and respond to messages without switching between tools.
• Track conversations: Easily monitor the history of a customer’s interaction with your team, allowing for better follow-up and more personalised responses.

Why it’s revolutionary: Centralising communication helps you streamline customer support, ensuring that inquiries are resolved faster and more efficiently. It also prevents communication silos, as all teams can access the same conversation history.

3. Playbooks: Empower Your Sales Team with Scripts and Best Practices

For businesses looking to standardise their sales approach, HubSpot Playbooks can be a game-changer. It allows you to create scripts, guidelines, and best practices directly within HubSpot, ensuring your sales team has the information they need to succeed at their fingertips.

What it does:

• Create custom playbooks: Build templates, call scripts, and sales processes directly in HubSpot that your team can access during calls or meetings.
• Embed tips into your CRM: Sales reps can view relevant playbooks based on the deal or contact they’re working with, providing real-time guidance without leaving the CRM.

Why it’s revolutionary: Playbooks ensure that your sales team consistently follows best practices, improving efficiency and ensuring that all prospects receive the same high-quality experience. This is especially useful for onboarding new reps, ensuring they can quickly ramp up by following standardised processes.

4. Social Media Monitoring and Publishing: Track and Engage from One Platform

You might know that HubSpot allows you to publish social media posts, but did you know it also offers social media monitoring? This feature lets you keep track of social interactions and mentions of your brand, all within HubSpot’s interface.

What it does:

• Monitor mentions: Track brand mentions, hashtags, and competitor activity across social platforms like Facebook, Instagram, LinkedIn, and Twitter.
• Respond in real-time: Engage with followers directly from the HubSpot dashboard, allowing for real-time interaction without jumping between platforms.
• Schedule and track posts: Plan your social content in advance and monitor how each post performs, from likes and comments to click-through rates.

Why it’s revolutionary: HubSpot’s social media tools make it easy to track and engage with your audience across multiple platforms, while also giving you insights into how your social efforts are performing. This allows for more streamlined and effective social media management.

5. Ticketing and Knowledge Base: Boost Your Customer Support

HubSpot isn’t just a marketing and sales tool—it’s also a powerful platform for managing customer service. The Ticketing feature, combined with a Knowledge Base, can significantly improve how your team handles customer support inquiries.

What it does:

• Ticketing system: Turn customer issues into support tickets that can be tracked, prioritised, and assigned to the right team members. Track each ticket’s status and ensure that no customer query is left unresolved.
• Knowledge Base: Build a self-service Knowledge Base where customers can find answers to their most common questions. This reduces the volume of tickets by enabling customers to troubleshoot issues on their own.

Why it’s revolutionary: HubSpot’s ticketing system allows for efficient issue tracking and resolution, ensuring customers get timely support. A well-built Knowledge Base also frees up your support team to handle more complex issues, improving overall customer satisfaction.

6. Email Health Tool: Monitor and Improve Email Deliverability

Email marketing is a key component of HubSpot’s platform, but if your emails aren’t reaching your audience, they won’t deliver the expected results. HubSpot’s Email Health Tool helps you monitor your email campaigns to ensure they’re performing at their best.

What it does:

• Track deliverability: Monitor key metrics such as bounce rates, spam reports, and unsubscribe rates to gauge the health of your email campaigns.
• Identify issues: Get actionable insights into why your emails might be underperforming, such as problematic subject lines, frequency, or poorly segmented lists.

Why it’s revolutionary: The Email Health Tool provides clear, actionable insights to improve your email campaigns’ success. By understanding your deliverability and engagement metrics, you can refine your email strategy to boost open rates and conversions.

7. Custom Report Builder: Gain Advanced Insights

While HubSpot’s default reporting options are powerful, many businesses don’t realise just how much they can customise reports to gain deeper insights. The Custom Report Builder allows you to create highly specific reports based on your business’s unique needs.

What it does:

• Create tailored reports: Build custom reports based on any data point in your CRM, marketing, or sales activities. For example, track how leads move through your funnel, identify which touchpoints drive conversions, or analyse sales performance by individual rep.
• Combine multiple data sources: HubSpot’s Custom Report Builder allows you to pull data from different sources, such as customer feedback, deal pipelines, and marketing activities, to get a comprehensive view of your business.

Why it’s revolutionary: Custom reporting enables you to track the metrics that matter most to your business, rather than relying solely on standard reports. This level of insight helps you make data-driven decisions and continuously optimise your processes.

8. Quotes and E-Signatures: Streamline Sales Contracts

HubSpot’s Quotes and E-Signatures feature allows your sales team to create and send professional-looking quotes directly from the CRM, complete with the ability for clients to electronically sign contracts.

What it does:

• Create custom quotes: Build branded, customisable quotes that include product details, pricing, and terms. You can then send these quotes to prospects directly from HubSpot.
• E-signature functionality: HubSpot’s e-signature feature lets prospects sign quotes electronically, reducing the back-and-forth involved in closing deals.

Why it’s revolutionary: By streamlining the quoting and signing process, HubSpot reduces the time it takes to close deals. The ability to manage everything within the CRM also ensures that quotes are tracked, and follow-ups are automated, speeding up the sales cycle.

Unlock the Full Potential of HubSpot with These Hidden Features

HubSpot’s well-known tools for marketing, sales, and customer service are powerful on their own, but the platform’s lesser-known features can truly revolutionise the way you run your business. Whether it’s automating personalised outreach with Sequences, centralising customer communication with Conversations Inbox, or improving support with ticketing and knowledge base tools, these hidden gems have the power to streamline your operations and boost efficiency.

Ready to unlock the full potential of HubSpot? Start exploring these lesser-known features today and see how they can transform your business processes for the better!