HubSpot’s New Features in Sales & Service Hub Professional
With HubSpot constantly working to improve their platform, the CRM company has just rolled out new features available for Sales and Service Hubs. Their latest work with these SaaS products focuses on increasing functionality of their Professional tier subscription.
So, what’s new for Sales Hub and Service Hub Professional, as of May 2022? Playbooks, call transcription & coaching, and inbound calling are all now available at the professional tier.
Playbooks
This tool will allow you to organize resource material easily through recipe-like templates, compiling information at any time without the need for separate files or too much space taken up within your account. This can also help stay organized on all your sales and service related protocols and best practice–perfect during those hectic weeks when there is always more coming down the pipeline but not enough hours in the day!
With playbooks, you can create a library of information that you can then easily share with your team, directly within the HubSpot CRM.
Playbooks for Sales & Service Hub Professional allow you to:
Create up to 5 playbooks
Embed notes fields in playbooks
Surface playbooks inside the CRM
Call Transcription & Coaching
Utilize automatic recording and transcription for calls to gain real-time insights on your customer service calls. This helps you see what's happening in greater detail, which allows for better decision-making when it comes down to how best to approach certain situations or types of interactions with clients!
With over 750 hours monthly available at just $3 per minute (plus taxes), Call Transcription will have all kinds of data ready so that you can make killer reviews faster than ever before–helping improve everything from revenue streams to enhanced quality Assessments. Call Transcription provides complete independence by allowing users unlimited access via web browsers and native apps.
Call Transcription & Coaching for Sales & Service Hub Professional includes:
750 hrs/month of call transcription
Call review & commenting
Search, review and commenting functions on transcriptions
Inbound Calling
With inbound calling, you can be more productive and organized. Receive calls from contacts through a business number made within HubSpot, allowing for seamless communication and organization of customer interactions from directly within your CRM. This feature means that all interactions with customers are right there for easy referenc–so there is no need to search through old emails or struggle to find an address on paper files.
Inbound Calling for Sales & Service Hub Professionals includes:
Acquire a new phone number with HubSpot
Forward inbound calls to a personal device
Use all inbound/outbound call records, recordings and transcriptions in the CRM
Who Can Benefit from Sales and Service Hub?
HubSpot's sales software is designed to increase your team’s productivity. The service side of things also improves with more people working for you on the same account, so if that sounds like something up your alley, then be sure to upgrade!
Upgrading from Starter to Professional
Are you a current HubSpot user with a subscription for Sales and/or Service Hub Starter? How do you know when it’s time to upgrade from starter to professional?
Off the bat, you’ll see that the starter level of both Hubs allows for only 2 chairs a month on the account, whereas the professional tier will upgrade that number to 5 chairs. So, if your sales or service departments are growing, or you simply need more people from your team getting involved in these HubSpot products, upgrading to professional will allow you to increase the amount of users on your account.
Another reason to upgrade to the professional tier is for the amount of additional features that you’ll be able to utilize.
Sales Hub Starter Versus Professional
Here’s what you can enjoy with both Sales Hub Starter or Sales Hub Professional:
All Free Tools
Email scheduling
Email tracking & notifications
Email templates
Documents
HubSpot-provided phone numbers
Calling
Meeting scheduling
Canned snippet
Reporting dashboard
Shared inbox
Live chat
Conversational bots
Team email
Conversation routing
Email and in-app support
Deal pipelines
Goals
Facebook Messenger integration
Custom properties
Customizable quotes
Multiple currencies
Calling SDK
Stripe integration
Sales automation
HubSpot mobile app
Repeating tasks and task queue
1:1 technical support
Slack integration
1-to-1 email
Task calendar sync
Payments
Here’s what you’ll get with Sales Hub Professional that you won’t have access to at lower tiers:
Duplicate management
Logged-in visitor identification
Sales analytics
ABM tools and automation
Target accounts home
Deal and company scoring
Account overview
Sequences
Custom reporting
Record customization
Teams
Required fields
Product library
Smart send times
Standard contact scoring
1:1 video creation
Rep productivity performance
Calculated properties
eSignature
Workflow extensions
Forecasting
Salesforce integration
Automatic lead rotation
Association labels
Playbooks
Call transcription and coaching
Permission sets
Need Guidance? Inbound AV is Here for You
Do you need help determining which HubSpot products are best suited for your business? Whether you’re entirely new to HubSpot, or looking to expand your subscription to new products, Inbound AV is more than happy to help. As a platinum tier HubSpot Solutions Partner, we have the knowledge and enthusiasm to help clients achieve success with HubSpot.
Book a meeting with us today for a no-strings attached discussion on your HubSpot needs.
Book a meeting with us to learn more {% icon icon_set="fontawesome-5.14.0" name="Alternate Long Arrow Right" style="SOLID" height="25" purpose="decorative" title="Alternate Long Arrow Right icon" %}
