INBOUND 2024: 10 Tips For Preparing Your HubSpot Portal For Updates

As INBOUND 2024 approaches, now is the perfect time to prepare your HubSpot portal for the exciting updates and innovations that will soon be unveiled.

INBOUND is known for its game-changing announcements that redefine how businesses use HubSpot, so it’s a good idea to ensure that your portal, team, and processes are ready to fully capitalize on these new features as soon as they drop.

Here’s a quick guide to help you prepare your HubSpot portal for INBOUND 2024.

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1. REVIEW EXISTING HUBS AND FEATURES

Start by conducting a thorough assessment of your current HubSpot instance, focusing on the Hubs and features you use, as well as those you may not have explored yet. A review will provide a clear picture of your current capabilities and identify areas where you can expand or optimize your usage. By understanding the full scope of HubSpot's offerings, you can make strategic decisions about adopting new tools as soon as they’re announced at INBOUND.

2. PREPARE YOUR DEV TEAM FOR INTEGRATIONS

If your business relies on integrations with HubSpot, you need to have your development team on standby. Before INBOUND, review your existing integration setups to pinpoint potential areas that may need adjustments once new features are released.

If you don’t have an in-house development team, consider partnering with a HubSpot Solutions Partner like Flawless Inbound. An experienced partner can help you navigate the integration process promptly and precisely, making sure that your business remains at the forefront of HubSpot’s capabilities.

3. STAY UPDATED ON BETA PROGRAMS

HubSpot often introduces new features through beta programs before rolling them out to all users. Familiarizing yourself with these programs and enrolling in relevant ones can give you a competitive edge. By participating in beta programs, your team can test and provide feedback on new tools, helping you stay ahead of the curve.

To join a beta program, simply navigate to your profile, go to Product Updates, filter by Public or Private Betas, and enroll in the programs that pique your interest.

4. GET ACQUAINTED WITH AI TOOLS

Artificial intelligence will undoubtedly continue to play a significant role in HubSpot's product offerings.

To maximize your portal's efficiency, verify that your team is well-versed in the existing AI tools HubSpot provides. Tools like Content Assistant, AI Chatbot, Predictive Lead Scoring, and AI-Powered Guided Prospecting can significantly augment your marketing and sales strategies. By familiarizing yourself with these tools now, you'll be ready to integrate any new AI innovations announced at INBOUND 2024 with no issues.

5. CLEAN UP YOUR DATABASE

A clean, accurate database is the backbone of effective marketing, sales, and service operations. Before INBOUND, take the time to audit your data for outdated or incorrect information. HubSpot’s Operations Hub even offers a Data Quality Command Centre that helps you identify and correct formatting issues in your records. By ensuring your database is in top shape, you’ll improve the reliability of your data, paving the way for your team to make better, data-driven decisions.

6. MANAGE DUPLICATES

Duplicate records can cause confusion and inefficiencies within your CRM. So, we recommend using HubSpot’s duplicate management tools to identify and merge duplicate contacts and companies. This process not only cleans up your data but also confirms the accuracy of your reporting and customer interactions. HubSpot’s CRM deduplicates records using methods like user token and email address matching, making it easier for your team to manage customer data effectively.

7. REFRESH YOUR MARKETING ASSETS 

With new features and design upgrades likely to be announced at INBOUND, now is the perfect time to refresh your marketing assets. Review your existing email templates, landing pages, and social media graphics to identify areas for improvement. 

You want to take full advantage of the new capabilities as soon as they’re available, which will be key to keeping your marketing campaigns effective and engaging.

8. TRAIN YOUR TEAM ON CURRENT AND UPCOMING FEATURES

Investing in your team’s knowledge of HubSpot’s tools and features is paramount to maximizing the platform’s value. Not only do you want to provide ongoing training sessions to deepen their understanding of the software, but you also want to empower them to create internal documentation tailored to your organization’s needs. This two-pronged approach prepares your team for new features while posting a culture of continuous learning and agility.

9. SET GOALS AND METRICS FOR INBOUND 2024

To make the most of INBOUND 2024, you will want to set clear goals and metrics for your experience. Whether you seek to adopt new tools, refine existing workflows, or expand your HubSpot usage, having well-defined objectives will help you stay focused and measure your success post-event. With the wide range of announcements and sessions at INBOUND, it’s easy to get overwhelmed—so plan ahead to prioritize the most relevant content for your organization.

10. SUBSCRIBE TO RELEVANT NEWSLETTERS

Staying informed about industry trends and HubSpot developments is pivotal, especially during INBOUND. Subscribe to newsletters that provide real-time updates, exclusive offers, and insights from the conference. Flawless Inbound’s INBOUND-edition newsletter is an excellent resource, offering everything from instant news and speaker highlights to special promotions. Let the experts do the heavy lifting so you can stay focused on implementing what’s most important for your business.

Navigate INBOUND 2024 with Flawless Inbound

Preparation is key to making the most of INBOUND 2024 and leveraging HubSpot’s latest innovations. Engaging your team, aligning your portal with new developments, and staying informed will keep you competitive in an ever-evolving landscape. Flawless Inbound is here to support you every step of the way. As a seasoned HubSpot Solutions Partner, we have the experience and insights to help you maximize HubSpot’s new features and take your business to the next level.

Check out our INBOUND 24 page to explore the wealth of resources and opportunities we're offering during this special time. We have options for both attendees and non-attendees, so no matter which camp you're in, there's something for you!