While INBOUND reliably brings a wealth of exciting new HubSpot updates, tool releases, and product announcements, it can be a bit overwhelming to figure out your next steps.

It’s like getting a shiny new car—you’re eager to take it for a spin, and we totally understand that excitement! However, alongside the allure of these new tools, you must consider the reality of your current HubSpot instance and whether it’s prepared for the changes.

Are your technology, processes, and team all in alignment? Do you know how to maximize the benefits of the new features without disrupting what’s already running smoothly? Are you aware of how to enroll in the betas?

Here are the five essential steps to take after INBOUND:

1. Review & Understand What’s New in Sales, Marketing, and CRM

The first step to implementing HubSpot’s latest updates is understanding them. Take time to familiarize yourself with the key features:

• Breeze AI: includes Copilot, agents, intelligence, and other AI features to automate tasks, generate cross-channel content, and enrich data. 
• Sales Hub: With tools like Workspaces, Guided Actions, and Selling Queues, your team can prioritize tasks and streamline workflows more efficiently.
• Marketing Hub: HubSpot has introduced AI-driven Lead Scoring Functionality and a Centralized Workspace to help you track customer journeys and optimize campaigns.
• CRM and Data Management: Improved data hygiene tools and reporting updates lay the groundwork for clean, actionable data across your business.

You want to make sure your team knows what these tools do and how they tangibly impact your business.

2. Audit Your Current HubSpot Instance

Before jumping into the new features, do an audit of your existing HubSpot setup. This means reviewing current workflows, dashboards, and integrations to identify areas the new features come into play. For example:

• Sales Enablement: Evaluate your existing sales pipeline and see how you can incorporate Selling Queues to optimize task management.
• Marketing Campaigns: Assess how the new Analytics Suite can help improve email marketing and/or ad campaign performance.

An audit will also pinpoint any areas where your HubSpot instance may need a cleanup to maximize the effectiveness of new features.

3. Optimize Your CRM and Data Management Practices

HubSpot’s new data management tools are designed to make it easier to maintain clean, usable data. But this is also an opportune time to review your own data management practices:

• Implement data hygiene protocols to reduce duplicates, inaccurate information, and cluttered contact lists.
• Take advantage of custom reporting to analyze your data with the updated insights HubSpot now offers.

CRM optimization isn’t just about maintaining clean data—you also want to confirm that the data your teams are using is actionable and reliably results in better decision-making.

4. Train Your Teams on the New Features

The new tools and capabilities are powerful, but they can only drive the outcomes you want if your team knows how to use them. Set up training sessions to align everyone on the same page:

• Sales Teams should learn how to navigate Selling Queues and use Guided Actions to keep deals moving forward.
• Marketing teams should explore Content Remix and new Lead Scoring features to enhance engagement strategies and prioritize high-value prospects.
• Customer Service Teams need to be well-versed in updated service features to deliver faster, more efficient support.

Training will not only improve adoption rates but also instill confidence in using HubSpot’s latest features to their full potential. New tools are always exciting, but it’s up to leadership to keep the energy up and support the team as they dive in and explore how to make the most of them!

5. Partner with a HubSpot Solutions Expert

Implementing these new updates doesn’t have to be overwhelming. Partnering with a HubSpot Solutions Partner, like Flawless Inbound, ensures that you can integrate the new features without any hiccups. Our experts can guide your team through change management, CRM optimization, and technical implementation, making the transition smooth and stress-free.

We’ll provide hands-on support to help you:

• Customize the new tools to fit your business processes.
• Set up and optimize all the new sales, marketing, content, and data management workflows
• Secure fluid integration with existing systems and third-party platforms.

With the expertise of a Solutions Partner, you can hit the ground running and maximize the ROI of HubSpot’s latest capabilities.

CREATE A POST-INBOUND STRATEGY with Flawless Inbound 

At Flawless Inbound, we strive to be the benchmark of excellence within the HubSpot ecosystem, supporting you to ensure HubSpot helps you scale, thrive, and increase ROI through and through. To help you tap into the new features and get the most from your HubSpot investment, we're hosting an in-depth webinar on October 2. Secure your spot now. 

For one-on-one support and expert advice on the new features, speak directly with our HubSpot specialist.