For a very long time, HubSpot has been celebrated as the CRM platform that “just works.” Be it small or medium-sized businesses, HubSpot CRM has become a B2B favorite due to its intuitive interface and out-of-the-box functionality. But guess what? The CRM game is changing with the rising trend of large-sized enterprises turning to HubSpot for their complex needs.
With large-sized businesses joining the party, HubSpot has had to up its game without changing too much of its easy and breezy interface. The new features have seen the company ushering in an era of customizable CRM features. The result? Enterprises can shape their CRM experience to fit just about every need of theirs.
Why is CRM customization such a big deal? For large-sized businesses, minor CRM hiccups can throw the entire productivity cycle off the rails. Plus, customer relationships and sales cycles are far more intricate for large companies than for small businesses. Thus, customizing your CRM makes for far smoother enterprise operations.
So, let me give you a rundown about the customizable HubSpot features that have our HubSpot experts excited and how using them can turn your team into superheroes.
With the growing number of companies signing up on HubSpot, it is no surprise that they have been launching new customization tools one after the other.
One of their latest? Customizing the UI/UX of the HubSpot CRM Records that reshapes how teams view and interact with information on company record pages.
But then you go like- the default configuration of the HubSpot CRM Records works just fine for you… You don’t see any need to change.
Picture this: you are the marketing manager at a big enterprise, and your reps spend hours and hours per month going through individual records on HubSpot CRM. They might be able to get the info they are looking for, but it takes an eternity just to find it. You can easily solve this issue: streamline the process by customizing CRM records to display the most relevant data. This way, you get your team to improve efficiency by working smarter, not harder.
Perhaps an example would be better. The standard layout for the HubSpot CRM Records page looks something like this:
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Left Sidebar |
Shows both customized and default company info. |
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Center Panel |
Shows the timestamped activities and communication histories. |
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Right Sidebar |
Shows the external data and associated records. |
For instance, your sales team has been asked to look intensively at industry-specific solutions for a problem. With the new CRM customization records features, you can easily rearrange and sort out the left sidebar to show industry information at the top… saving valuable minutes worth of searching for just one instance. When you multiply these saved minutes for records viewed every week or month, your team has a pretty significant amount of free time.
These features can make your HubSpot a powerhouse with unique solutions to your team’s equally unique needs. Here’s how you get that useful efficiency and insights tailored just for your team:
What’s the perfect way to understand customizable CRM cards on HubSpot? Think of them as widgets you can attach anywhere on your record pages using data from anywhere in HubSpot. The best part? You can also pull in data from external tools. As a result, you get a mini dashboard for every record page, showing you the relevant data with just a few clicks.
If you are leading a sales, marketing, or CX team, the ability to see the lead score would be really helpful. Even more so if the progress of a deal is visible on the records page without endlessly digging around. Meanwhile, for your customer success manager, a quick view of the support ticket history and customer relationship can prove invaluable. Through Customizable CRM Cards, you can make all these widgets work and more on HubSpot.
While the left sidebar of your record pages is helpful, the importance of the right sidebar, with its associated links, cannot be understated. Well, HubSpot now allows you to take control of the right sidebar and declutter itjust the way you want. Consequently, you can choose and arrange the cards in the order you need for your workflow to run smoothly.
The HubSpot Records overview tab customization is here! By giving the central panel a well-needed update, HubSpot allows users to customize the overview tab and create new custom tabs. This turns each record page into an easily accessible mini-dashboard, each carefully customized for particular purposes.
For every customizable HubSpot CRM feature we have discussed, there are plenty more. If you have developers on your team, the HubSpot CRM Card Builder and API extension access lets you tinker around and customize even more.
Of course, some features cannot be accessed by all because they are restricted to certain membership tiers. But here’s another catch: on some membership tiers, you can further configure HubSpot CRM customizations to be accessed by certain team members on specific record types.
HubSpot CRM customization is not just a fancy perk; it's the key to unlocking the full potential of your business and team. Now, the endless permutations and combinations for customizing HubSpot CRM record pages can obviously make you go like Charlie Day from ‘It's Always Sunny in Philadelphia’! We know finding the right customizations for HubSpot implementation is a pain and we plan on solving it. So, make the right choices and give your HubSpot CRM just the custom makeover it needs.