New HubSpot features announced!

We are sharing a breakdown of the latest new features announced for those using HubSpot CRM, and what it means specifically for non-profit organisations.

HubSpot used their recent event INBOUND2021 to launch some exciting new features and we have digested them into a handy guide below! But before you get stuck in, we recommend you take a look at the wonderful keynote talk from HubSpot Co-Founder and CTO Dharmesh Shah, who sums up the importance of customer-centricity perfectly in his usual entertaining way!

So, what's new in HubSpot?

HubSpot has been determined to keep the customer front and centre of the way organisations around the world communicate and their latest updates are all designed to be customer-centric.

Payments

HubSpot Payments

HubSpot’s payments feature is currently in beta and available in the U.S. only, we will monitor closely when this will be rolled out globally.

With the launch of HubSpot’s payments feature, you can deliver a delightful and connected buying experience from your CRM. This feature is built natively within HubSpot — so it's easy to embed payment links into emails, quotes, websites, or live chats for faster delivery and more streamlined collection.

So what does this mean for the non-profit sector?

Today’s donors have come to expect a frictionless, digital donation experience, facilitating secure and streamlined payments in as few steps as possible. HubSpot Payments enables non-profits to accept payments confidently and seamlessly in less time and with fewer tools.

Because HubSpot Payments is built directly into the HubSpot CRM, charities can easily begin accepting digital donation payments without writing code or using clunky integrations. Replacing paper checks with digital payments enables charities to get paid faster and eliminate manual, error-prone processes.

Recurring payments is also big news for non-profits as they will allow them to take ongoing donations. Recurring payments are also available as an object in the HubSpot CRM, giving non-profits the ability to customise their processes as needed.

Customer Portals

Customer portals allow for your donors and members to easily access an FAQ's section and other information they'd like to know via the knowledge base, giving them access to support and a record of it.

Ticket Index

For those using Service Hub Professional and Enterprise, Customer Portals are now in beta.

With customer portals, customers can easily view and manage support tickets, explore the knowledge base, and gain more ownership over their service experience. We’ve also introduced custom feedback surveys, so you can ensure customers feel valued and heard every step of the way.

Set up your portal without developer resources
Connect your help desk and shared inbox
Give access to your knowledge base from within the portal
Automatically apply your brand colours, fonts, and logo

So what does this mean for the non-profit sector?

Having customer portals allows for your donors/members to easily access FAQ sections and information they would like via a knowledge base. This will help to make your members/donors feel like they are being supported and that they can obtain all the information they need and have a record of it.

More customisation - a range of features!

Make HubSpot your own!

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Ready to wow your customers? Start with a CRM platform that’s built differently — one that’s flexible enough to fit your needs and align to the unique way that you do business. HubSpot’s latest improvements give account administrators control to customise and craft their instance of HubSpot without creating a mess of complexity. Use business units to easily manage multiple brands across a single HubSpot portal, association improvements to align your CRM with the way your business actually runs, and a new set of admin features to make managing users seamless.

So what does this mean for the non-profit sector?

This extra level of customisation can help you build your donor retention through providing excellent personalised service, that makes your donors feel valued.

Sandboxes

This is big news for our bigger customers! HubSpot is launching sandboxes for those on Enterprise products. A must-have for scaling companies, sandboxes are production-like portals where you can try new things without impacting your current setup. Want to test a new integration without affecting your team? Done. Interested to see how a change to your deal pipelines impacts your sales team’s workflow before you take it live? Now you can do that, too. Because your sandbox is a mirror of your HubSpot portal, you can explore new features and test new ideas that will impress your customers and set your team up for success.