Key Feature Call Out

Company Health Score Builder

With HubSpot’s recent surge of scoring features—Fit Scoring, Engagement Scoring, Deal Scoring—it’s easy to get overwhelmed with options. But today, I want to shine a spotlight on one that could make a real difference: The Company Health Score Builder.

Why focus here? Because we’ve all seen the numbers: Because we've all seen the stats: acquiring a new customer can cost 5x more than retaining an existing one. Yet many businesses stay locked on acquisition while neglecting the key to sustainable growth—retention.

This update is available to Service Pro and Service Enterprise users.

What Is It?

The Company Health Score is a feature that aggregates key activities and properties from associated contacts and rolls them into a comprehensive score on the company record. This score is then visible across the organization, offering a holistic view of customer health.

Why Does It Matter?

Customer success teams often struggle to use their data effectively to identify trends and risks. This tool helps them aggregate and analyze customer data more efficiently:

• Spot trends and opportunities: See which customers are thriving and who may need more attention.
• Identify churn risks: Track key signals that could indicate a drop in engagement or satisfaction.
• Make data-driven decisions: Use real-time data to proactively address issues before they escalate.
• Increase retention: Focus your efforts on maintaining and improving client relationships, reducing churn rates.

This Week's Product Updates

Live Updates

1. New Audio Module in CTAs
   Enhance your embedded and pop-up CTAs with the new audio module. Add a personalized audio message, podcast teaser, or an audio summary to engage your website visitors
2. Billing for Subscriptions
   Automate subscription management and recurring billing from the CRM. Commerce Hub customers can now leverage subscriptions to automatically create and send recurring invoices to buyers.
3. CRM Object APIs - Multi-status Support
   HubSpot is introducing multi-status error handling for batch endpoints in our public CRM Object APIs. With these changes, customers have the option to enable partial failures in batch requests, clearly outlining successfully created records and failed requests due to errors.
4. Updated Content Scheduling Experience and Page Status Indicator in content editors
5. Contextually turn off bell notifications
6. Contextually turn off pop-up notifications
7. Marketing Tasks on mobile
8. Multi-language for self-service chat support

Public Beta

1. Meeting Assistant
   The new Meeting Assistant within the Prospecting Workspace helps reps save time with more efficient meeting prep and follow-up powered by AI.
2. Get more value out of your account with Insights and Recommendations
   A new page under Settings that shows admins insights and recommendations on how to get more value out of your HubSpot account.
3. Log Microsoft Teams phone calls in HubSpot
   If you use Microsoft Teams Phone as your telephony solution, you can now automatically log phone calls to the relevant HubSpot records.
   
   • • You can also enable additional functionality like click-to-call from HubSpot and be routed to HubSpot contact pages when you receive inbound calls in Teams.
4. Export Approvals
   Admins can now set up an approvals system for CRM exports. Once set up, a user on the portal will need an "export approver" to approve an export before the file is delivered to them. 
5.  New Company Property: Recent Ticket Sentiment
   A new company property, recent ticket sentiment, that aggregates ticket sentiment from all messages on open tickets associated with the company and any tickets opened in the last 7 days. The property displays the current aggregated ticket sentiment.
6.  Campaigns ROI reporting now available
   Campaigns ROI reporting is now available, allowing you to easily evaluate the effectiveness of your marketing campaigns
7. Non-human interactions filtered out of email open and click analytics
   HubSpot will no longer generate open or click events for 1:1 emails when the interaction comes from a non-human source.
   
8. Repurpose PDFs, Audio Files, and Video Files with Content Remix
9. Home for marketers, a new tailored mobile experience

Private Beta

1. Inline editing on Association tables
   Association tables on the record page's middle column now support inline editing.
2. Smart Content for CTAs
   You can now create Smart Content variations for CTAs directly within the new CTA editor, enabling more personalized experiences for your website visitors.
3. Dynamic Sequences - Private Beta
   A new type of sequence that leads with automation and creates manual task steps only for contacts who are engaging with your initial outreach.
4. New onboarding experience for Shopify app
5. Analyze Tabs for Website Pages and Landing Pages
6. ChatSpot in the SMS Editor
7. ChatSpot in the Marketing Email Editor