How can HubSpot CRM and HubSpot Sales Hub do wonders for the Sales team?

Image illustrating how HubSpot CRM and Sales Hub transform sales team operations and drive better results

Published on: October 14, 2024 Updated on: October 14, 2024 views Icon 355 Views

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Author

Rahul Sharma
Rahul Sharma LinkedIn

Associate Director - MarTech

Rahul is an experienced senior marketer with a demonstrated history of working in the information technology and services industry. He is skilled in customer service, sales, marketing strategy, customer relationship management (CRM), and social media.

Article Reviewed By: Gaurav Rajpoot LinkedIn

Table of Contents

In today’s highly competitive business environment, sales teams require tools that help them operate more efficiently, collaborate better, and close deals faster. HubSpot CRM and HubSpot Sales Hub are designed specially to meet these needs, offering a robust platform that streamlines every part of the sales process.

We have expertise in helping businesses leverage the full potential of HubSpot. Here’s how HubSpot CRM and HubSpot Sales Hub can do wonders for your sales process and empower your sales team to achieve more.

1. Centralized Contact Management

One of the biggest issues for sales teams is managing a large number of contacts effectively. HubSpot CRM made everything easy by having all customer data in one place. Sales representatives can easily access;

  • Contact details
  • Communication history
  • Activity history
  • Key data points from one place, reducing the need for manual data entry and improving overall efficiency

Some of the areas where we can help you out are;

  • Initial setup
  • Current setup optimizations
  • Customizing your HubSpot CRM
Screenshot of HubSpot's Contact details, communication history, activity history

(Contact details, communication history, activity history)

2. Automated Sales Workflows

Is your sales team stuck for the entire day in some of the time-consuming tasks like sending follow-up emails or setting reminders? 

  • HubSpot Sales Hub helps to automate these processes, which allows your sales team to focus on high-value activities like closing deals
  • Automated workflows or sequences ensure that no lead slips through the cracks
Automated workflows or sequences

(Automated Sequences)

Automated  sequences
Automated Workflows

(Automated Workflows)

3. Advanced Lead Scoring and Insights

Are your sales representatives making multiple touchpoints with their prospects and still the conversion rates are down? 

  • HubSpot Sales Hub’s default lead scoring feature helps your team focus on the hottest leads by assigning a positive and negative score based on engagement and interaction data. 
  • Custom cards could be helpful for the sales team to review how eligible a prospect is to be reached out
  • HubSpot’s reporting tools provide advanced insights, helping sales managers to track performance, understand sales cycles, and adjust strategies on the fly.
Lead Scoring Details on Contact Info Page

(Lead Scoring Details on Contact Info Page)

Lead Scoring Details on the Contact Info Page using Custom Cards

(Lead Scoring Details on the Contact Info Page using Custom Cards)

Reference Link: https://knowledge.hubspot.com/properties/build-lead-scores

4. Seamless Email Integration and Tracking

Is your sales team spending the majority of their time logging email interactions in your CRM and unable to focus on lead conversions?

  • HubSpot’s Sales Hub integrates directly with Gmail, Outlook, and other email platforms, making it effortless to log every email interaction with your prospects 
  • Sales reps can also track when emails are opened, helping them send follow-ups accordingly
HubSpot Extension Settings

(HubSpot Extension Settings)

Detailed Email Tracking & HubSpot Extension Features

(Detailed Email Tracking & HubSpot Extension Features)

5. Enhanced Collaboration Through Playbooks and Templates

Are your sales representatives missing some of the important questions to be asked during the meetings? Are they skipping some of the sales processes?

  • HubSpot Sales Hub offers Playbooks and templates that help sales teams stay aligned and follow best practices
  • It helps create personalized email templates or build playbooks for different stages of the sales process
  • Playbooks and templates make sure to maintain consistency in messaging and processes while reducing the manual effort required for repetitive tasks.
HubSpot Customized Email Templates

(HubSpot Customized Email Templates)

HubSpot Customized Playbook Templates

(HubSpot Customized Playbook Templates)

6. Real-Time Analytics for Better Decision-Making

Are your sales managers facing issues or having a hard time reporting on deal progress and team performance?

  • HubSpot’s powerful reporting and dashboard feature is for you
  • Sales managers can easily track everything from deal progress to team performance
  • This would help in better decision-making
  • Ensuring that resources are allocated properly
  • The sales process is as efficient as possible.
HubSpot Customized Report Templates - Lead Journey Progress)

(HubSpot Customized Report Templates - Lead Journey Progress)

HubSpot Customized Report Templates - Meetings

(HubSpot Customized Report Templates - Meetings)

HubSpot Customized Report Templates - Deals

(HubSpot Customized Report Templates - Deals)

HubSpot Customized Dashboard Templates - Sales Manager
HubSpot Customized Dashboard Templates - Sales Manager

(HubSpot Customized Dashboard Templates - Sales Manager)

7. Better Deal Management

If you are stuck with your deal management system, then HubSpot has got the following for you. We are sure that this is going to remove your sales process bottlenecks and close deals faster.

  • Visual Pipeline
  • Stages of Deals
  • Exhaustive Deal Reports
Visual Pipeline

(Visual Pipeline)

Stages of Deals

(Stages of Deals)

Exhaustive Deal Reports

(Exhaustive Deal Reports)

8. Integrated Calling and Meeting Scheduling

Are your sales team stuck in various calling and meeting tools? Are they required to manually keep a record of meeting notes in some 3rd party tools?

  • HubSpot Sales Hub has inbuilt calling and meeting scheduling features that make it effortless for sales representatives to connect with prospects 
  • HubSpot seamlessly logs calls and emails automatically and makes sure that your sales team spends less time on administrative tasks and more time selling or closing new deals
HubSpot Meeting Feature

(HubSpot Meeting Feature)

HubSpot Call Logging Feature

(HubSpot Call Logging Feature)

HubSpot Meeting Logging Feature

(HubSpot Meeting Logging Feature)

Conclusion: Empower Your Sales Team with HubSpot and Growth Natives

By using the power of HubSpot CRM and HubSpot Sales Hub, your sales team can do wonders and become more productive, organized, and data-driven. At Growth Natives, we are experts in HubSpot implementation, optimization, and training, ensuring that your sales team gets the most out of this powerful tool.

Ready to drive more sales and grow your business using HubSpot? Schedule a Free Consultation Now!

Other than that, feel free to reach out to the HubSpot-certified experts at Growth Natives. Just write to us at info@growthnatives.com, and we will take it from there.

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