The Sales Hub supports your sales team in all sales processes and allows them to work more efficiently.
Thanks to the intuitive CRM, your team always has access to all customer data and, thanks to email/call/meeting logging, can always see immediately what happened last and who had contact with potential customers.
With the deal pipeline, you also always have an overview of your sales funnel and can check at which stage of the sales process potential support is required.
Features such as email templates and snippets also make it easier to write one-to-one emails and reduce errors.
Tasks are also an important tool, as they ensure that no hot leads are forgotten.
Last but not least, the most important thing: sequences and workflows.
Sequences can be used to automate one-to-one emails and save your sales team valuable time, making them all the more efficient.
Workflows make it easy to automate many processes and eliminate manual work.
Best Practices
1. sales funnel (deals pipeline)
- Clear definition of deal phases and their use for the process in the company or the sales team.
- A deal is created as soon as there is a legitimate interest.
- Always keep deal information up to date and log everything that is important.
- Create views for sales meetings – e.g.
“Won in the last 7 days” – to be able to discuss relevant things directly without having to search. - There should be at least one next
step (= task) for each deal so that it does not get “lost”.
2. tasks
- Plan realistic deadlines instead of constantly postponing tasks.
- Work through tasks regularly (e.g. once a day) in a concentrated manner.
- Switch on reminders by e-mail to receive reminders for tasks
- Insert brief documentation/explanation of completion.
*Tasks can be created manually, through workflows (automated by a trigger) or even after logging an e-mail or a call by ticking the “Follow-up” box.
3. templates and sequences
- Use templates for emails that you send regularly to save time.
- Create snippets as shortcuts to quickly insert text modules into logs and emails.
- Keep everything organized!
Create folders for your templates and give them clear names so that your colleagues can also work with them. - Use sequences to automate cold mailings or reactivate existing customers.
This is only a brief overview of the features of the Sales Hub and not a complete list. For each hub, the features are divided into different packages and accordingly higher/lower pricing.
We know that implementing or optimally using a CRM system can be challenging. As a HubSpot partner, we will be happy to advise you on the packages and their pricing and support you in implementing or optimizing your system.
Until the next update – your Growth Ninjas,
Adrienne, David, Hermann, Johannes, Katharina & Stefan
