Prospecting, which involves finding and identifying potential customers, plays a crucial role in the work of every salesperson. Market analysis, customer behavior analysis, as well as active networking and building relationships with potential customers, allow us to better understand their needs and tailor our offers to their expectations. It's important to conduct prospecting wisely: not wasting time searching for data, but focusing on understanding and utilizing it to the fullest. In this post, I'll show you how to use the latest HubSpot features for this purpose.
HubSpot has prepared a whole package of new features for SalesHub users, making it easier for the sales team to reach customers more precisely through testing solutions, reporting, and efficient lead management. Let's take a closer look at some of the most interesting ones.
This view is a real game-changer for salespeople. Now, in one place, they will find all the tools and data they need to carry out their tasks without having to switch between applications.
The "Leads" tab allows for smooth lead management. You can convert contacts into leads and assign them the appropriate status based on your actions. No more hassle with lead assignments to representatives and no more unnecessary work.
When conducting sales activities, it's crucial to know which ones work best. I recently wrote about using automated sequences in sales. Setting up a sequence is one thing, but finding the one that works most effectively is another. With the new testing and reporting features, you can now optimize all sequence steps and assess the effectiveness of your actions based on data. The entire set of new sequence-related tools includes:
These features will be particularly useful if you manage a sales team. They facilitate lead handoff and allow salespeople to contact the customer without unnecessary delays, precisely when they are most interested.
Prospecting can be conducted not only from a desk. If you're often on the go and your favorite work tool is your phone, you'll certainly appreciate the availability of additional tools in the app. Now you can save sequences, pause them, and withdraw contacts from them. The mobile app also includes a content assistant, which helps you generate sales emails, and a QR code scanner for easy contact vCard import.
HubSpot is introducing more AI-based tools to its CRM. Forecast intelligence will help predict sales more accurately and adjust plans more effectively. When planning your sales, it's worth trying out features that allow you to compare AI-based forecasts with manually entered ones and assess the effectiveness of your predictions. These features include:
Finally, a set of reporting tools that will help you better control the effectiveness of the sales process. If you want to apply Revenue Operations strategy more efficiently, these tools will be invaluable. With them, you can track the effectiveness of the sales funnel, learn about lead sources, and gain a comprehensive understanding of your teams' actions. Available options include:
The new features in Sales Hub are a step towards more efficient, data-driven sales management. They also represent the development of AI-based features. Lastly, and equally important, HubSpot cares about user convenience and ease of use, adding a new lead management dashboard and more mobile features. The latest features will certainly be appreciated by sales managers and all salespeople.
Sales Hub works perfectly in conjunction with other HubSpot modules, but you can also integrate it with your CRM. All of this is aimed at ensuring that nothing stands in the way of your sales team's development, no matter where you are right now. If you want to learn more about implementing HubSpot or how to use HubSpot tools for more effective sales, feel free to contact us – we'll be happy to help!"