Accelerate your sales performance with HubSpot's advanced sales automation tools
Organisations are constantly looking at sales productivity to help grow their business ... looking at what new
processes, technology and people skills will be needed to help sales teams accelerate their sales performance.
With sales automation technology providing the stimulus to help achieve these goals, the HubSpot Sales platform has been developed to give sales teams easy to use highly productive tools they need to be more effective and efficient.
Implementing new sales technology and processes needs proven experience and expertise. At Intellegentia our skills, proven methodologies and experience span;
All of which will help you rapidly achieve adoption and success with the HubSpot Sales platform.
Please review our HubSpot Sales Onboarding services
HubSpot Sales has a really rich feature list which will benefit your organisations sales performance beginning with Hubspot Sales Starter all the way through to Enterprise Sales. Too numerous to mention them all, so here are our top 10 sales productivity features which we implement with customers to accelerate sales performance. Click on each of the + buttons to get more detail.
A BDR at one of our customers said he rather lose his arm than not have sequences. This top's our list because its a massive productivity tool that gives your sales reps the ability to use a sequence of automatic outreach and follow up emails to engage with leads. This saves so much time and each email and sequence are measured so you can optimise and improve their effectiveness.
Notifications lets your sales reps know the instant an email has been opened and a link has been clicked (how many times have you wondered if a contact has read your beautifully crafted email). If a contact re-visits a webpage, the sales rep gets alerted on his desk top or mobile, this is a big feature especially for account based sales.
We love this feature. Its going to save your sales rep so much time. If you are going back and forth to find a time in a prospect diary, this just cuts out all that pain, let them book a meeting. Links can be added to webpages and email signatures and it works with Google Calendar, Office 365, and HubSpot CRM. Take a look by booking a meeting with Intellegentia or click on the image below.
Document tracking is ace, because the sales rep gets detailed intelligence on what pages have been read for how long ... this is Google Analytics but for documents that have been sent to your prospects. Wouldn't you like to know how long has been spent looking at your proposals exec summary and investment details. Not just documents also works for Powerpoint.
When you review your sales processes, consider all of the things you would like to be automated ... using HubSpot Sales Automation and workflows you can automate all those manual, time-consuming tasks. Some great ones are rotation of leads between Reps. Automatic Deal creation, Automatic task assignment and many more. The only limitation is your imagination.
When you have a queue of sales calls to make then automatically dialling them from HubSpot CRM either via your mobile or from inside your browser really gives your sales reps a huge productivity boost. Calls can be logged in CRM automatically, and you can record calls with a single click.
HubSpot Sales live chat gives sales reps another channel to engage with prospects and like all information within HubSpot it gets recorded on your contacts timeline. If your sales rep owns a relationship with a contact then it neatly routes chat conversations to them so as to build better relationships and help close more deals.
Quotes is a great tool, which helps you quickly (and we mean very quickly) build a quote with your standard products and get that out to your prospect for signature and deal closure. If you have a very customised product or service, maybe not so useful, however if you have any form of standard product or service this is a great tool... helps with standardisation of processes to ensure quality and consistency.
Sales teams work in different ways and use other productivity tools in their day to day work. There is a long list tools that are already integrated with HubSpot, which stops sales wasting time switching between tools... a couple of favourites, Slack and Orgchart. The Slack integration means you can get to HubSpot tasks, notifications, and slash commands -- directly within Slack. Orgchart helps you map out the decision makers with an organisation using contacts from HubSpot.
Sales leaders need data to help them direct their teams, but don't want to spend time figuring how to get it. HubSpot sales out-of-the-box reports provide a stack of options to dig into more granular metrics for your sales team. If needed customisable reports and dashboards allow you to share high-level business metrics with executives.