Maximizing Sales Hub's Efficiency with 18 New Features | HubSpot [INBOUND 2023]
Introduction
Discover the latest features of Sales Hub that can maximize sales productivity and efficiency for your business. From lead management to prospect activities reporting, explore the 18 new features that can revolutionize your sales process.
Maximizing Sales Productivity with Sales Hub
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Sales Hub is a powerful sales software that integrates all data, tools, and teams in one place, enabling sales representatives to effectively cultivate connections with prospects at scale.
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The new prospecting workspace provides everything a representative needs in one place, including tasks, sequences, leads, and schedule, streamlining the process and optimizing time management.
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The addition of the new lead management tool in Sales Hub allows reps to effortlessly create, assign, and work leads without any hassle, ensuring seamless movement of leads throughout the stages as they engage with prospects.
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The status of leads is updated in real-time as reps contact them, allowing for easy tracking and management. Various lead statuses can be adjusted, such as new, attempting, connected, qualified, or disqualified, providing a clear view of the lead pipeline.
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The sales to sales handoff feature facilitates seamless transition from business development reps to account executives, enabling effective collaboration and momentum retention from successful qualifying calls.
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Meetings can be seamlessly scheduled on the account executive’s calendar, allowing business development reps to capitalize on the momentum gained from qualifying calls and maintain a smooth transition in the sales process.
Maximizing Productivity and Efficiency with HubSpot’s New Features
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Schedule meetings directly from the workspace
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Automate lead routing and qualification with the new lead form routing tool
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Utilize sequences tool to optimize sales outreach based on actual revenue outcomes
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Implement A/B testing to determine the effectiveness of different outreach emails
Email Analytics and Prospect Activities Report
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Understanding the importance of click rate, reply rate, and meeting rate in email communication to identify effective prospecting strategies
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Leveraging analytics to improve meeting bookings and deal closures by targeting the right prospects
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Introducing the Prospect Activities Report for a comprehensive view of seller’s prospecting activities and outcome-focused metrics
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The report provides insights into reps’ performance, contact touch points, meetings booked, emails sent, and more
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Exploring the tabs for meetings overview, call overview, performance, task overview, and performance to gauge prospecting efficiency
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Utilizing the ‘about this report’ section for understanding the key terms and definitions for accurate interpretation of data
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Enhancing deal management with the New Deal management tools to uncover insights, prioritize deals, and gain better visibility into deals
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The tools include deal tags, deal insights, and the New Deal inspection view for effective deal tracking and prioritization
Sales Leader Insights and Analytics
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As a sales leader, New Deal tags provide valuable insights into deal performance, such as higher values, upcoming activities, and potential risks.
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The ability to create tasks for sales reps based on deal insights allows for efficient follow-up and increased chances of closing deals.
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AI forecasting offers automated measurement of deal outcomes, leveraging historical data to provide valuable insights for sales leaders in understanding where the team should focus their efforts.
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Lead reporting offers comprehensive insights into the prospecting strategy, allowing sales and marketing teams to align efforts for better conversion rates and revenue generation.
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With lead reporting, sales leaders can track open leads, in-progress leads, conversion rates, and individual rep performance, enabling effective coaching and improvement strategies.
Revolutionizing Sales with HubSpot Mobile App
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The HubSpot mobile app enables sales reps to engage and nurture leads on the go.
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The app allows easy contact addition and enrollment into sequences by scanning business cards or QR codes.
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AI assistant in sales Hub helps in crafting highly personalized sales emails in no time.
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The prospecting workspace is coming soon to the HubSpot mobile app, ensuring sales reps can stay on top of their work no matter where they are.
Conclusion
The new Sales Hub features bring a new level of efficiency and productivity to sales teams. From seamless lead management to comprehensive prospect activities reporting, these features are designed to empower businesses to drive better sales outcomes.