2x Your Efficiency With 5 Awesome HubSpot Sales Tools

2x Your Efficiency With 5 Awesome HubSpot Sales Tools


Sales, as a vital function of any organization, has undergone a lot of changes since its integration with technology. Earlier, the process of sales used to entail just acquiring target customers and pitching about your product to them. Today, sales has evolved and has gone far beyond just acquiring customers and closing the deal with them. It has become much more scientific and organized, with sales professionals employing a proper strategy to manage and retain customers during each of the sales stage.

Modern-day sales professionals now use smart tools and softwares such as Customer Relationship Management (CRM), which enables them to gain new insights in sales, manage sales-ready leads effectively and build a long-lasting relationship with them.

HubSpot is a very powerful tool for inbound marketers, which covers all the marketing and sales requirements under one platform. Here are some of the amazing sales tools in HubSpot’s CRM, which you can use to stay organized and gear up your sales processes:

#1. Templates

HubSpot’s template is a really handy tool when it comes to communicating with your prospects. This is used in creating email templates and enables email customization for every prospect. It has been proved by many experiments that by customizing your content leads, there’s a higher chance of your email being read and liked by your customer. HubSpot’s template saves a lot of your time by saving you from typing the same message over and over again. You can use this tool to create a folder where you can store predetermined format for your emails. From the first outreach to the closing sale, it will have a standard language ready to send to your prospects that you can use and customize for each individual. This ensures that the prospects have the required knowledge to make an informed decision.

Another great advantage of using this tool is that not only can you tailor them to contain each of your prospect’s name individually, you can also put them in a sequence which you can use throughout your sales conversation. This is possible since the template tool allows you to send an email sequence to prospects according to the sales stage they are in and will continue to send reminders to them if they don’t respond after a certain amount of time. It also gives them a chance to schedule a time to speak with you.

#2. Documents

The process of sales is all about making use of an opportune time to close your deals. Generally, sales team lose a lot of precious time tracking important sales documents, and this can make them lose some very good customers. The Documents sales tool allows you to build a library of helpful sales content for your entire team, and share those documents directly from your Gmail or your Outlook inbox, and maintain its consistency among your team members.

Another amazing feature of this tool is that it allows you to track when your prospects viewed your content, and for how long. This gives you an insight into how your documents are enabling to take the sales process forward.

#3. Meetings

Consuming a lot of time to schedule a meeting can make you lose out on your prospective clients and also decrease your overall productivity. The meetings tool allows you to give the power of scheduling meetings in the hands of your clients. It enables you to share your calendar with your prospects, so that they can see when you are available and schedule a time that works for them. The link can be shared with anyone, and it eliminates the need of manual intervention to do anything.

This tool also provides you with the flexibility to apply specific increments of time based on which stage of the sales process you are in. This allows you to allocate more time to prospects who are further down the pipeline.

#4. Email Sync

Most of the times, when the sales team needs to contact a prospect, they cannot remember the details of their most recent conversation with them. HubSpot’s CRM allows you to sync your email with your sales tool, so that your correspondences with with prospects get logged in your notes and you don’t have to hunt for them in your inbox. You can view the details of your message and the time of sending it by viewing the HubSpot database contact timeline, and also sort the contact record. This enables you to automatically send emails directly through tools so that you can organize everything at one place.

#Task Queues

The process of sales requires a lot of follow-ups and meetings, and for that the sales team needs to have everything organized in place. According to a stat, 80% of sales require follow-ups, and yet 44% of salespeople give up after one follow-up.

Task queues are like sales reps to-do lists. It greatly helps to increase the functionality of the sales team, and allows you to follow-up on every single deal step-by-step, so that you don’t let any good client slip by.

Task queues function by simply creating certain categories of to-do lists. You can categorize it on the basis of zone, territory, priority or any other variable of your choice.

HubSpot sales tools are really very handy and boosts the efficiency of HubSpot’s CRM. It really helps sales reps to manage time and work smart by doing everything in an organized and efficient manner. By eliminating the requirement of doing a lot of tedious and repetitive tasks by automating them, it allows them to focus on nurturing their leads and meeting their sales goals.

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