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HubSpot CRM and Sales Productivity platform

HubSpot launched a CRM back in 2014.  The goal: Provide an easy way for sales teams to track and organize its interactions, and to manage its pipeline -- without breaking your budget.  Since its launch, HubSpot CRM has been adopted by tens of thousands of sales teams. Millions of deals have been created and closed.  HubSpot built two other 100% free tools that plug seamlessly into HubSpot CRM: a powerful sales productivity platform and a lead generation engine.  They have made huge strides around the biggest pain points of their partners (like us) and customers: a sleek new reporting dashboard, parent-child company relationships. company merging, and a whole lot more.

In doing so, HubSpot let one critical component of CRM collect dust far too long: task management.  If you or someone you know uses HubSpot CRM, you'll agree with us: Tasks in HubSpot have been adequate, but not exceptional.  They're like having 30% battery left on your iPhone. Or getting six hours of sleep. Or eating leafy lettuce.  Not the end of the world, but not mind-blowing awesome either.

Today, that changes.  Task management in HubSpot has a brand-new look, and a slew of new functionality to boot.  Staying on top of to-dos is pivotal to your sales team's success.  Every missed follow-up is a lost change at a connection with your prospects and customers.  With HubSpot's new Tasks interface, you'll never let a task slip through the cracks.


  • Get more done in fewer clicks

Time spent fumbling around to manage follow-ups is time spent away from selling.  In a world in which salespeople spend only 30% of their time actually selling, every second saved means more deals closed. Image a world in which you never had to leave your to-do list, in which you never had to manually schedule your next follow-up, in which you never had to click into a CRM record to figure what to do next. Your sales reps productivity using HubSpot CRM will increase exponentially, and their adoption will improve as well.  Tasks will ensure that the sales process you implement is engrained in their routine from day one.

  • Ditch distractions. Don't get overwhelmed

From our experiences implementing CRM for businesses, one thing has been abundantly clear: focused sales reps are productive sales reps. With Task Queues, sales reps won't need to open dozens of tabs at the beginning of the day: they won't need to sort through pages of to-dos's at a time; they won't need to scroll a million ways to get to the next thing. Walk into work. Build your Task Queue. Press Play. Run through your tasks. Go home.  Rinse, wash, repeat.

  • Always have your next steps in order

80% of sales require 5 follow-up phone call after the meeting, yet 44% of salespeople give up after one follow-up. As a best practice, every deal in your database should have a next step. No ifs, ands, or buts.  With HubSpot's new Task interface, you'll never let another follow-up slip through the cracks.

  • Track new leads on same timeline

If a lead comes in off your website through HubSpot Marketing tools, all the sales tasks and activities are logged in the same timeline as the marketing engagements.  Everything is in one place, so your reps will never have a call without the right context again.  Plus, they can @-mention their colleagues on individual tasks, to start the dialogue around follow-up strategy.

What's new for Task Management

Task Queues- think of it like a Spotify playlist, for a sales rep's to-dos. Here's how it works:

  • Create a queue for a specific category of Tasks. Base your categories on priority, day, time zone, or anything else.
  • Add any set of tasks to the queue by dragging and dropping one-off tasks, bulk-selecting a group of tasks, or from a view of contacts, companies, or deals.
  • Navigate into the queues, and press play.
  • You'll be cycled through the tasks one by one.  For example, if the first two tasks in the queue are "Call Julie" and "Follow up with Jones Supply." you'll first be taken into the "Calling" tab with Julie's contact record. When you complete the call, the task will be automatically completed (no need to head back to the Tasks home screen)., and you'll be brought directly to emailing tab on Jones Supply company record - the next task in line.
  • No clicking back and forth between the Tasks home screen and your contacts, companies, and deals. No distractions.  Just your tasks. Press play.  Do your job. You're done. Bing, bang, boom.

Task queues is a competitive differentiator.  It's not something that other systems have, in the same sleek/stylish/modern form.  Part of your roles to ensure you're keeping your people on the cutting edge of sales technology. Getting them access to Task Queues is a great step in that direction.


Calling and Emailing from Companies and Deals

Your company's sales reps spend their days making calls, sending emails, and booking meetings.  The more efficient they can be at those three things, the better they'll be at their jobs (and the more successful their engagement will be with people that matter).

With that in mind, you now make calls and send emails from company and deal records.  Previously, you could only take these actions from the contact record.  Today's change make reaching out to your prospects even easier.  Fewer clicks in the CRM means time saved means more time selling. It's that simple. 

Create a follow-up task form any engagement activity

As every sales rep knows, the key to closing deals is following up in the right way at the right time.  But any time spent manually setting reminders to follow up with your leads is time spent away from closing deals.  Now, every time you send an email or make a call, you'll see a handy checkbox to create a follow-up task when you complete the activity.  No sticky notes, no pulling up Outlook or Google Calendar to keep your tasks in order.  You'll always have your next steps in order.


Introducing Task Queues in HubSpot CRM

With Task Queues in HubSpot CRM, your sales reps won’t need to open dozens of tabs at the beginning of their day; they won’t need to sort through pages of to-dos at a time; they won’t need to scroll a million ways to get to the next thing. Walk into work. Build your Task Queue. Press play. Run through your tasks. Go home. Rinse, wash, repeat.


How to use Task Queues video

80% of sales require 5 follow-up phone calls after the meeting, yet 44% of salespeople give up after one follow-up. Don’t let your clients be a part of the 44%. As a best practice, every deal in your database (and theirs) should have a next step.

Task management in HubSpot has a brand new look, and a slew of new functionality to boot. Staying on top of to-dos is pivotal to your sales team’s success. Every missed follow-up is a lost chance at a connection with your prospects and customers.


Easily update task status with a simple "Drag and Drop" feature.

Drag and Drop Task.png


Moving from Task to Task

Moving from Task to Task.png

Tasks Queue in HubSpot CRM



Jump Start Your CRM Planning


If you’re a business, you have customers. If you have customers, you want to keep them happy – because without them you have no business. 

Customer relationship management (CRM) is a way to use technology to make it easier for you to make your customers happy. A good CRM tool will manage your customer interactions by organizing, automating, and synchronizing the parts of your business that deal with customers –sales, marketing, customer service, and technical support.  

Here at Success with CRM, we know our customer relationship management well. Read our ebook to learn:

  • What CRM can do for you
  • How and where to get the right professional help
  • The things you need to know before choosing a CRM tool
  • How to tailor the process solution to your needs
  • How to tie everything together – the people and the technology – to make CRM successful for you and your business


Related resources:

Beginners Guide to HubSpot CRM PDF   and more about HubSpot CRM - Sales Pro

Close more sales deals with less work- HubSpot

Business Drivers that CRM Equips You to Address

Why You Need to Rethink CRM

18 Factors to Guarantee Business Success with CRM

Characteristics of Well-Used CRM

7 Key Benefits for C-Level Executives and Entrepreneurs when considering CRM

7 Key to Success with CRM - Select CRM that Suits Your People


Topics:   Adaptable CRM Make your business work smarter Web-based productivity tools Business success with CRM

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