HubSpot CRM training teaches your sales process four brand new tricks that will send your team's capabilities into overdrive.
Ever try to close a deal and spend more time on the documentation and mindless tasks than the actual sales? Say goodbye to any and all grunt work forever with the most powerful data enrichment functionality ever created. Just enter a prospect's email, and let HubSpot CRM take over, powering your sales process in the background while you keep moving. New leads can even be added directly from your inbox with one click.
You focus on writing the email and let HubSpot CRM handle the research. Once installed, log a new contact with one click and instantly know when and where they open an important email, company info, key mutual contacts, and similar companies, all in one remarkably powerful 360-degree view.
With a 10-second installation process, you'll notice the lightning speed of HubSpot CRM from the get-go. And it only gets better as you discover feature after feature that allows you to crank through a backlog of leads faster and more effectively than you can possibly imagine.
No more expensive, difficult, and clunky CRM's that never get used. Act now to get completely free of charge with the most lightweight and powerful CRM that you've ever seen. A great way to build up user adoption for long term success. If you're on the fence, how's that for a kicker?
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Still imprisoned by "the way it's always been?" Still convinced that CRMs are too complicate, too expensive, and too outdated?
Video: What is HubSpot? Your Complete Sales and Marketing Automation All-in-One Growth Stack
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-do’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.
How to use Task Queues
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.
The Pro edition contains the features of free and adds powerful tools to supercharge every stage of your inbound sales process. Use the free version with the basics you need to adopt an effective, efficient inbound sales process then move the full-time sales professionals up to the Pro edition.
Roles typically using the Pro edition are Business Development Rep, Inside sales rep, Account executive, Account manager or Renewal management.
HubSpot Sales Pro tools help you connect with the right people, at the right time, and with the right message. Tools like sales automation, meeting scheduling, and prospecting help power up your sales process, giving you more time to focus on selling.
Example of Contact record view and menu options:
The left side of this contact record contains information about your contact. From here, you are able to:
Below this, you will find more information about the record you are viewing such as an associated company or deal, Predictive Lead Score, list member and attachments.
The top-right side of the contact record contains an area that allows you to interact with the contact. These interactions include:
The bottom-right side of the contact record contains the contact's timeline. This includes any interactions taken on the contact. You can filter this timeline using the drop down labeled Filter timeline. By default, you are shown notes, calls, sales emails, tasks, meetings and email tracking activity.
Email Scheduling (Send Later) - schedule your messages from Gmail to send at exactly the right day and time.
Email Open Notifications - get instant notifications when your emails are opened, shown as an Activity stream.
Email Click Notifications - get instant notifications when your links inside your email body is clicked.
Email Tracking History - See a stream of recent email opens and clicks.
Email Templates - Build a shared library of email templates. Collect useful metrics on which approaches work best. Free edition includes up to 5 templates.
Documents - Build a shared library of sales content and documents. Get notified when your prospects engage.
Calling - Place calls from your browser. Every call is automatically logged and recorded.
Sequences - Tee up a series of targeted, personal emails to send to your prospects over time.
Prospects - Uncover hidden sources of interested companies who are visiting your website.
Meetings - Share your availability and let your prospects book your calendar without the back and forth waste of time.
Add-Ons to give HubSpot CRM and HubSpot Sales even more functionality:
Reports - create custom reports, dashboards, report templates, and reports sent automatically by email.
The HubSpot Sales extension adds Sales Pro features to your email client, outside of the CRM. This extension can be added to Chrome, for use with Gmail or it can also be added to Outlook for desktop. Learn how to install the extension here.
After installing, to use the HubSpot Sales extension:
HubSpot offers a full stack of products for marketing, sales, and customer relationship management powerful alone, and even better when used together.
Video: HubSpot Growth Stack Demo: Marketing, Sales + CRM (2017)
Brian Halligan, co-founder and CEO of HubSpot and his team walks through HubSpot's tools in entirety.
First, you'll see how our HubSpot Marketing can help you attract interested prospects, convert them into leads and nurture them with useful content. Then we'll take a look at how HubSpot Sales helps your sales team in a modern, efficient and inbound way. Finally, we'll see how HubSpot's CRM keeps everything organized in one place.
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