HubSpot is one of the leading marketing and sales platforms on the market. Users can gain full visibility into their marketing and sales pipeline and track important metrics such as website visits, meetings booked, deals created, deals closed, and even predicted revenue when using it as their primary CRM platform.
As far as sales enablement tools go, HubSpot is one of the best. It comes with many standard features that can be easily deployed among teams of all sizes and business types. If you are looking for ways to update your sales processes and create an impact at your organizations, this blog post will show you how to get your sales team using the HubSpot CRM.
3 Sales Enablement Tools HubSpot Users Can Implement Today
Out of the box, HubSpot comes equipped with some powerful sales enablement tools that sales teams can utilize in their day-to-day processes. You don’t need to be an integrations expert, either. Here are three easy-to-use HubSpot tools that you can implement today and improve your sales processes.
1. HubSpot Email Sequences
Is your sales team still spending their time sending manual follow up emails? Are they following up at all?
A big problem we see with both veteran sales reps and new businesses is that they spend so much of their time writing and sending emails that follow a simple format. Even worse is that they wait too long or forget to follow up at all.
HubSpot email sequences can make this yesterday’s problem. This feature makes it possible to automate personalized follow-ups and create internal task reminders at regular intervals. It’s easy to implement, too, so you don’t have to be an automation expert to take advantage of this huge time saver.
Here some of the main benefits that email sequences provide:
- A simple and customizable template
- Automated email schedule tailored to specific lead types
- Periodic reminders to engage and follow-up with potential customers
- Emails to be pre-made and sent out on a specific schedule
- Create and save multiple email templates for future use
Stop wasting time and letting good leads fall through the cracks. Start automating your sales processes and see how much friction is removed from your teams day-to-day.
2. HubSpot Meetings
Scheduling meetings or sales calls can often be a headache. It can take multiple emails to finally lock down a date and time when schedules don’t align perfectly.
Are you tired of shuffling meetings around? Are you tired of the constant back and forth before locking down a date and time? Even if you are using a different calendar tool to scheduled meetings, the HubSpot meetings tool integrates directly into your CRM and shows up in your contact records. Not only does this reduce friction, it also increases transparency so that everybody can see when a meeting has been booked. You can even attach notes that explain the details of the meeting.
Here are some of the main benefits it provides:
- Effectively eliminating double bookings. Once a prospect selects a meeting time slot, that time slot will no longer be available as an option for other prospects.
- Customizing the appearance and design of the scheduler to match your brand.
- Offering a round-robin approach so that your entire team gets an even share of incoming leads.
- Eliminating the need for back-and-forth email exchanges or inconvenient calls to determine an adequate meeting time.
- Syncing with Office 365 and Google calendars to maintain an accurate and up-to-date schedule.
HubSpot Meetings is an essential sales enablement tool that helps to make appointment setting easier and more frequent. Prospects are more likely to book a meeting when it can be done in just a few clicks. You can also it can also add it to a web page or email signature for maximum visibility.
3. HubSpot Conversations
HubSpot’s Conversations tool is a chat service that includes a chatbot and a live chat option. Using chatflows, website visitors can submit questions and instantly be directed to the information they are looking for. Chatflows can be tweaked and customized to match user behavior.
With the Live chat feature, visitors can be instantly connected with a member of a sales team if they have questions or need assistance. Multiple teams can work together via a shared team inbox.
HubSpot conversations can help transform leads into sales, schedule meetings, and collect valuable data. HubSpot also provides a template that makes setting up a new chatbot as simple as possible.
Getting Help with Sales Enablement
HubSpot’s Sequences, Meetings, and Conversations are three powerful sales enablement tools that can help streamline the sales process and improve the customer experience.
If you are looking to update your sales processes and elevate your usage of HubSpot but don’t have the technical expertise in-house, partnering with an experienced sales enablement agency can provide both the consultation and implementation assistance you need.
Are you currently trying to build a sales and marketing tech stack for your business and want to learn more? Download your free Growth Stack Guide below and we’ll show you some of the different tools and tactics we use to help our clients grow.
Editor’s Note: This article was originally published in AUGUST 2020 by WEBITMD. It has since been updated to reflect current best practices, services, and capabilities.