Sales Hub Flashcards
Calling & Live Chat
Calling:
- HubSpot’s call tracker automatically logs every call to your CRM database.
- With AI powered conversation intelligence, you’ll get 360-degree insights into your calling teams performance.
Live Chat:
- Use live chat to automatically connect chatters to the right people on your team.
- HubSpot’s Live Chat tool can be fully integrated with a chatbot builder - no coding required.
Task Automation & Prospecting Workspace
Task Automation:
- Create flows of timed personalized emails, A/B test different messaging, and queue up automated follow-up tasks for each prospect.
- Choose from a list of email templates and task options, and enroll a contact right from your HubSpot inbox.
- Test, observe, and measure the impact of your sequences at every step. Run A/B tests on your sequence sales emails to optimize your messaging and maximize your outreach strategy with deal outcome reports to uncover what sequences generate the most revenue.
- HubSpot’s sales automation tools work seamlessly with Gmail, Google Workspace, Outlook, and Office 365.
Prospecting Workspace:
- HubSpot’s lead tool takes the pain out of lead management. Leads automatically move through your pipeline as your reps engage them so your sellers can keep selling and managers can confidently reports using up-to-date information.
- Surfaces leads that require attention and increases your odds by reminding reps to send a reply, plan their next step, and even update past meeting outcomes.
Predictive Lead Scoring & Pipeline Management
Predictive Lead Scoring:
- HubSpot’s lead scoring software uses data points from the entire customer journey to analyze and score each lead. Your team can close more deals with data-backed prioritization and perfectly time follow ups.
- Take control of your lead scoring efforts by toggling between traditional and predictive lead scoring. Create new scoring criteria based on data from form submissions, page visits, and more. Then, use your lead score to segment email lists, trigger rep notifications, or personalize your web content.
Pipeline Management:
- Take the headache out of activity tracking and see real-time view of your entire sales funnel, all on one clean dashboard.
- Your team can automatically track interactions across email or calls.
- View key sales activities, track how prospects are moving through your pipeline, and identify roadblocks to close more deals.
- Add, edit, and delete deal stages. Drag and drop deals between stages as they progress.
Meeting Scheduling & Deal Automation
Meeting Scheduling:
- Give prospects the power to book meetings with you. HubSpot’s meetings tool syncs to your Google or Office 365 calendar, so prospects can always see the most up to date availability.
- Send prospects your appointment booking link so they can book directly on your available calendar.
Deal Automation:
- Use workflows to rotate leads, create deals, and automate tasks. Manage your data in bulk by updating properties, copying values, and more.
- Trigger notifications for your team when a contact takes meaningful action. Easily add tasks to alert your sales team about contacts they should follow up with.
Sales Playbooks & Deal Scoring
Sales Playbooks:
- Playbooks are interactive cards displayed in HubSpot’s sales software. When speaking with prospects and customers, your sellers can access these for guidance and to create structured notes that are available across the HubSpot customer platform.
- Whether they’re qualifying, negotiating, or tackling new verticals, HubSpot’s playbook feature lets sellers log data effortlessly and have easy access to the content and info they need to close a deal.
- Easily tailor your playbooks to different buyer personas, stages, regions, and situations, so that the right playbook is presented to the right rep at the right place and time.
- Customize your playbooks with multiple-choice options or text fields for easy note-taking.
Deal Scoring:
- Deal scores predict the probability of winning the open deals in your pipelines, which can help teams to prioritize and focus on deals with higher chances to close.
- The following deal properties are currently taken into consideration when generating a deal score: Deal Amount, Close Date, Create Date, Deal Stage, Activities, Deal Probability, Next Step, and Owner.
Forecasting & Reporting/Analytics
Forecasting:
- With HubSpot’s forecasting tool, reps and managers are armed with the insights they need, and leadership has a comprehensive view of team projections.
- The team rollup view enables sales managers to quickly see a high-level forecast broken down by team. From there, managers can drill into performance to set their teams up for success.
- Instantly view sales revenue by month or quarter.
- Utilize forecast categories, weighted pipelines, historical snapshots, and customizable filters to enhance decision-making and elevate your teams performance.
Reporting/Analytics:
- Easily create customizable and visual reports with deep sales analytics for real-time updates on your pipeline, team performance, deal status, prospecting touches, conversions, and more.
- Use out-of-the-box reports to track deal forecasts, prospecting, and sales activities.
- Use the custom report builder to report on any single-object and cross-object data within your CRM.
- With HubSpot’s sales analytics tool, you get immediate access to the performance insights of your team so you quickly learn from top performers what success looks like and then coach reps who need an extra push to get on track.
Conversation Intelligence & Coaching Playlists
Conversation Intelligence:
- HubSpot automatically captures voice data in HubSpot Smart CRM and provides deeper insights into your calls.
- Conversation intelligence enabled managers to train new reps, identify top performers, see performance patterns, and leave feedback on specific moments in a call.
Coaching Playlists:
- You can create coaching playlists containing complete or clipped call recordings to help train your team members. Playlists can help you teach soft skills and selling tactics, or train existing members on how to position a new product.
- You can also follow playlists to get notified when new recordings are added, so your team can stay up to date on the latest and greatest calls. When you follow a playlist, you’ll receive a daily email notification when new recordings have been added from the previous day.
