More effective prospecting with SalesHub. HubSpot news
Posted: Wed Dec 04, 2024 8:57 am
Prospecting, or searching for and identifying potential customers, plays a key role in the work of every salesperson. Market analysis, customer behavior, as well as active contact and building relationships with potential customers allow us to better understand their needs and adapt our offers to their expectations. It is worth conducting it wisely: do not waste time searching for data, but focus on understanding and using it as best as possible. In this post, I will suggest how to use the latest HubSpot features for this purpose.
HubSpot has prepared a whole package of new features for SalesHub users that will allow the sales team to reach customers more precisely thanks to the possibility of testing solutions, reports, and transparent lead management. Let's take a look at the most interesting of them.
Prospecting workspace - new workspace
This view is a real convenience for salespeople. Now they spain business email list can find all the tools and data they need to perform their tasks in one place, without having to switch between applications.
The "leads" tab allows for smooth management of potential customers. You can independently convert contacts into leads and assign them the appropriate status depending on the actions taken. There is no longer a problem with assigning leads to representatives and there is no unnecessary work.
SalesHub_new_prospecting_workspace
Smarter sequences
When running a sales operation, it’s crucial to know which ones are working best. I recently wrote about using automated sequences to acquire customers. Setting up a sequence is one thing, but fine-tuning the one that works best is another. With new testing and reporting features, you can now optimize across all steps of your sequence and see how your operations are performing to make data-driven decisions. The full suite of new sequence tools includes:
A/B testing: Lets you send different versions of an email within a sequence to choose the one that performs better.
Sequence Step Analysis: Now available for all step types.
Sequence Performance Reporting: Allows you to link sequences to sales results to determine how much they contribute to revenue generation.
SalesHub_new_smarter_sequences
Hassle-free lead transfer
These are features that will be especially useful to you if you manage a sales team. They make it easier to transfer leads and ensure that salespeople can contact customers without unnecessary waiting, precisely when they are most interested.
Lead Form Scheduling: Create conditional routing rules in HubSpot forms to automatically qualify and route your leads to the right rep.
Book appointments on behalf of others: Book appointments on behalf of others or distribute your leads evenly among team members.
SalesHub_new_Handoff
Prospecting tools in mobile version
Customer acquisition can be done not only from behind a desk. If you are often on the road and your favorite work tool is a phone, you will certainly appreciate the availability of additional tools in the application. Now you can save sequences in it, pause them and withdraw contacts from them. The application also has a content assistant , which will help you, for example, generate sales emails. Thanks to the QR scanner, you can easily transfer data from a business card to the contacts section.
Smart forecasts
HubSpot is adding more AI -powered tools to its CRM . Intelligent forecasting will help you more accurately predict sales results and more effectively modify plans based on needs. When planning your sales, it’s worth trying out features that will help you compare AI-powered forecasts with manual ones and assess whether your predictions are effective. These include:
Predictive Forecast: Evaluate your manual forecasts against the new AI-powered projection and take the necessary steps to stay ahead of your plan.
Accuracy Tracking: Use your historical forecasting data to track the accuracy and reliability of your forecasts.
Built-in insights: Stay on track with insights into forecast trends.
SalesHub_new_predictive_forecast
Reporting
Finally, a whole set of reporting tools that will allow you to better control the effectiveness of the sales process. If you want to use the Revenue Operations strategy more effectively , they will be perfect. Thanks to them, you will track the effectiveness of the sales funnel, learn about the sources of leads and gain a holistic view of the activities of your teams. Available options are:
Prospecting Activity Reporting: Provides a holistic view of your reps’ contact activity, including: conversion rates, actions/contact, actions/day.
Lead Reporting: Gain data-driven insights into the journey from lead generation to revenue generation and better align your marketing and sales teams. Use the Lead Contact Rate report to discover which contacts are generating the most valuable leads, and the Lead Source report.
Offer Fulfillment Velocity Reporting: Offer Funnel Report and Offer Journey Report will enrich your knowledge of individual deals. Now you can track not only the customer journey, but also the fate of each offer to identify bottlenecks and eliminate them effectively.
HubSpot demo contact banner
Where is Sales Hub heading?
The new features in Sales Hub are a step towards more effective, data-driven sales management. It is also the development of features based on artificial intelligence. Last but not least, HubSpot also takes care of user convenience and ease of use, adding a new lead management panel and more features in the mobile version. The latest features will certainly appeal to sales managers, but also to all salespeople.
Sales Hub works great with other HubSpot modules, but you can also integrate it with your CRM to ensure your sales team thrives, no matter where you are. If you want to learn more about how to implement HubSpot or how to use HubSpot tools to sell more effectively, contact us, we'd be happy to help!
HubSpot has prepared a whole package of new features for SalesHub users that will allow the sales team to reach customers more precisely thanks to the possibility of testing solutions, reports, and transparent lead management. Let's take a look at the most interesting of them.
Prospecting workspace - new workspace
This view is a real convenience for salespeople. Now they spain business email list can find all the tools and data they need to perform their tasks in one place, without having to switch between applications.
The "leads" tab allows for smooth management of potential customers. You can independently convert contacts into leads and assign them the appropriate status depending on the actions taken. There is no longer a problem with assigning leads to representatives and there is no unnecessary work.
SalesHub_new_prospecting_workspace
Smarter sequences
When running a sales operation, it’s crucial to know which ones are working best. I recently wrote about using automated sequences to acquire customers. Setting up a sequence is one thing, but fine-tuning the one that works best is another. With new testing and reporting features, you can now optimize across all steps of your sequence and see how your operations are performing to make data-driven decisions. The full suite of new sequence tools includes:
A/B testing: Lets you send different versions of an email within a sequence to choose the one that performs better.
Sequence Step Analysis: Now available for all step types.
Sequence Performance Reporting: Allows you to link sequences to sales results to determine how much they contribute to revenue generation.
SalesHub_new_smarter_sequences
Hassle-free lead transfer
These are features that will be especially useful to you if you manage a sales team. They make it easier to transfer leads and ensure that salespeople can contact customers without unnecessary waiting, precisely when they are most interested.
Lead Form Scheduling: Create conditional routing rules in HubSpot forms to automatically qualify and route your leads to the right rep.
Book appointments on behalf of others: Book appointments on behalf of others or distribute your leads evenly among team members.
SalesHub_new_Handoff
Prospecting tools in mobile version
Customer acquisition can be done not only from behind a desk. If you are often on the road and your favorite work tool is a phone, you will certainly appreciate the availability of additional tools in the application. Now you can save sequences in it, pause them and withdraw contacts from them. The application also has a content assistant , which will help you, for example, generate sales emails. Thanks to the QR scanner, you can easily transfer data from a business card to the contacts section.
Smart forecasts
HubSpot is adding more AI -powered tools to its CRM . Intelligent forecasting will help you more accurately predict sales results and more effectively modify plans based on needs. When planning your sales, it’s worth trying out features that will help you compare AI-powered forecasts with manual ones and assess whether your predictions are effective. These include:
Predictive Forecast: Evaluate your manual forecasts against the new AI-powered projection and take the necessary steps to stay ahead of your plan.
Accuracy Tracking: Use your historical forecasting data to track the accuracy and reliability of your forecasts.
Built-in insights: Stay on track with insights into forecast trends.
SalesHub_new_predictive_forecast
Reporting
Finally, a whole set of reporting tools that will allow you to better control the effectiveness of the sales process. If you want to use the Revenue Operations strategy more effectively , they will be perfect. Thanks to them, you will track the effectiveness of the sales funnel, learn about the sources of leads and gain a holistic view of the activities of your teams. Available options are:
Prospecting Activity Reporting: Provides a holistic view of your reps’ contact activity, including: conversion rates, actions/contact, actions/day.
Lead Reporting: Gain data-driven insights into the journey from lead generation to revenue generation and better align your marketing and sales teams. Use the Lead Contact Rate report to discover which contacts are generating the most valuable leads, and the Lead Source report.
Offer Fulfillment Velocity Reporting: Offer Funnel Report and Offer Journey Report will enrich your knowledge of individual deals. Now you can track not only the customer journey, but also the fate of each offer to identify bottlenecks and eliminate them effectively.
HubSpot demo contact banner
Where is Sales Hub heading?
The new features in Sales Hub are a step towards more effective, data-driven sales management. It is also the development of features based on artificial intelligence. Last but not least, HubSpot also takes care of user convenience and ease of use, adding a new lead management panel and more features in the mobile version. The latest features will certainly appeal to sales managers, but also to all salespeople.
Sales Hub works great with other HubSpot modules, but you can also integrate it with your CRM to ensure your sales team thrives, no matter where you are. If you want to learn more about how to implement HubSpot or how to use HubSpot tools to sell more effectively, contact us, we'd be happy to help!