TECHNOLOGY

More Productive Selling

Because Sales Hub is part of the HubSpot CRM platform, it means teams can eliminate friction and achieve unparalleled cross-functional alignment. 

INTEGRATED FEATURES

Build an efficient process to engage your prospects and turn them into customers.

Time-saving tools that give you deeper insights into your prospects, automate busy work, and help you close more deals faster.

Templates + Snippets

Craft personalized templates for every stage of the sales process, and share them across your team. 

 

Save time by saving short “snippets” of text you can easily drop into your emails using keyboard shortcuts.

Documents

Build a library of helpful sales content for your entire team,  share documents right from your Gmail or Outlook inbox, and  see which content closes deals.

 

When a lead clicks an email link to open your document, or  shares it with a colleague, we’ll notify you instantly on your  desktop. Get aggregate data about how your sales content  is  helping to move your sales process forward.

Quotes

Quotes allows your sales reps to quickly configure a quote right inside HubSpot using your contact, company, and product data. Send a shareable link to your quote, and even allow your prospect to pay using a credit card or EFT via Stripe.

Tasks

Reps work from their inboxes, CRMs, calendar, spreadsheets, notebooks, any number of applications all in an effort to figure out what to do next, execute their sales activities, and ultimately to hit their sales goals. 

With the Tasks, HubSpot gives reps a personalized command center. It’s their command center for everything they need to do to reach success, all in one single tab.


Calling

Use data from HubSpot to prioritize your best calls, and set up a daily calling queue. Just one click connects you to a prospect through Voice Over IP or your desk phone.

Notifications

Use notifications to follow up seconds after a lead opens an  email, clicks a link, or downloads an important document. Our built-in activity stream automatically logs each lead’s email actions inside your browser or in Sales Hub.

Open, click, and reply data helps you hone in on which email templates and sequences are most effective.



Meetings

Put the power to book meetings in the hands of your  prospects. Meetings sync to your Google or Office 365 calendar, so your schedule is always up-to-date. As prospects  book meetings, automatically create new records and log the  activity in HubSpot.

Automation

Automate common management tasks like assigning leads, alerting reps when contacts take specific actions, creating tasks, and more.

Sequences

Tee up a timed series of email messages and tasks based off your templates with Sequences. 

Selling with Video

Salespeople can build stronger relationships with prospects by creating, sharing, and tracking personalized videos right from HubSpot.

Products + Quotes

Products makes it easy to build a library of products that your sales team can easily add to deals inside HubSpot.

Quotes allows your sales reps to quickly configure a quote right inside HubSpot using your contact, company, and product data. Send a shareable link to your quote, collect eSignatures, and even allow your prospect to pay using a credit card or EFT via Stripe.



Account-based Marketing

Seamlessly coordinate across sales and marketing to run a powerful ABM program in HubSpot. With ABM properties and templates, company scoring, and out-of-the-box ABM reporting all available in both Sales Hub and Marketing Hub Professional, you can unite your teams around the same data to close more high-value deals. Better yet, enable reps to manage engagement with an account overview snapshot, available exclusively to Sales Hub Professional paid seat users.

Sales Analytics

Get rich insights into the overall health of your sales pipeline so you can coach your team and improve outcomes over time. Sales Hub Professional and Enterprise customers can now access over 20 powerful reports like this deal funnel report -- which gives you a classic view to understand the efficiency of your sales funnel.

Learn about services to support a personalized, helpful, modern sales methodology