In Sales, getting the most out of your data and contacts will generate more leads and deals in less time. In other words: your ability to increase the turnover and even the customer lifetime value (CLTV) per sales rep. In this blog, we'll zoom in on how HubSpot CRM and the HubSpot Sales software will help you achieve this, including videos of real-life examples.
HubSpot CRM: all information in one place
The HubSpot CRM is the place where you'll find all information about all your contacts, companies, and deals. That includes all interaction you've ever had with a contact, which company is associated with it, all the lifecycle stages they've ever gone through, all the deal stages they've been through, etc. You can use this information to target your leads as efficiently and effectively as possible.
The contact record not only serves as a source of valuable information for your sales process, it will also help you optimise your sales process within the CRM. A contact record offers an easy way to leave notes, tag colleagues in these notes, add attachments and snippets to notes, create follow-up tasks, use playbooks, and log calls and emails that took place outside of the CRM.
Stay on top of all your deals with Pipeline and Deal Automation
All deals, regardless of their status, come together in the pipeline. The pipeline is divided into different deal stages that correspond to each subsequent step in your sales process. Because no sales process is the same, you can create these deal stages yourself and tailor the pipeline to your commercial process. With each deal, make sure to include the win probability for each deal stage and use the extensive reporting functionality to map out all closed and lost deals. This way, you'll always have insight into your sales performance.
Keep track of your sales process and your sales people by setting up the system in such a way that deals cannot move to the next stage if certain properties haven't been updated. You can set it up, for example, so that a deal can never be moved to 'lost' without providing a reason.
The Sales Hub Deal Automation feature will help you stay on top of your commercial process. Make sure to turn off automatic follow-up tasks when a deal moves from one stage to the next, so you'll never forget to perform a follow-up action.
Save time with Templates and Sequences and maximise the results of your outreach
Composing a new email each time you're communicating with your leads takes up an unnecessary amount of time, especially since the content of your communication varies only slightly per lead. With Templates, you can build email templates that you can use over and over again. These templates are set mails with a number of dynamic variables – the properties. You can easily add or modify variables by entering them manually or pasting them from the list of personalisation tokens, snippets, documents, videos or meeting links. Besides building your own templates, you can also use templates from the HubSpot library.
Templates are best used to send a sequence of emails to a prospect or lead. You can send this sequence manually, but to save time, you can also use the Sequences feature to automate the process. Sequences can also be used to automate tasks. This way, you'll always receive a notification when a task has been completed, informing you which task must be performed next.
Use Meeting Links to connect better and faster with prospects
There is nothing more annoying and time consuming than emailing back and forth trying to set up a date and time for a meeting. Chances are that leads who weren't that eager to begin with will drop out entirely. That's why you should create a personal Meeting Link containing all your available data, and place it in your emails and on your website. This will give your leads the feeling that they're in control since they're the ones who choose a time that suits them.
Team Meeting Links
Besides a personal meeting link, you can also create two types of team links within HubSpot. The Round Robin meeting link allows you to create a collective link with all available dates and times for everyone in your sales team. This offers your leads much more choice to set up a meeting at a time that's convenient for them.
You can also create a meeting link that includes the available times of any colleagues who must be present at the meeting. This type of link ensures that everyone who must be present at the meeting, will actually be there.
All types of meeting links can be fully customised to suit your sales process:
- Change the internal and external name of your meeting link.
- Set times for meetings, giving your customers the choice between a 30-minute meeting, 1-hour meeting, etc.
- Automatically turn your meeting link into a Zoom invite.
- In the form, you can adjust what kind of information customers will need to provide when they book a meeting with you.
The possibilities are endless!
Close deals faster and more efficiently with Quotes and Products
Quotes offers a quick and easy way of preparing quotes based on the products or services you offer. This way, you can always keep track of which products or services belong to which deal. It will also help you create a clear quote for your customers that clearly states what they'll be getting. Use an e-signature to let customers digitally sign your quote. Using Stripe integration will give your customers the option to immediately pay the quote.
HubSpot Sales and CRM: the catalyst in your commercial process
The HubSpot Sales Hub and CRM help sales teams close more deals in less time, create a smoother purchasing process, and achieve a clearer, more user-friendly and more efficient workflow. But that's not all – the Sales Hub has plenty more valuable features that you simply can't afford to miss. Request a HubSpot Sales Hub demo and discover how the extensive features of the Sales Hub can optimise your sales process. In this demo, a HubSpot expert shows you all the ins and outs of the Sales and CRM tooling and how to apply them to your commercial process.