How Do I Set Up Sales On HubSpot?

For sales teams, trying to stitch together a bunch of individual point solutions can be complex and time-consuming. You have a lot of clients, contact information, and companies to keep track of—not to mention hundreds of different conversations with customers at different points in the sales cycle.

If this is something that you and your sales team are dealing with, you need a CRM. A sales CRM can eliminate the “friction” that stalls your growth. It brings all the tools and data together in one centralized space.

But you don’t want just any CRM: you want the best possible platform for your business. And that’s where HubSpot comes in.

The HubSpot CRM is powerful yet simple and easy to use. It is designed to align your sales and marketing departments so that you’re all on the same page. No miscommunication, no missed opportunities. Now you can focus on giving value to your customers—and that’s what really matters at the end of the day.

What does HubSpot’s Sales Hub do?

HubSpot has three main software hubs: Sales, Marketing, and Customer Service. The Sales Hub provides tools that eliminate friction at every step. With this hub, you can easily start conversations with leads, or deepen your relationships with existing clients. Never miss an opportunity to connect with prospects.

Some of the most popular features from the Sales Hub include: email templates, email tracking, document management, document tracking, call tracking, call recording, AI-powered insights, customer profiles, and contact management.

With HubSpot, you can save lots of time by turning your best sales emails into templates that you can share with your team. You will also be notified the second a lead opens an email, so you can send a follow up at exactly the right time. Close deals faster by optimizing your email marketing with HubSpot.

You can also build a library of sales content for your team, and keep track of the best-performing content. You can even share documents straight from your Outlook or Gmail inbox. These are only some of the best tools given by HubSpot’s very own sales hub.

How to Add a New Sale into HubSpot​

Just like in any other CRM, HubSpot data is stored on objects. An object is a type of record that stores a particular type of information. HubSpot’s four standard objects are Contacts, Companies, Deals, and Tickets. They each hold a different type of data, but they can be linked to the other three.

Businesses can manage their sales process using Deals. You can also use it to track the revenue associated with a potential sale.

Deals move through specific stages, and they start at the beginning of the sales process. Naturally, it ends when a sale is either closed or won. HubSpot will record the amount of the potential sale, as well as when it is expected to close. The person managing that particular sale will also be recorded.

Take note that each deal can only be associated with one Company, however, it can be associated with multiple Contacts.

If you want to track potential revenue, you can use HubSpot. Create a deal when a contact takes an action that could lead to revenue. For example, you should create a deal when someone books a meeting to discuss your product or service. The deal record should be associated with the companies and contacts involved. This allows HubSpot to associate relevant activities to the deal record.

You can create a deal from the Company or Contact record if you think there is a potential for revenue. Just click + Add in the right panel of the Contact or Company record.

Or you can start a new deal by entering the details into the “Create a new deal” tab. The deal will be associated with the Company or Contact record by default.

It is also possible to associate a contact to existing deals. Just click the “Add existing deal” tab. Look for the existing deal by using the search box and select the deals you want to associate with the contact or company record. Finally, hit Save.

You can also create a deal manually by going to your HubSpot account, navigating to Sales and selecting Deals. In the right panel, you can click on “Create deal” and then enter the details of the deal. To associate the right company and contacts, just search for them in the “Associate deal with” section. And then click “Create deal”.

HubSpot’s sales tools are powerful and efficient because they let you stay on top of all ongoing deals. You can easily recall which companies and contacts are thinking about purchasing your products and services. You can even estimate your potential revenue.

HubSpot is a sales platform that grows with your company. While you can start off with the Free version, you may want to upgrade to one of the paid HubSpot plans as your business gains more customers. HubSpot’s premium packages are Starter, Professional, and Enterprise. Each tier gives you more and more tools to play with, so you can stay ahead of your competition.

If you want to master HubSpot, hire a HubSpot Certified Partner. Call Kennected today and we will help you make the most out of this powerful CRM platform.

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