2019 EDITION

GENERATE LEADS IN HUBSPOT WITHOUT LANDING PAGES

Discover additional tactics you can use to start generating leads in HubSpot today.

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What is HubSpot Sales Hub?

Do you want to track how your deals are progressing through the buyer's journey? Have you always wished that all your tasks and activities were in one place? Do you dream about accelerating your sales cycles so you can close deals faster?!

The solution...HubSpot Sales.

HubSpot's Sales Hub consists of all the tools you need to save precious time at every stage of the sales funnel. Whether that's automating outreach and follow-up, creating email templates, booking more meetings, reducing data entry and administrative work or easily tracking your pipeline. 

When you use HubSpot's Sales Hub, you not only have access to a wealth of resources that help you find and connect with new leads, manage your processes and seal more deals, but it becomes an even more powerful growth machine when teamed up with HubSpot's CRM (customer relationship management) database. 

When using both HubSpot Sales & HubSpot CRM, you have all your lead and customer data in one place and it integrates with all the features previously mentioned.

Blogs About HubSpot Sales

Features of HubSpot Sales

HubSpot Sales Features & Tools

If you're looking for a sales platform that integrates with a CRM and many other growth tools like marketing, customer service and even a CMS (your website), then HubSpot's Sales Hub is for you. 

Features of HubSpot's Sales Hub include:

 

HubSpot Sales FREE

  • All features of HubSpot CRM: Sales Hub is built on top of HubSpot CRM, giving you access to all the tools you see in the HubSpot CRM.

  • Live Chat: Chat 1-to-1 with visitors as they browse your site, and give them the information they need about your business.

  • Conversational Bots: Scale live chat using bots. They can qualify leads, collect and store contact data, book meetings, and send leads to the right salesperson.

  • Team Email: Scale live chat using bots. They can qualify leads, collect and store contact data, book meetings, and send leads to the right salesperson.

  • Conversations Inbox: Scale live chat using bots. They can qualify leads, collect and store contact data, book meetings, and send leads to the right salesperson.

  • Calling: Call prospects through VOIP from inside your HubSpot account. Calls can be recorded and auto-logged on the contact record for future reference.

  • Email Scheduling: Write one-to-one prospect emails, and schedule them for the right send and receipt time.

  • Email Tracking & Notifications: Track one-off emails to contacts. Receive real-time notifications when emails are opened or clicked.

  • Email Templates: Save and reuse your best performing emails, and share them with your team for a faster and more consistent way to communicate with prospects.

  • Canned Snippets: Create a bank of reusable answers for prospects' most frequently asked questions that you can quickly add to live chats or emails to save time and help prospects faster.

  • Documents: Build a library of sales documents that you can easily share with prospects. Get insight into when and where prospects are most engaged.

  • Meeting Scheduling: Share a link with customers that lets them see when you're free and book meetings with you, cutting out those tedious 'what time works best for you' emails.

  • Reporting Dasboard: Get in-depth, customizable data on your marketing performance, so you know how you're doing and where to improve.

  • Deal Pipeline: Keep track of deals and predict future revenue based on how likely they are to close.

  • Messenger Integration: Automatically capture contact information, have two-way communications with your audience, create chatbots, and report on chat volume through Facebook Messenger.

  • Custom Properties: Associate specific data points with contacts, companies, and deals.

HubSpot Sales Starter

*Please note HubSpot Sales Starter comes with everything above in HubSpot FREE and what's listed below.

  • Goals: Measure your team on a granular level with period-based quotas and quota ramps.

  • Multiple Currencies: Track and manage multiple currencies in your HubSpot account.

  • Deal Pipeline: Keep track of deals and predict future revenue based on how likely they are to close.

  • Calling SDX: Integrate VOIP providers like AirCall with the communicator on the contact timeline. No extensions or plugins required.

  • Email and In-App Support: Get immediate access to our HubSpot support through email so you can get the answers you need quickly.

  • Rep Productivity Performance: See how productive your reps are using the templates, sequences, and calling tools.

  • Conversations Routing: Automatically assign incoming chats and emails to the right Sales Hub user on your team.

  • Simple Automation: Trigger tasks and notifications as a deal works its way through your sales pipeline.

  • Deal Stage, Task, & Lead Rotation Automation: Use workflows to automate your sales process and cut time-consuming operational tasks.

  • Quotes: Create and share professional-looking proposals in just a few clicks.

  • Stripe Integration: Make a payment quickly from any quote generated with HubSpot.

HubSpot Sales Professional

*Please note HubSpot Sales Professional comes with everything above in HubSpot FREE, Starter and what's listed below.

  • Workflow Extensions: Trigger actions and pass data to other tools you use, or to your own custom outside applications.

  • Video Hosting & Management: Host and manage video files within HubSpot. Then embed them onto site pages and in social media. Add CTAs and forms within the videos, and track their performance.

  • Email Sequences: Automate the tedious follow-up emails and tasks that tend to fill up your day, and make sure no prospect slips through the cracks.

  • eSignature: Get digital signatures for quotes and other documents. No more printing and sending hard copies.

  • Phone Support: Call our HubSpot support team and get the help you need fast, so you can get back to what's important, like helping prospects and growing your business.

  • Smart Send Times: Get suggestions for the best send time for each prospect. Schedule your email to send automatically at that time.

  • Salesforce Integration: Keep your Salesforce and HubSpot data in sync and up-to-date.

  • Required Fields: Define fields that must be completed by your team when certain actions are taken. Get more consistent data, and more predictable outcomes.

  • Custom Reporting: Create custom reports on your sales activities, and use the data to inform your decisions.

  • 1:1 Video Creation: Create and share personalized videos with prospects directly from the HubSpot CRM, and track their performance.

  • Sequence Queues: Enroll multiple contacts into a sequence. Help reps write personalized emails quickly.

  • Standard Contact Scoring: Create rules-based scoring criteria. Focus your outreach based on any HubSpot data point. Use your scores to segment lists, trigger automation, and more.

  • Teams: Organize your account by teams. You can rotate leads, sort through content, and easily report on each team's performance.

  • Products: Build a product library, and report on the sales performance of different products. Use the data to see which products and services are selling best.

  • Slack Integration: Create tasks, get notifications, see and share contacts -- directly in Slack. No more switching between tools.

  • Calculated Properties: Create fields that roll up data from other fields. Calculate things like commissions and splits.

  • Record Customization: Match your contact, company, deal, and ticket records to your team's needs by creating custom layouts.

HubSpot Sales Enterprise

*Please note HubSpot Sales Enterprise comes with everything above in HubSpot FREE, Starter, Professional and what's listed below.

  • Hierarchical Teams: Organize users on multiple levels based on team, region, business unit, brand, or any other dimension, to suit the way your business works.

  • Predictive Lead Scoring: Automatically score and rank leads based on hundreds of factors. Focus on the customers that are most likely to close.

  • Playbooks: Build a library of sales best practices and resources to share with your team.

  • Single Sign-On: Let users sign in to HubSpot using single sign-on credentials, making it easy for them to log in while enhancing security and your control over who has access.

  • Webhooks: Use webhooks to pass information from your HubSpot account to other web applications that your team uses.

  • Quote-Based Workflows: Use conditions to require approval for quotes that exceed the thresholds you set. Stay in control of discounts and deals.

  • Recurring Revenue Tracking: Build detailed reports to manage and track recurring revenue and renewals.

  • Call Transcription: Transcribe any recorded call made using your HubSpot account, and save yourself time and manual effort.

  • User Roles: Give each team member using your account the right permission levels for different functionality.

How to use HubSpot Sales

The options here are endless!

What you do with HubSpot's Sales Hub will be highly dependent on your overall business and sales goals.

If you don't already have goals set for your business, we suggest you start there and we provide business consulting services that can help you to determine these and create a solid sales strategy that you can implement in HubSpot.

Once your goals are set, the first step to using HubSpot's Sales Hub is to set it up.

1) Set up your HubSpot account

Manage the users in your account, set up your language and region settings, and learn all the ways that you can get support.

  • Browsers supported by HubSpot: A supported web browser is required for full functionality of HubSpot's features.

  • Add and delete users: If you have 'Add and Edit users' permissions in your HubSpot account, you can create new users, customize user permissions, and remove users from your account.

  • Create and edit teams: Teams in HubSpot allow you to organize your users into groups for organizational and reporting purposes.

  • Change language and region settings: You can customize the time zone, language, currency, and date and number format of your account in HubSpot.

  • Get help with HubSpot: If you have any questions or technical issues while using HubSpot, click the 'Help' button in the bottom-right corner of your account to see your HubSpot Support options. 

2. Install HubSpot Sales and connect your inbox

Install the HubSpot Sales browser extension and connect your inbox to integrate your sales communications with HubSpot CRM.

  • Install HubSpot Sales for Gmail, Office 365, and Outlook desktop: With the HubSpot Sales Chrome extension for Gmail, HubSpot Sales Office 365 add-in, or the HubSpot Sales Outlook desktop add-in, you can access your sales tools directly from your inbox.

  • HubSpot features supported by your email provider and require a connected inbox: Use the list below to determine the HubSpot tools or features you can access based on your email provider, and the features that require a connected inbox. 

  • Connect your inbox to HubSpot: To send emails to contacts through the CRM, or use the sales tools in your email inbox, HubSpot needs permission to connect with your inbox.

3. Import data into your HubSpot account

Import your existing data into your HubSpot account so that you can manage your data in HubSpot CRM.

  • Import contacts, companies, deals, tickets, or products: Import files to create or update contacts, companies, deals, tickets, or products in HubSpot. You can also import and associate notes to objects. 

  • Associate records via import: Import files to create or update contacts, companies, deals, tickets, or products in HubSpot. You can also import and associate notes to objects. 

  • Assign ownership of records: HubSpot uses the Contact owner, Company owner, Deal owner, and Ticket owner properties to set the ownership of a contact, company, deal, or ticket.

4. Set up the HubSpot Mobile App

Install and use the HubSpot mobile app so that you can manage your leads and sales processes on the go.

  • Install the HubSpot mobile app: The HubSpot mobile app allows you to take HubSpot's marketing and sales tools on the go. 

  • Learn about the features of the HubSpot mobile app: The HubSpot mobile app gives you access to some of your most important marketing (iOS only) and sales tools and data (iOS and Android) on the go.

5. Get started with HubSpot Sales tools

Review the below guides to learn about all the sales tools that HubSpot offers.

  • Understand your sales dashboard: Your sales dashboard includes five reports by default, each designed to give you an overview of your sales process.

  • View your sales notifications in the activity feed: With the HubSpot Sales Chrome extension or the HubSpot Sales for Windows tray app, real-time notifications are triggered when a lead revisits your site, a tracked email is opened or clicked, a shared document is viewed, or a meeting is booked. 

  • Create and use snippets: Snippets are short, reusable text blocks that can be used on contact, company, deal and ticket records; in email templates; and in chat conversations.

  • Use sales email templates: With templates, you can save repetitive email content as an email template.

  • Make calls: The HubSpot calling tool allows you to call contacts from your browser or phone and log calls on your contacts' timelines in HubSpot. 

  • Set up the meetings tool: Connect a Google or Office 365 calendar with the meetings tool to allow your calendars to sync to HubSpot.

  • Upload and share documents: With the documents tool, you can build a library of content for your entire team to upload and share documents with your contacts.

  • Create and edit sequences: With the sequences tool, you can send a series of targeted, timed email templates to nurture contacts over time. 

  • Track prospects: Prospects are visitors to your site that have not yet converted on a form. The prospects tool uses the HubSpot tracking code to detect the IP address for each page view. 

  • Get started with conversations: With conversations, you can easily communicate with your contacts through email and live chat.

  • Create a live chat or create a bot: Create a chatflow with live chat to connect visitors directly with members of your team. You can also create a chatflow with a bot to connect with your website visitors. 

  • Create goals: With goals, managers can create user-specific quotas for their sales and services teams. 

  • Manage your dashboards: You can organize related reports together in a dashboard. 

  • Create workflows: With the workflows tool, you can automate your marketing, sales, and service processes to make your team more efficient. 

  • Use products: Create a product library of the goods and services you sell, then associate those products with individual deals.

  • Create and share quotes: Users with an assigned Sales Hubs seat can create quotes in their accounts to share with buyers. 

  • Create custom reports: With custom reports, you have more flexibility in analyzing objects and activities in your HubSpot account.

  • Use playbooks: As your sales and services teams grow, coaching your team members requires more time and effort.

  • Determine likelihood to close with predictive lead scoring: Using predictive machine learning algorithms, HubSpot analyzes your customers and industry customer sets to determine the probability that your open contacts will close as customers within 90 days.

  • Create custom events: Custom events allow you to track advanced activity with the JavaScript Events API or Events HTTP API.

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