How to Use HubSpot CRM for Sales

With its many capabilities to handle leads, expedite sales processes, and boost revenue, HubSpot CRM is an effective tool for sales teams. Sales professionals can operate more successfully and efficiently using HubSpot CRM’s features, including contact management, pipeline monitoring, and sales automation.

This post offers helpful hints and detailed instructions for maximizing the sales efforts of HubSpot CRM. Also, we’ll examine how to use HubSpot CRM for sales and how to maximize its potential to help you reach your sales goals.

Creating Latest Records

Both managers and sales representatives find it frustrating when there are gaps in the contacts field. Ensuring that high-quality data is entered into the system from the outset is one simple method to keep a robust database. Administrators may demand specific data be submitted before connecting a contact/firm in the tool.

• Click the settings icon in your HubSpot primary navigation section in the upright corner.
• From the sidebar menu on the left, choose “Contacts and Companies.”
• Click Manage next to configure the features your team visualizes when establishing contacts or companies.
• Select the sections you want to be shown when the record is created and indicate the ones that must be filled in for your representative to be populated.
  

Create a Single View to Check Leads

When sales representatives seek relevant data, they prioritize using CRM. They frequently focus on the “Contacts/Companies” section to check their leads. Each sales representative in HubSpot may have a customized display to see their leads and companies.

• Click Add Filter from the menu on the left-hand sidebar.
• Look for the Contact Owner’s Contact property.
• Tick the box for the “Me” section.

• Me’s value varies based on what the user in HubSpot is willing to view.
• After selecting the filter, click Save View.
• Choose the overall audience as “Everyone” while naming the view. This will make the view available on each sales representative’s account.

• Your sales representatives can get an idea by doing the following.
• Choose “All saved filters” from the sidebar menu on the left.
• Go to the “Created by Others” section & choose the necessary saved filter.

• Depending on its significance, they can select the option to display in the upper left corner within the “contacts or companies” field.

Display Information on Records

The contact or company record of every HubSpot has an About box with a brief overview of the vital information about your connections. In HubSpot, administrators may set the default look for each sales representative’s About section. This guarantees uniformity and gives representatives a foundational framework to customize their pitches to every lead.

• In HubSpot, click the settings icon in the top-right corner of the main navigational menu.
• Select “Contacts & Companies” from the left sidebar menu.
• Select Manage next to When creating contacts or organizations, select the attributes the team will view. Click Save after selecting the most important details salespeople should know while pursuing a lead.
  

Consider including standard data in the view, such as your Name, Country, State/City. Consider including analytical data, such as the most recent conversion, the last page I saw, or the email opening date.

Build Email Template

Provide sales reps with prepared email templates for common correspondence with prospects, such as introduction emails, meeting requests, or contract distribution. These templates may be utilized while delivering emails in the CRM system of HubSpot or obtained straight from their linked inbox.

• Go to Conversations and then Templates in HubSpot. Select New Template.
• There are two choices in the popup menu: From Start and Theme Library. The template collection contains pre-written messages to select and edit to fit your team or situation.
  
  

• Your sales staff can access this template while sharing Emails with Prospects.

Create Shortcuts

• Go to Conversations > Snippets in HubSpot. Select Create New Snippet.

• Give a name for the snippet section, which will be used for arranged internally.
• In the Text snippet section, insert the main content of the body in your snippet. This could include responses to FAQs, meeting notes templates, or long product/service names.
• Enter a name for the snippet shortcut in the section of shortcut. For example, typing “#de” could prompt the snippet “Demo.”
• Choose ‘Submit’ snippet. After that, you are done generating the snippet.

Wrapping Up

HubSpot CRM is a useful tool for sales teams who want to increase revenue, handle leads more efficiently, and optimize company operations. 

You may maximize your sales efforts and have more success with your sales objectives by following the steps in this tutorial and making the most of HubSpot CRM’s features. Whether you own a small business or work as a sales representative for a major corporation, HubSpot CRM gives you the resources to achieve your business goals.