The document describes the new features available for HubSpot's Sales Professional plan compared to the free and starter plans. Key differences for the Sales Professional plan include access to workflows for deal automation, unlimited custom reports and one dashboard, predictive lead scoring rebuilt for small businesses, smart notifications that prioritize engaged leads, and a new products object to track product-specific deal data. It also provides more details on features like calling minutes, required fields, multiple pipelines, teams, and advanced views that will only be available on the Sales Professional plan starting November 1st, 2017.

1. Inbound 2017
Sales Professional
Announcement

2. The “New” Sales Professional

3. Features from Upgrade
Current Features for Sales Free
Users
● Core HubSpot CRM
● Limited to 200 Email Open Notifications
● Limited to 5 Templates
● Limited to 5 Documents
● Limited to 1 meeting link (with ‘HubSpot’
branding)
● Limited to 15 minutes of Calling/month
● Can schedule emails
● Limited to a single Team
● Limited to a single Pipeline Type
Features coming in new Sales
Professional
● Advanced HubSpot CRM Features:
○SFDC Connector
○Set up multiple teams
○Admin to set advanced views for their teams
○Configure Products in Deals
● Unlimited Email Open Notifications (‘Smart’
Notifications prioritize highest value)
● Unlimited Templates
● Unlimited Documents
● Multiple Meeting links, no HubSpot branding, can
embed Meeting links on website
● Limited to 2000 minutes of Calling/month
● Can schedule emails
● HubSpot Live Chat
● Multiple Pipeline Types (ie. product vs. services)
● Workflows for lead passing
● Reporting
● Predictive Lead Scoring
● Smart Send Times

4. What makes the new Sales Professional different?
Workflows
Your sales pipeline will always be accurate and up-to-date when you use workflows for deal and task automation. It’s important to note
that Sales Professional users don’t get access to bulk email and can’t use workflows for lead nurturing or drip campaigns.
Reporting
HubSpot Sales Professional users get access to ad hoc reporting for their standard dashboards
Predictive Lead Scoring
HubSpot Sales Professional users get access to predictive lead scoring. It’s important to note that this predictive lead scoring is slightly
different from the PLS on the marketing side. That’s because we’ve rebuilt it with a proprietary algorithm that is more reliable for small
businesses with less data.
Smart Notifications
Smart notifications help you prioritize your outreach by surfacing the hottest engaged leads (rather than just the most recent activities).
Products
Products is a new object in HubSpot CRM that will be available to all HubSpot Sales Pro users. Products allows reps to associate a deal
with what they are actually selling so that teams and managers can report on product-specific data.

5. What makes the new Sales Professional different?
Calling
HubSpot Sales Professional users will get access to 2000/mins/month. Effective 11/1/17, HubSpot Sales Starter users will get access to
500 mins/month.
Required Fields
Effective 11/1/17, required fields in the CRM will only be available to Sales Professional users.
Multiple Deal Pipelines
Effective 11/1/17, multiple deal pipelines will only be available to Sales Professional users.
Teams
Effective 11/1/17, Teams will only be available to HubSpot Sales Professional users.
Advanced Views
Effective 11/1/17, advanced views/permissions will only be available to HubSpot Sales Professional users.
SFDC Connector
HubSpot Sales Professional users will have access to the SFDC Connector so they can integrate the Sales Hub with their Salesforce
instance.

6. Sales Professional - Workflows
Your sales pipeline will always be
accurate and up-to-date when you use
workflows for deal and task
automation. It’s important to note that
Sales Professional users don’t get
access to bulk email and can’t use
workflows for lead nurturing or drip
campaigns.

7. Sales Professional - Reporting
HubSpot Sales Professional users get
access to unlimited custom reports
and one dashboard to view and
manage their reporting.

8. Sales Professional - Predictive Lead Scoring
HubSpot Sales Professional users get
access to predictive lead scoring. It’s
important to note that this predictive
lead scoring is slightly different from
the PLS on the marketing side. That’s
because we’ve rebuilt it with a
proprietary algorithm that is more
reliable for small businesses with less
data.

9. Sales Professional - Smart Notifications
Smart notifications help you prioritize
your outreach and stay focused
on the hottest leads.

10. Sales Professional - Products
Products is a new object in HubSpot
CRM that will be available to all
HubSpot Sales Professional users.
Products allows reps to associate a
deal with what they are actually selling
so that teams and managers can report
on product-specific data.