Join us for our eleventh Greenville HUG meeting of 2023 and dive into the latest enhancements, features, and innovations that will empower your sales team with HubSpot Re-Launched Sales Hub for 2023
Key Takeaways:
By the end of this virtual event, you'll be knowledgeable about
✅ Prospecting workspace
✅ Advanced lead management and reporting
✅ Intelligent deal management and forecasting
✅Expansion of HubSpot’s relationship with LinkedIn across marketing and sales
4. Table of Contents
1. Introduction
1. Sales Hub Refresh
○ Prospecting workspace
○ Intelligent deal management and forecasting
○ Advanced lead management and reporting
○ Expansion of HubSpot’s relationship with LinkedIn across marketing and sales
9. Turn prospects into pipeline with
personalized sales engagement tools.
Prospecting workspace
NEW!
Stay productive, organized, and focused on
big-picture goals with single, unified workspace
for managing prospecting activities—no more
switching between apps.
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UNIFIED COMMUNICATION
12% increase in deals created after 1 year1
1. HubSpot Revenue Impact Survey 2022
Get a bird’s eye view of your current
workload, including task progress, daily
targets and activities, and schedule.
Surface new and urgent activities that
require attention and view all your activity
notifications from the last year, grouped by
contact.
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3
PROFESSIONAL
11. Pipeline management
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DEAL MANAGEMENT
Close more deals faster with intelligent
& delightful deal management tools.
Organize and track your entire sales cycle in
one place.
Easily add, edit, and delete deal stages, and
move deals forward by assigning tasks to
your team. Then drag and drop deals
between stages as they progress.
Quickly identify roadblocks, track
performance, and zero in on the most
lucrative deals, and use that data to
customize your process and multiply your
revenue.
36% more deals on average after 1 year1
1. Source
ALL PLANS
12. Close more deals faster with intelligent
& delightful deal management tools.
Deal inspection
Uncover insights effortlessly and prioritize
your deals effectively with the deal
inspection view and never lose sight of a
high-value deal again.
Prioritize your deals with ease through
contextual insights into the health of your
pipeline and sales process.
Categorize your deals with colored labels
and keep your deals on track with a new
sidebar summary of recent touchpoints and
activities.
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2
3
DEAL MANAGEMENT
36% more deals on average after 1 year1
1. Source
NEW!
STARTER
13. Close more deals faster with intelligent
& delightful deal management tools.
Workflows
Streamline your sales process and use
workflows to rotate leads, create deals,
and automate tasks.
Manage your data in bulk by updating
properties, copying values, and more.
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Deal Management
12% increase in deals created after 1 year1
1. HubSpot Revenue Impact Survey 2022
Trigger notifications for your team when a
contact takes meaningful action and create
tasks to alert your team about contacts they
should follow up with.
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ALL PLANS
15. Close more deals faster with intelligent
& delightful deal management tools.
Custom report builder
3.3x higher deal close rate for Sales Hub customers1
Create custom reports to answer your most
complex business questions and track your
team’s progress and performance.
Report on any single object and cross-object
data within your CRM.
Easily visualize reports on anything that’s
relevant to your unique business needs—
from lead funnels to target account
engagement and custom objects.
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INSIGHTS & PREDICTABILITY
1. Source
PROFESSIONAL
16. Improve predictability and optimize processes
with integrated reporting and CI tools.
Lead reporting
Demystify the road from lead gen to revenue
and rally your marketing and sales teams
around clear goals and insights.
See how your inbound, sales, or your
product-qualified lead sources perform and
contribute to high-value leads with Lead
Source report.
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Uncover how reps are engaging with your
quality leads and why they convert with
Lead Contact Rate report.
INSIGHTS & PREDICTABILITY
3.3x higher deal close rate for Sales Hub customers1
1. Source
NEW!
PROFESSIONAL
19. Whether it’s your first time using this product, or you’re looking to build up
your skills around it, we’ve got the best resources for you to get started.
Getting Started
Education: Help Articles:
● Tool: Sales Software
● Community: Sales Hub Community
Perspectives
● Knowledge Video: 18 New Sales Hub Features You
Should Know! | HubSpot [INBOUND 2023]
● Academy: Selling Sales Hub in 2023 for Partners
20. Thursday, January 25, 2023, 10:00 – 11:00 AM EDT
Learn how AI is revolutionizing customer engagement, lead generation, and sales
conversion, all while streamlining marketing operations.
Save The Date
HubSpot AI 2023
Set the scene: Selling has become harder than ever.
Sales engagement is down as buyers, sick of relentless unhelpful salespeople, ignore outreach. Sales team performance is down; teams struggle to meet quotas. And, to add insult to injury, budgets are stagnant and hiring is historically hard, making it impossible for sales leaders to meet goals and achieve predictability.
Our new prospecting workspace helps your salespeople stay focussed and on-task by giving them a single view of their work, complete with all the tools and data they need to execute, without ever having to switch between apps.
With our new lead management tool, reps can work more efficiently as leads move seamlessly through their stages as they work them. No more hassle assigning leads to reps and no busy work.
Real-talk
We are adding a new leads “object” to HubSpot that’s embedded into the workspace. Users can now create leads from contacts like they can with deals. This makes reporting on lead status changes a lot easier, something that they could only achieve with the lead status property through hacky workarounds.
Don’t lose sight of a high-value deal again. Uncover insights effortlessly and prioritize your deals effectively with the deal inspection view:
Deal tags: Categorize your deals with ease with colored labels.
Pipeline & velocity metrics: Prioritize your deals with ease through contextual insights into the health of your pipeline and sales process.
Touchpoints and activities: Keep your deals on track with a new sidebar summary of recent touchpoints and activities.
Demystify the road from lead gen to revenue and rally your marketing and sales teams around clear goals and insights.
Lead contact rate report: Uncover how reps are engaging with your quality leads and why they convert.
Lead source report: See how your inbound, sales, or your product-qualified lead sources perform and contribute to high-value leads.