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Contact Management: Contact Lists & Views
One of the main features of Sales Hub and no doubt where sales will be spending a lot of time is of course the CRM. View all your contacts here and use filters to review the contacts that need attention.
Contact lists - sales team members can use lists created by admins but also create their own lists according to chosen criteria, eg leads only assigned to them at the proposal stage of a deal.
Contact Records
The contact record is where you will see everything relating to an individual contact or company. On the left you can customise what is a priority for your or your team such as lead status stage, products and or services they are interested in and really just about any contact property you would like.
In the middle section you can the see the activity timeline which shows all sales and marketing activity you or your company has had with a prospect.
Company Records
Just as you can see the interactions and add notes to a contact record, you can do the same with a company record. At the company record, you also associate any number of individual contacts.
This makes it easy to jump to and from the contact to company record and all your HubSpot users are aware of the other contacts at a company your team members may be also talking to.
Email and Calling directly from contact records
Keeping your sales outreach organised is easier when you can send prospecting emails inside CRM. With Sales Hub you can choose from creating a new one to one email, select an email template, enrol the contact in a sequence, insert a sales document and also insert a scheduling link as well as send a Quote using the Quote function available in Sales Hub.
HubSpot Calling empowers seamless communication directly through the software, offering robust inbound and outbound call capabilities. Integrate your preferred calling providers, such as Aircall or RingCentral, with HubSpot for a streamlined experience.
Key steps include setting up phone numbers, customising outbound numbers, defining working hours, and tailoring voicemail settings.
This tool features call outcome logs, call recording, conversation intelligence, and automatic associations to elevate communication management. HubSpot also offers comprehensive educational resources and remote work functionalities to support businesses in optimising their calling integration.
Sales team members can leverage contact lists created by admins or craft their own lists based on specific criteria, such as leads assigned at the proposal stage of a deal.
Communicating with your contacts directly out of HubSpot is really easy with Sales Hub. You can call prospects through VoIP directly from inside your HubSpot account.
You can schedule one-on-one sales emails so the contact receives the email at a specified time.
You can also track one-off emails to see when the prospect opens and clicks them also, get real-time notifications when they open the email.
Also, you can utilise HubSpot email templates, which you can pre-load in the templates builder then use those templates in your emails, adding personalisation to contextualise the email.
SALES HUB STARTER V PROFESSIONAL
There are a number of options when you're ready to get started with HubSpot Sales Hub.
With the Free option users can access the HubSpot Smart CRM view reports, set up tools, and carry out other administrative tasks, but they do not have access to some tools.
Paid users have access to productivity tools like meetings, sequences, calling, quotes and other functionality that enables their every day work.
Paid users can choose between Starter, Professional and Enterprise. Let's focus our comparison on Starter and Professional for now.
HubSpot Sales Hub Starter is a good choice for those who are just starting their company and prefer not to immediately dive into the Professional version. However, as time goes on, you may find yourself wanting to upgrade because Sales Hub Starter lacks certain features, (reflected in its lower price.)
So, think of the Starter version as a transitional solution that provides you with the necessary basics.
But as your business naturally grows, you may come to realise the need for more automated tools that can accelerate your business's growth even further.
The Professional version is an obvious choice for larger companies transitioning from another CRM platform like Salesforce, although it comes at a higher price, it offers a range of powerful features that are simply not available in the Starter version.
