If you’re using HubSpot CRM, you’re already at a head start to handling customer relationships successfully. But are you leveraging it well enough to close more deals?
Whether you’re on a fast-growing sales team or it’s just you, working on the HubSpot CRM software can make a huge impact on productivity, visibility and overall sales performance.
Here are 10 tested HubSpot CRM tips that will improve your performance:
1. Customize Your Deal Stages
Don’t depend too heavily on default pipeline stages! Customizing your deal stages means they adhere to your real sales process – allowing better forecasting and alignment of your salesperson efforts.
Pro Tip: Obtain sales as a block (defined criteria), including detailed entry/exit criteria, so everyone owns the move of the deal stage decision.
2. Automate Repetitive Tasks
By utilizing HubSpot workflows, you can save yourself numerous hours each week by automating repeat actions like:
- Moving deals by activity (visibility – opened your email, submitted a form, booked a demo)
- Sending personalized follow-up emails
- Assigning tasks to sales reps.
Example: Automatically create a follow-up task when someone books a demo via your site.
3. Identify Hot Prospects with Lead Scoring
With HubSpot’s lead scoring capability, you can prioritize leads based on user engagement and demographics. By using lead scoring, you can ensure your sales team focuses their attention on the leads they are most likely to convert into sales.
TIP: Score engagement actions including email, page views, and content downloads. Continuously make adjustments to your lead scoring methodology based on your conversion data.
4. Track Deals with Saved Views and Filters
You can create filtered views in your deals data to view deals by:
- Stage
- Owner
- Territory
- Last activity
BONUS: You can use these views to run focused pipeline reviews and be on top of your most important deals.
5. Sync Email and Calendar for Better Communication
When you connect your Gmail or Outlook to HubSpot, you will have the ability to:
- Automatically log emails to contact records.
- Book meetings directly from the HubSpot calendar or their email with one click.
- Follow up with one click.
Benefit: Everything is recorded in one place and easy to look back at—no more trying to remember what you talked about the last time.
6. Use Snippets and Email Templates
You can create email templates, including snippets, to save time on subsequent outreach (while still allowing for personalization using tokens like [First Name] and [Company]).
TIP: Make it a habit to review your most-used templates on a regular basis and to vary your subject lines for better response rates.
7. Clean Your Pipeline
Pipelines that are cluttered can distort your reporting and divert your attention away from the things that are most important. Cleaning your pipeline on a regular basis is a good practice that includes:
- Removing stale or unresponsive deals
- Reassigning leads that require follow-up and review
- Automating alerts for deals that are stalled
8. Utilize Reports and Dashboards
Leverage HubSpot’s reporting capabilities for tracking key indicators of performance like:
- Deal velocity
- Pipeline value
- Close rates
- Sales rep activities
These dashboards allow managers to spot bottle necks and where to steer their team.
9. Implement Deal Rotation
Leverage deal rotation to enforce equitable lead distribution, prevent bottlenecks and speeds up lead response times. Once deal rotation is created, leads will automatically, based on a fair and pre-determined set of rules, be assigned to your team of Sales Reps.
Benefits: Faster response times and improving team motivation by simplifying lead distribution.
10. Re-Trains and Continual Optimizing
The HubSpot platform is always changing and your team needs to always change with it! Make CRM training a regular occurrence, have monthly meetings to analyzing reports, and optimize processes based on what is actually working!
Idea: Use a monthly “HubSpot Optimizing Hour” to solicit feedback and introduce new capabilities.
Maximize ROI with HubSpot Experts
HubSpot CRM is built for everyone. It’s a simple to use, easy to read and powerful data management platform. But if you work with a HubSpot expert on a proper setup and strategy – it won’t be long before you see if full potential.
That’s where E Edge Technology fits in.
We focus on HubSpot CRM implementation, optimization, automation and training. Whether it be a brand-new implementation or an existing system that needs to be optimized, we can help you get the best use of your conversion and data management tools.
We can get your sales team up and running with:
- Custom sales pipeline,
- Automation Workflows,
- Integrations with your ERP or any other marketing tools you have,
- Training for your sales team!
Conclusion
HubSpot CRM is not just a basic contact database system—it’s a fully featured growth platform! When set up correctly and with the right strategy, it can be a very powerful tool that may become your sales teams strongest weapon for closing Deals faster!
When you customize your pipeline, automate all your routines, focus on the converting leads, and analyze performance regularly; your team can transition from reactive selling to a scalable and effective sales engine.
Need Help to Optimize your HubSpot CRM?
Let E Edge Technology help you build a smarter sales process that will definitely provide you with measurable growth.
Contact Us Today
