The best online tools for a modern seller
Posted: Mon Dec 23, 2024 5:29 am
One reality that we cannot hide is that the sales process has now become more complex and dynamic in all markets. Online communication platforms have given consumers greater decision-making power and with this, the work of a salesperson has had to adapt to the demands of new generations of customers.
Although cold calling is still a method used by many B2C and B2B companies globally, approaching a prospect is no longer as productive as it once was, and it is now up to the user to decide when and how they prefer to have contact with a sales representative. HubSpot's
State of Inbound 2017 report for Latin America presents whatsapp new zealand interesting findings from sales teams in different regions of the world:
“[...] in the sales area, respondents said it is increasingly difficult to close deals, get a prospect to respond, and identify and capture sales opportunities. 28% also say they find it difficult to interact with multiple decision makers in a company during the purchasing process.”
For companies that already capture leads online, their primary concern is not increasing conversion rates. They now need to improve lead quality, move a contact through the sales funnel faster, and help the sales team close deals more efficiently.
That's why in this article we'll talk about some of the tools that HubSpot Sales has to help sales teams face these challenges.
Contents of this article:
HubSpot CRM Features
HubSpot Sales Tools
The HubSpot Calling Tool
HubSpot Meetings for Sales
Use Templates for Your Emails
Email Tracking Extension
Email Sequences in Sales Pro
HubSpot CRM Features
According to the infographic The 10 Biggest Benefits of a CRM System , some companies that have implemented a CRM solution
They have managed to increase profits per seller by up to 41%.
HubSpot CRM is the plugin that allows you to connect the web marketing part with the sales area of companies that already take advantage of the benefits of HubSpot. You can have a database divided by contacts, companies and deals.
HubSpot CRM.png
The CRM is free and you don't need to be a HubSpot customer, so we'll take this opportunity to tell you about some of the features that are useful for more focused prospect follow-up:
1. Timeline for contacts, company and business
It allows you to view the activity of your sales team by recording each call, email, task and note made by a representative to a contact, company or business.
HubSpot CRM Timeline.png
(Interaction log in HubSpot CRM)
A very useful feature in a business timeline is being able to see the stage of the sales cycle in which it is located.
Pipeline in contacts.png
(Interaction log in HubSpot CRM)
2. Follow-up tasks
You can assign an activity to a contact, company or quote.
tasks in Hubspot.png
3. Business pipeline (deals)
By managing your deals (quotes) in the HubSpot CRM, you have the option to customize the stages a prospect goes through from the moment it becomes an opportunity until the deal is closed.
You can configure these stages according to your company's sales funnel.
Deals on HubSpot.png
4.-
Custom View of Contacts in CRM
Even though the CRM is used by a team of salespeople, each contact, company, and deal has an assigned HubSpot Owner, ensuring that no other member can see your contacts and opportunities.
Another advantage of managing your contacts in this CRM is the ability to create custom views that allow you to separate contacts according to:
Properties:
Date of creation, company, position
Lead cycle:
MQL, SQL, Opportunity
Activity: C
ontacted, not contacted, with pending tasks, etc.
HubSpot Sales Tools
I'd like to go back a bit to the State of Inbound 2017 study, which presents interesting data about salespeople's activity in following up on opportunities and closing sales.
Although cold calling is still a method used by many B2C and B2B companies globally, approaching a prospect is no longer as productive as it once was, and it is now up to the user to decide when and how they prefer to have contact with a sales representative. HubSpot's
State of Inbound 2017 report for Latin America presents whatsapp new zealand interesting findings from sales teams in different regions of the world:
“[...] in the sales area, respondents said it is increasingly difficult to close deals, get a prospect to respond, and identify and capture sales opportunities. 28% also say they find it difficult to interact with multiple decision makers in a company during the purchasing process.”
For companies that already capture leads online, their primary concern is not increasing conversion rates. They now need to improve lead quality, move a contact through the sales funnel faster, and help the sales team close deals more efficiently.
That's why in this article we'll talk about some of the tools that HubSpot Sales has to help sales teams face these challenges.
Contents of this article:
HubSpot CRM Features
HubSpot Sales Tools
The HubSpot Calling Tool
HubSpot Meetings for Sales
Use Templates for Your Emails
Email Tracking Extension
Email Sequences in Sales Pro
HubSpot CRM Features
According to the infographic The 10 Biggest Benefits of a CRM System , some companies that have implemented a CRM solution
They have managed to increase profits per seller by up to 41%.
HubSpot CRM is the plugin that allows you to connect the web marketing part with the sales area of companies that already take advantage of the benefits of HubSpot. You can have a database divided by contacts, companies and deals.
HubSpot CRM.png
The CRM is free and you don't need to be a HubSpot customer, so we'll take this opportunity to tell you about some of the features that are useful for more focused prospect follow-up:
1. Timeline for contacts, company and business
It allows you to view the activity of your sales team by recording each call, email, task and note made by a representative to a contact, company or business.
HubSpot CRM Timeline.png
(Interaction log in HubSpot CRM)
A very useful feature in a business timeline is being able to see the stage of the sales cycle in which it is located.
Pipeline in contacts.png
(Interaction log in HubSpot CRM)
2. Follow-up tasks
You can assign an activity to a contact, company or quote.
tasks in Hubspot.png
3. Business pipeline (deals)
By managing your deals (quotes) in the HubSpot CRM, you have the option to customize the stages a prospect goes through from the moment it becomes an opportunity until the deal is closed.
You can configure these stages according to your company's sales funnel.
Deals on HubSpot.png
4.-
Custom View of Contacts in CRM
Even though the CRM is used by a team of salespeople, each contact, company, and deal has an assigned HubSpot Owner, ensuring that no other member can see your contacts and opportunities.
Another advantage of managing your contacts in this CRM is the ability to create custom views that allow you to separate contacts according to:
Properties:
Date of creation, company, position
Lead cycle:
MQL, SQL, Opportunity
Activity: C
ontacted, not contacted, with pending tasks, etc.
HubSpot Sales Tools
I'd like to go back a bit to the State of Inbound 2017 study, which presents interesting data about salespeople's activity in following up on opportunities and closing sales.