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Generate sales

Last updated: March 29, 2024

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HubSpot sales tools allow sales reps to easily manage and complete their daily tasks, including sending emails to prospects, making calls, and booking meetings. You can also streamline and centralize your sales communications, including incoming emails or messages sent via a chat widget on your website, in the conversations inbox.

Sales managers can use the reporting tools in HubSpot to monitor their team’s progress, identify areas of improvement, and make sure the team is on track to hit their sales goals. You can also use the sales tools on the go using HubSpot's mobile app.

Below is an overview of tasks that will get you started with HubSpot's sales tools. Within each section, you’ll find links to detailed instructions for each task. Before getting started, make sure you’re logged in to your account. Learn more about logging into HubSpot.

For in-depth video training, check out the Sales Software Certification in the HubSpot Academy.

Complete tasks

Keep track of your daily to-do list using the tasks tool. You can create tasks for upcoming calls, emails, and other to-do items. On your tasks home, filter for tasks that are due that day so you know what you need to prioritize. Or you can choose to receive a summary of your outstanding tasks in a daily digest email. Mark tasks as complete as you work through the list, and create follow-up tasks if you need to revisit something in a few days. You can also manage your tasks on the go using the HubSpot mobile app.

Track deals

Track potential revenue opportunities using deals. Store information such as close date, deal amount, and deal owner in a deal record. Monitor your deals in a pipeline as they move through different stages to identify and resolve any roadblocks.

Send sales emails

Send pre-made or from-scratch sales emails from a contact record in HubSpot, using the HubSpot Sales email extension or add-in in your email inbox, or using the HubSpot mobile app. Sales emails can contain documents and scheduling links, as well as pre-made snippets.

To send one-to-one emails to a contact from a record, you’ll need to connect your personal email to HubSpot in your account settings. You can also connect a team email address to the conversations inbox for shared communication.

To access the sales tools directly from your personal email account, install the HubSpot Sales email extension or add-in. Using the extension, you can log emails you send from your inbox to the recipient’s record in HubSpot and track if they open the email.

Book meetings on your calendar

When you need to book demos and calls, you can create and share scheduling pages with your prospects so they can easily schedule time on your connected Google, Office 365, or Exchange calendar. Booking in this way also ensures that you’re never double-booked.

You can also use HubSpot's calendar sync with Google Calendar or Outlook Calendar to schedule meetings directly from HubSpot or your calendar.

Set up an inbox for sales inquiries

The conversations inbox is a central location in HubSpot where messages from all your connected channels will appear, such as email and chat. In each conversation, you can view ongoing conversations, reply to messages, and create tickets.

You can create a conversations inbox that is specifically for your sales team. Connect a team email address that multiple members of your sales team can access to communicate with customers.

You can also connect a chat channel to the inbox, which allows you to create chatflows. Chatflows are chat widgets that you can add to your website. Any incoming messages will be routed to your conversations inbox where you can respond. There are two types of chatflows: live chat with real-time conversations with a team member, and bot chatflows with pre-set actions. 

You can also connect a Facebook Messenger channel or form channel to your inbox.

Connect with customers in the inbox

After you connect channels to the conversations inbox, respond to customers’ inquiries sent from any channel in one centralized location. You can reassign a conversation to a team member who is selling to a particular territory or account type, add a comment to an existing thread to get insight from your manager, or move a conversation to another team’s inbox. During the conversation, view contextual information about the customer’s engagement history with your business to keep your response relevant. While chatting with a website visitor, you can also change channels and respond via email.

Monitor lead activity and engagement

You can get notified when a prospect or lead returns to your website so you or your team know that it's time to follow up. Prospects are visitors to your site who haven’t converted on a form, but can be tracked if you have the HubSpot tracking code installed on your website. You can customize how you’re notified when all or specific existing contacts revisit your website.

If you're using the HubSpot Sales Chrome extension, you can also review and manage real-time lead revisit notifications, email opens, document views, or meetings booked in the activity feed.

Make phone calls

While working in HubSpot, you may need to make a call to one of your contacts. You can either acquire a HubSpot provided phone number, register an outbound phone number, or use a third-party calling provider to make calls to your contacts. During the call, you can take notes or record the call. Sales managers can then review the recording later to help coach their team. You can also provide your team with playbooks to reference on calls to standardize your notes and call scripts.

Join the HubSpot Community

To engage with other users and get more out of your HubSpot tools, join the HubSpot Community. You can see examples from peers, get tips and advice from experts, learn how to troubleshoot common issues, and submit feedback to the Product team.
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