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What We Love (& Would Change) about the HubSpot CRM Dashboard

When you use a tool a lot, you learn the ins and outs of it. Not only do you come to love the ways in which it makes your life easier, you often realize ways in which it could be improved.

As you’ve noticed, we’re big fans of the HubSpot CRM. And when it comes to the HubSpot CRM Dashboard, there’s a lot to love—there are also a few aspects we, and many HubSpot users, would like changed and/or added.

Still Don't Have a CRM? Here Are the 3 Best CRMs on the Market

If you’re in sales today, it’s important that you have a CRM. 

Customer Relationship Management systems allow salespeople to track and manage all customer interactions throughout the buyer’s journey

From a prospect’s first touch point on your website, to filling out a form, to becoming a customer, CRMs allow companies insight into how prospects behave and how they become customers. They also make salespeople’s lives easier, as every prospect interaction and all information is in one, easily accessible platform.

The HubSpot & Salesforce Partnership: What This Means for You

Back in May of 2015, Brian Halligan, CEO and cofounder of HubSpot, announced that HubSpot had "renewed their ISVForce relationship with Salesforce.com through 2020.”

Although the HubSpot & Salesforce partnership has been around for a while, there’s not much out there that outlines what it means for HubSpot users.

Download our free HubSpot CRM Guide to learn how to make your CRM work for you.

Let’s take a look at what the partnership entails and how you can benefit from it. 

7 Do's and Don'ts of the HubSpot CRM

Now that you know how to train your sales team on how to use the HubSpot CRM, your salespeople will be more efficient and move deals down the pipeline faster, meaning higher close rates and an increase in revenue.

Download our free HubSpot CRM Guide to learn how to make your CRM work for you.

However, there are some do’s and don’ts to keep in mind when installing and leveraging the HubSpot CRM. You may want to post these where you can easily reference them during the integration phase to ensure you make it as smooth as possible! 

How to Get Your Hubspot CRM to Work: Training Your Sales Team

By now, your HubSpot CRM should be ready to rock. You understand how to use the Contact, Companies, Deals and Tasks features and have set up your Lead Statuses and Deal Stages using Sequences.

To refresh your memory, you can always watch this HubSpot video that gives a quick tour of the platform.

Now that the machine is built, your salespeople need to be taught how to use it correctly.

How to Get Your HubSpot CRM to Work: Sequences

Before we move on to how to set up sequences in the HubSpot CRM, let’s first review what we’ve already learned.

We kicked off the series by showing you how to get the most out of the Contacts, Companies, Deals and Tasks features. Next, we showed you how to use HubSpot Sales (formerly Sidekick) to see when people are opening your emails and revisiting your website. Then we dove into setting up lead statuses to help sales reps manage prospects up to the first meeting, and deal stages to help them manage leads from the first meeting to close.

Now it’s time to cover sequences, which can help your salespeople manage the tasks needed for all lead statuses and deal stages. 

How to Get Your HubSpot CRM to Work: Deal Stages

In the last post in our HubSpot CRM series you learned about Lead Statuses. Using the Actions and Outcomes features, you should now be able to identify real opportunities. And once that happens, you’ll need to know how to set up Deal Stages. 

Let’s jump in.

How to Get Your HubSpot CRM to Work: Lead Statuses

If you’re keeping up with our HubSpot CRM series, you should now understand the main features of the CRM and how they work together. This includes:

In the next three posts of this series, we’re going to show you how to set up the HubSpot CRM and make it work for you. We’ll do so by teaching you how to manage your CRM using three important components: lead statuses, deal stages, and sequences. 

How to Get Your HubSpot CRM to Work: HubSpot Sales

We’ve now covered the wonderful Contacts, Companies, Deals and Tasks features of the HubSpot CRM. Now it’s time to look at another great functionality: HubSpot Sales (previously called Sidekick).

Here are the basics of HubSpot Sales and how you can utilize this powerful feature of the CRM to make your life easier!

How to Design a Sales Process that Supports the Buyer's Journey

The buyer’s journey today looks very different than it did 10 years ago. That’s because 67% of it is now completed digitally.

What is the buyer’s journey? As Hubspot puts it, the journey is “the active research process a potential buyer goes through leading up to a purchase.”

There are three stages of the buyer’s journey—awareness, consideration, and decision. Let’s look at what salespeople can do to support the predominantly digital buyer’s journey by designing a sales process that aligns with each stage.

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