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4 HubSpot Sales Tools To Up Your Sales Game

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Many of us can recall a new gadget, toy, or tool we bought that we thought was going to make life easier—only to find out we spent all that money went to waste. 

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Maybe you invested in a new lawnmower, but you couldn’t figure out how to get it to work, so it just sits in your garage gathering dust. 

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Now, think about the last new sales tool or CRM you or your company bought. How did it turn out for you? 

For the majority of you reading this, probably not great. You’re spending hundreds, maybe even thousands of dollars on sales tools or a CRM that is gathering dust in your garage, like that expensive tool you bought at Lowes and never use. 

For a small- to medium-sized business owner or sales team, you simply cannot afford to dump money into sales tools that aren’t benefiting you. You pay an expensive monthly fee for those tools, and because of confusion or lack of direction on clear implementation, the tool does not get used.

It’s hard to tell which is more frustrating: the wasted money or the wasted potential.

Sales tools are supposed to aid your sales process and help you close that deal. They help you organize, sort, and segment your leads to make your sales process more effective. They are not meant to be punitive, but many are.

Fortunately, HubSpot’s sales tools are much more user friendly than some of the alternatives on the market. They also have a wide array of functionality to help you get the most out of your investment, and because many of them are either free or affordable, you can test them out without blowing your budget. 

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Here is a list of the 4 HubSpot sales tools that can help you close that deal today—without causing extra headaches in the process. 

1. HubSpot's Free CRM

We’ll start with the CRM because this where you live at on the sales side of things. For starters, HubSpot’s CRM is free for up to 1,000 contacts. 

It is one of (if not the most) user-friendly CRMs on the market. This means you won’t be dumping money into something you can’t use, and you won’t have to spend an unnecessary amount of hours learning how to use it.

HubSpot’s CRM requires minimal time to learn. There are countless online resources available where you can explore the CRM, watch how-to videos, and connect with HubSpot experts whenever you have questions. (Or, to save even more time, we can set it up, implement, and train you how to use it for you through our ROI QuickStart process.)

Now, let's dive a little deeper into how HubSpot’s free CRM will help you as a sales person.

The gold of the CRM is found in the contact record. It shows the leads activity such as website page visits, forms submitted, tracked email activity, and much, much more. 


Snap shot of HubSpot contact record

You can also assign tasks and leave notes for each specific contacts. This helps you stay organized, whether you’re contacting ten leads or 100. 

HubSpot crm screen shot 2

Having this information centralized in one location empowers you to establish establish a flow and lay the foundation for a legitimate process as a sales team or business owner. Once this is set, you will have a streamlined, repeatable process new hires can easily follow.

2. Sales Sequences 

Next on the list: sale sequences. 

The purpose of sales sequences are to automate routine business conversations you frequently encountered during your sales process. 

For example, you can create sales sequences for:

  • Canceled meetings
  • Following up after a meeting
  • Reaching out to leads who have gone cold
  • And more

With the sales sequence tool, instead of spending 30 minutes sending clean up emails to leads who didn’t show up for a meeting, you can enroll them in a sales sequence with pre-set templates like the one we use here:

Task screen shot

You can pull the template and send it straight from the contact record shown from the first bullet point. And if you’re worried about the perfect words to put in your sales templates, don’t fret. Just make sure you keep the tone professional and conversational so it sounds like it was written specifically for them.

You can also set the amount of emails in the sequence. When the contact responds, it alerts you and automatically un-enrolls them from that sequence. 

3. Personal Meeting Links 

We all have gone through the frustrating back-and-forth of trying to find a time that works for both parties to schedule a meeting. From busy schedules and out-of-town clients to unexpected events or busy schedules, half the battle is simply finding a time on the calendar to meet. 

So how do we fix that? 

HubSpot’s Meeting links tool. 

This seemingly lackluster tool will save you time, mental energy, and headaches. You use it by setting a meeting link up in HubSpot, putting the link in your email, and sending it to the person you need to meet with. For such as simple tool, it’s packed with convenience. 

Here’s a list of key things you do with your meeting link:

  • Send a link of a personalized calendar of your available times’ to clients
  • Once scheduled the meeting automatically adds to your Google or Microsoft calendar 
  • Ability to set a time buffer in between meetings 
  • Limit how far out someone can schedule a conversation 

This is what your end product will look like:

Google calendar screen shot_

No more spending 3 days sending back and forth emails, trying to land an open time for both parties. Shoot them the meeting link in a quick email, let them pick a time, and get back to focusing on your more important sales tasks for the day. 

4. Deals 

It can be difficult to routinely keep track of your numbers. With the bevy of responsibilities on your plate, how do you keep track of every single dollar coming through your door? 

You need a cost-effective tool you can easily plug sales numbers into that generates accurate reports as well.

HubSpot’s deals tool does just that. 

Here’s what you’ll see on your deals board:

HubSpot Deal dashboard screen shot

HubSpot deals tool is great because you can set it up in different customizable stages specific to your customers life cycle. As you can see, 4 stages are set up on our deal board.

The deal stages allows you to see which lead is in what lifecycle stage, which can also aid in your marketing efforts by targeting relevant content to leads based on where they are in the buyer’s journey.. At the bottom, you can also see the tool automatically generates in the number totals in each stage for you.

And that’s not all. When you click into the deal, the tool presents a detailed hub of information for that specific deal, located in the deal record.

Hubspot deal record screen shot

In the deal record you get everything the CRM contact record offers. Including things such as tracked emails, calls, tasks, and the company associated with the deal. 

And if you need to attach a specific product to a deal, you can do that, too!

Now let’s look at how the deals tool can help you generate more accurate reports...

One of the most important aspects of this tool lies in the sales forecast reports generated from the deals. Not only that, once you start using your deals tool, it will create things such as goal vs. deals closed deals, deal snapshots, sales performance reports, and more—all of which can be found on your HubSpot sales reports dashboard like the one here:


Hubspot sales dashboard

This gives you and your sales teams a predictable forecast based on real data regarding your quarterly, monthly, or yearly earnings. If your long-term goal is to sell your business, this provides accurate numbers you can pitch investors on.

The value of the deal tool extends well beyond providing an organized place to plug numbers into.

Stop Wasting Your Money On Useless Sales Tools 

We have only briefly touched on the sales tools in HubSpot you can use for your benefit. There are dozens of perks to utilizing HubSpot in your sales process, with ease of use and capabilities at the top of the list.

For an affordable price, HubSpot offers a bevy a tools embedded on top of a free CRM to help you close that deal. This why the tools were created. If used correctly, HubSpot tools will provide a return on investment for you. 

Give yourself, and your sales team the tools  you need to succeed by trying these sales tools for yourself. With HubSpot, you can put your money into tools that work for your business. 

If you would like to learn more about which HubSpot tools will help your business grow, schedule a call with us today! As a HubSpot Platinum Agency, our team has the expertise to help you get the most out of your sales tools so you can grow your business.

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