8 Ways to Use HubSpot Sales Process Tools

8 Ways to Use HubSpot Sales Process Tools - BOM

HubSpot sales process tools are often overlooked but can be powerful, no matter if you have a  sales team of one, 10 or 100. The built-in CRM sales tools offer a range of features that can help you streamline your sales efforts, boost productivity and close more deals. 

HubSpot is an incredibly powerful tool with:

  • Efficiency: HubSpot Sales automates many manual tasks, saving your sales team precious time.
  • Insights: It provides valuable sales insights to help you make data-driven decisions.
  • Integration: HubSpot Sales seamlessly integrates with other HubSpot tools for a unified marketing and sales experience.

Here are eight excellent examples of the wonders HubSpot can do for your sales and your business development.

1. HubSpot Sales to Book More Appointments

One of the most impactful features of HubSpot Sales is its ability to streamline appointment scheduling. Automating this process not only saves time, but also ensures that your sales team never misses an opportunity to connect with potential clients. When you use this service, you’re sure to witness a surge in booked appointments that can significantly boost your business growth.

2. Easy Ways to Create and Keep Many Contacts Organized

Maintaining an organized contact list is incredibly helpful for successful sales. HubSpot Sales simplifies the task of contact management, allowing you to efficiently categorize and update your database. There’s no more scrambling to remember who has been contacted and when. 

3. Tracking of Email Sends, Calls, Meetings, Sent Contracts, Opens, Clicks and More

Tracking every interaction with a lead is essential for a successful sales strategy. HubSpot Sales automatically logs various activities, providing an overview of your engagement efforts. This feature can offer valuable insights into customer behavior and help your team fine-tune their approach for better results.

4. Awesome Sales Dashboard 

Visualizing your sales performance is made easy with HubSpot Sales. Our digital marketing clients appreciate HubSpot’s intuitive and customizable dashboard that presents key metrics at a glance. Learn how to organize and personalize your sales dashboard to monitor your team’s progress, identify trends and make informed decisions that will benefit your business overall.

5. Sales Process With Custom Lifecycle and Deal Stages 

Every business has a unique sales process: HubSpot Sales accommodates this diversity by allowing users to tailor the platform to fit their specific needs with custom lifecycles and deal stages. This customization ensures that HubSpot Sales aligns seamlessly with your business strategy.

6. Access to the Entire Pipeline and Status of All Deals

Efficient pipeline management is the cornerstone of successful sales. HubSpot Sales provides a centralized platform to monitor your entire pipeline and the status of each deal. Learn how to utilize this feature to optimize your sales workflow and track progress.

7. Sequences That Save Sales Hours of Admin Time

Right now, it seems we are all trying to do more with less. Another benefit of HubSpot is the ability to automate outreach efforts with sales sequences and save your sales team valuable time. Sequences not only increase efficiency but also enhance the personalization of your communication, allowing customers to experience a real connection with your business.

8. Extremely Affordable and Easy to Use

Affordability and user-friendliness are key considerations when adopting any sales process tool. HubSpot Sales excels in both aspects, making it accessible to businesses of all sizes.  Without the worries of unmanageable costs, HubSpot Sales acts as the ideal business tool for efficiency without breaking the bank.

Boost Your Sales Process 

HubSpot Sales acts as a multifaceted solution that can revolutionize your sales process. From automating tasks to providing valuable insights and offering an affordable pricing model, the platform caters to the diverse needs of modern businesses. 

By implementing the strategies outlined above, you can harness the full potential of HubSpot Sales, boosting your team’s productivity and ultimately driving more successful deals. For more information about how you can use HubSpot to benefit your business, schedule a free consultation with us.

Margee Moore

Margee Moore

I'm the CEO + Digital Marketing Strategist at BigOrange Marketing. I’m passionate about helping companies to clarify their messaging to get leads and grow.

Share the knowledge

SEO Is Dead - BigOrange Marketing

SEO Is Dead? That Depends On How You Define It

Rather listen than read? Check out this “Podcast Version” of this post that we created with the AI Tool Google #NotebookLM. It’s interestingly IRONIC, isn’t…

Explore this Topic
social media content - BigOrange Marketing

Get Killer Social Media Content Ideas at Our Webinar

Ah, social media. It sucks us in, gives us a community and can bring your business more sales if you use it correctly. If not,…

Explore this Topic
How Our Manufacturing Client Used Organic Search to Drive Leads and Scored a $150k Deal - BigOrange Marketing

How Our Manufacturing Client Used Organic Search to Drive Leads and Scored a $150k Deal

Yes, you read that right, our marketing strategy brought one of our manufacturing clients a $150k deal. What is even better is that this marketing…

Explore this Topic
CompTIA’s ChannelCon Insights

CompTIA’s ChannelCon Insights

Have you ever heard the saying “your vibe attracts your tribe”? Well, that saying rang true at CompTIA ChannelCon 2024. We learned much, but also…

Explore this Topic
What Are MSP Websites in Terms of Marketing

What Are MSP Websites?

MSP websites are websites dedicated to promoting managed service providers (MSPs), companies that offer a range of IT services. These websites typically provide information about…

Explore this Topic
Unleash Your Inner Spielberg StoryBrand Framework Secrets to Turn Your Website Into a Blockbuster! - BigOrange Marketing

Unleash Your Inner Spielberg: StoryBrand Framework Secrets to Turn Your Website Into a Blockbuster!

Storytelling has been captivating audiences since humans first learned how to communicate. Stories hook us in and transport us to different worlds where we meet…

Explore this Topic
What is Digital Marketing for MSPs - BigOrange Marketing

What Is Digital Marketing for MSPs?

Digital marketing for MSPs includes tactics like content marketing, social media campaigns, email marketing and advertising. Effective digital marketing for an MSP usually demonstrates industry…

Explore this Topic

What Is MSP Marketing?

Managed service providers (MSPs) play a pivotal role in the IT industry offering a range of services that help businesses manage their technology. That being…

Explore this Topic

The 22 Best Digital Marketing Ideas to Drive Sustainable Lead Generation in 2024


Ready to grow in 2024? A good plan has to be comprehensive and filled with the best ingredients--from SEO to content, social media to paid boosting. 

Here’s what you’ll learn:

  • How to target efficiently with personas
  • How to assess if your website is hurting or helping you
  • How a content marketing plan will help you rank with Google through SEO
  • The social media tactics you need and the ones you can skip