How To Use HubSpot for Sales

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HubSpot sales tools are designed to streamline your daily tasks and enhance your sales process. Here's a step-by-step guide to help you get started:

1. Task Management: Keep track of your daily to-do list by using the tasks tool.

1. Navigate to Tasks in the Sales dropdown.
2. Click on Create task on the top right of the screen.
3. Create task window opens up on the right. Give a Title and define the Priority of the task.
4. Set Reminder before the event and provide a Due date.
5. Write your message and click on Create.
6. ‍Select the task checkbox and click on to mark the task as complete to close your tasks.
7. Once you clear your task, you get a prompt saying You're all caught up on tasks.

2. Deal Tracking: Monitor potential revenue opportunities using the deals feature.

1. Navigate to Deals in the Sales dropdown.
2. Give a Deal name.
3. Enter the Deal Stage of the buyer and enter Deal Size.‍
4. Specify if the deal is new business or and upsell on an existing account; Hit Create.
5. Click on Stage dropdown on the left in the deals overview page once the Deal stage changes.
6. Select the stage your prospect belongs under from the dropdown.
7. You can change the stage whenever there is a movement in the deal.

3. Sending Sales Emails: Send personalised sales emails directly from HubSpot.

1. Navigate to Contact dropdown and select Contacts.
2. Hit Preview on the contact you want to send an email to.
3. Click on Email.
4. An email window will pop up.
5. Provide a Subject line.
6. Write your message and hit Send.

4. Booking Meetings: Create and share meeting scheduling pages with prospects.

1. To book meetings with your prospects on HubSpot, go to Contact dropdown and select Contacts.‍
2. Click on Edit on your existing event link.
3. If you don't have any event set up; Create a scheduling page.‍
4. You can use Tokens to personalise your emails.
5. Add a video conferencing link.
6. Click on connect an app and select your video conferencing platform like Zoom or Dialpad Meetings.‍
7. Include rescheduling links to give more power to your prospects.‍
8. Save and exit from the screen.

5. Here are some other sales activities you can do on Hubspot:

• Monitoring Lead Activity
• Making Phone Calls
• Setting Up a Sales Inbox

By following these steps, you can effectively utilize HubSpot sales tools to streamline your sales process and drive better results.

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Also learn about How To Set Up Lead Scoring in HubSpot.