Calls, Coaching and Playbooks: Reduce Administrative Work With HubSpot Sales Hub Professional

Is your sales team overwhelmed by all the customer relationship management (CRM) technology out there? These tools often present a catch-22: they give you so much data about clients that you spend all your time collecting information, and never get to act on it. If this is how you’re feeling, it might be time to consider a software suite like HubSpot Sales Hub.

We recognize that it’s vital to get in front of clients quickly — in fact, sales platform InsideSales finds that you’re eight times more likely to convert a lead if you follow up with them within five minutes. But we also know that it’s important to be prepared. When you’re juggling complicated CRM tools, it can be tricky to reach your leads with the proper balance of speed and knowledge.

​One remedy for this problem is HubSpot’s recently revamped Sales Hub Professional suite, which now includes a number of features previously available only to Enterprise customers. In this blog, we’ll take a look at some of the new tools that can help get your sales team away from administrative work and in front of leads.

Take Charge of Calls With Recording and Coaching

Remember all the details from that sales call last month? Neither do we. Rather than try to memorize every little piece of information, you can capture call data easily by leveraging transcription, review, and coaching tools through HubSpot Sales Hub Professional.

You can now record up to 750 hours of calls for each of your accounts every month through Sales Hub Professional. HubSpot also recommends enabling Conversation Intelligence, which records, analyzes, and organizes calls automatically. Rather than letting details disappear at the end of each conversation, these features allow you to circle back to identify customer insights and coach your team.

Lead Your Team With Playbooks

If you oversee an expanding sales team, you know how crucial (and time consuming) it is to guide them as they speak with current and prospective customers. You can simplify this process by using HubSpot’s Playbook feature to draw up interactive scripts that guide your team through each step of a conversation.

Bottom line: Sales Hub’s Playbooks feature can help standardize your sales process. Handing your team a Playbook means you can be confident they’ll ask customers the right questions and you’ll get the information you need, every time. ​

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Reach Clients Seamlessly With Inbound Calling

The COVID-19 pandemic has forever changed how we work. Whether you are back in the office, still completely remote, or somewhere in between, we bet you’re away from your office desk more than ever before.

This new way of doing business demands that your phone system be dynamic and flexible. Luckily, you can make answering calls as easy as picking up your smartphone with HubSpot Sales Hub.

Sales Hub Professional customers can now obtain a business phone number from HubSpot. This new number is key because it can be connected to your personal phone, so that you can take calls with customers, no matter where you are.

While this update will expand the number of devices on which you’re taking business calls, you don’t need to worry about your records becoming less organized. Inbound calls made to your phone will be logged in the CRM, though you will have to manually match them to other client records.

Let's Get to Work

Still curious about how HubSpot can reduce the administrative work that your Sales team does so they can get back to selling? We're ready to help you onboard and get the most value out of HubSpot's CRM tools. Reach out to us today.

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Daniel Prohuska

Daniel Prohuska (Strategist) began as Sarah Best Strategy's persistent, perpetual intern while he worked on his B.A. at the University of Wisconsin-Madison. After graduating with degrees in Strategic Communications and History, he jumped at the chance to join the SBS team full time. While he enjoys all sorts of communications tasks, Daniel is most driven by his passion for helping untold stories find their intended audience. ​