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HubSpot's Sales Hub
Implementation

Never Miss an Opportunity to Connect With Prospects

HubSpot Sales Hub is a comprehensive sales automation platform designed to streamline and optimize every aspect of the sales process. It provides sales teams with a centralized hub where they can manage leads, automate repetitive tasks, and engage with prospects more effectively. The platform offers a variety of tools to enhance sales productivity, including a robust CRM system for tracking and managing customer interactions, deals, and contacts. 

With Sales Hub's automation features, you are able create personalized email sequences, automate follow-ups, and prioritize leads based on their engagement, ensuring that sales reps can focus their efforts on the most promising opportunities. No more stitching together individual point solutions and managing their complexities!

Grow Better with Sales Hub

Do your sales team want to use HubSpot for email tracking and templates but don’t know where to start? Perhaps you’re already using HubSpot for marketing but your sales team uses a different tool for selling.

Sales Hub offers an easy-to-use platform that will grow with your business. By offering a centralised platform for both sales and marketing teams, you can track customer interactions across the entire customer journey. Gain deeper insights into your prospects, automate busywork, and close more deals quicker. 
Marketing Hub Implementation

Customizing Your Portal

Customizing your Sales Hub is a crucial part of the implementation process, and will you to tailor the platform to your specific needs and workflows. Following an initial consultation, the experts at Prism will be on hand to provide you with a proven roadmap to success, helping you gain insights into your pipeline and buyer’s journey, so you can seriously increase sales productivity. We can also assist with integrations, asset migration, and troubleshooting any development issues that may arise during onboarding. Customizations may include:

1. Meetings & Email Integrations Set Up

We can eliminate the back and forth of meeting scheduling by giving your prospects a free meeting scheduler that automatically syncs to your Google or Office 365 calendar. Your calendar stays full, whilst existing and prospective customers can find a time that best works for them.

2. Contact Segmentation

Want to reach out to this weeks’ leads with more information? Prism can help you to create lists of contacts based on a wide variety of criteria, so you can automate your email marketing efforts and send your contacts the most relevant and personalized information

3. Sequences

Put time back into your day and prevent prospects from slipping through the cracks with a series of automated sales emails and follow up tasks sequences.

 

4. Deal Pipelines

With Sales Hub, it’s so easy to add your deals, assign tasks to your team, and track your most lucrative prospects. Your sales team is kept on track, so your deal pipeline never stops flowing.
 

5. Sales Automations

Prism can assist you set up a series of personalized emails, using workflows to automate manual, time-consuming tasks: Rotate leads, create deals and tasks, and more.
 

6. Products

Organize all your products to understand which products are generating the most revenue for your business.
 

7. Lead Scoring

Lead scoring assigns a dynamic score to your leads and helps define their priority over others to determine when they're ready to engage with sales. Using this information we can prioritize your outreach based on a prospect’s likelihood to buy - meaning you won’t waste time trying to qualify poor-fit leads.
 

8. Custom Sales Dashboard Reporting

Your HubSpot Sales reports will play a key role in helping you understand how you’re performing on a daily, weekly, and monthly basis. During your onboarding, Prism Digital will take the time to set up your dashboards to provide you with the most useful data possible and a definitive overview of your marketing and sales performance.

Supporting Your Team

Ensuring your team knows exactly how your new platform works is crucial for your success. Our team will always make sure to walk you through what we've set up, what you can expect and show you exactly how everything is meant to function. We can help you get to grips with:

  • Efficient navigation
  • Optimized CRM usage
  • Workflow automation
  • Seamless email sequences
  • Task automation
  • Efficient pipeline management
  • Data-driven decision-making
  • Lead transition

Identify opportunities to improve your management of HubSpot.

Schedule a consultation