4 Tips for Sales Leaders Using HubSpot

Are you a presales consultant or a sale's team leader responsible for managing activity and performance on both the individual and company levels? Learn how HubSpot's tools enable more visibility, create efficiency, and systemize sales processes.

Level Up Your Team's Performance 

If you're like most sales leaders, you're always looking for an edge on the competition. And in today's digital world, that means having the right technology tools in place to give you visibility into your sales team's performance and help streamline their processes.

HubSpot Sales is one of those tools.

Why It Matters

HubSpot Sales gives you visibility into your team's performance with features like the Sales Pipeline Report and Sales Activity Dashboard. It also helps you systemize sales processes with customizable deal stages, tasks, and notifications in addition to: 

• Helping make data-driven decisions by predicting future sales trends 
• Empowering your sales team with new skills and resources to be successful 
• Reducing turnover with sales representatives by increased engagement 
• Building a stronger sales pipeline by having a seamless process 
• Improving performance-based compensation accuracy through real-time monitoring  

Here are 4 tips for Sales Leaders Using HubSpot: 

1. Use Standard Reports 
2. Create Custom Reports 
3. Create and Manage Dashboards 
4. Measure Performance Per Individual Tools

If you're in the market for a sales platform, learn more about the comparison between HubSpot and Salesforce for your CRM and sales tool solutions! Learn more about other succesful migrations.

1. Use Standard Reports 

There are standard reports in HubSpot that can help you measure the success of your business. You can find these reports by browsing the report library.

Or, you can use the analytics tool to view detailed metrics about your website, sales activities, and service activities.

Standard Reports Resources: 

• Use pre-built reports from the reports library
• Create sales reports with the sales analytics tool (Sales Hub Professional and Enterprise)
• Create service reports with the service analytics tool (Service Hub Professional and Enterprise)
• Analyze your site traffic with the traffic analytics tool (Marketing Hub and CMS Hub Professional and Enterprise only)
• Analyze contacts with the contact analytics tool (Marketing Hub Professional and Enterprise)

2. Create Custom Reports 

Custom reports are only a click away with HubSpot's custom reporting tool. Create reports tailored to your data points and preferred layout for single or multiple objects, funnel reports, and attribution reports.

With the advanced custom report builder, you can create reports using data sources from across your account, including custom objects, enabling better insight into your sales development strategy. 

Custom Reports Resources: 

• Create attribution reports (Marketing Hub and CMS Hub Professional and Enterprise only)
• Create custom reports (Professional and Enterprise only)
• Create custom funnel reports (Professional and Enterprise only)
• Academy lesson: Building Custom Reports in HubSpot

As HubSpot Diamond Partners, Vested Marketing provides Custom Reporting services to develop reports curated to your team's KPIs.

A great example are our friends at ParFab. Each team member has their own dashboard, analyzing activities and deals where they are able to not only track their progress and goals, but can associate it with revenue. For example, how many contacts each employee created, worked or won for a turnaround project.

3. Create and Manage Dashboards 

Visually organize and present your performance data using HubSpot's dashboards, which seamlessly group custom and standard reports together. You can collect, monitor and analyze data for your sales team per individual, company KPIs, per pipeline, etc.

Additionally, you can easily embed external content on a dashboard to pull in data from outside of HubSpot for one central location to view your data.

HubSpot Dashboard Resources: 

• Create and manage your dashboards
• Customize your dashboards
• Export your dashboards
• Embed external content on a dashboard (Professional and Enterprise only)
• Academy lesson: Designing Compelling HubSpot Dashboard

4. Measure Performance Per Individual Tools

You can use several HubSpot tools to analyze data about your assets. This includes both high-level information and how individual assets are performing.

For example, the email tool lets you look at total metrics for all marketing email campaigns and for each message. This can be helpful for sales teams when they have conversations with their prospects.

Measure Performance Resources: 

• Analyze your marketing email campaign performance
• Analyze your customer feedback (Service Hub Professional and Enterprise only)
• Analyze forms submissions
• Analyze social reports (Marketing Hub Professional and Enterprise only)

Sign Up for HubSpot's Free CRM

As a HubSpot Diamond Level Solutions Partner, Vested has helped businesses of all shapes and sizes, from engineering to healthcare to nitrogen services, achieve their goals and convert more leads into customers using the HubSpot's platform. 

As such, take advantage of HubSpot's Free CRM offering to see how your team can level up. See why businesses are switching to the HubSpot CRM.

About Vested Marketing

As a certified HubSpot Partner Agency, we not only understand the benefits of using the inbound marketing platform to increase traffic and engagement, improve SEO, generate leads, design effective websites and boost sales, we know how to make it happen.

We are inbound marketing experts, SEO gurus and top-notch website developers.

Our team of Engineers Turned Marketers can help get you noticed - for a more innovative and effective way to reach customers, or provide a more seamless way for companies to find your services. Inbound Marketing has no limit to industry, serving from Crypto & NFT, mining, oil and gas, technology & automation, engineering, technology, construction, healthcare, to industrial & manufacturing.