Hubspot Sales' 5 Best Features and 5 Reasons to Upgrade to Pro

Sales, Hubspot's “all-in-one” software created for businesses of all industries and sizes, provides users with tools that integrate a wide range of processes at every step of the marketing funnel. Here are 5 reasons our team finds Sales, both in its free basic package and paid premium version, a valuable asset for any company.

Are you ready for marketing automation? Learn about 4 signs that can clue you in.

This blog post is part of "Your Definitive Guide to Marketing Automation" blog series and "Your Definitive Guide to Lead Nurturing" blog series. 

HubSpot Sales Free

1. CRM Integration

Hubspot’s CRM (Customer Relationship Management) softwareis designed to integrate smoothly with their Marketing and Sales Platforms. Features include:

• Contact management of up to 1,000,000 contacts (15,000,000 with the Pro version of the service)
• Easy logging of sales activities
• An integrated lead management system with call and meeting scheduling, and email sequencing
• An unlimited number of users

2. API

The Application Programming Interface allows for quick and user-friendly integration with other apps in your technology stack. Hubspot’s API:

• Is organized around REST (Representational State Transfer), a system tailored for fast performance, reliability, and growth by re-using components that can be managed and updated without affecting the system even while it is running

• Allows for two potential means of authentication, OAuth and API keys, which are optimal for security/commercial use and rapid prototyping respectively

• Is serviced by a diversely skilled team of developers creating integrations on top of the APIs, ranging from webinar providers to social advertising

3. Gmail, GSuite, and Outlook Integration

Sales synchronizes smoothly with your email, Google Suite, and even Microsoft Outlook, simplifying everything from scheduling and tracking emails to sharing documents to organizing meetings.

4. Calling

With the calling feature, you can connect with contacts right from your browser while optimizing your list of calls. Hubspot proves advantageous with:

• An efficient daily queue created with the help of engagement and contact property data from the HubSpot CRM

• A call recording feature

• Automatic logging of calls HubSpot CRM or Salesforce

5. Email Scheduling and Tracking History

The email tracking tool delivers desktop notifications instantly when prospects opens an email, clicks a link, or downloads an important document. A built-in activity stream automatically logs each lead’s history inside of your browser or HubSpot Sales. You can use this information to both personalize and optimize follow-up. Scheduling, meanwhile, can be done directly from your Gmail inbox. Scheduled emails are conveniently saved as drafts, so they can be edited at any point leading up to the designated send-off time.

These are integral features of a drip marketing campaign. To learn more about drip emails, check out this article.

NEED HELP WITH HUBSPOT SALES? CHECK OUT OUR HUBSPOT SALES SET UP AND TRAINING PACKAGES

CONSIDERING UPGRADING?

There are several advantages of the Pro version of the Sales package that may prove crucial in taking your company to the next level.

To learn more about how to make full use of your Sales or Sales Pro tools, visit Hubspot’s site here.

1. Email Open and Click Notifications

Open, click, and reply data helps you hone in on which email templates and sequences are most effective, so you can optimize your emails to get the best results.

2. More Access to Templates, Documents, and Calling

While the free version of sales allots 5 email templates and 5 documents per portal, and 15 minutes of calling per user monthly, upgrading to Pro provides nearly unlimited access with:

• 1,000,000 contacts per portal
• 1,000 email templates per user per month
• 1,000 documents per user per month
• 2,000 minutes of calling per user per month

3. Sequences

With email sequencing, you can:

• Apply personalized, shareable templates to the most effective and frequently sent sales emails

• Precisely automate follow-up emails with your prospects

• Use personalization tokens to tailor emails with contact and company details from HubSpot’s CRM or Salesforce

• Use email tracking to determine the best sequences to scale efficiency

• Receive access to 1,000 sequences per user per month, and 150 enrollments daily

4. Meetings

Scheduling is simplified through synchronization with Google or Office 365, “round robin” group meeting links, and automated records for new prospects in HubSpot CRM when they join a meeting.

5. Prospects

The prospects tool provides insight into who is visiting your site as well as conversion opportunities. Prospects detects the IP addresses associated with each page view on the site, and then provides with a variety of information about each visitor. Recommended uses of this feature are diverse: 

• Finding companies ready for a sales call with properties like Number of Views, Number of Visitors, and Last Seen

• Receiving basic information about a company, such as domain and industry, along with a list of related companies and its recent activity on your site

• Identifying prospects by region of sales with a geographic city/state keyword search

• Easily keeping tabs on sales teams assigned to certain regions

• Determining the extent and nature of the engagement of existing leads

• Favoriting or hiding a particular prospect

• A Daily Prospects Report email notification which displays prospects that have viewed your site

If you need help deciding whether Sales is right for you contact us to schedule a free technology consultation.

Already have Sales but need help making the most of it? Check out our HubSpot Sales Set Up and Training Packages.