Frequently Asked Questions
How does HubSpot help sales?
HubSpot Sales Hub is a valuable set of tools designed to make the sales process smoother and more effective. It helps by simplifying tasks, providing data for informed choices, strengthening connections with customers, and ultimately boosting sales. It's an all-in-one solution for improving your sales efforts and achieving your sales goals.
What are the sales stages in HubSpot?
In HubSpot's default sales pipeline, there are seven key sales stages. It starts with "Appointment scheduled" at 20%, signifying initial contact. Then, it progresses to "Qualified to buy" at 40%, indicating potential interest. Next is "Presentation scheduled" at 60%, showing advancing discussions. After that is "Decision maker bought-in" at 80%, suggesting growing commitment. "Contract sent" comes at 90%, indicating a pending agreement. Ultimately, there's "Closed won" at 100%, symbolizing a successful sale, and "Closed lost" at 0%, representing an unsuccessful outcome. These stages help track and manage the sales process efficiently.
How do I create a sales process in HubSpot?
To create a sales process in HubSpot, start by defining your steps. In this process, you'll have nine key stages. Begin with identification, connection, and meetings in the first three steps. Proceed to step four for demos and evaluations, and then follow up. Move on to discussions, negotiations, and educate and evaluate in steps six, seven, and eight. Finally, in step nine, aim for approval. Customizing these stages within HubSpot CRM allows you to systematically guide leads and prospects through your sales journey, ensuring a structured and effective sales approach.
How do I use workflows in HubSpot sales?
In HubSpot sales, workflows help automate and streamline tasks. To create one, log into your HubSpot account, then go to Automation and select Workflows. You can start from scratch or use a template. To build a new workflow from the ground up, click on Create workflow in the upper right and select "From scratch." This way, you can design your own custom workflow to suit your specific needs.