Skip to main content

They Ask, You Answer Mastery

A coaching & training program that drives unmatched sales & marketing results.


Sales Performance Mastery

Improve the competencies and close rates of your sales organization.

Web design

Website Mastery

Web design, development & training for your team.


HubSpot Mastery

Everything you need to get the most from HubSpot.

AI Mastery

AI Enablement Mastery

Unlock the power of AI in all aspects of your revenue operations.

Discover how IMPACT’s services can help take your business to the next level. Book a free 30-minute coaching session Book a free 30-minute coaching session
Learning Center
Learning Center

Learning Center

Free resources to help you improve the way you market, sell and grow your business.

[NEW] The Endless Customers Podcast is now available everywhere. Learn how to earn trust & win more customers in the age of AI. Listen Now Listen Now

Free Assessment: How does your sales & marketing measure up?


Free Assessment:

How does your sales & marketing measure up?
Take this free, 5-minute assessment and learn what you can start doing today to boost traffic, leads, and sales.
Carly Stec

By Carly Stec

Sep 16, 2014


HubSpot Inbound Sales
Join 40,000+ sales and marketing pros who receive our weekly newsletter.

Get the most relevant, actionable digital sales and marketing insights you need to make smarter decisions faster... all in under five minutes.

Thanks, stay tuned for our upcoming edition.
HubSpot  |   Inbound Sales

Hands On With The HubSpot CRM

Carly Stec

By Carly Stec

Sep 16, 2014

Hands On With The HubSpot CRM

tablet_imageHubSpot's new CRM marks the company's newest product as well as its most ambitious foray into the sales space up until this point.

Having already proven their ability to provide businesses both big and small with the integrated marketing tools necessary to carry out profitable campaigns, this new inclusion highlights their commitment to unifying sales and marketing for remarkable results.

"We started HubSpot because we felt the way consumers shop and buy had fundamentally changed. The inbound movement has helped transform the world of marketing, and we really feel like there's a huge opportunity to transform the customer experience with sales technology that enables companies to sell more, better, and faster," says Brian Halligan, CEO and founder of HubSpot. 

Needless to say, the software reflects everything we've come to expect from HubSpot. The CRM is both intuitive and automatic, taking the headache out of the manual systems we've grown accustom to. 

As a HubSpot Platinum Partner, we were lucky enough to gain early access to the tool. Having had some time to explore the features, I sat down with our sales team to illustrate their experiences. Here's what we uncovered. 


HubSpot's CRM features a comprehensive timeline that chronicles each contact's unique sales journey. Upon first glance, the timeline separates the contact's activity from their contact information, making for a clean overview. 


A closer look at the timeline reveals rich activity reporting that provides sales representatives with a clear snapshot of how a contact has behaved on the website so far, including everything from page views to downloads. 

For further clarification, the CRM allows users to filter by activity type. Whether you want to hone in on just their form submissions, the webinars they've viewed, or the workflows they're enrolled in, with the HubSpot CRM, it's possible. 

Additionally, each activity is time stamped, eliminating any and all guesswork when it comes to timely follow up interactions. 


Just when you thought it couldn't be done, HubSpot's CRM has found a way to eliminate the inevitable desktop clutter that might as well be included in a salesperson's job description.


Rather than balancing several different tabs and windows at once, their CRM integrates with Gmail, Google Apps, Outlook, and Apple Mail, allowing users to compose emails directly within the software. No switching browsers, no time wasted, and the emails are instantly logged.  

As if the simple convenience of all-in-one email correspondence wasn't enough, users have access to their contact's timeline and any notes that they have made along the way, making it much simpler to send off a sales email rooted in context.  

Phone Integration

Connect with your prospective clients with the click of a button. 

Not only does HubSpot's CRM allow sales representatives make to phone calls, but they also have the option to record each conversation and log it to a contact's timeline.


By eliminating the need for representatives to take careful notes during their calls, they are able to listen more intently to the prospects in the now. This leads to more productive conversations and richer insights into the wants and needs of the potential customer.

Additionally, the CRM integrates with Google Calenders, allowing representatives to quickly and easily pull up their calenders to view scheduled meetings or create a new calendar event while they're on a call. 

While this feature comes at an additional cost, we'd argue that it pays for itself in convenience. 


Serving as an evolution of HubSpot's Signals product, Sidekick is a new tool that provides users with valuable insights about the people and companies they're connecting with on a daily basis. 

Sidekick connects to your inbox as well as the new CRM, granting users access to a number of features designed to streamline their sales communications. 


For example, Sidekick notifications provide your sales representatives with detailed reporting in real-time. These notifications reveal when, where, and how prospects are engaging with your website and email content. 

Whether you're working to retain clients or nurture prospective ones, these insights provide a level of transparency that will help your sales representatives create more meaningful, timely connections.

Ready to improve your sales process?

"HubSpot's CRM and Sidekick are perfect for companies that want to transform how they attract, engage, and delight prospects, customers and leads and want sales technology that matches today's buying process," says Halligan. 

While we touched on several of the technology's key features, it's important to note that these mentions only scratch the surface of the CRM's impressive capabilities. 

Much like the marketing automation software, this CRM has truly exceeded our expectations. Having achieved a 820% increase in traffic and a 577% increase in leads in just 2 years with the assistance of HubSpot's marketing software, it's safe to we're looking forward to exploring the possibilities with their new sales technology.

Help us spread the word: 

Hands on With the Brand New @HubSpot CRM (via @impactbnd) [Tweet This]

Everything you're dying to know about @HubSpot's new #CRM: (via @impactbnd) [Tweet This]

The inside scoop on @HubSpot's brand new #CRM announcement - (via @impactbnd) [Tweet This]

For more information of the HubSpot CRM and Sidekick, follow the link below.

Free Assessment:

How does your sales & marketing measure up?
Take this free, 5-minute assessment and learn what you can start doing today to boost traffic, leads, and sales.

Related Articles

HubSpot vs WordPress: Which is Better for Your Business Website?

January 11, 2024
Vin Gaeta Vin Gaeta

HubSpot Updates: New Tools and Features to Kick Off 2024

January 8, 2024
Jessica Palmeri Jessica Palmeri

How a Remodeling Company Tamed Its AR Problem with HubSpot

December 18, 2023
John Becker John Becker

HubSpot Update November 2023; New Tools Bring Cautious Excitement

November 8, 2023
Jessica Palmeri Jessica Palmeri

HubSpot Update September 2023: What’s New from INBOUND

September 13, 2023
Jessica Palmeri Jessica Palmeri

HubSpot Pricing: Your Guide to Everything HubSpot Costs

August 24, 2023
Will Smith Will Smith

How To Measure The Trust You've Built With Your Audience (with template)

August 7, 2023
Marcus Sheridan Marcus Sheridan

HubSpot CRM Review — Pros and Cons

July 24, 2023
John Becker John Becker

Track These 5 Inbound Marketing Metrics to See Better Results

October 31, 2022
John Becker John Becker

Can HubSpot Help My Retail Business Grow?

July 31, 2022
Joe Bachir Joe Bachir

Get More Out of HubSpot Reporting With a Third-party Tool

July 9, 2022
John Becker John Becker

4 Keys To An Effective HubSpot Strategy in 2022

April 22, 2022
Carina Duffy Carina Duffy

Using They Ask, You Answer in Customer Service

April 1, 2022
John Becker John Becker

Is The HubSpot Free CRM Actually Free?

February 18, 2022
Joe Bachir Joe Bachir

Ultimate List of HubSpot Pros and Cons

January 8, 2022
Carina Duffy Carina Duffy

How To Optimize Your Marketing Automation Workflows With HubSpot (Tips)

November 12, 2021
Kimberly Marshall Kimberly Marshall

Top 13 Inbound Marketing & HubSpot Solutions Partner Program Agencies for 2022

October 29, 2021
Kimberly Marshall Kimberly Marshall

HubSpot Sales Hub: 18 Things Every Sales Rep Should Know How to Do (+ Videos)

October 28, 2021
John Becker John Becker

INBOUND 2021 Recap: Takeaways, Speakers, and Lessons Learned

October 25, 2021
John Becker John Becker

Need a HubSpot Admin? Here’s How to Find and Hire the Right Candidate

October 22, 2021
John Becker John Becker

How to Get Sales Reps to Use the HubSpot CRM

October 18, 2021
Kimberly Marshall Kimberly Marshall

HubSpot and Data Privacy: How to Collect Contacts the Right Way

October 4, 2021
John Becker John Becker

INBOUND is Fast Approaching, Google Leads are Syncing, and Workflow Actions are Placeholding [Hubcast 275]

September 23, 2021
Carina Duffy Carina Duffy

How to Know When You’ve Outgrown HubSpot Sales Hub Starter

September 23, 2021
John Becker John Becker

How to Get the Most Out of Your 2-Week HubSpot Free Trial

September 13, 2021
John Becker John Becker