In our sales enablement series, we’ll be focusing on properties that will help your sales team sell better!
“The number that shows qualification of contacts to sales readiness. It can be set in HubSpot's Lead Scoring app.”
In order to use this property, you’ve got some work to do! You need to get lead scoring set up in HubSpot, but before you even do that, you need to get on the same page with your sales team about what your lead scoring criteria should be.
This is the ultimate sales enablement property because you have to do sales and marketing alignment to be able to even use it in the first place!
Great properties to use in tandem with HubSpot Score: Lifecycle Stage (advance lifecycle stage based on HubSpot score), Persona, Likelihood to Close.
"Many (if not all) of our clients need the ability to attribute multiple owners to Contacts, Companies, and Deals in the CRM.
In our case, we have multiple people working on the same deal. Currently, all I can do is filter the deals by the HubSpot owner but I would love to be able to track the ROI of individual salesmen but I get incomplete data right now because they might have worked on part of a quote that was assign to someone else because we cant add multiple users."
This problem shows up when you set users so that they can only see their assigned contacts and unassigned contacts.
The current workarounds (not setting a user or just not working in a team) are... less than satisfactory. It would be great to hear when this change comes.
The other workaround is adding additional custom properties for different types of owners. This is limited at best.
This Episode’s Sponsor: IMPACT Live
This week’s Hubcast is brought to you by IMPACT Live. Will we see you there??
[In Beta] Local Defaults available for personalization tokens in the Rich Text Editor
“Each personalization token within a rich text module can now have an individual local default.”
TL;DR - you’re going to get an updated HubSpot Insights window in Salesforce with filtered views, more streamlined property syncing, and Salesforce users will need a HubSpot login to view any HubSpot data.
[Now Live] Upload Multiple Files at once to your Forms
“You can now upload multiple files at a time to one file upload field within a HubSpot Form.”
[Now Live] a Roundup of All the Fresh New Features and Updates Now Available in Sales Hub
Check out all of the updates here. There are improvements to Messages (set Office Hours for live chat, display typical response times, toggle availability on and off, and get notified and response to a message in Slack).
The addition of Recommendations allows you to batch enroll contacts into Sequences and recommends updates to optimize them.
Last but certainly not least, HubSpot released the Quotes feature in the Sales Tool - allowing you to create and send customized quotes to contacts - and it even integrates with Stripe for payment!
And now for the one we’ve all been waiting for…
[Now Live] HubSpot Service Hub
“With the addition of Service Hub, HubSpot now offers a full front office solution. Customers will have one view of the customer across sales, marketing, and service and have everything they need to go from funnel to flywheel.”Learn More
The new tools within the Services Hub include: Conversations, Tickets, Knowledge Base, Customer Feedback and Service Hub Reporting.
This product launch shows HubSpot’s shift into the #CustomerLove space.
Their new “flywheel” diagram is centered around customers being the key to better marketing (watch the video here), replacing the traditional sales and marketing funnel.
Until Next Time
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Until next time. This is Carina Duffy & Marcus Sheridan saying to you, go out into the world and do some happy HubSpotting!