HubSpot Sales Hub Features Simplified 101

on CRM Automation, Funnel Analysis, HubSpot, Marketing Analytics, Marketing Automation, Marketing Cloud, Marketing Dashboards, Sales, Tutorials • September 1st, 2021 • Write for Hevo

HubSpot Sales Hub

Everyone loves HubSpot, and statistics showed how much people use the platform as their primary Marketing Automation software. According to Statista, HubSpot has the largest Market Share among Market software companies in the USA, with 29.3 percent of the total Market Share. HubSpot is followed by Adobe Experience Cloud and Oracle Marketing Cloud with 11.99 percent and 8.55 percent total Market Share, respectively. This is quite an impressive result, seeing that the figure is only slightly higher than that of the other two solutions combined.

This article will guide you through the HubSpot Sales Hub features. You will get to know about HubSpot and HubSpot Sales Hub with their key features. You will also explore various HubSpot Sales Hub Plans. At the end of the article, you will have in-depth knowledge about the HubSpot Sales Hub and you will be in the position to choose the best HubSpot Sales Hub plan that suits your organization. Let’s get started.

Table of Contents

Introduction to HubSpot

HubSpot Logo
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HubSpot is an inbound Sales and Marketing software that assists businesses with attracting customers, converting valuable leads, and close deals. HubSpot tools can host websites and landing pages, manage business interactions between leads and customer service, email sequence and the most popular among users, and create blogs to analyze campaign success and track client behaviors. 

The automation software has many tools to make a difference in each part of your business journey. These tools are separated into “HUBS”. Depending on your needs, they can either be purchased separately or purchased as a combined entity. The good thing about buying these tools together is that they work together to provide you with a complete set of tools that can make a difference in your Marketing, Customer Support, and Sales team. 

HubSpot Tools
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Here are the tools available on HubSpot:

  • HubSpot Marketing Hub: This is the tool you need to carry out a Marketing campaign that will interest your current and potential clients – it attracts, engages, and enchants your clients. Besides, it gives you all you need to create unique content, deliver it to the right audience and convert leads to customers. It includes Landing Pages, Emails, Blogs, Social media, Search Engine Optimization, Marketing Automation, and Analytics. 
  • HubSpot CRM: This is the tool that assists businesses with organizing and tracking leads and clients. A free tool that saves your brand from using spreadsheets and other untidy apps to manage contacts. It includes User Contact Information, Activity Tracking, Pipeline Visibility, syncing capability with Gmail and Outlook, and Chat in real-time with customers and leads. 
  • HubSpot Service Hub: This tool makes it less difficult to connect with clients and manage client relationships. It includes Customer Feedback, Support Tickets, Live Chat, Knowledge Base, Reporting and Goals, Conversational Bots, etc. 
  • HubSpot Sales Hub: Here is what you will get to know in detail. The HubSpot Sales Hub, a component of HubSpot that allows businesses to manage, communicate and track leads. It helps a business Sales team to interact with clients without spending valuable time and resources inputting data or writing the same email every time. The truth is that the Sales Hub acts like it’s on steroids, consistently working and providing you with more tools than you can imagine closing deals. It includes E-Mail Templates, Free Calling, E-Mail Sequences, Meet Scheduling, and Pipeline Tracking. 

Before going into more details about HubSpot Sales Hub, let’s explain HubSpot in layman’s terms so that you can understand what the system can do. Imagine Tom is a potential lead for your business; this is how his journey will go if you use HubSpot as your Sales and Marketing automation tool.

  1. Tom finds a blog post that your business wrote on a topic from a Google search. (Marketing Hub)
  2. He decided it would be helpful to learn more about the topic and signed up for your newsletter. (Marketing Hub)
  3. HubSpot helps you track all of your activity on your site. (CRM)
  4. You send him some helpful emails with more resources. (Marketing Hub)
  5. Your Sales team receives Tom’s data as a potential lead. (CRM)
  6. Your Sales team reaches out to Tom via phone and email. (Sales Hub)
  7. Tom schedules a demo to learn more about your business and products or services. (Sales Hub)
  8. He makes a purchase. (Sales Hub)
  9. Tom has a question about his purchase and how it works. (Service Hub)
  10. He looks on the online Knowledge Base and then chats with your Support team. (Service Hub)
  11. He has a great experience with your company and raves about it online.
  12. His friends are intrigued and come to your site to make their purchases.

I know right, it’s as simple as ABC!

To know more about HubSpot, visit this link.

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Introduction to HubSpot Sales Hub

HubSpot Sales Hub Logo
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A study according to HubSpot discovered that on average, Salespeople spend the most time communicating with customers through emails with 21 percent, updating data onto a CRM software with 17 percent, conducting research (17 percent), client call setup (12 percent), and meeting attendance with 12 percent. All of this spent on other use cases leaves them with about 34 percent of their time selling their product or services. 

With HubSpot Sales Hub, you can solve these time-wasting problems as this feature offers a wide range of tools on an intuitive platform. HubSpot Sales Hub can help you grow your brand with no stress while taking care of everyday tasks so your business can pay attention to more important things. It gives your team the autonomy to navigate the user-friendly GUI and enjoy their job in the process. 

HubSpot Sales Hub features can be segmented into four parts as they help your team:

  1. Communicate with prospects.
  2. Create strong relationships with new clients.
  3. Manage Sales pipeline.
  4. Connect with leads from anywhere around the world.

Before going into more details about the plans of HubSpot Sales Hub, you need to know about the key features associated with HubSpot Sales Hub.

Key Features of HubSpot Sales Hub

HubSpot Sales Hub has gained wide acceptance in the market. Here’s a look at the key features of the HubSpot Sales Hub that makes it unique from its competitors:

1) Sales Analytics and Reporting

One of the most important features is that it helps to combine all of your data in one piece to provide you with complete visibility into the end-to-end Sales Progression, Pipeline Performance, and Data Analytics. With this feature, your Sales and Marketing team has everything at their disposal to forecast deals, funnel reports, get reports on Sales activities, deal pipeline waterfall reports, report on changes in deals history, and many more. This feature furnishes your team with more time to action key business processes with the right data insights. 

2) Sales Automation

With this feature, automation of the Sales process becomes more accessible. Your team will spend less time carrying out tedious processes while focusing their attention on the needed tasks. One thing is for sure with this feature is that your team will never miss a lead. Likewise, follow-up is more straightforward with Sales Hub, which means that your team only requires a couple of seconds to respond to leads or set up prospective calls. Moreover, they can set up a sequence of personalized electronic mails to prospective or current customers. 

3) Contact/Lead Management

Your team also gets access to manage your contacts or leads straight from contact records. With this feature, your team can add company and contact information, automatically store Sales activities, and update records with just a few clicks. Also, your team can segment and nurture contacts based on CRM data and automatic scoring of leads. 

4) Account-Based Marketing

With HubSpot Sales Hub, your Sales team can collaborate better with data collected from the platform and track progress for every account in real-time. Its reporting feature makes it easier to analyze reports so that your team can focus on employing strategies that bring changes. The platform likewise allows tools customization and lets you create workflows that assist with building deeper, long-lasting relationships with customers. 

5) Pipeline Management 

HubSpot Sales Hubs also provide more powerful pipeline management with important project management integration. The platform offers features like adding deals, assigning a task for team members, customizing their pipeline to match the Sales process, tracking team progress, and diagnosing the pipeline health while on the CRM platform. This gives your team all they need to strategically plan their subsequent steps and stay relevant in your business industry when finding leads and, most importantly, closing deals. 

6) Practical Tools

With this tool, your team can easily integrate their emails with HubSpot. With this feature, your team gets notified when their emails are being read or when their leads are on the site, and even the leads’ actions and behaviors.  

Besides, the platform comes with a one-click calendar integration to make call booking easier for leads. Your team can make phone calls and get call transcription added to their contacts timelines for easy access. 

7) Comprehensive Integration 

With HubSpot, you can integrate with third-party applications to boost the function of the CRM. For example, if your business works with Salesforce and HubSpot, your team can trade data between these platforms. 

You can also check out HubSpot’s integration library. It shows which application can be added to your hub to make it more robust. 

To know more about HubSpot Sales Hub, visit this link.

HubSpot Sales Hub Plans

HubSpot Sales Hub consists of three significant plans, which are, Starter, Professional, and Enterprise. You also get a Free plan, but if you have a big team, the free plan wouldn’t be much of a great choice. Here, you will look into all of these plans’ features. Below are plans provided by HubSpot Sales Hub:

1) HubSpot Sales Hub Free Plan 

HubSpot Sales Hub Free plan
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The HubSpot’s foundation has its free Customer Relations Management where you are allowed to store all the contact data and connections with customers in a secure dashboard. Moreover, all HubSpot tools have free features to offer. 

Here’s a list of what the HubSpot Sales Hub’s free plan has to offer:

  • Live chat to communicate with prospects.
  • Conversational bots to send prospects to suitable agents.
  • Conversations inbox creates a shared inbox for emails and chats.
  • Quotes for creating Sales quotes.
  • Calling directly from your HubSpot account.
  • Email scheduling to schedule emails to be sent later.
  • Email tracking to track sent emails.
  • Email templates to create custom emails.
  • Snippets to help you answer frequently asked questions.
  • Documents to share with customers.
  • Meeting planner to plan meetings.
  • The graphical user interface dashboard.
  • Deal pipeline to keep track of deals.
  • Messenger integration with Facebook.
  • Custom properties to create your properties for contacts, companies, and deals.
  • HubSpot mobile app, features of the app include business card scanning, viewing contacts, and companies, etc.

2) HubSpot Sales Hub Starter Plan

HubSpot Sales Hub Starter Plan
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The Starter plan of HubSpot Sales Hub offers everything on the Free plan and more. It provides features like Currencies, Goal Tracking, and Quotes Creation. 

Here’s a list of what the Sales Hub’s Starter plan has to offer:

  • Live chat to communicate with prospects.
  • Conversational bots to send prospects to suitable agents.
  • Conversations inbox creates a shared inbox for emails and chats.
  • Quotes for creating Sales quotes.
  • Calling directly from your HubSpot account.
  • Email scheduling to schedule emails to be sent later.
  • Email tracking to track sent emails.
  • Email templates to create custom emails.
  • Snippets to help you answer frequently asked questions.
  • Documents to share with customers.
  • Meeting planner to plan meetings.
  • The graphical user interface dashboard.
  • Deal pipeline to keep track of deals.
  • Messenger integration with Facebook.
  • Custom properties to create your properties for contacts, companies, and deals.
  • HubSpot mobile app; Features of the app are business card scanning, viewing contacts, and companies, etc.
  • Goals to set a target for your team.
  • Currencies to add currencies to your account.
  • Rep productivity performance to see your Sales Rep progress.
  • Conversation routing to route conversations to the right Sales Rep.
  • Simple automation.
  • Stripe integration.
  • Email and in-app support.

3) HubSpot Sales Hub Professional Plan

HubSpot Sales Hub Professional Plan
Image Source

The HubSpot Sales Hub Professional plan has several functionalities like Sales Automation with Sequences, Product Library, or Personalized Videos. 

Here’s a list of what the HubSpot Sales Hub’s Professional plan has to offer:

  • Live chat to communicate with prospects.
  • Conversational bots to send prospects to the right agents.
  • Conversations inbox creates a shared inbox for emails and chats.
  • Quotes for creating Sales quotes.
  • Calling directly from your HubSpot account.
  • Email scheduling to schedule emails to be sent later.
  • Email tracking to track sent emails.
  • Email templates to create custom emails.
  • Snippets to help you answer frequently asked questions.
  • Documents to share with customers.
  • Meeting planner to plan meetings.
  • The graphical user interface dashboard.
  • Deal pipeline to keep track of deals.
  • Messenger integration with Facebook.
  • Custom properties to create your properties for contacts, companies, and deals.
  • HubSpot mobile app, features of the app are business card scanning, viewing contacts, and companies, etc.
  • Goals to set a target for your team.
  • Currencies to add currencies to your account.
  • Rep productivity performance to see your Sales Rep progress.
  • Conversation routing to route conversations to the right Sales Rep.
  • Simple automation.
  • Stripe integration.
  • Email and in-app support.
  • Workflow extensions.
  • Sequences.
  • E-Signature.
  • Deal stage, task, en lead rotation automation.
  • Smart send times.
  • Salesforce integration.
  • Required fields.
  • Custom reporting.
  • 1:1 video creation.
  • Queues.
  • Standard contact scoring.
  • Company scoring.
  • Products addition.
  • Slack integration.
  • Calculated properties.
  • Record customization.
  • ABM: Get started with Account-Based Marketing and Sales.
  • Account overview.
  • Sales Analytics.
  • Phone support.

4) HubSpot Sales Hub Enterprise Plan

HubSpot Sales Hub Enterprise Plan
Image Source

The Enterprise plan offers access to everything the previous plans don’t provide. This means you get access to Playbooks, Quote-Based Workflows as well as Phone Transcriptions. 

  • Live chat to communicate with prospects.
  • Conversational bots to send prospects to suitable agents.
  • Conversations inbox creates a shared inbox for emails and chats.
  • Quotes for creating Sales quotes.
  • Calling directly from your HubSpot account.
  • Email scheduling to schedule emails to be sent later.
  • Email tracking to track sent emails.
  • Email templates to create custom emails.
  • Snippets to help you answer frequently asked questions.
  • Documents to share with customers.
  • Meeting planner to plan meetings.
  • The graphical user interface dashboard.
  • Deal pipeline to keep track of deals.
  • Messenger integration with Facebook.
  • Custom properties to create your properties for contacts, companies, and deals.
  • HubSpot mobile app, features of the app are business card scanning, viewing contacts, and companies, etc.
  • Goals to set a target for your team.
  • Currencies to add currencies to your account.
  • Rep productivity performance to see your Sales Rep progress.
  • Conversation routing to routing conversations to the right Sales Rep.
  • Simple automation.
  • Stripe integration.
  • E-mail and in-app support.
  • Workflow extensions.
  • Sequences.
  • E-Signature.
  • Deal stage, task, en lead rotation automation.
  • Smart send times.
  • Salesforce integration.
  • Required fields.
  • Custom reporting.
  • 1:1 video creation.
  • Queues.
  • Standard contact scoring.
  • Company scoring.
  • Products addition.
  • Slack integration.
  • Calculated properties.
  • Record customization.
  • ABM: Get started with Account-Based Marketing and Sales.
  • Account overview.
  • Sales Analytics.
  • Custom objects.
  • Hierarchical teams.
  • User roles.
  • Playbooks.
  • Webhooks.
  • Quote-based workflows.
  • Recurring revenue tracking.
  • Call transcription.

Now that you know the different plans of HubSpot Sales Hub available, you now need to understand the features these plans offer and how you can make the most out of them. 

Conclusion 

One of the joys of using HubSpot Sales Hub is that it allows Sales and Marketing to unite and create a uniform and well-defined selling system for your business. For instance, with CRM, you get access to tools that reduce friction and customize your Sales process. 

Moreover, you can quickly adapt the system through the HubSpot Academy and Knowledge Hub. This is where your team gets access to free training materials and guides that enable them to onboard. With an easy-to-use GUI, you get access to everything you and your team need. 

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Share your experience of learning about HubSpot Sales Hub in the comments section below!

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