Building Sales HubSpot Pipeline: 5 Easy Steps

on Activate, Automation, CRM Automation, Data Driven, ETL, Funnel Analysis, Hevo Activate, HubSpot, SaaS, Sales Analytics • August 9th, 2021 • Write for Hevo

HubSpot Pipeline

In this modern era, running a business is not an easy task. When it comes to revenue forecasting, growth planning, and being prepared for whatever comes your way, having an accurate measure of how much business may be going your way can be a tremendous help. The sales pipeline is one such approach that can be of utmost help in such scenarios.

Most modern organizations and businesses are utilizing the Sales Pipeline to get real-time insights about the Sales and evaluate their businesses. Moreover, there is also Pipeline Management software that can assist you in identifying and resolving issues in your sales process.

This article will give you a comprehensive guide to Hubspot and Sales HubSpot Pipeline. You will get to know about the key features and benefits of Sales HubSpot Pipeline. You will also explore the methodology to create a Sales HubSpot Pipeline in 5 easy steps. At the end of this article, you will be in the position to create your own Sales HubSpot Pipeline. Let’s get started.

Table of Contents

Prerequisites

This is what you need for building a Sales HubSpot Pipeline:

  • An active HubSpot account.
  • Working knowledge of ETL (Extract, Transform, and Load) Pipelines.
  • Working knowledge of CRM Softwares will be an added advantage.

Introduction to HubSpot

HubSpot Logo
Image Source

HubSpot is a Software as a Service (SaaS) company founded by Brian Halligan and Dharmesh Shah in 2006. The company focuses on developing an Inbound Marketing and Advertising Software Package.

Many businesses still believe that traditional advertising and paid online advertising are the best ways to spend their time and money. However, HubSpot’s focus was on incorporating Inbound Marketing tactics into the firm’s promotional plan. HubSpot believed that this technique should be implemented in every modern organization to optimize the workflow.

Key Features of HubSpot

HubSpot combines Marketing, Sales, and Service to give agencies everything they need in one place, all based on the Inbound Marketing and Advertising Strategy.

A Marketer has an access to a plethora of tools that they can employ on a regular basis. However, the advertising tools must satisfy the below 3 exclusive traits:

  1. It should boosts Productivity.
  2. It should integrate with the company’s Software Stack.
  3. It should help Marketers make the most of their time.

HubSpot Marketing Hub incorporates extraordinary features for all sizes of the firm. Here are the top 6 key features of the HubSpot Marketing Hub:

1) Free CRM 

HubSpot CRM (Customer Relationship Management) is one of the standalone features that make most of the advertising hub capabilities. The CRM is the heart of HubSpot and it’s completely free. 

With HubSpot’s free CRM, users get the right of entry to behavior monitoring records through one-of-a-kind HubSpot objects. Those objects are contacts, businesses, offers, and tickets.

2) Landing Pages 

Landing pages are an important element of any advertising and marketing strategy, and the ability to create them fast without involving designers or developers is a huge time saver.

3) List Segmentation 

In HubSpot, you can create lists, which might be organizations of contacts to your Database that are alike, based totally on the standards that you have dictated. You can organize those contacts based on a ton of various things like page views, lead score, interactions with emails, some of the interactions, form fills, final pastime, or any of the residences that you are storing to your contact data. 

4) Paid Ad Tracking

HubSpot’s advert integration allows Marketers to analyze the performance of their Linkedin, Facebook, and Google Ads. 

While the CRM tool doesn’t update your Google Analytics account or social profiles for dealing with the advertisements, however, it creates day by day overall performance metrics, preservation, and attribution less difficult and more digestible, specifically for customers not fully skilled on an ad platform like Google. 

Moreover, HubSpot CRM offers ad records and attribution to all of your groups at the same time as increasing your visibility into what’s virtually driving conversions and sales.

5) Social Media Integration and Management

HubSpot integrates with Linkedin, Instagram, and Facebook, allowing users to link a few bills across systems, making it simple to plan and post agendas. Posts may be drafted, edited, and scheduled properly from the inner HubSpot. 

6) Dashboards

Reporting is an important part of any marketing team’s job, and most Marketers will need to employ a handful of platforms to keep track of their entire buying cycle, customers, and advertising engagements. However, if your entire team is utilizing HubSpot, you can also complete your reports from the same platform.

To know more about HubSpot, visit this link.

Key Benefits of Hubspot

HubSpot is an all-in-one platform that offers numerous benefits. Some of the key benefits of HubSpot include:

  1. Hubspot is an all-in-one platform.
  2. Hubspot provides everything a Marketer requires to stay on task.
  3. Hubspot’s analytics is quite good.
  4. Hubspot’s SEO features are also good.
  5. Hubspot offers great support.

Simplify ETL and Data Analysis with Hevo Activate

Hevo Activate helps you unify & directly transfer data from Data Warehouses and other SaaS & Product Analytics platforms like HubSpot in a hassle-free & automated manner for free.

Hevo Activate manages & automates the process of not only loading data from your desired source but also enrich & transform data into an analysis-ready format without having to write a single line of code. Hevo Activate takes care of pre-processing data needs and allows you to focus on key business activities, to draw compelling insights into your product’s performance, customer journey, high-quality leads, and customer retention through a personalized experience. 

Get Started with Hevo for Free

Check out what makes Hevo Activate amazing:

  • Real-Time Data Transfer: Hevo Activate, with its strong integration with 100+ sources, allows you to transfer data quickly & efficiently. This ensures efficient utilization of bandwidth on both ends.
  • Secure: Hevo Activate has a fault-tolerant architecture that ensures data is handled safely and cautiously with zero data loss.
  • Data Transformation: It provides a simple interface to perfect, modify, and enrich the data you want to transfer. 
  • Tremendous Connector Availability: Hevo Activate houses a diverse set of connectors that authorize you to bring data in from multiple data sources such as Google Analytics, Amplitude, Jira, and Oracle. And even data-warehouses such as Redshift and Snowflake are in an integrated and analysis-ready format.
  • Live Support: The Hevo Activate team is available round the clock to extend exceptional support to its customers through chat, email, and support calls.

Users can leverage Hevo Activate to perform the following operations:

  • Create User Segments: Creating user segments allows the Marketing and Sales teams to understand how resources should be utilized for different kinds of users. This allows teams to focus on channels that convert better and maximize their Return On Investment (ROI).
  • Build 360 View of Customers: This can be used to understand each customer better and plan strategies accordingly to ensure maximum revenue. This information can also be leveraged to help Support teams prioritize Enterprise customers. Businesses can seamlessly sync all customer data into their support software and respond quicker with a holistic customer background.
  • Sync Product Data into Sales CRM: Hevo Activate can be leveraged to get all product data in the CRM tool of choice, allowing businesses to track user activity easily. Users can be segmented based on their activity, and that information can be used to improve product adoption and prevent churns.
Sign up here for a 14-Day Free Trial!

Introduction to Sales HubSpot Pipelines

Sales HubSpot Pipeline
Image Source

A Sales HubSpot Pipeline is a representation of how a prospect moves via each stage of your sales process. Prospects go through your sales funnel by completing specified actions that can be visually represented in your CRM.

The Sales HubSpot Pipeline assists Sales Representatives and Executives in forecasting sales and anticipating how many customers will close deals over the course of a certain time period.

Steps to Build a Sales HubSpot Pipeline

Before building a Sales HubSpot Pipeline, you need to be familiar with the term Deal Pipeline. Deal Pipelines assist in visualizing and predicting your sales and become aware of promoting roadblocks. Deal stages are the stairs in your pipeline that represent your income crew.

You can follow the below-mentioned steps to create your first Sales HubSpot Pipeline.

  • Step 1: Click the Settings icon in the main navigation bar of your HubSpot account.
  • Step 2: In the left sidebar menu, navigate to Objects, and then click on Deals.
  • Step 3: Click the Pipelines tab.
Choosing a Deal Stage in HubSpot
Image Source
  • Step 4: Click on Create pipeline from the dropdown menu in the Select a pipeline section as shown by the below image.
Creating Pipeline in HubSpot
Image Source
  • Step 5: Enter a Pipeline name in the dialogue box and click Create.

You should also make sure that the below criteria must be satisfied.

  • Identify Your Ideal Customer Profile and Target Market.
  • Spot Your Target Companies.
  • Find Internal Contacts and Do Research.
  • Reach out to Your Internal Contacts.
  • Segment and Work Your Pipeline.

Customizing Deal Stages for your Sales HubSpot Pipeline

To customize the deal stages in a pipeline, you need to do the following:

  • In your HubSpot account, click the Settings icon within the important navigation bar.
  • In the left sidebar menu, navigate to Objects and then click on Deals.
Customizing Deals in HubSpot
Image Source
  • Click the Pipelines tab.
  • In the Select a pipeline section, click the dropdown menu, then pick the pipeline to edit.

You can make the following adjustments to the pipeline’s deal ranges:

  • To change the order of a level inside the pipeline, click and drag the stage to the desired place.
  • To change the name of any level, click the Stage name field.
  • To view the Stage ID for a deal syncing with an integration partner, hover over the Deal and click the Code <> icon.
Customizing Deal in HubSpot
Image Source
  • To delete a level, select over the stage and click on Delete.
  • To make a new deal stage, go to Add a deal stage and give it a name, and set the win probability. Any newly created deal levels will appear in the deals view for all customers for your account.

Conclusion

Sales HubSpot Pipeline is an impressive tool that will help you apprehend your potentialities and near greater deals. With the help of Sales HubSpot Pipeline, you can supercharge your sales era efforts and make sure that your organization’s next essential possibility doesn’t get left at the desk, and determine the way to navigate and get the most out of Sales HubSpot Pipelines which can be personalized to your particular clients and business.

Visit our Website to Explore Hevo

Hevo Activate will simplify Customer and Product Analytics, hence allowing you to focus on other aspects of your business like Analytics, Customer Management, etc. This platform also allows you to transfer data from Cloud-based Data Warehouses like Snowflake, Google BigQuery, Amazon Redshift, etc. to various CRMs like HubSpot and SaaS applications for free. It will provide you a hassle-free experience and make your work life much easier.

Want to take Hevo Activate for a spin? Sign Up for a 14-day free trial and experience the feature-rich Hevo suite first hand. You can also have a look at the unbeatable pricing that will help you choose the right plan for your business needs.

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

Empower Data Analytics using Hevo Activate