Unless you’ve been hanging out in the Mariana Trench, I’m certain you’ve caught wind of AI, whether it be through your LinkedIn or in the headlines. But, with all this talk about AI, what are the advantages to actually using it in Sales, and what’s HubSpot’s POV?
Well, advancements in AI are already refining the world of work as we know. In fact, forward-thinking companies are already catching up with the AI train by leveraging similar technologies to Open AI’s ChatGPT. In a HubSpot AI survey, we found that 71% of sales professionals say AI/automation tools have impacted how they plan to sell in 2023, with 60% saying these tools are important to their overall strategy.
That’s why with all the given accelerating complexities of doing business in a digital first world, it’s crucial for your sales teams to master the art of leveraging AI effectively. You won’t just save precious time and resources, but you’ll also be transforming the way you serve and interact with your customers.
In this community blog, we’ll explore some of HubSpot’s AI features along with their use cases, and provide insights on how you can effectively leverage them for your business. While we’re mostly covering Sales Hub here, we’ll touch on some other cool AI features you may want to explore.
Prospect smarter with ChatSpot
ChatSpot is the AI-powered LLM assistant tailor-made to help you research smarter. ChatSpot gives you access to unique insights based on real-time data, company research, and prompt templates all under one roof. Designed with sellers in mind, ChatSpot generates intuitive responses in the best way for you to take action.
Craft AI-powered, compelling cold emails
We understand how disheartening it can be to send hundreds to thousands of cold emails that never really catch the eye of prospects. While emailing is an effective way for sales reps to reach out to leads, the way you do it can largely change the impact of your outreach.
Lucky for you, we have the tools you need all within your HubSpot portal. Using HubSpot’s AI Assistant for email writing, you can auto-generate beautifully crafted personalized emails that save you more time than you typically spend when composing emails manually.
All you need to do is briefly state the subject and tone of the email, and viola! From there, it will automatically generate a draft for you directly within your Gmail or Outlook. Better yet, you can easily design, draft, and even track your emails within the platform or even when you’re on the go.
No more blankly staring at your screen wondering what to write after the “Hello [Name],” and saying hello to powerful email bodies and CTA’s that are done for you.
Learn more about HubSpot AI Assistant for email writing
Build Reports with HubSpot AI Assistant
You can now build beautiful reports for your sales teams by leveraging the power of AI**.** HubSpot’s AI Assistant can help you streamline and automate the reporting process all within your portal and at the click of a button.
This will be a game-changer in transforming the way your teams compile, analyze, and visualize data. Within the reporting section of your HubSpot portal, you have the option to generate reports from a template, from scratch, or single object view using AI.
If selecting ‘single object view using AI,’ our AI Assistant will ask you to fill out a box about the report you’d like to build, then automatically generate a report for you. However, it doesn’t stop there. You have the flexibility to create and customize by configuring your custom properties, such as adjusting the date range, report type, and chart style. Once you’re satisfied with your report, simply click ‘save,’ and a report is built for you. Additionally, when saving a report, it will prompt you to create a description for your report. You can utilize an AI Assistant to auto-generate a descriptive summary, to ensure your team members have a clear understanding of the report they’re viewing.
Powerful Insights with AI Forecasting / Predictive Sales Forecasting
Virtually in every decision you make during the sales process, sales leaders consider some kind of forecasting. Sales forecasting can be a pain when figuring out the right technique, that’s why it’s important to use the best one that’s right for your business. With Sales Hub Enterprise’s AI forecasting, you can take your forecasting game to the next level.
AI Forecasting in HubSpot has never been made so easy. In the Forecasting section of your Portal, you can gain access to a holistic and consolidated view of your entire pipeline right within your portal. By leveraging predictive AI-technology it taps into your historical data to forecast future sales. Through this feature, it provides you with historical snapshots, weighted sales pipeline, categorized data, and customizable filters. With all these tools all within your reach, you can achieve real-time accuracy in predicting future sales performance, identify bottlenecks within pipelines, and maintain a clear grasp of your current position, all without ever losing track of your ongoing sales activities.
No more guessing, and human errors. With our powerful forecasting features, we empower your sales teams to attain actionable insights, further enabling them to supercharge predictable revenue growth and tailor their approach for your customers.
Mobile Prospecting
Prospecting doesn’t stop at your desk. With HubSpot’s mobile app, sales reps can easily generate emails using HubSpot’s AI Assistant that is now available on mobile. Now you can take a proactive approach to your prospecting efforts, and ensure that you’re sending emails wherever, whenever. By extending our tools to the HubSpot app, sales reps can now do all their prospecting work on the go.
Customer-Centric Success
At Hubspot, we put our customers at the heart of everything we do. When using HubSpot AI, you’re not just enhancing your tech stack within your CRM, but you’re forging genuine connections that leave a lasting impact on your customers.
CTA:
To learn more, watch this video on an overview of our new AI tools and features, or head over to this page here.