Sep 6, 20232:20 PM - last edited on Sep 24, 20232:29 AM by kvlschaefer
HubSpot Employee
[Closed] AMA - Ask Us Anything About Sales Hub
Hi HubSpot Community,
I’m Alex! I’m a Senior Product Marketing Manager for Sales Hub here at HubSpot. At INBOUND, we announced some new and exciting features for Sales Hub, including personalized sales engagement tools, smarter sequences, new deal management capabilities, advanced analytics/reporting, and more.
We all know that in todays’ macroeconomic environment, selling is becoming more challenging and complex than ever before. Sellers are putting even more effort to meet quotas and close deals, but are now facing a productivity problem due to fragmented systems. More time is being spent on administrative tasks than actually selling. With these new Sales Hub features, we’re enabling your teams to consolidate all their sales data, tools, and teams together on one single platform, from prospecting to close.
We want your teams to work smarter, not harder. That’s why we’re thrilled to invite you to our upcoming AMA where we answer all your questions regarding our features in Sales Hub.
Our AMA will take place right here in the Community forum from September 11-22, 2023.
Not sure what to ask? Here are a few sample questions:
How does this feature assist in managing and tracking communications with leads?
Do your prospecting features offer types of customization and automation for sales outreach?
Can I set notifications and reminders for follow-ups on important lead interactions?
Will there be any AI-driven insights or recommendations for my prospecting strategies?
What are some of the new reporting features that you’d recommend?
What are some use cases of customers who’ve used these features?
Hope you’re all excited about this as much as we are! Feel free to drop your questions in this thread and a HubSpot Expert will be back with a response 🙂. Looking forward to hearing from you!
Hey Adam! At the moment, CRM records can only be filtered by properties specific to that object on those index pages (e.g. Contacts > Contacts).
However, one way to solve for this would be to create an active contact list that uses lead properties as filters, and then filter your contact index pages in the CRM by 'list membership'.
Also worth mentioning that the leads tab in the prospecting workspace can also be filtered by lead stage!
I am looking for some sort of Hubspot URL containing an AI nutrition label for ChatSpot AI (see below) or other means of providing the reader with some sort of transparency to how the AI works in terms of processing chat user personal data. My company can’t reasonably be expected to describe or represent this.
1. The prospecting tool could be used for both inbound and outbound leads. For inbound leads where you are gathering leads from non-sales activities like forms, you can set up workflows to automatically create leads and associate them with a contact when the contact reaches the MQL lifecycle stage.
For outbound leads reps generate pipeline manually by finding and engaging prospects. You can create them via a contact or company record or even by a bulk import.
2. Lead assignment should be inherited from the contact or company assignment. Two scenarios:
Contact/company was already in CRM and assigned to a user
In this case, when the lead is created it's immediately owned by the contact/company owner
Contact/company is brand new
They'll want to assign the company/contact first, then the lead will be assigned to that person
Hi, My name is Fiaz Ahmed. I want to learn about marketing methodology and search engine optimization. I want to ask that why in gulf countries could not reply or check email's on daily basis. Recently i am working with a Riyadh base designing and production firm. I have execute more than 100 mails to leads. But only 2 or 3 person's reply or check the mail.
@Fiazy87 Hey Fiaz! This sounds like it might be a Marketing Hub question. Are you referring to a feature in Marketing Hub here? Want to make sure I can get you to the right place.
@adamlfoster Hey Adam! Great question. On your contacts view you are able to filter on Lead Status for those contacts. For disqualification you should be able to create a custom report using the new leads object. To see leads associated with contacts, a custom report should help you there as well. I made a quick one that showed contacts and count of leads associated with each contact. Let me know if this helps!
This is not the case. Lead status has been around for a while. What I am referring to is the new 'Lead' object. It would be great to be able to filter deals based on their association with the new lead object.
I would love to learn more on how I can use tags to better create workflows and put together more segmented lists. I work for a real estate agency that specialized in Texas land, and we are looking to segment based on property type and county. For instance, someone may be looking for land that's 1-5 acres in Caldwell County to build a house on. What would be some tag options to help better finetune these lists and how could they be utilized for a work flow?
Hey there! Deal tags aren't useable in workflows, but the criteria you can use to create a tag (a visibile "sticker" on the deal board) and enroll a deal in a workflow are identical!
For your use case, I can think of a few cool use cases:
Tags or workflows based on the size of the property someone is looking for (assuming that bigger properties are worth more, or might take more work to get the deal done)
Tags or workflows based on county or groups of counties. These could alert specific people in your agency if you're organized geographically, and help you visualize deal geography on your deal board.
Tags or workflows based on urgency or the nature of the client. For example, "Looking to close soon" or "exploring relocating"
MMS for SMS - when will that be rolling out? This is an essentail marketing function you can get with SAKARI and TRUMPIA, that will work through a wrokflow in HubSpot. However, reporting and tracking is still hit or miss when it comes to these campaigns. Is this on the roadmap?
@JStriker1 I would check with your CSM here. They should be able to track down the right person on the Marketing Hub side of things to get you some answers. Let me know if you aren't sure who that is and I can get you connected.
Not really a question about anything current, but I didn't see anything on the roadmap for quotes or the product library. Are there any improvements planned for 2023 or 2024? Right now product search is lacking and so is the overall quotes system.
Hey @JacobD great question. Have you checked out Commerce Hub? There are some good features/resources there that might be of help. If that doesn't help I can see about connecting with someone on the Product/Marketing team to get you an answer here. I am not sure what they have planned in terms of the roadmap.
Having just spend some time catching up with the prospecting workspace and the new Leads Object, my first impression is...
Full disclosure, I am not a sales person, so maybe I am just not the target audience. From an admin and data management point of view, I am a bit befuddled and am seeing more problems/challenges being created than solved - but happy to be proven wrong. So here some of my initial questions...
The prospecting tools is only available for paid Sales Pro & Ent seats. Will anyone with a paid seat get Prospecting access.
I couldn't see anything about Prospecting in the Sales user permissions options. Does this mean it is an all or nothing access?
Will every user with the appropriate contact permissions see the "Leads" object in the right-hand sidebar, even if they don't have a paid sales seat. I am asking this because seeing something like this - which is new, sounds familiar (lead as in contact lifecycle stage) but is something different and separate, that I then can't see or access - will be loads of fun for admins of portals with 50+ users
Even though it is called a Lead Object and is shown as such in the data model overview it isn't showing up objects overview dropdown.
Is that an oversight,
intentional,
or not part of the BETA?
Drilling into the Lead Object in the data model, this is showing a fair number of properties but there is no Lead object to be found in the properties setting dropdown. This all makes me assume the Lead Object is more of a "tag" (for lack of better word) rather than an actual self-contained and independent object (like a deal or company). If a log a note or schedule a task these get logged against the contact and company, but not against the Lead Object.
Then again we have the option to create Lead-based workflows - yeah for that. So it is an actual object, it just doesn't get shown everywhere where all other objects are shown?
We then have lead stages within the lead object, which are very reminiscent of the good old Lead Status property.
I have worked with a fair few customers who during my time as a HubSpotter and now, who have the come up with custom lead status, workflows, etc. to build a process that works. Now it seems like we will have to start from scratch, or at least replicate a lot of that work, if we the prospecting feature is to be tested, or we simply ignore it.
If I want anything that happens in those lead stages to reflect back into the contact record - i.e. Lead Status, I need to create the appropriate automation from scratch.
Even though Prospecting requires me to define which contact becames a Lead Object, the feed still shows information on all the contacts I interact with, which I kinda a get but is also odd.
I did watch the Admin HUG recording from a few weeks back, and although I would agree that the prospecting experience wasn't amazing, I am not sold on the new prospecting feature either. It does look good/new/interesting/better than the wee old contact record - if I could customise the record tab or embed charts, visual queues, etc. at object record level - i.e. Lead Status Progress bar, red flag if last contacted falls outside specified time period, etc. it would feel more beneficial to me, personally.
Right now this feels less like OMG this is the best thing since scliced bread and more like it will cause confusion and ....
Found my comment helpful? Great! Please mark it as a solution to help other community users.
@franksteiner79 Thank you for such a detailed question! I am getting you a good response shortly, but wanted to let you know that we are working on it 🙂
Sep 13, 202310:30 AM - edited Sep 13, 202310:30 AM
Participant
[Closed] AMA - Ask Us Anything About Sales Hub
The Prospecting page is great. I just have some questions/ comments:
1. Automation exists for current Stages, but if you add a new stage there isn't an automation description next to the new stage, or a way to set it up from the Lead Object view. I'm assuming automation is still feasible with a workflow, it just wouldn't have a description on the Lead Objects page (under Property Settings)?
2. How is the Lead Label (Hot / Warm / Cold) determined? Is there a way to automate this based on our current Lead Scoring setup (using custom properties on the contact level)?
3. There isn't a way to create a new section within the stages. (Not started, In progress, Qualified, or Unqualified.) Where would contacts that get moved to Nurture go in this funnel? (i.e., where they are put into a DRIP Campaign and the Sales rep is not currently working them, so we want them out of their Prospecting view.)
4. How does a contact leave the Lead Pipeline? What happens when a deal becomes Closed Won?
5. It would be great to be able to view the Lead Object on the main Contact page. Currently, if you Edit the Column there isn't an association checkbox for Contact -> Lead.