Get Started with Sales Hub Enterprise

[NikoRivas]

Congratulations on taking your sales team to the next level with HubSpot’s most powerful and flexible sales software, Sales Hub Enterprise! Learn to leverage your new advanced tools and features to increase productivity and close deals faster.

Before learning about the advanced functionality available in Sales Hub Enterprise, check out these guides:

• Get Started with Sales Hub Starter
• Get Started with Sales Hub Professional

Continue on to learn more about how to unlock the most value with HubSpot’s Enterprise-level Sales tools!

Predictive Lead Scoring

• Take the manual work out of lead scoring and use predictive lead scoring to automate your lead qualifying process. Predictive lead scoring uses machine learning to help you prioritize the best leads based on thousands of data-points. As time progresses, the system grows smarter, creating a self-optimizing lead scoring system.

Leverage Advanced Permissions and Team Functionalities

• Restrict a property so that only specific users and teams can view or edit the property's data on records using Field-Level Permissions
• Create a team hierarchy with HubSpot’s Hierarchical Teams by nesting teams under each other to organize them. Teams above others can see everything owned below them, but the teams under can't see everything owned by the team above them.
• Set up advanced Asset Partitioning to limit access to content, data, and more so only the right teams and users can view and edit them. Enterprise accounts unlock asset partitioning for advanced tools including: campaigns, dashboards, reports, properties, email, form, workflows, and more!
• Enable single sign-on (SSO) to give your team members one account for all of the systems your business uses.

Lead Form Routing

• Use forms to qualify leads and book meetings in real time with lead form routing. Redirect visitors to different meeting scheduling pages, HubSpot pages, or external URLs based on conditional information from their form submission. 

Custom Objects

• If your company's data doesn't neatly fit into the CRM Object categories such as contacts, companies, or deals, then you can create and use Custom objects to give you the flexibility to structure your CRM data the way you want to use it. If you’re using Salesforce, you can map Salesforce custom objects to HubSpot custom objects.

Conversation Intelligence

• Turn on Conversation intelligence to leverage AI to automatically record, transcribe, and analyze hours of sales calls. This Ai will identify keywords and conversation topics so you’re able to efficiently locate the most important parts of your sales calls and then jump to and analyze them.

Sandbox

• Set up a Sandbox account to test functionalities without impacting your main HubSpot account

Enroll Contacts in Sequences via Workflows

• Automate sequence enrollment and unenrollment with contact-based workflows based on targeted criteria. 

 Take Your Reporting To The Next Level

• With deal journey analytics, measure how your content has an impact on new deal opportunities, and analyze what works best for progressing deals through your pipeline.
• If you provide recurring services or products in HubSpot, use recurring revenue tracking to analyze how much revenue you’re generating in a specific timeframe, and to better understand how renewals, upgrades, downgrades, and churns are impacting revenue.

Check Out this Blog Post introducing Sales Hub Enterprise

• Introducing the New Sales Hub Enterprise