Customer Success Team Resources

Por: HubSpot Employee
HubSpot Employee

Get Started with Sales Hub Professional

Get Started with Hubspot Sales Pro

HubSpot Sales Pro is a powerful tool that helps salespeople keep track of their interactions and activities with prospects and customers. It enables them to build stronger relationships with their customers, which is crucial for driving business growth. By better understanding their customers, salespeople can keep the flywheel turning in the right direction and drive growth for their company.


Sales Pro is a next-level sales acceleration platform that helps sales teams close more deals with the right customers in less time. Sales Hub offers three tiers to fit every need, and although they all provide similar benefits, the Professional tier is designed for a more established team that is ready to go with multiple sales reps.


Sales Pro boasts several key benefits, including the automation of sales processes, increased productivity, enabling data-driven decisions, and supporting teams with resources and community.


Some of the main benefits and ways to get started using Sales Pro:


Automate Your Sales Process

  • Create unlimited Templates to help drive team efficiency.
  • Easily connect with potential customers using automated email sequences and customized contact lists that are integrated with HubSpot's CRM. This ensures that you never miss a chance to engage with a lead.
  • Automate tasks and reminders to ensure your sales process stays on track and nothing slips through the cracks.
  • Track deals through the entire sales process.
  • Collaborate with teams across multiple pipelines.

Increase Productivity 


Coach and Scale your Team

  • Coaching playlists can be a game changer when it comes to training and development by allowing you to use them for onboarding new hires, helping individuals with ongoing skill development and internal team training.
  • If you're a user with an assigned Sales Hub Professional or Enterprise paid seat you can use Conversation Intelligence (CI) to transcribe and analyze recordings. This enables you to coach your team more effectively and gain valuable customer insights from the recordings and transcripts. 
  • With the playbooks tool, you can create interactive content cards displayed in contact, company, deal, and ticket records. When speaking with prospects and customers, your team can reference these and create standardized notes.
  • Set up HubSpot's business forecasting tool, to allow sales reps and managers to submit a custom forecast for the month or quarter. With this you can keep track of your team's progress towards their goals.

Enable Data-Driven Decisions

  • Sales data provides valuable insights to help improve your sales strategy and close more deals.
  • Gain access to robust reporting features and dashboards that provide real-time insights into all areas of the sales process, helping highlight areas for improvement.
  • Sales directors and reps can gain greater visibility into their sales data through a straightforward dashboard and customizable reports. This allows teams to make more informed decisions about their sales strategies.
  • Leverage the Target Accounts tool to gain detailed insights into prospects. This is essential for creating and maintaining conversations with prospects using an ABM strategy for growth.

Hubspot Supports your team with Resources + Community

HubSpot Sales Professional is a great solution for businesses looking to elevate their sales efforts. Leveraging HubSpot’s automation, analytics, and efficiency tools will help drive alignment within your sales organization and help take your sales to the next level.