As HubSpot’s annual INBOUND conference unfolds, we’re thrilled to bring you the latest updates on HubSpot’s Sales Hub. The hub is getting a refresh complete with incredible tools such as AI sales forecasting, a prospecting workplace, and more. We’ve done our best to outline all of the tools and features sales hub users will have at their disposal below, so take a look and just try to tell us you aren’t excited.
Prospecting Workspace
Associated Hubs: Sales Hub
License Required: Pro/Enterprise
Status: Public Beta
Details: Imagine a workspace that’s solely dedicated to your sales reps’ prospecting activities. This is exactly what the new Prospecting Workspace offers. It’s a one-stop-shop for organizing daily tasks, focusing on immediate and long-term objectives, and managing urgent activities—all without app-hopping.
Use Case: A unified dashboard for sales reps to streamline their daily prospecting tasks.
Lead Management
Associated Hubs: Sales Hub
License Required: Pro/Enterprise
Status: Public Beta
Details: Say goodbye to the cumbersome task of assigning leads manually. With the new Lead Management “object,” you can create leads directly from contacts, just like you would with deals. This feature is seamlessly integrated into the Prospecting Workspace.
Use Case: Effortlessly manage and track leads separately from contacts.
A/B Testing in Sequences
Associated Hubs: Sales and Service Hub
License Required: Pro/Enterprise
Status: Public Beta
Details: For any email, split sends 50/50. This feature allows you to experiment with different email templates and quickly gauge their performance, enabling data-driven decisions.
Use Case: Experiment and optimize email sequences through A/B testing.
Sequence Step Analytics
Associated Hubs: Sales and Service Hub
Status: Live
Details: Gain granular insights into each step of your email sequence. This feature enables you to understand how effectively your reps are executing each step and their success in converting these into booked meetings.
Use Case: In-depth analytics for each sequence step to improve meeting conversion rates.
Sequence Outcome Reporting
Associated Hubs: Sales Hub
License Required: Enterprise
Status: Public Beta
Details: HubSpot is adding two new metrics to sequences for sales hub enterprise customers. Deal Rate: the percentage of contacts in a sequence that resulted in a deal being created. Total Revenue: the amount of revenue from closed won deals influenced by the sequence.
Use Case: Determine if a sequence led to deal creation or revenue.
Book Meetings for Others
Associated Hubs: Sales and Service Hub
License Required: Pro/Enterprise
Status: Live
Details: Empower your reps to schedule meetings on behalf of their teammates. This feature also includes a round-robin routing functionality, ensuring efficient and fair meeting bookings.
Use Case: Facilitate meeting bookings by allowing reps to act on behalf of their colleagues.
Lead Form Qualification
Associated Hubs: Sales and Service Hub
License Required: Enterprise
Status: Public Beta
Details: Introducing conditional logic in HubSpot Forms to automatically qualify and route leads to the right sales rep. This feature enables you to set up automated rules for lead qualification based on form response.
Use Case: Automate lead routing and qualification based on form submissions.
Lead Reporting
Associated Hubs: Sales Hub
License Required: Pro/Enterprise
Status: Live
Details: Unveil the journey from lead generation to revenue conversion. This feature offers insightful reports on lead contact rates and lead source performance, aligning your marketing and sales teams around clear objectives.
Use Case: Gain actionable insights into lead engagement and conversion metrics.
Prospect Activities Reporting
Associated Hubs: Sales Hub
License Required: Pro/Enterprise
Status: Live
Details: Get a 360-degree view of your sales team’s activities. This out-of-the-box report provides invaluable insights into the effectiveness of your sales processes, resource allocation, and overall team performance. Analyze the performance of various activities during the prospecting process like: Booking meetings, enrolling contacts in sequences, making calls, and completing tasks.
Use Case: Get clear metrics on activity outcome, conversion rates, and average activities by contact and day.
HubSpot Embed Salesforce
Associated Hubs: Sales and Service Hub
License Required: Pro/Enterprise
Status: Live
Details: Seamlessly integrate HubSpot and Salesforce to enhance your customer relationships. This feature allows you to enroll contacts into HubSpot Sequences and schedule meetings directly from Salesforce.
Use Case: Streamline contact enrollment and meeting bookings directly from Salesforce.
Salesforce Activity Sync
Associated Hubs: Sales Hub
License Required: Pro/Enterprise
Status: Private Beta
Details: Synchronize your Salesforce activities into HubSpot for a unified analytics experience. This feature allows you to analyze all your sales-related activities, irrespective of their origin.
Use Case: Centralize Salesforce and HubSpot activities for unified analytics.
Forecast Accuracy Tracking
Associated Hubs: Sales Hub
License Required: Pro/Enterprise
Status: Public Beta
Details: Assess the reliability of your sales forecasts with HubSpot’s new accuracy tracking feature. This tool helps you measure the effectiveness of your forecasting process.
Use Case: Evaluate and improve the accuracy of your sales forecasts.
AI Forecasting
Associated Hubs: Sales Hub
License Required: Pro/Enterprise
Status: Private Beta
Details: Leverage AI-powered forecasting to project future sales based on historical data. This feature can improve forecast accuracy for some teams to over 95%.
Use Case: Utilize AI-powered projections for more accurate sales forecasting.
Forecast Across All Pipelines
Associated Hubs: Sales Hub
License Required: Pro/Enterprise
Status: Live
Details: Manage your sales goals and forecasts across all pipelines, providing a comprehensive view of your sales operations.
Use Case: Unified forecasting across multiple sales pipelines.
Deal Inspection View
Associated Hubs: Sales Hub
License Required: Pro/Enterprise
Status: Live
Details: Gain actionable insights on pipeline health and sales velocity. This feature helps sales reps prioritize more effectively and enables managers to offer targeted coaching.
Use Case: Informed decision-making through insights on pipeline health and sales velocity.\
Deal Funnel Reporting
Associated Hubs: Sales Hub
License Required: Pro/Enterprise
Status: Live
Details: We’ve revamped our funnel reporting to offer more detailed insights. Now you can track skips, conversions, and time spent at each stage, enabling data-driven decisions and targeted strategy improvements.
Use Case: Enhanced funnel reporting for data-driven sales strategy optimization.
Essentials App for Sales Hub
Associated Hubs: Sales Hub
License Required: Any
Status: Live
Details: Discover a curated collection of essential apps for Sales Hub, ranging from ZoomInfo and PandaDoc to Slack and LinkedIn Sales Navigator.
Use Case: Build a robust sales tech stack by combining Sales Hub with these essential apps.
Deal Journey Analytics
Associated Hubs: Sales Hub
License Required: Enterprise
Status: Live
Details: Exclusive to Sales Hub Enterprise, this feature allows you to build customer journeys based on deals, offering a deeper understanding of your sales process.
Use Case: Get a true reflection of the path from prospect to revenue and see where your deals are dropping of or skipping steps.
Deal Tags
Associated Hubs: Sales Hub
License Required: Starter/Pro/Enterprise
Status: Live
Details: Introducing colored deal tags to help sales reps visually prioritize deals on the board view. Super admins can create up to ten custom tags based on set conditions.
Use Case: Visually prioritize and manage deals using custom tags.
Advanced Playbook Recommendations
Associated Hubs: Sales Hub + Service Hub
License Required: Pro/Enterprise
Status: Live
Details: Recommend playbooks using any property in any object, including custom properties. This feature enables precise content delivery at the right time.
Use Case: Deliver targeted enablement content using advanced playbook recommendations.
Playbooks Snippets and Rich Text Formatting
Associated Hubs: Sales Hub + Service Hub
License Required: Pro/Enterprise
Status: Live
Details: Save frequently used phrases as snippets and reuse them in playbook notes. Plus, enjoy rich text editing capabilities for more efficient note-taking.
Use Case: Streamline note-taking with snippets and rich text formatting.
Playbooks on Custom Object Records
Associated Hubs: Sales Hub + Service Hub
License Required: Pro/Enterprise
Status: Live
Details: Access playbooks directly from custom object record pages, offering the same process guidance and tools you’re accustomed to.
Use Case: Leverage playbooks on custom objects for a unified sales process.
Coaching Playlists
Associated Hubs: Sales Hub + Service Hub
License Required: Pro/Enterprise
Status: Live
Details: Save call recordings to playlists for easy onboarding and upskilling of reps. This feature makes coaching more scalable and effective.
Use Case: Use playlists to share best practices and improve sales tactics across the team.
Sequences on Mobile
Associated Hubs: Sales and Service Hub
License Required: Pro/Enterprise
Status: Live
Details: Manage sequences right from your mobile device. This feature supports enrolling, un-enrolling, pausing, and resuming contacts from a sequence.
Use Case: Take your prospecting activities on the go with mobile sequence management.
Content Assistant on Mobile
Associated Hubs: Sales Hub
License Required: Any
Status: Public Beta
Details: Boost your mobile communications with AI-powered Content Assistant. This feature helps you compose emails more efficiently when you’re on the move.
Use Case: Leverage AI to compose emails quickly and efficiently on mobile.
QR Code Scanner
Associated Hubs: Sales Hub
License Required: Any
Status: Live
Details: Quickly create and save new contacts in your CRM by scanning QR codes. This feature complements HubSpot’s business card scanning functionality, making it ideal for in-person networking events.
Use Case: Streamline contact creation at events by scanning QR codes with the HubSpot mobile app.
Summary
While many of these tools are still in beta testing, we couldn’t be more pumped about the progress HubSpot is making. Everything from prospecting to closing deals to maintaining accurate information after the sale just got easier. Stay tuned for more updates and insights from MINDSCAPE. Until then, happy selling!
Need Sales Hub Help?
We’re a Platinum HubSpot Solutions Partner with over a decade of experience on HubSpot, so whether you’re looking to get started on Sales Hub, or need some assistance with your existing portal, we’d love to sit down and see how we might be able to help.
