HubSpot Sales Hub: how to improve your sales process and which essential apps can increase productivity

HubSpot Sales Hub is a software platform developed by HubSpot that provides the tools you need to manage and improve your sales process. It is designed to help you manage relationships with existing customers, track interactions with potential customers and optimise the way your team sells.

By using Sales Hub effectively, you can improve efficiency, increase productivity and achieve stronger commercial results.

Key HubSpot Sales Hub features

Are you wondering what HubSpot Sales Hub can add to the solutions you already use? Below are the main features that can help optimise your sales processes.

Lead management and prospecting

You can manage leads and sales activities through a personalised prospecting workspace, helping your team convert more leads into customers.

Email templates

You can turn your best-performing sales emails into templates that can be personalised, optimised and shared with the entire team.

Email tracking

You receive a notification as soon as a lead opens an email, allowing you to follow up at the right moment and move deals forward more quickly.

Sales automation

You can configure automated email sequences followed by personalised actions, helping your team remain visible and relevant throughout the sales process.

Call tracking

You can prioritise daily sales calls, make and record calls, and automatically log them directly in the CRM for greater efficiency.

HubSpot AI

You can use HubSpot’s AI tools to write engaging prospecting emails, create compelling calls to action and support other repetitive sales tasks.

Automated meeting scheduling

You can schedule meetings more quickly and avoid long email threads that are difficult to follow and easy to lose track of.

Document tracking

You can create a virtual library of sales content that the team can use during customer conversations. You can also monitor which documents contribute most effectively to closing deals.

Sales playbooks

You can give the sales team access to scripts, competitor comparisons, positioning guides and other useful resources directly within the platform they use to manage sales.

Deal pipelines

You can add deals, assign tasks and track the most valuable prospects in one place, helping maintain a consistent flow of opportunities.

Payments

You can accept payments, manage subscriptions and include payment links in quotes, forms, meeting invitations and other customer-facing assets.

Quoting software

You can create and send sales quotes, collect electronic signatures and receive payments in the same platform where deals are managed.

Sales analytics and reporting

You gain complete visibility into the sales process, allowing you to build more accurate forecasts and make better commercial decisions.

Conversation intelligence

You can bring the voice of the customer directly into the CRM, helping the team better understand prospects and customers through insights gathered from calls.

Forecasting

You gain an overview of the sales pipeline and can track progress against quarterly targets, helping the entire team remain aligned.

Useful apps for the sales process

To maximise Sales Hub productivity, HubSpot recommends several essential applications that can be integrated easily with the platform.

1. Aircall

Logging calls and SMS messages and automatically creating tickets

Aircall eliminates manual data entry by automatically logging incoming and outgoing calls, missed calls, voicemails and SMS messages in HubSpot contacts, companies, deals and tickets.

Through its native Service Hub integration, it can also create tickets automatically.

Personalised Insight Cards and outbound dialling

Aircall helps teams create a more personalised customer experience through its Insight Cards, which display useful information from HubSpot contacts, companies, deals and tickets.

Sales teams can also improve outbound calling efficiency through Aircall’s optional Power Dialler and click-to-dial functionality.

Workflow triggers and customised reporting

You can build automated HubSpot workflows based on logged call data and custom contact properties.

This is particularly useful for automating emails and other post-call activities. Aircall calls and SMS messages can trigger workflows, saving time by automating actions that follow calls and text conversations.

Smartflows for efficient call routing

Smartflows provide a more intuitive way to build and manage call flows.

You can add elements such as audio messages, voicemail, time-based rules and hold music to create a routing process that makes sense for your customers.

Conversation intelligence

Through AI and the integration with HubSpot Conversation Intelligence, you can view transcripts of calls and voicemail messages.

You can monitor specific terms used in transcripts and trigger actions in HubSpot workflows based on particular words or phrases.

2. Gmail integration

Bring HubSpot directly into your inbox

The Gmail integration gives you access to HubSpot sales productivity tools, including templates and meeting scheduling.

You can use the HubSpot sidebar to view CRM information about contacts without leaving your Gmail inbox.

Track emails

You can log emails sent from Gmail in HubSpot CRM with one click, monitor opens and clicks in real time, and access CRM details without leaving the inbox.

3. Outlook integration

Bring HubSpot directly into your inbox

The Outlook integration gives you access to HubSpot sales productivity tools such as templates and meeting scheduling.

You can use the HubSpot sidebar to view CRM information about your contacts without leaving your Outlook inbox.

Track emails

You can log emails sent from Outlook in HubSpot CRM with one click, monitor opens and clicks in real time, and access CRM information directly from the inbox.

4. LinkedIn Sales Navigator integration

Engage contacts through personalised outreach

This integration gives you access to useful LinkedIn Sales Navigator information directly from HubSpot contact records, including:

• InMail: send InMail messages directly from the contact record;
• Icebreakers: view shared connections, professional experience and interests;
• Introductions: ask a mutual connection to introduce you to the contact;
• Related leads: quickly identify other relevant leads within the same company and add them to your Sales Navigator lead list.

Understand key accounts more effectively

You can learn more about the companies in your database and connect with the right people at the right time and in the right context.

Through the integration, HubSpot company records can display information from LinkedIn Sales Navigator such as:

• Recommended leads: identify people within the organisation with whom you share connections or interests;
• Connections: see which people in the organisation you are already connected with and who you may be able to contact directly.

Key integration capabilities

The LinkedIn Sales Navigator integration allows you to:

• engage contacts through personalised outreach;
• send InMail directly from HubSpot contact records;
• identify other leads within the same company;
• add relevant contacts to Sales Navigator lead lists;
• access recommended leads and connection data within HubSpot company records;
• gain a stronger understanding of key accounts.
  
  

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