HubSpot

When conducting a Demo Audit, our team assesses your sales process – we determine if the right demo is being delivered at the right time in the sales cycle, if proofs-of-concept are being offered too early, etc. However, not every organization has the right tools to measure these initiatives or move deals forward. That’s where our partner HubSpot comes in.

For organizations that don’t currently have a Customer Relationship Management (CRM) system, or whose current CRMs don’t give them the data they need, HubSpot’s free CRM is a great place to start.

For organizations looking to elevate their marketing or sales game, HubSpot’s tools are an excellent choice – which is why we use them ourselves. In particular, their sales tools are quite effective in enabling salespeople to be more successful. We include HubSpot Sales Professional in our packages at no additional charge as we are confident that they will help you close deals faster. And, if you are looking to grow your use of HubSpot beyond what we include, we can access exclusive pricing that’s not available to everyone.

HubSpot Sales Professional includes the following tools:

  • ORGANIZE YOUR SALES PROCESS
    • Deal pipeline
    • Simple Automation
    • Custom properties
    • Quotes
  • CONNECT WITH PROSPECTS ON THEIR TERMS
    • Calling
    • Meeting scheduling
    • Live chat
  • TRACK, ITERATE & IMPROVE
    • Goals
    • Reporting dashboard
  • MANAGE YOUR GROWING TEAM
    • Teams
    • Deal stage, task, and lead rotation automation
    • Record customization
    • Required fields
    • Custom reporting
  • PERSONALIZE YOUR OUTREACH AT SCALE
    • Email sequences
    • 1:1 video creation
    • Smart send times
  • CONFIGURE, PRICE & QUOTE
    • Products
    • Calculated properties
    • eSignature