New to HubSpot Sales Hub? You're in the right place. Sales Hub offers a wealth of tools to boost your sales processes, but where do you start? We've got you covered with this streamlined checklist.
Note: Functionality will depend on your subscription type. Not sure which one is right for you? Get in touch
-
Get The Basics Right
✅ Team Onboarding: Add all sales team members but ask them to not access until setup and training is complete.
✅Connect Email: Sync your email account for seamless communication.
-
Organise Contacts & Companies
✅ Upload Contacts: Import your existing customer database.
✅Custom Properties: Add any unique fields that matter to your business.
✅Company Records: Ensure company data is accurate and complete.
-
Deal Stages & Pipelines
✅Default Pipeline: Review and customise the default sales pipeline.
✅Additional Pipelines: Create additional pipelines if needed.
✅Deal Stages: Configure the stages of your sales process.
-
Communication Tools
✅Templates: Create email templates for common sales scenarios.
✅Sequences: Build out email sequences for prospect nurturing.
✅Calling: Set up the calling feature if you'll be making calls from HubSpot.
-
Automation Rules
✅Lead Rotation: Assign new leads to sales reps automatically.
✅ Workflow Logic: Set rules to automate repetitive sales tasks.
-
Tracking & Analytics
✅Integrate Tracking: Ensure website tracking is set up.
✅Activity Dashboard: Customise your dashboard to track key sales metrics.
✅Revenue Tracking: Ensure revenue data is correctly configured.
-
Add-Ons & Integrations
✅Calendar Sync: Sync your calendar for automated meeting scheduling.
✅3rd-Party Integrations: Connect any other tools you're using.
-
Test & Review
✅Quality Check: Test email templates and sequences.
✅Mock Deal: Run a test deal through the pipeline to ensure everything works.
Go Live & Monitor
✅Launch: You're ready—unleash your sales team!
✅Review: Monitor activity and make tweaks as necessary.
✅There you have it, a step-by-step guide to setting up your HubSpot Sales Hub for maximum efficiency and impact. What's your next move?
Feel free to share this list, and good luck on using HubSpot to crush those sales goals! If you need a hand, get in touch and let Atrractly be your sales enablement partner.
