Earlier this year, I wrote this post,
This is somewhat of a continuation of new sales tools I’ve come across and fallen in love with.
Most recently it’s: Hubspot Sales Dashboard & Sales Tools Upgrade
A Sales Guy, Inc for instance uses Hubspot as our main content hub as well as more recently our primary CRM. While I was getting more familiar with the CRM; I began recognizing the seamless nature of the Sales Dashboard.
I noticed there were sales tools that weren’t available on the general sales dashboard which I will highlight in bold. (fyi the upgrade was extremely inexpensive and worth every penny)
The first tool of the upgraded sales stack is:
“Meetings” Calendar Tool
Hubspot’s “Meetings” tool allows you to make customized calendar links which is a must-have for productivity purposes. You also have the ability to set/adjust your availability for up to 6 weeks in advance in case you’re a big traveler.
This is what I’ll put in an email for example
Which then leads a prospect to this page
This is a similar tool to the Calendly scheduling tool which I mentioned in my previous post; however, I’ve received better feedback with “meetings” especially since this integrates seamlessly within its native CRM.
Another amazing feature of The Hubspot Sales Dashboard is their Templates & Sequences.
Most salespeople are familiar with templates, which are a common addition to email tracking tools such as Yesware or ToutApp.
The main difference here is the sequences feature. After building out templates that I can plug and play for any type of outreach; I can now take it a step further and create a mapped out journey for which template goes where, followed by specific tasks, all built around a specific timeline..which did I say is all automated once the sequence is initiated?!
Here’s what the initial stages of one of my sequences looks like for instance
What you can’t see is my initial email and the rest of the sequences, but for the sake of your time I think you get the point.
Hubspot’s sales dashboard will then give you real-time feedback on open rates, click rates and other performance based data you can use to adjust what’s working and what’s not.
I’d recommend playing around with different types of messaging and timing as you have unlimited amounts of templates you can create and adjust accordingly.
Now for my boss’s favorite tool..The Call Recorder
You can dial directly from your computer through the sales dashboard which will then record and log your call automatically. It’ll look something like this
You can log your notes right under the recorded call and immediately set a task for yourself once the call has ended. Definitely can see why this is a favorite tool amongst management who want a simple process for 1-1 sales coaching.
Lastly, here’s a preview of what the Sales Dashboard looks likeYou can use toggle and view your pipeline forecast for the day, for yesterday, this week, the previous week, the month, quarter and year, etc.
I like how this allows you to track not only your pipeline but also your sales productivity all in one place.
The last feature which is a general tool of the sales dashboard is a visual pipeline showing you which stages all your Deals are currently sitting in. I can toggle back-and-forth between call lists, deal stages and other tools as well as having multiple Hubspot pages open for different features without any issues.
All in all, the Hubspot Sales Dashboard and CRM is now my go-to CRM and Sales Stack to stay on track and crush Q4.
Which sales tools are you loving right now?
Let’s open up the discussion and I’d love to hear your feedback and any other must-have tools in your sales stack.
FYI I did not receive any kick-back for writing this post. Just a happy customer 😉