How to Use HubSpot to Streamline the Sales Process?

Did you know that you can automate and simplify your sales department processes with the digital tools that Hubspot Sales has for your company?

Its different modules allow us to centralize all contact information and sales opportunities and organize the different aspects of our inbound marketing to be more effective.

If you want to know more, in this article we will share with you 12 practices recommended by HubSpot Sales to increase your sales. Let’s get started!

How to streamline the sales process with HubSpot?

1. Invest in mobile marketing

 Responsive sites, optimized checkout processes and social shopping features are key to take advantage of this trend and sell more with HubSpot Sales.

2. Monitor your KPIs

To know if your sales process is improving or not, you need to have the data at hand. Define your company’s main sales KPIs and monitor them every X amount of time. If the metrics aren’t improving, it’s time to look for the problem that’s holding you back.

3. Be flexible

The last few years have made clear the importance of adapting to rapidly changing environments. If your customers’ needs have changed, you must be prepared to respond to them with changes in your products or sales processes.

4. Align sales and marketing

Sales and marketing departments share the same mission and work with the same contacts at different stages of the process. Therefore, if you are looking for good results, it is essential that they are in constant communication and coordination.

5. Improve lead segmentation

To increase your sales, HubSpot Sales recommends optimizing your lead generation process and focusing on eliminating the lowest quality leads, as these can waste weeks or months and end up going to the competition.

6. Continuously improve your sales process.

Your agents should continuously train themselves to sell more and more. It is also very beneficial to pay attention to small details to identify areas for improvement.

7. Ask for feedback

One of the best ways to increase sales is to know what your customers think of your products or services. Negative opinions about your sales techniques, your products or your support service are the most likely to help you improve.

8. Practice empathy

It is always important to try to put yourself in each customer’s shoes and understand what they are looking for. Sales work may seem repetitive, but in reality every contact is an opportunity to help a new person solve a problem.

9. Share your story

Tell your audience how your company started, where you are going and why you do what you do, this will help you humanize your brand and increase your sales.

10. Review your website

HubSpot Sales recommends starting with the basics and taking a good look at your website, before looking for new strategies to sell more. If it takes a long time to load, has navigation problems or product pages don’t look clean.

11. Your mission is to help, not to sell

Your customers most of the time don’t need an offer or a discount, but a reminder of why it’s important to solve their problem and how you can help them get there.

12. Encourage referrals

To get referrals, customers need to be satisfied. In particular, taking care of after-sales service with small gestures such as calling the customer and asking if everything went well can be key to gaining loyal customers who become brand ambassadors.


If you put these tips into practice correctly, you’ll be ready to win more sales opportunities and build lasting bonds with your customers.

Follow the 12 tips above and get ready to take your business to the next level.

If you would like help designing and executing effective marketing campaigns, please contact us. We’ll be happy to help.

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