The Lazy Salespersons’ Cheat Sheet to using HubSpot FOR Sales

Meetings

Save time chasing people and let them choose a time!

Tasks

Setting the right type so you efficiently work through your tasks

Seems like an odd thing on the surface but will save you a bunch of time!

Inbox connection to track and log emails - Office 365 / Google Mail

Lead/customer revisit notifications 

Know when the contacts you own come back to your website!

Task queues 

Efficiently manage your workflow and never forget to follow up with contacts

In this example, I have 3 queues and 2 of them are shared with other members of our team.  This is good especially for teams that work at different times to make sure everything is actioned.

Documents

Manage documents you use in one place and not have to keep attaching them in emails, plus you can see which pages are being viewed

Snippets

Do less typing and use it everywhere from email to notes and meetings.

Also, you can use “# and 2 characters to find your snippet”

Templates

Speed up the response to people in a personal way using data that is in HubSpot.

Sequences

This is where you set and let the system send the follow-up!

Calling

Mobile app for calling or using HubSpot calling from your browser so calls get logged automatically and you can add notes while you speak.

Reporting

So you don’t waste 2+ hours putting this together weekly to send to management.  

Bonus: you can automate the delivery of the email weekly/monthly etc.

Meetings - Insert proposed times

What it looks like in an email