HubSpot's sales/prospecting workspace helps your sales team organize their day all in one place. This powerful tool allows your sales team to see the bigger picture by logging daily activities, creating new or urgent tasks, and managing projects efficiently from a central location.
Prospect in One Place
Rather than using multiple tools to keep track of their day, HubSpot's sales/prospecting workplace allows reps to see the bigger picture by logging daily activities, creating new or urgent tasks, and tying projects up all in one place.
If your sales team is prospecting in HubSpot, this tool allows them to feel confident that they can generate enough opportunities to reach and exceed goals. They have insight into their project progress to see if they're meeting benchmarks.
So, what can you see once you’re in this tool? Within the Summary tab, you’ll get a total view of:
- Your task progress
- Tasks
- Your schedule
- Sequences
In your Activity Feed, you can view a list of all of your sales activity notifications from the last year. They are grouped by contact and are unique to the user account you are signed into when viewing the feed.
Other HubSpot Tools We Love
Here are a few other helpful features worth highlighting.
The CTAs tool makes it easy to create pop-ups, slide-ins, embeddable buttons, and banners without needing a developer or designer.
The drag-and-drop editor gives you full control of styling your CTA the way you need. It's also easy to customize it to match the rest of your branding. This feature is available to Marketing Hub and Content Hub users.
Campaign Budget Management
HubSpot's campaign budget management provides a dedicated "budget" space to help you track spending so that you stay on budget. This is available to Marketing Hub users.
You can:
- Track detailed campaign budget and spending data via individual line items
- Track the total campaign budget and spend per campaign
- Track the remaining budget factoring in campaign spend
Meeting Scheduling Flexibility
Need to schedule a call with a teammate, but they aren't there to discuss times? You can schedule meetings for peers within the HubSpot meeting scheduling flow. They'll be able to see that you booked the meeting on their behalf.
Within this feature, you can also use "created by" and "assigned to" filters in reports to track who is booking meetings and who is hosting them. This feature is available for users with paid Sales Hub seats.
Find Customer Conversion Success
Set up your customer journey analytics today to view every customer touchpoint in one place. You’ll learn where your users fall off, and you’ll also find what keeps them around.
If you’re looking for other ways to optimize your HubSpot portal, reach out to our onboarding team today. We can help configure your portal in ways that will help you streamline operations, sales, and your bottom line.
