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How to Turn HubSpot CRM into a Top Sales Engagement Platform?



How to Turn HubSpot CRM into a Top Sales Engagement Platform

Hiring talented salespeople is essential. However manual tasks like sending emails, dialing numbers, and data entry definitely hinder their performance. Therefore, it’s essential to equip your team with the right tools, as it is the key to achieving consistent success. 

This is where customer relationship management platforms like HubSpot come in. 😀 It helps you gain deeper insights and make sales tasks smoother through automation. However, to fully unlock the capabilities of your HubSpot CRM and make it into a top sales engagement platform, you have to fully understand its features and functionalities. 

This guide will explore the advantages of HubSpot for the sales team and walk you through the information on how to turn HubSpot CRM into a top sales engagement platform. 


  • To turn HubSpot CRM into a top sales engagement platform, it is essential to master HubSpot CRM basics, customize its features, use its analytics and reporting features, and automate repetitive tasks.
  • A sales engagement platform helps the sales team to streamline workflow, facilitates multi-channel engagement with prospects, and automates repetitive sales tasks.
  • HubSpot offers enhanced customer insights, streamlined pipeline management, and seamless integration capabilities.

What is a Sales Engagement Platform?

A sales engagement platform is a modern technology solution that helps businesses streamline and optimize their customer engagement process. It typically integrates with various tools and features, assisting the sales team in prospecting, engaging with leads, and closing deals more efficiently. 

In addition, it also combines data, analytics, and automation to enhance the interaction of the sales team with customers during their buying journey. Overall, a sales engagement platform is designed to help the sales team understand customer needs and preferences with data-driven insights. 

Advantages of HubSpot for Sales Teams

When you are able to unleash the full potential of HubSpot, you can drive your business to growth and success. Here are some of the key benefits:

  • Streamlined sales automation: With the HubSpot automation features, you can automate several manual and repetitive tasks, such as sending follow-up emails or scheduling meetings. This eventually frees up a sales team, allowing them to focus on building relationships and closing more deals. 
  • Deeper customer insight: HubSpot CRM centralizes all customer data, including website visits, email interactions, past purchases, and many more. Ultimately, it helps the sales team gain a 360-degree view of the customer, allowing them to have personalized conversations. 
  • Improved pipeline management: One of the major benefits of HubSpot is that it visually represents your sales pipeline. That means you can view how many leads are in different stages, such as qualifications, proposals sent, and more. It enables data-driven decisions to optimize the sales funnel.
  • Improved deal management: HubSpot has made it easy to track every stage of the sales pipeline in one central location. It visualizes the sales process, making it easy for reps and managers to monitor progress and identify potential roadblocks.
  • Seamless Integrations: You can easily integrate your HubSpot account with other existing tools for unified workflows. For instance, integrate with a video conferencing tool to easily schedule demos directly within HubSpot.

How to Turn HubSpot CRM into a Top Sales Engagement Platform?

HubSpot CRM can be a game changer for your businesses as it extends far beyond basic contact management. When you are fully able to use its functionality, you can transform it into a full-fledged sales engagement platform. This helps your team to close more deals and outpace the competitor. 

Here’s how you can turn HubSpot CRM into a top sales engagement platform:

1. Understand the Basics of HubSpot CRM

Before using any software, it’s essential to know about its basic features and how to use it. Likewise, before you dive headfirst into using HubSpot, make sure that you have a solid grasp of its core features. 

Learn how to use it and master contact management, utilize deal pipelines effectively, and explore built-in communication tools like email and calling features. No wonder, when you fully understand its features, you can truly unlock the full potential of HubSpot CRM. 

2. Customize your HubSpot CRM

The great feature that you must know of HubSpot CRM is that it is highly customizable. You can customize it as per your team’s specific sale process and configure deal stages, customer fields, and sales automation to reflect your unique approach. 

In addition, you can use custom objects, properties, and associations to organize specific data models in HubSpot. This customization eventually streamlines your workflows and ensures the sales team has the tools they need for success. 

3. Automate Repetitive Sales Task

With HubSpot, you can automate repetitive and manual tasks that cost the valuable time of your sales team. This includes sending follow-up emails, scheduling meetings after demos, and nurturing leads with targeted email sequences. 

Once all these tasks are automated, the sales team can focus on building rapport with customers, which eventually helps them close more deals. 

4. Boost Communication with HubSpot Tools

HubSpot provides an extensive range of tools that help you to enhance communication within its platform. For instance, you can use live chat functionality to engage website visitors in real-time and leverage video conferencing capabilities for remote sales calls. 

Using HubSpot’s powerful tools, you can streamline sales, marketing, and customer service. Companies can also improve their communication strategies and achieve greater success. 

5. Use HubSpot’s Analytics and Reporting Tools

Remember that HubSpot CRM isn’t just about managing contacts; it provides you with a treasure trove of valuable sales data. You can gain a deeper understanding of your sales pipeline using its analytics and reporting tools. 

Also, this insight empowers you to optimize your sales funnel, improve conversion rates, and ultimately achieve more sales success.

6. Integrate with Other Tools

You can seamlessly integrate your HubSpot account with your existing tools. Connect your CRM with email marketing platforms for targeted campaigns, integrate with social media platforms for wider reach, and explore integrations with productivity tools for a unified workflow. 

Some popular integrations include Mailchimp, Sendinblue, Constant Contact, Campaign Monitor, Wistia, Databox, Seventh Sense, Zerys, PandaDoc, Eventbrite, Aircall, and more.

7. Request Feedback for Continuous Improvement

Feedback is always important, whether it’s from customers about your products or from agents about tools they use. You can gather continuous feedback from your sales team on how HubSpot is working for them. 

This helps you to identify pain points, explore underutilized features, and adapt your CRM strategy based on their input. 

👍 You May Also Like: How to Boost Your Sales Team’s Productivity with KrispCall Integration with Hubspot

Final Thoughts

HubSpot is a powerful tool that helps you drive your business to success. Leveraging its comprehensive and advanced features, you can benefit from deeper customer insight, streamlined sales automation, and much more. 

By transforming your HubSpot CRM into this comprehensive tool, you will equip your sales team with the resources they need to thrive. Automated workflows will free up valuable time, data-driven insights will guide strategic decision-making, and seamless communication will nurture leads and convert them into loyal customers. 

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Dinesh Silwal

Dinesh Silwal is the Co-Founder and Co-CEO of KrispCall. For the past few years, he has been advancing and innovating in the cloud telephony industry, using AI to enhance and improve telephony solutions, and driving KrispCall to the forefront of the field.

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