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HubSpot, out of the box, can be a little clunky. The functionality for each department feels siloed; it’s hard to get visibility on which features you can access with your plan, and it feels like you spend more time learning about the tool than you do using it.
However, it is a powerful CRM that hosts all of your prospect and pipeline data. Everything you need, from new leads to closed-won deals, is in there, from notes to forecasting data to email sequences.
You might not be able to leave a CRM like HubSpot entirely, but there are ways to make it better.
HubSpot does what a CRM is meant to do. It stores and organizes all of your customer data. In a lot of ways, it does that well. But for a seller to excel in their role, it doesn’t quite cut it on its own.
The fact is, it’s not a one-stop-shop tool for sellers. Yes, it keeps your data where you need it, but it doesn’t actively help a seller strategize, improve their performance, or win more of their deals. Examples of missing HubSpot capabilities include:
It’s easy to configure your HubSpot so that revisit and conversion notifications are sent directly to your dashboard, email inbox, or both. If your team uses Slack, you can also integrate it with HubSpot. From there, setting up the HubSpot Bot to send alerts and form submissions in real time to a specific channel is straightforward.
These notifications and alerts allow sellers to take action quickly on live data, so engagement stays high and follow-ups are strategic and efficient.
When it comes to prospect emailing, you generally have to throw something at the wall and see what sticks. A more effective way to see what sticks? A/B testing.
When you A/B test your emails with HubSpot, you can send two different emails to separate contacts from the same lead list to see which email gains the most engagement. There’s no guessing; you can use the engagement data to craft your email strategy going forward.
When you A/B test, you can also change your subject lines, body copy, including images and links, and email layout. By doing the right testing, the data helps you perfect your email craft in the long term.
HubSpot also allows you to set up lists of people who have landed on your site within the last 48 hours. These people should be contacted by sales first, while the impact of their site visit is high. Sellers are also able to see which landing pages certain visitors have viewed. This ensures that the follow-up the seller does is timely, relevant, and personalized.
By using HubSpot’s personalization tokens, sellers can send emails that appear to be manually drafted for each individual. These tokens can be used for various properties, including company name, contact first name, office location, and subscription type.
This cuts down the time on email drafting and prospect research. There’s no need to look up each contact, as their data is already in the CRM, ready to be pulled. These personalization tokens boost email engagement, as leads are more likely to open what they think was written specifically for them over a generic marketing-type email.
Lastly, if sellers want to get the most out of HubSpot, they should integrate with Pod.
Pod is an AI sales coaching tool that works by taking your HubSpot data and synthesizing it with other market and historical data to guide reps to better perform.
Pod does the best job at using HubSpot to improve strategies, performance, and win rate by supporting functionalities like:
Pod helps sellers focus on the right deals, make the right actions, and take more deals to the finish line. It’s the only tool out there working to actively help sellers be better in their roles. Let HubSpot capture your CRM data, and Pod will handle the rest.
CRMs like HubSpot will always be great for capturing prospect data. However, the basic functionality of HubSpot alone isn’t going to do much for sellers in terms of improving conversion and performance.
If you’re looking to really make an impact in your pipeline, use A/B testing, set up revisit alerts, build lead lists of site visitors, and integrate with Pod.
If you’d like to see more of Pod in action, book a demo with us.
