As a professional sales rep, you know that HubSpot can provide you with dozens of efficiencies that can make it easier ...

HubSpot Sales Hub: 18 Things Every Sales Rep Should Know How to Do (+ videos) By John Becker, Thursday, October 28, 2021 7:30 AM As a professional sales rep, you know that HubSpot can provide you with dozens of efficiencies that can make it easier for you to prospect, organize your pipeline, track communication, automate your follow-up sequences, and more — but getting started can be intimidating. With a platform that can do so much, how can you separate what you need to know from what you don't? What are the first steps you should take so you can begin to utilize the platform? Jess Palmeri is one of IMPACT's certified HubSpot trainers. She works with businesses of all kinds, leading their marketing, sales, and service teams from HubSpot novices to HubSpot masters — all with a user-friendly, personalized approach.  What follows is a blending of video demonstrations from Jess and materials directly from HubSpot that will get you up and running smoothly. Follow the steps and study the resources if you get stuck.  If you follow along, you'll learn to: Get set up in HubSpot Connect your personal email to HubSpot so you can log, track, send, and receive emails in the HubSpot CRM Connect your phone number to log and track calls Connect your calendar to use calendar sync and create a HubSpot Meetings link Get started using the CRM Learn to create a contact, a saved contact view, and a deal Organize deals and move them through your pipeline Increase your productivity Create a task and a task queue Create a snippet, a template, and a tracked document Send and schedule a 1:1 email Utilize HubSpot's reporting features Review your sales content analytics Build a dashboard to organize your reports Use Pro and Enterprise features Send 1:1 videos, build sequences, and use playbooks Review calls using conversation intelligence and review your sales analytics  So clear some time on your calendar, close all those pesky Chrome tabs you're not going to get back to, and get ready to learn. I promise it will be worth it.  And don't worry, we'll go step by step.  Read more »     Schedule a call with an advisor → Join IMPACT+ for free → HubSpot Sales Hub: 18 Things Every Sales Rep Should Know How to Do (+ videos) As a professional sales rep, you know that HubSpot can provide you with dozens of efficiencies that can make it easier for you to prospect, organize your pipeline, track communication, automate your follow-up sequences, and more — but getting started can be intimidating. With a platform that can do so much, how can you separate what you need to know from what you don't? What are the first steps you should take so you can begin to utilize the platform? Jess Palmeri is one of IMPACT's certified HubSpot trainers. She works with businesses of all kinds, leading their marketing, sales, and service teams from HubSpot novices to HubSpot masters — all with a user-friendly, personalized approach.  What follows is a blending of video demonstrations from Jess and materials directly from HubSpot that will get you up and running smoothly. Follow the steps and study the resources if you get stuck.  If you follow along, you'll learn to: Get set up in HubSpot Connect your personal email to HubSpot so you can log, track, send, and receive emails in the HubSpot CRM Connect your phone number to log and track calls Connect your calendar to use calendar sync and create a HubSpot Meetings link Get started using the CRM Learn to create a contact, a saved contact view, and a deal Organize deals and move them through your pipeline Increase your productivity Create a task and a task queue Create a snippet, a template, and a tracked document Send and schedule a 1:1 email Utilize HubSpot's reporting features Review your sales content analytics Build a dashboard to organize your reports Use Pro and Enterprise features Send 1:1 videos, build sequences, and use playbooks Review calls using conversation intelligence and review your sales analytics  So clear some time on your calendar, close all those pesky Chrome tabs you're not going to get back to, and get ready to learn. I promise it will be worth it.  And don't worry, we'll go step by step.  Keep Reading  ⟶ How Can the StoryBrand Framework Be Used for Inbound Marketing? StoryBrand is a marketing framework developed by Donald Miller, a bestselling author, public speaker, and CEO. It is a powerful new way to create content that converts. See how you can use it to better market your business online.     Read more  ⟶ If Inbound Marketing Seems Too Expensive, It Might Be Time to Reevaluate Your Budget Inbound marketing is an investment and an invaluable one. It's an investment in a profit center that lives on your website and serves your business better than any money you've been spending on marketing elsewhere. Inbound marketing is not another budgetary expense. Rather, it is funding the future of sales and revenue at your business.    Read more  ⟶ Free Course: How to Implement a Live Chat Strategy Being able to answer your website visitor questions in real-time is powerful! Whether you're implementing live chat for the first time or looking to expand your live chat strategy, the free course will guide you through how live chat strategy can help your website visitors at every step of their buyer's journey.    Watch it for free  ⟶ New Course: How To Create Amazing Case Study Videos Creating case study videos is a great way to integrate multiple marketing strategies into one cohesive campaign, but it can be overwhelming to make happen successfully. In this brand-new course, Alex Winter will detail everything you need to know to confidently say "lights, camera, action!" on your next case study.    Watch it now  ⟶ Connect with us and share your They Ask, You Answer success stories with hashtag #TheyAskYouAnswer Sent with 💙 by IMPACT  IMPACT, 470 James Street, Suite 10, New Haven, CT Unsubscribe Manage preferences