4 tools that make pipeline optimization with HubSpot a breeze

Joakim Steenfos

14 Jul, 2022

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4 tools that make pipeline optimization with HubSpot a breeze

Want to boost your sales with HubSpot? We have put together 4 tools that make pipeline optimization with HubSpot a breeze.

There are many challenges associated with running a business. Uncertainties and obstacles can make it difficult to achieve its goals. With a good sales process, however, you can solve potential problems in advance. With clear goals, you know exactly, how much you need to sell each week, month, or quarter to create the desired growth.

And this is where your sales pipeline comes into the picture.

With a good sales pipeline, you can streamline sales work and optimize customer contact. You can create an overview of the company’s sales activities, make accurate estimates of revenue, and see where to adjust to get the budget to match the pipeline. And HubSpot gives you all the tools you need. As a HubSpot partner, we will elaborate on this.

Below, we have gathered 4 tools, you need to know, if you want to get the most out of the system.

RELATED ARTICLE: Manage your sales pipeline with HubSpot

Pipeline optimization with HubSpot

Optimizing the pipeline with a CRM system is essential in today’s world, as it enables you to track and lead potential customers through the sales funnel –  and also nurture the customer relationship afterward.

HubSpot is our favorite CRM, mainly because it’s powerful yet so simple to use. As a bonus, you can gather all information in one place, organize your communication, and streamline the sales process.

The 4 tools we enjoy the most are:

  • Customer segmentation
  • Lead generation
  • Lead nurturing
  • Lead scoring

With our experience in B2B sales, and as a Certified HubSpot Partner, we will review them one by one, so you get the full overview.

1) Customer segmentation

With HubSpot, you can create an overview of the organization’s customer database, so you can target communication and sales work. It is an effective tool that ensures that the right information reaches the right customers.

There are several different methods for customer segmentation, and among our favorites, you will find customer surveys, lead scoring, and target lists. Unique opportunities, that give you a greater knowledge of the customers, so you can target the sales work.

If you want to know more about exact customer segmentation, we can recommend, that you read this article: 3 tips for segmenting the customer database in HubSpot LINK. You are also welcome to contact us, as we are B2B Segmentation specialists, as well as HubSpot Partner.

FURTHER READING: B2B – a guide to customer segmentation via HubSpot

2) Lead generation

Lead generation is a process, where information about potential customers is collected through their journey on the website. For every click users make, you get more information about them. And hopefully, a visitor will sign up for a newsletter, download an e-book, or otherwise provide you with additional information.

It’s a highly relevant tool, when you want to secure hot leads for the sales department. Once a lead is stored in the customer database, you can measure how far they are in the buying process, to target both communication and sales activities.

FURTHER READING: What is lead generation & how to use HubSpot for lead scoring

3) Lead nurturing

Lead nurturing lies right in the wake of lead generation; it is an automated process that starts as soon as you have generated a lead.

An automated workflow could consist of a series of emails that are sent at regular intervals to potential customers. These are customers that have been segmented through the use of different tools to ensure that they receive the right information. These are called sequences and can be streamlined in user-friendly templates.

The automated process is set up based on several criteria, you have set yourself and follows the program you have set for the campaign. It is a unique method of guiding potential customers painlessly through the sales funnel and warming them up so that they are ready for dialogue with a salesperson.

FURTHER READING: Use lead scoring in HubSpot to increase B2B sales

4) Lead scoring

One thing is lead generation and lead nurturing – another is lead scoring. Here you get a system that helps you assess which leads are hot and ready to buy and which are not.

Lead scoring works in such a way that every action on the website triggers a number of points. A subscription to a newsletter might give 10 points while downloading the price list gives 40 points. Once a lead has achieved a certain score, it is assessed as ready to buy, and the salesperson can act at just the right time.

FURTHER READING: Lead scoring in HubSpot: 5 steps to a simple lead scoring model

HubSpot Partner & Sales as a Service

To optimize the pipeline, HubSpot is an eminent tool that can lift the sales process to new heights. However, if you have little or no experience with the system, it can be difficult to implement yourself.

As a HubSpot Partner with a focus on Sales as a Service, we would very much like to help you get started, so that you get off to a good start and get the full benefit of the system. Contact us and let’s go over your options – maybe it’s time to take the next step for your B2B sales.

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