Manage your sales pipeline with HubSpot

Joakim Steenfos

14 Jul, 2022

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Manage your sales pipeline with HubSpot

Are you on top of your pipeline for the next few months, or are you dreaming of a tool that can streamline sales work and optimize customer contact? We’ll show you how to manage your sales pipeline with HubSpot.

The sales process takes time, and if you want to increase revenue, a continuous approach to sales is essential – and it requires management. Pipeline management. In all its simplicity, it’s about constantly adding orders and projects as well as creating an overview of the sales reps tasks, so that the resources are utilized optimally. The alternative is, that sales pile up at times, while at other times you may experience silence in the sales pipeline, and none of the two options are optimal for operations.

With an efficient CRM system, you can gain control of your pipeline, and at Radiant we recommend HubSpot at all times. HubSpot Sales Hub is created to facilitate sales work and create an overview of the company’s overall pipeline, and the more control you have over your sales pipeline, the greater the chance of closing sales in a continuous stream.

 

RELATED ARTICLE: What is HubSpot and can it help increase your B2B sales?

Why is pipeline management important?

It is no secret, that effective pipeline management can be a difficult discipline to learn, but it is worth all the effort. Once you master the technique, you can create an overview of the company’s sales activities, make accurate estimates of revenue, and make adjustments if the budget does not match the sales pipeline.

With a CRM system like HubSpot Sales Hub, you gather all the information about your company’s sales activities in one place. You can set goals for all stages of the sales process, follow the individual sales reps process, and create an overview of individual prospects buyers journey, so that you can follow up at the right time.

3 advantages of HubSpot as a tool for pipeline management

In our function as B2B Sales as a Service and certified HubSpot partner, we know the benefits of HubSpot for pipeline management. Here are some examples:

1) Automate your pipeline flow

With HubSpot Sales Hub you can set up criteria that define what a lead is, how likely it is to convert into a sale, and the most effective way to follow up on the respective customers.

In other words, you can define your best practice for sales, after which the individual steps can be implemented in HubSpot, so the system automatically creates tasks and notifies the salespeople.

2) Simple pipeline administration

Does the sales team still work manually with pipeline management, or do you remember how long it took to work out sales estimates in other systems and Excel sheets?

With HubSpot Sales Hub, that time is long gone. The automated pipeline flow facilitates the administration of both employees and managers. At the same time, you get the opportunity to work systematically with all customer relations.

3) Transparency and real-time reporting

When all activities are gathered in one place, it not only becomes easier to manage – it also creates full transparency in relation to achieving your goals. Both the overall goal, but also specific goals for products, customers, and the sales department.

If you keep your sales pipeline updated, you always have an accurate view of where you stand in relation to the budget. That way, you can prioritize the sales activities and spend time where the largest outcome is.

 

RELATED ARTICLE: B2B marketing automation & HubSpot – a match made in heaven

An integrated part of the culture

If you want to be successful with pipeline management, it must be incorporated as a permanent part of the culture in the sales department. If you are cutting corners, the benefits fall to the ground. It will be impossible to ensure the flow of closed deals and difficult to keep track of sales targets and deadlines.

Pipeline management must become a habit; all leads and offers must be created in the system and the right people must be associated. Add expected revenue targets, and estimated order dates, and continuously follow up on how far the customer and salesperson are in the process.

 

Learn more about how we at Radiant do it in our Sales as a Service concept

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