Teams in HubSpot: Increase Collaboration and Synergy

Joakim Steenfos

3 Apr, 2023

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Teams in HubSpot: Increase Collaboration and Synergy

In this blog post, we’ll dive into the world of HubSpot, especially teams and explore how it can help you gain more sales. The agenda for this post is some benefits, a step-by-step guide, a real-life example of a company benefiting from HubSpot Teams and an introduction to Radiant. So, let’s dive in and discover how HubSpot Teams can elevate your B2B company to new heights!

Why Organizing your Team in HubSpot can help you gain More Sales

In today’s competitive business landscape, collaboration and teamwork are critical for driving sales success. With teams, you can streamline communication, better allocate resources or targets, and track team performance on specific verticals. Moreover, it helps you create a more collaborative environment, where sales representatives can share ideas, support each other, and learn from collective experiences. Additionally, this fosters a sense of camaraderie, motivating your sales team to achieve greater results.

What are the Benefits of Teams in Correlation to Sales

The implementation of teams in HubSpot Sales Hub brings numerous benefits to your sales organization. Firstly, it allows for easier management of sales representatives, as you can organize them into groups based on region, product line, or other criteria. This, in turn, makes assigning tasks and tracking performance more manageable. Furthermore, it enables seamless collaboration, as team members can share contacts, deals, and notes, ensuring that everyone is on the same page. Consequently, this leads to increased efficiency, better decision-making, and higher sales productivity.

A Step-by-Step Guide to set it up

  1. Log in to your HubSpot account and click the settings icon in the main navigation bar.
  2. Click Users & Teams in your left sidebar.
  3. Click the Teams tab, followed by Create Team.
  4. In the right panel, input a team name. Enterprise users have the ability to establish a team hierarchy by positioning the new team beneath an existing one. To achieve this, select the checkbox for placing this team under another team, and then choose the parent team from the dropdown menu labelled This team resides under.
  5. Click the Team Members dropdown, and select users. Main team members access custom views. Additional members access records/content, excluded from reports, rules, notifications, and tagging.
  6. Click Save to finalize your team setup.

An Example Where It’s Relevant for a Company

Consider a B2B software company that offers multiple products, each catering to different industries. The sales team is divided into smaller teams, each responsible for a specific product. By using HubSpot Sales Hub’s team’s feature, the company can efficiently manage its sales force, assign tasks, and track each team’s performance.

For instance, when a new deal is created for a specific product, the respective team is notified and assigned to the deal. This ensures that the right team is working on each deal, improving the likelihood of closing the sale. Moreover, the company’s sales managers can easily monitor the performance of each team and identify areas for improvement or additional support. This targeted approach to sales management results in higher sales numbers and a more efficient sales process.

How Radiant can help you Utilize Features within HubSpot

Radiant is a HubSpot partner, we are dedicated to helping you unlock the full potential of HubSpot. Our team can assist you in setting up and optimizing teams and tailoring the platform to meet your specific needs. From initial setup to ongoing support, we ensure that your sales team is equipped with the right tools and knowledge to maximize the benefits of the HubSpot Sales Hub.

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