HubSpot Deal Pipeline – a ‘Must Use’ Tool

Joakim Steenfos

21 Dec, 2022

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Ideal Customer Profile (ICP)

To get high-performance results – you’ll need tools that help you manage and track your sales pipeline. In this article, we will take a closer look at HubSpot Deal Pipeline, a feature that helps organizations manage and track their deals in real time.

What is HubSpot Deal Pipeline?

HubSpot Deal Pipeline is a feature that allows organizations to manage and track their sales deals in real-time. It provides a visual representation of the sales process, with each stage of the process represented by a different color. This allows sales teams to see at a glance where each deal is in the process, and to quickly identify which deals are ready for follow-up or need additional attention.

What are the Benefits of Using HubSpot Deal Pipeline?

It provides a clear, visual representation of the sales process, which helps sales teams understand where each deal is in the process and what needs to be done next.

Secondly, HubSpot Deal Pipeline allows organizations to track and manage deals in real-time, which helps to ensure that nothing falls through the cracks. Sales teams can quickly identify which deals are ready for follow-up or need additional attention, and can take action accordingly.

Thirdly, HubSpot Deal Pipeline provides valuable insights and analytics that can help organizations improve their sales processes and achieve better results. For example, the tool can provide data on the average time it takes for a deal to move through each stage of the pipeline, which can help sales teams identify bottlenecks and improve their processes.

How to Use HubSpot Deal Pipeline?

Using HubSpot Deal Pipeline is easy and straightforward. Here is a step-by-step guide on how to get started:

  1. Sign in to your HubSpot account and go to the “Sales” tab.
  2. Click on the “Deals” tab and then click on the “Pipeline” tab.
  3. Click on the “Add a stage” button to create a new stage for your pipeline.
  4. Give your stage a name, such as “Qualification” or “Proposal,” and choose a color for it.
  5. Repeat this process for each stage in your sales process.
  6. Once your pipeline is set up, you can use the “Deals” tap to add new deals to your pipeline and track their progress through the stages.

Who Uses HubSpot Deal Pipeline?

HubSpot Deal Pipeline is used by a wide range of organizations, including B2B companies in the SaaS, finance, professional services, and tech industries. These companies rely on the feature to manage and track their sales deals in real-time, and to gain valuable insights and analytics that can help them improve their sales processes. It’s all about letting the deal pipeline do the work for your salespeople – and making sure, that they have a structured, nice-looking and simple overview of their sales.

Example of Using HubSpot Deal Pipeline

If you’re a Sales Manager at a B2B tech-company. Then you can use HubSpot Deal Pipeline to manage and track your sales deals. One of the deals in your pipeline is in the “Proposal” stage, and it has been stuck there for several weeks.

Using HubSpot Deal Pipeline, you’re able to quickly identify this deal and see that it is stuck in the “Proposal” stage. You can then take action to move the deal forward, such as by scheduling a follow-up call with the customer or sending them additional information.

In addition, you can use the data and analytics provided by HubSpot Deal Pipeline to identify trends and patterns in your sales process.

Furthermore, you can use multiple different Deal Pipelines if depending on different markets, departments, verticals, industries, products, services etc.

Radiant Results

100 % of Radiants clients working with B2B sales uses HubSpot Deal Pipeline within their HubSpot platform. Most of them use multiple – with great results. It’s a ‘must use’ tool.

Want to read more about Radiant and our work with HubSpot? Click here to see how we utilize Hubpsots benefits

Radiant Rating and Recommendation

10/10. Use it if you work with sales.

Requirements

‘HubSpot Free’. We recommend HubSpot Sales Hub Professional, so you’ll have up to 15 different Deal Pipelines.

How Radiant as a top-tier HubSpot can help you implement HubSpot Deal Pipeline:

As a top-tier HubSpot partner, Radiant can help you get the most out of your HubSpot Deal Pipeline and drive more sales. Our team of experts has extensive experience working with the tool and can provide you with guidance and support to help you optimize your pipeline and achieve better results.

We can help you set up your pipeline and customize it to fit your specific sales process. We can also provide training and support to help your team learn how to use the tool and take advantage of its full range of features.

By working with Radiant, you can be confident that you are getting the ultimate in sales pipeline management technology, backed by the expertise and support of a top-tier HubSpot partner. This will enable you to achieve high-performance results, boost growth, and scale your organization.

Do you have questions, or do you want to learn more about how Radiant can help you?

Contact us today and let’s talk about how you can reach your potential for growth.

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