Boost your sales efficiency and maximize ROI

HubSpot Sales Hub is a robust platform designed to streamline the sales process and enhance team efficiency. While many sales teams leverage its core tools like contact management and email templates, some powerful features often go unnoticed. Below are five underused features of HubSpot Sales Hub that can help boost your sales efficiency and maximize ROI.

Embrace these 5 features of HubSpot Sales Hub:

1. Sequences for personalized automation

2. Sales playbooks

3. Task queues

4. Cards

5. Deal stage requirements

1. Sequences for personalized automation

Many sales teams use email templates, but few fully leverage the power of sequences. Sequences allow you to automate follow-ups and nurture leads with a series of personalized emails and tasks. Instead of manually tracking outreach, you can create a sequence of touch-points that adapt to how a lead interacts with your messages.

How it boosts efficiency:

• Reduces the manual effort of follow-ups
• Ensures no lead falls through the cracks
• Personalization fields make the automation feel human, increasing response rates

2. Sales playbooks

The sales playbooks feature is often overlooked but can be transformative. Playbooks allow you to create structured, interactive guides for your sales team. These can include scripts, objection-handling strategies, and qualification questions.

How it boosts efficiency:

• Provides consistency in how your team approaches leads
• Speeds up onboarding for new sales reps
• Centralizes resources, making them easy to access during calls or meetings

3. Task queues

While tasks are widely used, task queues can supercharge productivity. Task queues let you group tasks into a sequential workflow so that reps can tackle them one after another without distractions.

How it boosts efficiency:

• Keeps your team focused on high-priority activities
• Eliminates time wasted switching between different types of tasks
• Ensures timely follow-ups on calls, emails, and deals

4. Cards

HubSpot Cards are a key feature within your deal pipeline, offering two viewing options: board view and list view. In the board view, deals are presented as cards, providing a visual representation of your pipeline.

One powerful way to utilize cards is by customizing them to highlight deals that have been inactive for a specific number of days. This allows sales leaders to quickly identify deals that may need extra attention to keep the pipeline flowing.

How it boosts efficiency:

• Proactively manages deal status
• Aligns with your team’s sales goals
• Prevents important deals from stalling or falling through entirely

5. Deal stage requirements

Moving from discovery to initial recommendations and ultimately to onboarding requires gathering key information at each stage.  HubSpot allows you to enforce specific steps and requirements before deals can progress to the next stage in your pipeline.

A common framework many organizations use is the BANT criteria: budget, authority, need, and timeline. While you can often open a deal with just one of these criteria, winning the deal requires addressing all four.

How it boosts efficiency:

• Ensure deals don’t move prematurely
• Avoids backtracking
• Allows touchpoints with different stakeholders

Dive into HubSpot Sales Hub with Blacksoc

HubSpot Sales Hub is packed with features designed to enhance efficiency and boost sales performance, but tapping into its full potential requires intentionality. By leveraging tools like sequences, playbooks, and AI insights, you can streamline your sales process and empower your team to work smarter, not harder.