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  • Writer's pictureDouglas Grays

How HubSpot's New AI and Sales Tools Can Boost Your Business

Updated: Jan 22

Douglas Grays Author

The following software review is grounded in my personal experiences with setting up and utilizing other business software tools. With over two decades of experience in using business software, I possess a solid understanding of their setup and operation. However, it's important to note that I am not a computer expert. My evaluations are based on the software's intuitiveness, ease of setup and use, and its integration into the workflow of a busy salesperson or business owner. I have great respect for anyone who dedicates their time to developing software with the aim of enhancing operations. While a particular software package may not align with my specific needs, it doesn't imply that it won't be suitable or happily adopted by others. I will however, call out any issues I come across when reviewing a particular software. This review solely reflects my own experiences.

As a salesperson or business owner, staying on top of the latest sales and marketing technology can give you a real edge over the competition. HubSpot, one of the leading CRM and sales platforms, has just announced some exciting new AI capabilities and sales tools that could transform your sales process.

In this post, I'll give an overview of these new features and explain how they can help sales teams close more deals and ultimately grow revenue. Whether you're a solopreneur or manage a sales team, you'll find tips here for making the most of HubSpot's latest innovations.

The Power of AI for Sales Forecasting

One of the most valuable new tools is HubSpot AI Forecasting, currently in private beta. This uses predictive AI algorithms and your historical sales data to generate highly accurate forecasts of future sales.

Having reliable sales projections enables better planning and resource allocation. You can anticipate busy sales periods and ensure your team is prepared to capitalize on the uptick in leads. Likewise, you can identify potential slow periods in advance and reassign team members to focus on other revenue-generating tasks.

The AI takes into account factors like your sales cycle length, deal size, and previous customer behavior patterns. This provides a much more personalized and tailored forecast compared to traditional manual approaches.

For sales managers, having self-updating forecasts based on the latest data can save huge amounts of time previously spent in spreadsheet purgatory. You’ll be able to spot potential issues before they escalate and adjust sales activities accordingly.

And for individual salespeople, seeing your projected pipeline and having confidence in the accuracy of the forecasts can aid motivation and focus. You can prioritize the deals with the highest likelihood of closing and align your outreach appropriately.

Streamline Daily Sales Tasks with New HubSpot Tools

In addition to AI forecasting, HubSpot also announced new features and workflows aimed at centralizing sales tasks and supercharging seller productivity.

The prospecting workspace, for example, brings together key prospecting activities like emailing, calling, and engaging with prospects on LinkedIn. Having a unified workspace reduces context switching. This allows salespeople to maintain focus and momentum while working through their prospect list.

Other additions like advanced lead management reporting provide enhanced visibility into lead status and sales activities. This makes it easier for sales managers to identify hot leads for immediate follow-up and surface any bottlenecks in the pipeline. Prioritization is made simpler when you can easily see which prospects are most sales-ready based on their profile, behavior, and engagement.

For time-strapped sales teams, being able to complete critical daily tasks efficiently in HubSpot can boost productivity dramatically. Sales reps can spend less time on administrative work and more time having meaningful conversations with prospects.

And the centralized interface acts like a command center, giving managers 360-degree visibility into sales performance. You can spot opportunities to fine-tune processes and coaching based on real activity data.

Getting More Value from Your CRM Investment

HubSpot's expanded AI capabilities and workflow features demonstrate how modern CRM goes beyond just storing contacts. The platform proactively helps you optimize the entire sales process for faster growth.

Rather than just enabling basic sales reporting, HubSpot gives you predictive intelligence to set accurate targets. The workflow automation then streamlines sales execution at scale, boosting team productivity.

This allows salespeople to focus on high-value activities like building rapport with prospects and closing deals. AI and automation handle the tedious administrative tasks that previously slowed things down.

Hubspot CRM AI Tool Conclusion

So if you already use HubSpot for CRM, explore how you can take advantage of these new features. The AI forecasting alone can provide tremendous value by aligning sales resources to the most promising opportunities.

And if you currently use a different CRM or no CRM at all, now may be the time to reevaluate. HubSpot's continued innovation shows the power of CRM to increase sales effectiveness, rather than just add administrative burden.

The bottom line is that leveraging technology like AI and sales automation pays dividends in the form of higher conversion rates and reduced sales cycles. As a sales pro or business leader, you owe it to yourself and your team to implement the tools that will set you up for sales success.

HubSpot is making a strong case for being the best solution on the market for small and mid-sized businesses. Take time to see how their platform could transform your sales process for the better.

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