HubSpot Sales Hub

HubSpot has made simple what Salesforce has complicated. For companies such as ours, Salesforce is overkill. HubSpot gives you everything you need to keep track of sales.

I think there could be some improvements in the business intelligence arena. I am not expecting Tableau or Domo, but there could be some work done here.

First of all, it is important to know what is HubSpot Sales Hub. It is a HubSpot product that enables us to monitor the phases of our sales process, and assess which phase of the funnel our leads are in (a lead is a marketing jargon that means sales in this context). In other words, Hubspot sales hub is a sales metric tool to see where the sales optimizations are needed the most. The things that I particularly like with this product are:
- The interface is actually smooth and intuitive. Once we click on the Sales tab located in the upper corner of the screen, we will see all of our transactions, our sales pipeline, and we can actually move the different transactions (meaning the sales) by just picking and dragging them around with the mouse. If we want more information about a transaction, we can just click on it and it will open a whole other window about this particular transaction with the customer’s pieces of information such as: The name, the contacts, and the number of tickets if there are any;
- We can set organizational charts related to team projects, assign tasks among the members, organize meetings, and automate repetitive tasks;
- We can measure the sales performance in the Report tab. Then, we should click on Dashboard to be able to display the different sales made in a defined period of time. The dashboard is customizable with different templates available.

Two things that can be improved:
- It would be better to add a task reminder for the uncompleted tasks;
- Different colors need to be added to automate our next action on a given deal/transaction; different colors with different interpretations about the required actions that must be taken. This will save us the time of having to click on the deals/transactions.