7 Benefits of Automation in HubSpot Sales Hub

Despite all the skills and competencies your sales reps possess, your CRM needs to adequately support them so they can perform their jobs. Even the most experienced members of your sales team need a system that not only complements their workflows but also maximizes their effectiveness. This way, sales leaders can rest assured that their team is as productive as possible—and fulfilled and satisfied by their individual performance. 

With the right CRM system in place, sales teams can automate certain steps in their sales process to close more deals faster and more easily. All it takes is the right approach.

Advantages of Automating Workflows in HubSpot Sales Hub

The purpose of sales automation is to make the overall sales process more efficient by automating specific steps and helping sales teams ensure nothing falls through the cracks. Many steps in the sales process are repetitive and can be cumbersome (e.g., following up with prospects, managing data, and prioritizing leads). The good news is that most of them can be refined by using the advanced sales automation features available in HubSpot Sales Hub.

Below are some of the primary benefits of implementing automated workflows using Sales Hub:

1. Streamline the Sales Pipeline

First and foremost, automating workflows in Sales Hub means the tedious work is already set up to be completed (correctly and systematically). While processes within the sales pipeline occur on their own, users can focus on other strategic initiatives or more pressing matters.

HubSpot Sales Hub allows organizations and their users to:

• Automatically update deal stages
• Schedule follow-up tasks
• Alert team members about important milestones
• Reduce bottlenecks
• Optimize the flow of deals

This, in turn, streamlines the sales pipeline to make securing and closing deals easier and faster.

2. Reduce Sales Cycle Length

Similarly, Sales Hub’s automation features help to speed up sales cycles by ensuring no time is wasted between stages of the sales process. For instance, once a prospect meets certain criteria, they can automatically be moved to a demo stage, and relevant team members are notified to act quickly.

3. Improve Conversion Rates

When it comes to converting leads, it’s all about making sure prospects receive the right communications at the right time. With automation, sales teams can better target their messaging and offers to their target audiences, leading to higher conversion rates. With features such as behavior triggers and A/B testing, reps can more accurately determine a lead’s intent and buying potential. They can then tailor strategies to that lead, increasing the likelihood of conversion.

4. Personalize Customer Interactions

Every customer wants to feel as if you’re talking directly to them. However, tailoring messaging to each individual persona (and market) can be tiresome and time-consuming. To make customizing sales interactions easier, HubSpot Sales Hub users can leverage automated features such as:

• Personalized email sequences
• Content recommendations
• Dynamic web content tailored to user behavior 

5. Standardize Processes

Automating workflows ensures consistency in sales processes by following a specific process every time. This reduces errors, minimizes guesswork, and helps streamline interactions between parties.

6. Boost Productivity

By speeding up the lead nurturing process, automation allows sales reps to prioritize leads based on scoring models—that way, they focus on the leads that are the highest priority. When you make sure your strongest leads get follow-ups, you’re making interactions with prospects more efficient and thus more productive.

7. Foresee Trends and Sales Outcomes

Predictive analytics in HubSpot use historical data to determine current trends and anticipate sales outcomes. Automation supports these features by consistently collecting and analyzing sales data and providing teams with actionable insights based on likely future scenarios.

More About Automation in HubSpot Sales Hub

The benefits of automation don’t stop there. Choosing to automate workflows in HubSpot Sales Hub has a handful of other advantages, too, including:

Customization Potential

HubSpot users can create complex trigger-based workflows that reflect their unique sales strategies, which means customization potential within Sales Hub is virtually limitless. Users can also easily edit stage names and deal probability, and those with Enterprise accounts can take advantage of custom object creation.

Ease of Use

HubSpot is typically considered the most user-friendly platform available, not just for sales but for essentially every aspect of the business management ecosystem. Its interface and features are known to be less overwhelming than other more complex platforms, particularly for beginners or those with little experience using a formal CRM.

Integrations

One key advantage of HubSpot Sales Hub is its unmatched capacity for seamless integrations with external tools, as well as the other HubSpot Hubs (e.g., Marketing Hub, Service Hub). Sales Hub easily integrates with popular sales programs and other platforms such as Zoom, Gong, Salesforce, and ZoomInfo for automatic uploading of information to and from these systems.

Access to Support

Teaming up with an agency like SmartBug gives you access to unmatched knowledge and resources that result from over a decade of experience using HubSpot tools. As the world's largest, most decorated HubSpot partner, we know the platform and its features inside and out, so you always have an expert to turn to. 

The HubSpot community is also a valuable resource for any user of the software, from the first-time sales rep to the seasoned executive. The all-access forum allows you to connect with other HubSpot users, refine your skills, and learn how to make the most of your HubSpot account.

Ready to Close More Deals?

Ultimately, automating your sales processes with Service Hub’s state-of-the-art features saves your sales reps time and effort while freeing them up to take on more strategic initiatives. Plus, sales automation can help shorten sales cycle length, predict future outcomes, and boost conversion rates. In turn, you close more deals and better serve your customer base.

If you’re debating between Salesforce and HubSpot to host your CRM, you can explore the differences and find out which solution is best for your organization by completing our Evaluation for Sales Leaders: HubSpot Service Hub vs. Salesforce.