HubSpot has multiple free tools that your B2B sales team can benefit from, like scheduling meetings at the click of a button, scheduling out emails to leads and tracking prospect activity.
B2B sales teams can miss out on improving their sales processes by not taking advantage of the best free tools that HubSpot has to offer. HubSpot provides these resources to save your business time and to help you sell to customers more efficiently.
We’ve put together a list of the top 5 free sales tools that HubSpot has to offer on the HubSpot CRM.
Email Templates
Email templates are a massive time saver for sales teams. As the majority of emails are different versions
The template tool in HubSpot allows you to build out those common messages, complete with personalisation tokens that auto-populate based on who you’re sending to, such as the contact’s first name.of one core message, creating a template is an efficient way to cut down the emailing process.
The free version of HubSpot allows you to create and use up to five templates. Go to Sales Tools > Templates to create the templates you need to enhance your email strategy.
Chatbot
According to HubSpot, when compared to live chat, 75% more people engaged with an AI chatbot. Not only is it more likely that your audience will engage with your chatbot, it also frees up the use of your sales team to focus on what matters.
With HubSpot’s chatbot software, you can reduce the workload for your team. Chatbots can help you to qualify leads, book meetings, and provide answers to frequently asked customer questions. This software helps ease the strain on the sales team and provides quick responses to users.
Email Tracking
Through HubSpot and the free Office 365 or Outlook integration, you can write your emails and set up email tracking. This tool is great for eliminating the guesswork in prospect converting.
This creates an opportunity for B2B companies to personalise their outreach after a prospect engages with their emails. You can continue to automate outreach to prospects who don’t interact.Through the email tracking tool, you receive a notification as soon as a prospect opens your email and clicks on any attached links.
Email tracking identifies the prospects that are worth chasing so you can close in on those valuable leads.
Activity Feed
With the HubSpot Sales Chrome extension or the HubSpot Sales for Windows tray app, you receive real-time notifications when a lead revisits your site, a tracked email is opened or clicked on, a meeting is booked, or a shared document is viewed.
The activity feed tool helps B2B sales teams to keep tabs on how leads are interacting with content and to understand their level of interest.
The tool gives the sales team an indication of how likely it will be to make the sale.HubSpot automatically applies tracking when you share a document, allowing you to see when/if your contact has viewed the document. The document tool allows you to upload 5 documents for free. You can build a library of content for your entire team to upload and share documents with your contacts.
Meetings
HubSpot’s meetings tool seamlessly coordinates with your Google or Office 365 calendar to allow prospects to book directly into your schedule at a convenient time for you.
You can set the time periods that are available and the length of the meeting to allow your schedule to run smoothly and without clashes.Through this tool you can skip past the process of messaging prospects back and forth to book in a meeting.
To set it up, go to Sales Tools > Meetings in the menu at the top of the HubSpot CRM.
If you would like to learn more about how to use HubSpot’s sales tools or how Ilex can help to support your sales and marketing, book a call with us today.
