Tracking and Reporting
- Email and Call Tracking
- Document Management and Tracking
- Analysis and Reporting
Management
- Pipeline Management
- Deal Management and Revenue Forecasting
Integrations
- Zoom/Gong Integrations
- ZoomInfo Integrations
- Gmail/Outlook and Slack Integrations
- SAP or NetSuite Integrations to streamline your financial data and improve forecasting accuracy
Collaboration and Communications
To help support collaboration and alignment between sales team members, as well as marketing and customer services teams, we will provide AI-powered insights, a meeting assistant, and a sales workspace that is packed with productivity tools to supercharge rep efficiency, including:
- Live Chat
- Meetings Scheduling Tool
- Email, Web Conference, and Messaging Integrations
Sales Enablement for AI-Guided Selling, Sales Plays, and Sequences
We provide enablement services for Sales Hub that support onboarding and ongoing success with the central purposes of the Hub: building your pipeline and closing deals.
We promote sales team alignment by familiarizing members with HubSpot CRM best practices through tools such as:
- Guided Selling
- Prospecting
- Sales Sequences
- Playbooks
- Connected Email Inboxes
- Tasks
- Integrated Social Media Accounts
Using the TSL content team, we offer copywriting and build services for Sales Plays, Sales Sequences, and Playbooks. As part of Sales Hub onboarding, we will walk you through each and share useful tips and strategies for getting the most out of your HubSpot investment for your sales team.