Secrets to Using HubSpot Deal Stages RIGHT in 2024

Рет қаралды 2,187

Күн бұрын

Want to close more deals this year? Jump on our newsletter: hubs.ly/Q016Xfn-0 You'll also need well-optimized sales pipeline - and that boils down to how you setup and manage your deals and pipeline in HubSpot!
There are many ways to do it, but we've simplfied this down to the 5 best practices that will keep your sales moving and your pipeline full. In this video, we'll give you the secrets you should know to make HubSpot Sales Pro work for you - without the clutter and mess.
Specifically, we'll discuss:
- How to align your sales stages to key milestones in your HubSpot pipelines
- Tips for keeping your deal pipelines linear in HubSpot
- How to make forecasting easier and more accurate in HubSpot by using objective deal naming conventions
00:00 Introduction
01:17 Creating a Concise Pipeline in HubSpot
03:15 The impact of a linear deal pipeline in HubSpot
04:40 How to improve forecasting accuracy with objective deal pipelines
06:23 Supported Deal Pipelines in HubSpot
07:11 Tips for keeping prospects engaged at every deal stage
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HubSpot Hacks is a weekly KZfaq series hosted by HubSpot Agency SimpleStrat.com. It's full of tutorials, featuring tips, tricks and how-to's from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help.
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💬QUESTIONS OR FEEDBACK?
Have a topic idea or a question that needs answered? Drop a comment on the video or tweet at us! Don't forget to subscribe to the channel and share on social!
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#hubspot #hubspottutorial #hubspotsales

Пікірлер: 8

@HubSpotHacks 4 ай бұрын

Join the HubSpot Hacks Newsletter for the latest tips, tricks, and tutorials: hubs.ly/Q01HtXmk0

@JoshuaFreeman-tv5ku Ай бұрын

This is some fantastic teaching, thank you.

@HubSpotHacks 26 күн бұрын

Glad it was helpful!

@ValerieKhalifeh-wo1zs 21 күн бұрын

What is your recommendation for situations in which the demo or the discovery call got canceled? As not all deals go through that stage, I would think that this shouldn't be a separate deal stage. Should these deals stay in "Demo scheduled" even if currently there is no new date for the demo/discovery call?

@ScottMoyse 2 ай бұрын

I'm no sales expert, certainly not trained in it at least .. but that seems like a great way to approach it.

@HubSpotHacks 26 күн бұрын

Thanks, Scott! We've got tons of sales experience under our teams belt and even more exposure from different tactics we see our clients use for their approaches. You just have to find what works for you!

@gracekim4 3 ай бұрын

If I remove the deal after inactivity, what should happen to their Lifecycle Stage? They're technically no longer an "opportunity", right?

@HubSpotHacks 26 күн бұрын

Correct- you would want to consider revert them backwards in their lifecycle stage, likely Lead, and then use a Lead status or Lost reason to keep track of why they are no longer an open opportunity.