The end of the year is a critical time for sales teams: It's that last opportunity to hit revenue goals, drive sales and finish the year strong. HubSpot just made it much easier to close your lagging deals before EOY using HubSpot's new prospecting workspace.
The prospecting workspace is currently available to all Sales Hub Professional and Enterprise users. Learn more about the different tiers of Sales Hub with our free guide: What is HubSpot and How Can it Grow Your Business?
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As a HubSpot Sales user, the prospecting workplace gives you a jumping-off point to see task progress, hot leads, your schedule and latest activity. All your prospecting info is in one spot, versus needing to navigate to multiple areas within the HubSpot portal to see the same data. You can also customize the workplace extensively to show only what you care about and use the most.
Managers can also use the workspace to keep tabs on their personal activities, as well as the performance and tasks of their teams.
➤ HS Tutorial: Manage leads in the prospecting workspace
Within the prospecting workspace, there are four tabs: Summary, Leads, Schedule and Feed. Each of these tabs contains information to help you do your job most effectively.
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The summary tab includes a summary of your sales day, current sequences, leads and suggested activities. You can use this prospecting data to ensure you're not falling behind on open deals or warm leads.
Within the summary tab, you'll find:
The summary tab is where it all starts - and where you can get most of the data you'll need to help close those lagging leads.
The leads tab is a reference of all leads assigned to you. On the summary tab you can explore some of your leads, but the leads tab is where you can execute more complex searches and management activities.
Here, you'll be able to see vital data like company, stage, latest activity and next activity for any of your leads. You can use the filtering tools to find exactly what you're looking for.As you approach the end of the year, use the leads tab to filter & find those lagging leads that need a nudge. Look for leads whose last activity was over a week ago, leads who are missing vital information you can use for personalization, or leads who are interested in a particular product or service - the application is entirely up to you.→ Related Content: How To Follow Up With Leads Immediately With HubSpot
In the schedule tab you'll see a more detailed breakdown of your calendar preview.
You'll find info cards for any contacts you'll be meeting with today - or change the date range to look at your entire week, next week or even month.
This area is useful for strategizing and planning. Sales managers will find it helpful to see which leads are being worked and how.
The feed tab functions like a social media feed, but for your leads. Here you can see all latest activity. Sort by type of activity, sequence enrollment and specific contact to see what your leads are up to. This can provide valuable insight for your outreach.
It can also illuminate some gaps in your sales strategy. For example:
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The prospecting workspace is a powerful new tool that lets sales tap into everything they need all in one place. All of the information above already existed in HubSpot, but it wasn't organized into one easily accessible dashboard customized for the team members viewing it.
But the prospecting workspace is just one of the many under-utilized tools within HubSpot. Are you making the most of your account?
HubSpot is a significant investment. If not implemented and used properly, you're not getting the most out of this powerful tool. You can go it alone, but working with a HubSpot partner agency means you don't need to become an expert in HubSpot to get the most out of your investment.
Plus, we are the only agency in Minnesota with a Platform Enablement Accreditation from HubSpot - sounds fancy, but it means we're top-notch in making HubSpot work within your business.
BizzyWeb is a Minneapolis-based digital marketing and web design agency that helps companies get the high-quality leads they need to grow and thrive. Our tactics include inbound marketing, SEO, advertising, web design, content creation and sales automation. We are an accredited HubSpot Platinum Partner and we offer full-service HubSpot onboarding, enablement and strategy for new and current users.