A short HubSpot product tutorial where Kyle demonstrates intermediate deal customization: configuring Deal Stage properties so selected deal fields pop up when a deal is dragged into a stage (and can be set required), and using Sales Hub Playbooks to provide reps interactive scripts that auto-populate those deal properties (examples: date of demo, date of second meeting, top initiatives). The video shows how Playbooks and stage properties streamline data collection and enforce process consistency.
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Kyle
April 4, 2022
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Hey friends, it's Kyle. Welcome to HubSpot's product YouTube channel. In a previous video, we looked at the most basic form of deal customization. Let's take it a little more advanced and look at sort of an intermediate approach going back over to this page where we set up our deal stages. There's also this stage properties column. And here you can do a really powerful thing, which is you can choose certain deal properties to pop up when a deal gets dragged into this particular stage. So let's say you have this demo completed stage and when a sales rep drags a deal into the stage, there are a few particular properties you want them to fill in. Maybe you want to know the date of the demo, maybe you want to know that they scheduled a second meeting and you want to know the date of that too. Maybe you also have a property for top initiatives and you want to capture that information too. So you can have these pop up so that anytime a deal is dragged into this stage, these are going to collect that information. You can also actually make them required so that your sales reps cannot move a deal into this stage unless that information is provided. So, so you can go ahead and save them. And now they appear here. Now you want to make this as easy as possible on your sales reps. So there's another sales hub tool that can help with that called Playbooks. You can create Playbooks that give interactive scripts to your reps. So as they're on a call or running a demo, they know what they need to say and what information they need to collect. And you can have the information they enter into the Playbook automatically populate these properties. Let's take a look. So if we come over to a Playbook here, we have a demo outline built in the Playbooks tool. This one is when did this demo happen? We're going to update a deal property date of demo. So what are the top initiatives at the company right now? We're going to update the deal property top initiatives. When can we meet again? You remind your reps to ask that you collect the date right here. That's going to feed into that date of second meeting. So when the pop up comes in the deal pipeline, your reps don't have to remember anything, they don't have to enter anything in. It's all taken care of as long as they use the Playbook. So that's sort of an intermediate form of deal customization inside of HubSpot, using Playbooks and other tools. Leave your comments below with your thoughts and any questions you might have.
