This is a HubSpot demo (presented by Nick from HubSpot Academy) introducing the new prospecting workspace in Sales Hub. The workspace centralizes prospecting tools—personal schedule, daily goal tracker, task queues, leads, sequences, contacts and email replies—so reps can work in one place without switching apps. It also adds lead-management automation (automatic stage progression and streamlined deal creation), calendar integration (meeting highlights, suggested focus time, meeting rotations in Professional), and mobile support for quick contact capture and sequence enrollment.
Chapters
You. Hey sales teams. It's Nick from HubSpot Academy. I'm here to introduce you to the brand new prospecting workspace in Sales Hub. Why? Well, many sales reps today are struggling to hit targets and spending too much time on tasks that aren't related to selling. And as a result, teams have developed a productivity problem which has led to a gap in their connections with customers. It's more important now than ever for sales reps to learn how to maximize their opportunities to by reaching the right prospects with the right message. And that's where HubSpot's new prospecting workspace comes in. The prospecting workspace is crafted to empower your sales reps and boost productivity. It offers a seamless and efficient experience, helping you achieve your goals effortlessly all in one place. From scheduling and task management to sequences and leads, everything is readily available at your fingertips. The best part? Sales reps alike no longer have to switch between apps to complete their work. You now have a singular view of your work so you can concentrate on what truly matters. Engaging prospects and building pipeline by focusing on the human connection. So let's take a look at how this works. In the workspace, you'll see your personal schedule, daily goal tracker leads, sequences, contacts, email replies, and outstanding tasks all in one place. The great thing? You can get straight to work by clicking any link. It'll open a task queue so you can stay focused on one type of task without distractions. You can also measure how far along you are for the day, get suggested actions to take, and know when contacts are assigned to you or they've replied. And this isn't just for tasks and calendars. With the addition of new lead management tools, reps have a space for managing leads with ease. Leads smoothly progress through stages. Reps engage, saving time on manual tasks and allowing more time for customer interactions. How? Reach out to one lead and their status will automatically change from new to attempting. And if they respond, it says connected. If you qualify them, it'll automatically open a deal creation window. Or if it didn't work out, a window will open where you can select why this lead was disqualified. This makes it easy to report on your leads, maintain data integrity, and get consistency baked into your sales process. Okay, so let's talk about your schedule. We all know that when you're on top of your schedule, your productivity skyrockets. Luckily, the workspace makes it easy for you to optimize your schedule. Simply connect your calendar to HubSpot and you'll be able to manage your schedule right from inside the workspace. It'll highlight contacts you're meeting with each day so you can quickly review their needs and history. It'll even suggest when you should block time to go through your tasks and remind you to update the CRM with your meeting notes and outcomes. So what if we were to combine the new elements of prospecting and the importance of the calendar together? Now, as you're moving leads through their stages, prospecting sales reps can capitalize on that momentum, gain from a successful qualifying call, and easily schedule the discovery call on the account manager's calendar. And in Sales Hub Professional, you can set up meeting rotations and distribute leads evenly across your team. Finally, we know prospecting doesn't just happen at a desk. With the HubSpot mobile app, you never have to stop generating revenue, even when you're on the road or at a conference. Quickly scan a business card, QR code or import vcards to add new contacts and immediately roll them into a sequence right from your phone. You can orchestrate, review and send personalized sales emails with Content Assistant and avoid the hassle of typing on your phone. Be sure to check out the brand new Sales Hub so you can lessen your admin work and stop treating a prospect like ticking a box and instead boost your prospecting productivity and focus on closing that connection gap with your customers.
