HubSpot Sales Starter Overview
Introduction
HubSpot Sales Starter is the introductory edition of HubSpot’s sales software, designed specifically for small businesses and teams aiming to enhance and streamline their sales processes. Built on top of HubSpot’s powerful CRM platform, this tool provides a centralized system to manage customer relationships, track deals, and organize sales activities efficiently.
Key Features and Functionality
Core CRM
- Sales Starter is built on HubSpot’s CRM, allowing you to store and manage contact information, track deals, and monitor the sales pipeline. This includes logging activities, recording notes, and scheduling tasks to ensure effective follow-ups with leads and customers.
Email Tracking and Templates
- The tool enables email tracking, providing real-time notifications when a prospect interacts with your emails, such as opens and clicks. It also offers a library of pre-built email templates that can be personalized and customized to streamline outreach efforts.
Document and Template Management
- You can create, store, and share sales documents and collateral within the CRM. This feature simplifies document management and ensures easy access for sales reps during their interactions with prospects.
Basic Deal Management
- Sales Starter allows you to create deals, associate them with specific contacts or companies, and track their progress through different stages of the sales cycle. This helps in monitoring the status of your deals and prioritizing your sales efforts.
Basic Task Automation
- The tool offers basic workflow automation capabilities to trigger tasks and emails when deals change stages, automating routine sales activities and ensuring timely follow-ups.
Reporting and Dashboards
- Sales Starter provides access to 10 dashboards, each containing up to 10 reports. These reports offer insights into key sales metrics such as deal performance, pipeline activity, and revenue generation.
Calling and Meeting Scheduling
- The plan includes a call queue feature that allows sales reps to make outbound calls directly from the CRM, with up to 8 hours of calling per month. Additionally, you can create up to 1,000 personal and team meeting links without any HubSpot branding.
Integration with HubSpot Marketing Hub
- Sales Starter integrates with HubSpot’s Marketing Hub, enabling you to align sales and marketing efforts. You can access marketing data, track lead sources, and sync contact information between the two platforms.
Custom Properties and Currencies
- You can create up to 1,000 custom properties to tailor the CRM to your specific needs. The plan also supports up to 5 different currencies, making it versatile for international businesses.
Live Chat and Conversational Bots
- Sales Starter includes live chat functionality and conversational bots, similar to the free plan but without HubSpot branding. This allows your target audience to easily get in touch with you.
Pricing
HubSpot Sales Starter is priced at $20 per user per month, making it an affordable option for small teams looking to enhance their sales processes.
In summary, HubSpot Sales Starter is a robust yet affordable solution for small businesses and teams, offering a comprehensive set of features to manage contacts, track deals, automate tasks, and integrate with other HubSpot tools, all within a user-friendly CRM platform.