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Productive and Fun Task management comes to HubSpot CRM

HubSpot CRM and Sales Productivity platform

HubSpot launched a CRM back in 2014.  The goal: Provide an easy way for sales teams to track and organize its interactions, and to manage its pipeline -- without breaking your budget.  Since its launch, Hubspot CRM has been adopted by tens of thousands of sales teams. Millions of deals have been created and closed.  HubSpot built two other 100% free tools that plug seamlessly into HubSpot CRM: a powerful sales productivity platform and a lead generation engine.  They have made huge strides around the biggest pain points of their partners (like us) and customers: a sleek new reporting dashboard, parent-child company relationships. company merging, and a whole lot more.

In doing so, HubSpot let one critical component of CRM collect dust far too long: task management.  If you or someone you know uses HubSpot CRM, you'll agree with us: Tasks in HubSpot have been adequate, but not exceptional.  They're like having 30% battery left on your iPhone. Or getting six hours of sleep. Or eating leafy lettuce.  Not the end of the world, but not mind-blowing awesome either.

Today, that changes.  Task management in HubSpot has a brand-new look, and a slew of new functionality to boot.  Staying on top of to-dos is pivotal to your sales team's success.  Every missed follow-up is a lost change at a connection with your prospects and customers.  With HubSpot's new Tasks interface, you'll never let a task slip through the cracks.


  • Get more done in fewer clicks

Time spent fumbling around to manage follow-ups is time spent away from selling.  In a world in which salespeople spend only 30% of their time actually selling, every second saved means more deals closed. Image a world in which you never had to leave your to-do list, in which you never had to manually schedule your next follow-up, in which you never had to click into a CRM record to figure what to do next. Your Sales Reps productivity using HubSpot CRM will increase exponentially, and their adoption will improve as well.  Tasks will ensure that the sales process you implement is engrained in their routine from day one.

  • Ditch distractions. Don't get overwhelmed

From our experiences implementing CRM for businesses, one thing has been abundantly clear: focused sales reps are productive sales reps. With Task Queues, sales reps won't need to open dozens of tabs at the beginning of the day: they won't need to sort through pages of to-dos's at a time; they won't need to scroll a million ways to get to the next thing. Walk into work. Build your Task Queue. Press Play. Run through your tasks. Go home.  Rinse, wash, repeat.

  • Always have your next steps in order

80% of sales require 5 follow-up phone call after the meeting, yet 44% of salespeople give up after one follow-up. As a best practice, every deal in your database should have a next step. No ifs, ands, or buts.  With HubSpot's new Task interface, you'll never let another follow-up slip through the cracks.

  • Track new leads on same timeline

If a lead comes in off your website through HubSpot Marketing tools, all the sales tasks and activities are logged in the same timeline as the marketing engagements.  Everything is in one place, so your reps will never have a call without the right context again.  Plus, they can @-mention their colleagues on individual tasks, to start the dialogue around follow-up strategy.

This post first appeared on Business Success With CRM, Implementer & Guide, please read the originial post: here

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Productive and Fun Task management comes to HubSpot CRM


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