Flawless Inbound Case Studies

INBOUND 2024: The Latest Sales Hub Updates from HubSpot Including Workspaces, Guided Actions, AI Prospecting, and More

Written by Erika Josephison | Sep 19, 2024 2:20:26 PM

If we’re in a new epoch of sales, we’re going to need fresh firepower.  

And with its latest wave of AI-driven innovations, HubSpot has decisively taken its position on the frontline, leading the charge with cutting-edge sales tools. 

The opportunity for automation in sales is enormous—but only for adaptive, agile teams that are ready to overhaul their existing systems and methodologies to reach customers in the right place, at the right time, with the right messaging, and with offerings that speak to the very core of their pains. 

As revealed at INBOUND, HubSpot’s Sales Hub is about to undergo significant adjustments.  

Let’s take a look at the latest updates. 

Breeze Prospecting Agent

As with all of the new Breeze AI tools, the Prospecting Agent is designed to allow reps to strategically find, qualify, and reach out to potential prospects.

The agent helps to automate the prospecting process, meaning sales reps can go through the repetitive prospecting motions of identifying, prioritizing, personalizing, and sending much quicker, leaving them more time to focus on meeting and communicating 1-1 with those opportunities that have been qualified. Take it a step further, and use Breeze AI Intelligence for intent-based prospecting - read more here!

Sales Workspace

The new and improved sales workspace drives efficiency by giving salespeople a single view of their work, complete with all the tools and data they need to execute in all stages of the sales cycle, without ever having to switch between apps.  

  • View AI-recommended next-best actions as well as open tasks, deals, and leads 
  • Use the new AI meeting assistant and sales queues to prep and follow-up faster 
  • Build pipelines easily with the Leads tab, with a refreshed UI and new customization options 
  • Close deals more effectively with the addition of Deals in the workspace. 

Guided Actions 

Sellers need to zero in on the actions that truly move the needle to build robust pipelines and close deals. Lacking the right insights, they risk poor prioritization, missed opportunities, and deals slipping through the cracks. 

Guided actions offer a smarter approach, helping sellers cut through the clutter and concentrate on what matters most. Powered by AI, buyer engagement insights, and deal data, these actions highlight high-impact tasks automatically. Now, reps can effortlessly streamline outreach, prioritize the most promising deals, prep for key meetings, and more—all with precision and purpose. 

All images via HubSpot

AI Meeting Assistant

HubSpot's AI Meeting Assistant harnesses data from the Smart CRM, the history of your sales activities, and more, to help reps prepare for upcoming conversations and execute efficient follow up after the meeting has ended. 

The assistant provides detailed attendee information and action prompts, such as: 

  • suggested activities for upcoming conversation 
  • shortcuts that allow reps to quickly reach out to attendees that have yet to accept the meeting invite  
  • meeting insights and action items that reveal summaries of past calls and emails. 

Predictive Deal Score 

Powered by AI, predictive deal scores are based on several different factors including recent activities, deal property values and more. You can view scores and score trends in the sales workspace, on deal records, or in your deal pipeline. 

Reps can check deal scores from within the sales workspace to easily assess the health of your pipeline and then prioritize the most promising opportunities. The scores can be implemented for automation, reports, and segmentation. 

Dynamic Sequences

Allow sales teams to better focus their time on warm leads with dynamic sequences. These sequences start with a series of emails, as usual BUT when a lead begins engaging with those emails (warming up), the dynamic sequence will automatically switch to a series of manual tasks urging reps to followup. This way, reps don't need to closely watch their sequence to avoid missing an engaged lead, and there's no need to set up reminder workflows and emails to identify those warm contacts. 

Deal Summaries 

Modern reps nurture many different deals concurrently - each with their own set of varying needs, contexts, and challenges. They need a streamlined way of capturing key information about their deals - and quickly! 

Deal summaries cut through the noise, spotlighting the critical details in your pipeline. This enables you to manage your deals with precision and focus on the actions that drive the most revenue. 

Implement New Sales Hub with Flawless Inbound 

Do you want a detailed breakdown of the new sales enablement features announced at INBOUND and how they can impact on your sales strategy? 

Join us on October 2 for our webinar, INBOUND Debrief: What’s New in Sales Enablement? Our experts will share insights on how the latest INBOUND updates impact your sales team and overall business strategy. We'll also provide live demos of the new features so you can start using them right away.