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How to Make the New HubSpot Prospecting Tool Work For You

Hunter Burin | December 27, 2023 | Hubspot

I'm Hunter Burin, your HubSpot implementation specialist at Evenbound. I’m here to dive into the new HubSpot prospecting tool and show you how it can streamline your day-to-day activities and supercharge your productivity.

Are you more of a visual learner? Take a look at my YouTube video explaining all the ins and outs of this blog! 

Exploring the HubSpot Prospecting Tool Workspace

Upon entering your HubSpot account and navigating to the prospecting workspace, you'll land on the workspace's summary page. This centralized tab serves as your hub, offering an overview of your daily tasks, progress, meetings, and more.

Task Management and Efficiency

It’s easy to efficiently manage your tasks by utilizing the prospecting tool's capabilities. You can filter tasks based on due dates, types (emails, calls, LinkedIn tasks), and completion status. Quickly initiate tasks and follow-ups, and streamline your workflow by utilizing the "Start All" feature to organize and tackle multiple tasks effortlessly.

Insightful Contact Handling

Within the workspace, you can gain deeper insights into your contacts, their statuses within sequences, and stages of interaction. The tool conveniently lets you view and manage all related contacts, facilitating seamless communication and follow-ups.

Understanding Lead Stages

Incorporating lead stages within the prospecting workspace is pivotal. These stages track opportunities leading to deal creation. By managing leads through stages like “Attempting,” “Connected,” and “Qualified,” you’ll streamline your sales pipeline and ensure timely and effective communication.

Leveraging Automation and Settings

Within the HubSpot prospecting tool, you can customize lead creation settings and automate stages to enhance workflow efficiency. Utilize HubSpot's standard automation while incorporating custom stages tailored to your business needs. You can also automate actions based on lead interactions, ensuring a structured and effective approach to lead management.

Leveraging Automation and Settings

Implementing and optimizing these tools in HubSpot might seem overwhelming. At Evenbound, we're here to help. Whether it's configuring leads, prospecting information, or overall tool utilization, our team is ready to guide you through the process.

 

Evenbound is Here to Empower Your Marketing Efforts

Understanding the functionalities and capabilities of HubSpot's prospecting tool is key to maximizing its potential. Integrating these tools into your daily routine will pave the way for streamlined tasks, enhanced communication, and optimized sales processes.

If you need assistance implementing these strategies or optimizing your HubSpot experience, don't hesitate to contact us at Evenbound. We’d be thrilled to work together to elevate your marketing endeavors!

 

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