1 min read

The Pre-Sales Process: HubSpot’s New Prospecting + Leads Tools for Sales (HubHeroes, Ep. 72)


Because I am a callous and cruel dictator, I left George on his own with Max and Devyn this week. Just kidding! I've been out of office moving, and I miss y'all terribly. But good news, I'll be back for next week's episode. 

However, I've gotta be honest, the episode the guys cooked up for you is freakin' out of sight. This week, George, Max, and Devyn got together to talk about the new HubSpot sales tools for prospecting and lead tracking during the pre-sales process

Well, depending on who you ask.

🔎 Related: Why go HubSpot Sales Hub? (with Kyle Jepson from HubSpot)

You see, historically, HubSpot has been great at helping sales teams with pipelines, deal stages, lead scoring, and customizing virtually all aspects of the sales process with powerful automation and data intelligence tools. 

When we were initially planning out this episode, Max pushed back on the "pre-sales" label of these tools. And that's where this conversation begins.

🔎 Related: Why your sales enablement strategy is failing (+ examples)

What do you need to know about HubSpot's new prospecting and lead dashboard capabilities? What the heck is the pre-sales process anyway, and why is it such an important topic? And how should sales teams be scaling up their use of HubSpot going forward?

The guys answer these questions and more!

What We Talked About

  • When we say “pre-sales process” what the flip do we mean by that, and why does it matter?

  • Why is the pre-sales process so important, yet so often overlooked? And what are the most common pre-sales challenges we’ve seen sales reps and teams struggle with?

  • What's new in HubSpot for prospecting and leads? What do we love about these changes?

  • Where do we still see gaps, opportunities for expansion, or potential challenges?

  • How do we hope to see HubSpot continue to expand how they support pre-sales and sales processes in future?

And so much more ... 

Additional Resources