HubSpot Sales Hub: your assessment tool to determine if it's the right fit for your team

This article presents 10 evaluation questions related to your sales team's knowledge, productivity and effectiveness levels. You are asked to answer the questions by assigning a score on a scale of 1 (never) to 5 (always). Once you have completed the questionnaire, add up your scores to evaluate your overall performance.

A score between 0 and 40% indicates a significant lack of alignment, which suggests that there are significant gaps in collaboration among your team members.

A score between 41% and 79% indicates poor alignment: you are on the right track, but there is still room for improvement.

A score between 80% and 100% indicates strong alignment. Keep up the momentum!

Here's your assessment tool to ensure that the HubSpot CRM platform and its Sales Hub is perfectly aligned with your team's needs:

1. My team spends at least 2 hours per week meeting with members of other teams.
2. My team regularly reviews customer feedback with support or customer service teams.
3. My team reviews and improves its training materials annually.
4. My team communicates the same message and value proposition as the marketing team.
5. My team has a thorough understanding of the key technical and financial decision maker personas of their ideal customer profiles.
6. My team understands the importance of Marketing Qualified Leads (MQLs) and their impact on the sales pipeline.
7. My team has privileged access to sales materials and tools.
8. My team is fully aware of their goals and progress.
9. My team has easy access to the data needed to make informed decisions.
10. My team is able to do their work while on the road.

According to a report released by HubSpot in 2021, amazing as it is, sales reps only spend a third of their day talking to prospects. They spend 21% of their day writing emails, 17% entering data, 17% prospecting and researching, 12% in internal meetings and 12% scheduling meetings or calls (HubSpot, 2021).

A structured and up-to-date CRM can speed up tedious tasks, such as lead qualification, so your team members can spend more time engaging with prospects. As a single source of information for all customer data, it not only helps your sales managers, but also empowers your entire team.

A CRM with useful tools and accurate data helps shorten the buyer evaluation process, while allowing your team to deliver a more personalized buying experience. Marketplaces are full of options for your prospects. Your team's mission is to help buyers evaluate them and determine if your products and services are right for them, if they will help solve their problems.

To provide the best experience for prospects and customers alike, it's important that CRM helps you :

• Track and manage detailed contact information.
• Renew interactions with prospects (in initial contact). Provide accurate sales forecasts.
• Automate reporting with dashboards.
• Retain past interactions, engagement and conversations.
• Automate internal tasks and notifications for sales reps.