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How to use HubSpot Sales and get your team on board.

3 mins read

You’ve put in the time, research and decided that HubSpot is the right choice for you. With all its tools and capabilities, all that’s left to do is convince your team to get them bought in.

getting your sales team on board with inbound

Often, the greatest barrier to a new tool like HubSpot is you just don't know where to start. Most people are likely to try out a tool if they can see how it'll directly benefit them, so here’s how to use HubSpot sales and get your team on board.

Using HubSpot Sales. 

First things first, it’s best practice to familiarise yourself with the platform early on. Completing the steps detailed in this how to implement HubSpot blog allows you to start getting leads through the door quicker. What do you need to make inbound sales work? 

  • Connect your inbox to HubSpot. 
  • Import data such as contacts and deals into your HubSpot account.
  • Utilise tools like the sales dashboard, chat flows, conversations, meetings and more.

Rather than me listing them, you can find the full rundown of HubSpot sales tools here.  

Sync your Sales tool with your CRM.

Sync your sales tools with HubSpot CRM to track deal stages and see which reps are your cash cows (and why). Here’s how to get started with HubSpot CRM in just an afternoon.

If you're only just getting started with HubSpot, remember you don't have to go it alone.

The Sales Software certification will help you get up to speed. It features useful lessons which will ensure you’re better acquainted with HubSpot Sales. Before you can pass the certification, there are some questions which you’ll need to complete. Give it a go here

Achieving team buy-in. 

If the fact that you can get started with sales tools for free isn’t enough, don’t worry. Here are some ways you can sweeten the deal for your team. 

  1. Start with an invested onboarding session. 
  2. All aboard the inbound bus. 
  3. Give them the rundown on the benefits. 
  4. Baby steps are key. 
  5. Rise to the challenge. 

1. Start with an invested onboarding session. 

An onboarding session shows your team why they should get excited about HubSpot and how they can use it. Take this opportunity to educate them and really get them involved.

You've invested in this new software - now it's time to make sure your team is too. 

If this is your team's first encounter with HubSpot, it's worth bringing in an expert. Some experienced agencies can show your team how to get started, demonstrate a few essential tools and answer any queries. 

2. All aboard the inbound bus. 


To really get them interested in HubSpot, you need to get them involved in inbound if you haven’t already. Take them to an inbound marketing event, let them do a couple of HubSpot certs and give them their own time to learn.  

There are plenty of resources available online but our ‘What is inbound marketing’ resource is a great place to get started. It's a good idea to bookmark it so you can refer back to it in the future. 

Oh, there’s also some impressive inbound marketing statistics to convince them here too.

3. Give them the rundown on the benefits. 

What’s in it for them? Here are a few benefits to highlight to win them over. 

  • HubSpot makes it easy for you to identify the most qualified leads. You’ll spend less time sorting through leads and more time closing deals.
  • The HubSpot platform makes for better communication between your team and marketing. If a lead doesn’t seem quite ready for you yet, you can pass it back to marketing without hesitation. 
  • You can automate those painstaking, repetitive tasks. HubSpot is designed to make the parts of your process that take up most of your team's time easier. It can integrate automatic follow-ups so you can put more time towards what matters - closing those deals.
  • Do you know which tools are providing the best results? You’ll appreciate the data and analytics HubSpot offers on that. 

4. Baby steps are key. 

In your onboarding session, provide a few steps your team members can follow to get going. Have an outlined plan, even if it's as simple as logging in.

Make sure to set milestones together that keep your entire team developing. For example, you might say you want everyone to be comfortable logging in and navigating around the platform two weeks after your introduction. 

Specifying timeframes to learn and implement each aspect of the HubSpot platform helps keep everyone on track and moving forward. 

5. Rise to the challenge. 

rise the challenge of inbound marketing hubspot

Fancy a little competition? This is a fantastic way to keep the team engaged, without making HubSpot learning feel like a burden.

For example, if HubSpot is shiny and new, set a challenge to see who can log into and use their account the most consistently. Up the ante and see who can log the most deals in the HubSpot sales pipeline. For some of the bigger challenges, consider incentives like days off and longer lunches. 

HubSpot’s Sales, Marketing and CRM tools are mighty alone - but they’re even better when working together. Encourage team members to dedicate some time each day to the platform, getting them more familiar with the tools available to them. 

Give your team plenty of opportunities to learn, ask questions and find the tools that work best for them. Sales and marketing need to be on the same page. Having sales tools that benefit both teams is a momentous first step towards working better together. To close more leads with your new formidable team, you’ll need our sales enablement guide.

Achieve team buy-in and close more deals with our sales enablement guide.

So what’s sales enablement? With so much information to ingest, I’ll let you take a look at our resource instead. It includes how to align your teams, tips on increasing productivity, how the pieces actually fit together and more.

Grab your copy using the link below.