HubSpot Sales Hub: Welcome to Agile Pipeline Management

HubSpot Sales Hub: Welcome to Agile Pipeline Management

Copper pipes and values

Agile means more than stand-ups and sprints. For a team to be agile, their tools have to be agile. 

Welcome to part 4 of our 5-part series on RevOps. It’s 2022 and there has never been a better time to rethink your approach to fintech sales. Let’s dive into some ways your team can be more efficient, profitable, and agile. 

What Is the HubSpot Sales Hub?

The HubSpot Sales Hub is a sales management software that allows businesses to more effectively manage, communicate and track leads. It helps sales teams interact with clients without spending valuable time and resources inputting data or writing the same email every time.

In HubSpot’s words, Sales Hub is “Sales CRM software to help sales teams close more deals, deepen relationships, and manage their pipeline more effectively.”

Benefits of the Sales Hub

From building out automated sequences with your most common sales tasks to creating a custom dashboard to see all of your team’s sales activities in one place, you can use Sales Hub to get the big picture and the gritty details. Y’all, it’s a miracle of the modern age. As I mentioned in Part 1, this is the New World of operations. Here’s just a few of the other benefits:

  • Personalized lead nurturing.
  • Better data organization with custom objects.
  • Easier user permissions and tighter permission controls.
  • In depth analytics (including sales forecasting).

Main Features of the Sales Hub

Email Templates
Save time by turning your best-performing sales emails into templates that can be shared with your team. Just personalize with data from your CRM, and hit send.


Know the second a lead opens an email so you can follow up at exactly the right time and close deals faster. No guesswork involved.

 Call Tracking

Prioritize your day’s sales calls, make and record calls directly from your browser, and automatically log them in your CRM for maximum efficiency.

Conversation intelligence

Automatically capture details from every call so you can uncover the “why” behind team performance. Then unlock coaching opportunities with AI-powered insights.

Sales Management Playbooks
Arm your team with competitive battlecards, call scripts, positioning guides, and more. Better sales enablement and faster onboarding means more time to close deals.

Sales Automation

Automate your sales process with a personal touch. Set up a series of personalized emails and follow-up tasks to ensure you stay top of mind throughout the sales process.

What Role Does Sales Play in Revenue Operations?

Sales teams tend to focus on sales systems, strategies, and tactics – i.e., what they need to sell. 

However, when combined with a RevOps approach, inefficiencies are improved across all departments that affect revenue growth as goals suddenly become shared. Yes, your sales team still focuses on selling products, but revenue operations will allow for informed decision-making across the organization.

HubSpot’s Sales Hub makes looking at the bigger picture possible, empowering stakeholders from marketing, sales, and customer service to enhance the company’s go-to-market strategy, maximize tech usage, and ultimately drive sales.

Leverage the Power of the HubSpot Sales Hub With CSTMR

Of course you want all those benefits and features for your sales team. But maybe making a change to your CRM or finally moving from spreadsheets to an all-in-one platform feels daunting. Data migration can be tricky. Relax. You don’t have to do it alone. 

Working with Platinum Partner agency like CSTMR  makes that process easier. Curious about how that might work? Book a call with Rory, our CEO, and he’ll walk you through our HubSpot automation and operations services. 

Picture of Rory Holland
Rory Holland
Rory Holland is CEO and Co-Founder of CSTMR. For more than 20 years, he has made it his passion to help Fintech and financial companies leverage digital marketing and advertising to drive growth.

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