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how to use HubSpot for sales

HubSpot для відділу продажів: налаштування, sequences і управління воронкою

HubSpot's feature depth causes most sales teams to use 20% of it badly instead of 80% of it well. The highest-ROI features for sales are pipeline + email sequences + task automation — in that order.

Get your sales team running in HubSpot in one week with pipeline, sequences, and reporting.

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Протокол вирішення

  1. 01

    Week 1: configure pipeline and properties

    Settings → CRM → Pipelines. Create your deal stages. Add custom deal properties (deal size tier, lead source, competitor being replaced). Connect Gmail or Outlook. This is the minimum viable HubSpot setup.

  2. 02

    Week 2: build sequences

    Sales Hub Starter ($20/seat) unlocks Sequences. Build one 7-step sequence per sales motion: inbound demo follow-up, outbound cold sequence, post-proposal check-in. Each step: personalized email + optional LinkedIn task. Sequences enroll manually — you control who gets what.

  3. 03

    Week 3: set up reporting

    Create a Deal Funnel report (stage conversion). Create a Rep Leaderboard (deals closed, pipeline created). Create a Forecast report (weighted pipeline vs. quota). Share these three dashboards in your Monday pipeline review — they replace 80% of your management spreadsheets.

Питання та відповіді

Is HubSpot free for sales teams?

HubSpot CRM is permanently free for unlimited users. It includes: deal pipeline, contact management, email logging, basic tasks, and live chat. Paid Sales Hub ($20/seat/month) adds: sequences, call recording, deal automation, and advanced reporting. Most teams under 10 reps start free and upgrade when they need sequences.

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