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Top 5 sales problems solved using HubSpot’s Sales Hub and CRM 

Have sales challenges you'd like to solve? Inefficient sales processes can slow you down, impede your progress and stop you from reaching your goals. When you have a large volume of leads it can be difficult to manage at scale and manual processes become too time consuming. The HubSpot Sales Hub and CRM enables you to implement efficient processes to help tackle these challenges. This helps to relieve you of the constant strain of trying to keep up with high demand and achieve unrealistic goals. 

Here are 5 common sales challenges and how you can overcome them with Sales Hub and CRM software:

  1. Lack of insights and visibility on your current deals in progress 

  2. Unable to forecast revenue and predict cash flow

  3. Overwhelmed by volume of leads or enquiries

  4. Increase call productivity

  5. Minimise the hassle of booking meetings

Problem 1
Lack of visibility in your deals in progress

Without a clear understanding of where deals stand in the sales process, it can be challenging to know what actions to take next and difficult to make informed decisions about resource allocation. This can lead to missed opportunities, lost deals and a slower sales cycle overall. Having real-time insights of your deals lifecycle allows you to track progress, identify potential roadblocks and take action as needed to keep deals moving forward. 


With HubSpot Sales Hub, you can gain the visibility you need to stay on top of your deals and close more deals faster.


The pipeline feature in Sales Hub creates a visual representation of your sales process. This outlines the different stages of your sales process and gives you a better understanding of where their deals are in their lifecycle. Allowing you to focus on which stage needs more attention or which deals are more likely to close. Having full visibility over your sales process allows you to identify bottlenecks and new opportunities, enabling you to take corrective action and move forward. This also enables you to track sales performance, review trends and optimise the process for better results. 

Problem 2
Unable to forecast revenue & predict cash flow  

Inaccurate data, unpredictable market conditions and inconsistent sales performance can affect your ability to forecast revenue and predict cash flow. Without accurate revenue forecasting and cash flow prediction, you may face difficulty in making informed decisions regarding resource allocation, investments and growth. It can also lead to cash flow shortages, financial instability and difficulty with meeting financial obligations such as payroll, rent and debt payments. 


To overcome this challenge, you must adopt reliable forecasting methods, analyse historical data and use sales automation tools to track sales performance and pipeline activity. By doing so, you can gain a better understanding of your revenue potential and cash flow, enabling you to make informed decisions and plan for future growth.


The forecasting feature in Sales Hub is an essential tool for gaining better control over your revenue potential and cash flow. Sales Hub’s forecasting tool provides a clear view of sales performance and helps you identify trends, customise forecast categories, compare forecasts to actual results and set revenue targets. Having more control over your data and previous revenue trends will enable you to make better predictions about the future. 

Problem 3
Overwhelmed by volume of leads or enquiries 

It can be challenging when you don’t have the correct tools in place to manage high volumes of leads and sales. It can be difficult to keep track of sales processes and keep up with the demand at scale. This can lead to missed opportunities and make it difficult for the business to grow. 

Businesses that bring in high volumes of leads or sales need to efficiently manage all tasks and processes to ensure you can maximise profitability and scalability. When you have an overwhelming amount to manage, automation will enable you to perform and complete tasks at the scale you need. 


Sales Hub's lead management tools enable you to automate lead capture, qualification and distribution, ensuring that leads are efficiently managed and prioritised. Sales Hub and the CRM also provides a central location for you to track and manage all your leads and customer interactions, allowing you to follow up with leads promptly and effectively.


The lead scoring feature enables you to prioritise leads based on their level of engagement and their likelihood to convert, allowing you to focus on the most promising opportunities. 

Automation saves you time and prevents you from completing repetitive tasks. When automation is in place it is less likely for mistakes to occur which helps to enrich your data and you can have more reliable reporting methods. 

Examples of workflow automation with Sales Hub and CRM software: 

Sales Hub and the CRM can be used to automate several aspects of the sales workflow. Here are some examples:

  1. Lead capture and qualification: Automatically capture leads from various sources like forms, landing pages and social media. The software can then qualify these leads based on predefined criteria and assign them to the appropriate sales rep.

  2. Email marketing automation: Automate email marketing by sending out personalised emails to prospects based on their behaviour, interests and preferences. This can help in lead nurturing and lead scoring. Making it easier for you to manage customer relationships at scale.

  3. Sales pipeline management: Automate the sales pipeline by tracking the progress of each deal and assigning tasks to sales reps at each stage of the customer lifecycle. This can help in ensuring that deals move smoothly through the pipeline and no leads fall through the cracks.
  4. Forecasting and reporting: Automatically generate reports and forecasts based on sales data. This can help in identifying trends, tracking progress and making informed decisions.

  5. Sales analytics: Provide real-time insights into the performance of the sales team. This can help in identifying areas that need improvement and optimising the sales process for better results.

Overall, Sales Hub and CRM software can automate several aspects of the sales workflow. This  gives you the ability to set custom automations to suit your needs and optimise your workflow efficiency. This enables you to focus on high-value activities like building relationships with prospects and closing deals.

Problem 4
Increase your call productivity 

Both inbound and outbound prospecting is a crucial part of the sales process. However, managing prospecting can be a challenge, especially when it comes to keeping track of how many calls you make. Without proper tracking and management, it is difficult to know whether you are reaching your targets and achieving your sales goals.

This can lead to a lack of clarity and direction, which can be frustrating and demotivating. Moreover, manually keeping track of calls can be time-consuming and error-prone, leading to wasted effort and missed opportunities. Therefore, it is essential to find effective strategies and tools to streamline outbound prospecting and ensure that you can track your calls efficiently to boost your sales productivity.


Sales Hub can help increase your call productivity and streamline your outbound prospecting efforts. One key feature of Sales Hub is the ability to automate call tracking, allowing you to easily log calls and track progress towards your goals. This helps to ensure that no calls are missed and you have a clear understanding of how well sales teams are performing.

call_logs-01 Additionally, Sales Hub offers a range of advanced analytics features, such as call duration and call outcome tracking, which provide insights into how calls are performing and where improvements can be made. This enables you to identify trends, optimise your approach and ultimately improve your call productivity. Sales Hub also includes built-in dialer functionality, which allows you to make calls directly from the software without needing to switch between different tools. This streamlines the outbound prospecting process, enabling you to make more calls in less time. 

Problem 5
Minimise the hassle of booking meetings

We all know booking meetings and scheduling can take up more time than it needs to. Often, there are back-and-forth emails or phone calls, trying to find a time that works for everyone. This can lead to miscommunication, scheduling conflicts, and wasted time. Additionally, if meetings are not scheduled efficiently, it can impact productivity, as employees may need to reschedule other tasks or meetings to accommodate the new meeting time. Moreover, manually managing the meeting booking process can be a hassle, requiring significant time and effort. To minimise the inconvenience of manual bookings, it is essential to find effective strategies and tools to streamline the scheduling process. 


Sales Hub software provides a simple and easy solution to the inconvenience of manually booking meetings. For prospects, Sales Hub includes a meeting booking tool that simplifies the scheduling process by allowing prospects to book meetings directly from your website, email or social media profiles.


You can easily book in using the calendar tool, making it easy to see when all parties are available. This eliminates the need for back-and-forth communication and saves time for both the sales reps and prospects. Sales Hub's meeting booking tool syncs with your calendar, allowing you to manage your schedule easily and avoid scheduling conflicts. Additionally, the tool allows you to set custom availability and meeting durations, ensuring that you have full control over your schedule. 

Sales Hub's meeting booking tool integrates with other features such as email tracking and lead scoring, allowing you to gain valuable insights into the effectiveness of your meetings and how they contribute to your overall sales performance. With Sales Hub's meeting booking tool, you can streamline your scheduling process, save time, and increase productivity.

Solve your sales challenges using Sales Hub and CRM software 

Sales Hub has a wide range of features that can help you address common sales problems with anything related to inbound and outbound prospecting, automation, sales pipeline management, managing high volumes of leads and sales, scheduling and improving productivity and efficiency in your sales process.

For a holistic approach connecting your sales, marketing and service teams with HubSpot’s Growth suite will enable you to create a seamless and unified experience. Improving efficiency and productivity in your processes will enable you to increase profitability and scale your operations as you grow. 

Schedule a free HubSpot consultation to learn more about the platform.