Now Available: An All New HubSpot Intelligence View in Salesforce

by Jeffrey Russo

Date

Jan 28, 2013 10:15:00 PM

As a marketer, making the right information about the leads you generate available at the right time is a crucial part of what you provide to your sales reps. With the right details about your leads close at hand, your sales team can have relevant, meaningful conversations that are more likely to result in new business.

If your organization uses the HubSpot Salesforce Integration, then you probably know that HubSpot makes a universe of meaningful details about your leads easily accessible right inside of Salesforce. We call that data HubSpot Intelligence, and it is about to become more useful than ever.

The right details, right where you want them

We've just released an all new version of the HubSpot Intelligence section that your sales reps see inside of Salesforce. We have redesigned this section to make exactly the details your sales reps need easier to find. Whether a sales rep is doing a quick scan of a lead in Salesforce to see if it's a worthy person to reach out to, or if a rep is starting deeper research on a contact that will ultimately culminate in an email or a phone call.

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Help your reps easily scan records or dig down to do deeper research

At first glance, you'll notice that we have made lead score more prominent in the new HubSpot Intelligence design, making it easy for your reps to quickly see a summary of a leads' qualification. Lead score in HubSpot is fully customizable, making it possible for you to create a simple or detailed scoring system that fits the needs of your business.

Right below the lead score, your reps will find a prominent link back to the corresponding contact profile in HubSpot. On the contact profile, your sales reps will find everything they need to know when doing deep research on a lead. Timeline organizes every detail about a lead in chronological order, from the first event that brought them to your website, to the most recent pages they have viewed and key actions they have taken.

contacts
Reps can easily click from Salesforce to HubSpot's Contacts Timeline, seen above.

The details

  • Now Available - This change is now available to all HubSpot Professional & Enterprise customers who use the HubSpot Salesforce integration. See details on how to get it below.
  • Who gets it - The redesigned HubSpot Intelligence section will be available to all HubSpot Professional & Enterprise customers using HubSpot's V2 Salesforce integration. If you aren't yet using the HubSpot Salesforce integration, you can learn more about it here.
  • How to get it - The update to the HubSpot Intelligence section is now available as a Salesforce integration update. Installing the update is simple, and takes only a few minutes to do. Existing HubSpot customers can learn more about the process here.
 
Not yet a HubSpot customer? Learn more about our software or talk to sales today.
 
 
 

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