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AI Guided Selling Software

Use AI that helps guide reps to high-value opportunities and the next best steps to close more deals.

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  • Use AI to find and prioritize suggested tasks next-best actions based on buying signals

  • Improve productivity with deal insight summaries, daily guidance, and meeting prep

  • Accelerate deals in an easy-to-use sales workspace

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Sell smarter and faster.

Your sales reps don’t need more tools — they need clear, proactive guidance in one place. The sales workspace brings everything together in one focused environment where reps can manage leads, track deals, and take action with confidence. 

With the AI-powered prospecting agent built in, your team can research prospects, craft personalized outreach, and work through prioritized task lists based on real-time buying signals. It’s how top performers stay organized while spending more time selling and closing deals.

  1. Get guidance that drives results.

    Suggested tasks powered by real-time buying signals prioritize your highest-potential opportunities, so reps know where to focus. Get tailored content suggestions for every interaction — from email drafts to call scripts to and LinkedIn messages — crafted specifically for each prospect’s needs.

    Personalized outreach converts better, without the hours of research and writing, and is built directly into your workflow.

  2. Let AI handle the details so you can focus on selling.

    Transform every customer interaction with AI-powered prep and follow-up. Sales Hub surfaces relevant CRM data, buyer activity, and talking points before the call so reps show up ready. Afterward, AI helps capture key insights, identifies next steps, and drafts personalized follow-ups. It’s smarter selling, before, during, and after every conversation, without the manual work.

Have questions? Give us a call and we'll walk you through it.

+1 857-829-5060

Frequently Asked Questions

Guided selling software is any software that uses AI and rule-based guidance to make sellers’ day-to-day jobs more efficient. At HubSpot,‌ guided selling with Sales Hub helps sellers do two main things:

  1. Easily focus on the most impactful actions for their leads and deals.
  2. Improve their efficiency when they’re completing those actions through ‌purpose-built sales tools and AI.

Guided selling refers to a set of overarching features and capabilities within Sales Hub that enhance Sales Hub’s primary use cases  - building pipeline and closing deals.

With Sales Hub’s guided selling, reps don’t just get tools - they get proactive, AI-powered guidance in a workspace built for focus and action. Surface suggested tasks based on real-time signals, stay on track with AI-generated emails and tasks, and prep for meetings with talking points, alerts, and tailored follow-ups - all in one seamless selling flow.

Guided selling software is included in Sales Hub Professional and Enterprise.

Yes, HubSpot has a vast ecosystem of over 1,500 ready-to-use integrations on its app marketplace, including many essential sales tools.

Connecting your sales tech to HubSpot will help you have all your data in one place. This makes it easier to create useful, relevant experiences for your customers without added cost or complexity.

Setting up Sales Hub and its guided selling tools is easy and fast. After some straightforward configuration, your team can be up and running on HubSpot’s unified sales software within just a few hours.

More complex configurations and customizations are possible, too, and HubSpot has resources to help. Learn more about customizing Sales Hub and HubSpot Smart CRM to meet your needs.

HubSpot has powerful AI capabilities that help you work smarter and stay ahead. Automate tasks, find valuable insights, write content, streamline workflows, and improve data analysis.