hubspot Tree Group Strategy CRM

How to Respond Quickly to Leads to Win New Customers - Part 11 of 12

In this series we will show you how you can be the best sales team in eleven actionable steps. This week we will look at how you can use Hubspot's features to give you live notifications when contacts visit your website, open emails, click links, and view documentsJoin us next week for part eleven on Tracking Every Sales Attempt.

Use Hubspot CRM/Sales to:

  • Receive live notifications when contacts visit your website, open emails, click links,and view documents

When I'm doing sales coaching this is one of the features I say to check first thing in the morning and regularly through the day. You're going to know, live, who is engaging with your website, emails and documents. If somebody opens one of your emails you'll even know if they're on their mobile or desktop.

Learn how we generate leads for our clients, what you can do today, and  the tools to use...

If they're on their desktop and they're a busy person it's a great time to give them a call because you know they’re currently sat at their desk. It's also a great way to prioritise who to call and engage with each day. The live notifications feature happens directly in Windows and Chrome so there’s no need to go hunting for this information. It is literally live.

Below is a screenshot of what you'd expect to see.

Activity Stream

The cost for this feature: Some notifications are free but if you want full access then you’ll need a Sales Subscription which starts at $50 per user per month.

Enabling you to sell to the Modern B2B Buyer...

About the author

Picture of James Walters

James Walters is the Commercial director at The Tree Group, a Business Growth agency that helps Automotive companies with at least 10 staff and a desire to grow by 15% in the next 18-months.