You shouldn’t have to settle for bloated, legacy CRMs. That’s why HubSpot built Sales Hub Enterprise. As a trusted HubSpot partner since 2014, I’m here to help you get started.
Enterprise Grade CRM Improvements:
Custom Objects (available in all enterprise Hubs):
Get the flexibility and control you need to represent your business on HubSpot — exactly as it appears in the real world. With custom objects you can store almost any type of data in HubSpot, including subscriptions, locations, shipments, events, and more. Best of all, custom objects work just like standard objects in HubSpot so you can easily view, set up workflows, and run reports on the data associated with custom objects.
Asset Partitioning (available in Sales and Service Hub Enterprise):
Keep your team organized with asset partitioning. With asset partitioning, you can make sure that teams only see the data, content, and assets that are relevant to them and their role. Sales Enterprise admins can control access to dashboards, lists, workflows and more.
Record Customization (available in Sales, Service and Marketing Hub Enterprise):
Match your records to your team’s needs by creating custom layouts. Custom layouts can be based on the team a user is on.
ABM (available in Sales and Marketing Hub Professional and Enterprise):
Unite your teams, unlock your potential. Sales Hub Enterprise includes ABM tools that help marketing and sales teams work together to prioritize the right accounts, personalize outreach, coordinate engagement, and easily measure performance.
Sales Acceleration Tools Improvements:
AI Improvements (available in all hubs)
Experience the benefits of seamless AI. Carefully crafted to balance power and ease, Sales Hub saves you time behind the scenes. Contact data in the CRM is automatically enriched with information from the contacts’ email signatures, important tasks are automatically created so nothing slips through the cracks, and target accounts are automatically suggested based on data in your CRM.
Improvements to the HubSpot Mobile App (available in all hubs):
Work and sell from anywhere with the latest improvements to the HubSpot mobile app. The all-new mobile activity feed matches the experience on desktop, including the new “today” view, so you can stay on top of the most pressing prospect activities on the go. Review and execute tasks in a few quick taps and send tracked emails effortlessly with access to email templates and meetings links in-app. Plus, the new HubSpot keyboard gives you access to all of your favorite sales content as you work in other apps like Messages, WhatsApp, Slack, and more.
Improvements to HubSpot’s Sales Engagement Tools:
Streamline prospecting with the latest improvements to HubSpot’s sales engagement tools. Bulk enroll contacts in a sequence, pause sequences based on task completion, and add manual email sends or LinkedIn Sales Navigator tasks as steps in a sequence. When it comes to accomplishing those tasks, a new “today” view helps you prioritize and plan your day while task queues let you cross off to-do’s at record speed both on desktop and in the HubSpot mobile app.
Bulk Enroll Contacts in a Sequence (available in Sales and Service Hub Enterprise):
Save time on your most tedious tasks. Sequences lets you tee up a series of emails and follow-up tasks to ensure no prospects slip through the cracks — and now, you can enroll up to 50 contacts in a sequence in just a couple clicks.
Bulk Unenroll Contacts in a Sequence (available in Sales and Service Hub Enterprise):
Rest assured knowing that your prospects receive the right follow-ups. Sequences automates the manual follow-ups for you — and, if your communication plans change, now you can remove multiple contacts from a sequence with a few clicks.
Pause Sequences Based on Task Completion (available in Sales and Service Hub Enterprise):
Stay in control of your sales automation. Now you can pause sequences based on whether or not a task in the sequence has been completed so you can be sure that automated email sends and follow up tasks are relevant and fresh.
Add Manual Email Sends as Steps in a Sequence (available in Sales and Service Hub Enterprise):
Tailor your outreach when the time’s right. Now you can add manual email sends as a step in a sequence. When it comes time for the email to be sent, you’ll be prompted with the email template to personalize or tweak the message based on what’s relevant in the moment.
Add LinkedIn Sales Navigator Tasks as Steps in a Sequence (available in Sales Hub Enterprise):
LinkedIn Sales Navigator is a powerful tool that helps sales teams tap into LinkedIn’s network of 660M+ professionals to find and build relationships with prospects and customers alike and with the latest update to the LinkedIn Sales Navigator integration, sales reps can now add LinkedIn Sales Navigator steps to a sequence.
Task Queues (with support for LinkedIn Sales Navigator) (available in Sales Hub Professional and Enterprise):
Task queues are like playlists for your to-do’s, enabling reps to power through a seemingly endless list of tasks in record speed. With the latest updates to the LinkedIn Sales Navigator integration, you can seamlessly send LinkedIn connection requests and InMail from the HubSpot contact record while running a task queue.
Connected CPQ Tools:
Custom Product Properties (available in Sales Hub Professional and Enterprise):
Keep track of every product detail — from dimensions to colorway — with custom product properties. Tie products to deals and run reports to understand what sells.
Enhanced Line Item Editor (available in all Sales Hub packages):
Easily tailor each quote to meet client expectations with the line item editor. Choose which products are associated with a deal and customize the price and term information for each line item from one, unified interface.
Custom Quote Templates (in beta):
Use the HubSpot design manager to create beautiful-looking sales templates that match the look and feel of your brand. Enable sales reps to customize key information like products, deal amount, buyer information, and more.
Account Integrations (available in all hubs):
Create invoices, associate tax codes, use multi-currency syncing with your favorite accounting software directly from the HubSpot deal record. Do all of this and more with HubSpot-built apps for QuickBooks and Netsuite, or apps from our global accounting partners like Xero, Freee, and NuBox. Or, use the new accounting extension to build your own custom solution.
Streamlined Sales Reporting
Sales Analytics (available in Sales Hub Professional and Enterprise):
Explore HubSpot’s newest collection of fully customizable, out-of-the-box reports that you can edit and save to your dashboards. The Sales Analytics reports give you rich insights into the overall health of your sales pipeline so you can coach your team and improve outcomes over time.
Forecasting (available in Sales Hub Professional and Enterprise):
HubSpot’s new forecasting app is fully-integrated with the CRM. It rolls up team performance and allows for manual adjustment so you can create dynamic sales forecasts that won’t compromise accuracy for ease-of-use. Best of all, it includes a rep view, so managers can hone in on individual rep performance in coaching sessions and 1-on-1’s.