{"id":253590,"date":"2025-05-23T10:46:19","date_gmt":"2025-05-23T10:46:19","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/marketing\/help-your-sales-team-fall-in-love-with-hubspot-or-at-least-use-it\/"},"modified":"2025-05-23T10:46:19","modified_gmt":"2025-05-23T10:46:19","slug":"help-your-sales-team-fall-in-love-with-hubspot-or-at-least-use-it","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=253590","title":{"rendered":"Help Your Sales Team Fall in Love with HubSpot (Or at Least Use It)"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div id=\"hs_cos_wrapper_post_body\">\n<p style=\"margin-top: 12pt; margin-right: 0in; margin-bottom: 12pt; padding-left: 0in;\"><span>Just because you KNOW something can help you doesn\u2019t change your revenue. It&#8217;s the actual use of the tool and platform that makes the impact. So, if you\u2019re trying to manage your business in a CRM, but your team isn\u2019t actually using HubSpot, you don\u2019t just have a CRM problem \u2014 you have a revenue problem. <\/span><\/p>\n<p><!--more--><\/p>\n<p style=\"margin-top: 12pt; margin-right: 0in; margin-bottom: 12pt; padding-left: 0in;\"><span>We\u2019ve seen the symptoms first-hand. <\/span><\/p>\n<p style=\"margin-top: 12pt; margin-right: 0in; margin-bottom: 12pt; padding-left: 0in;\"><span>Deals fall through the cracks. Forecasts lose accuracy. Activity drops but nobody knows why. You can\u2019t coach effectively because your data\u2019s unreliable, or worse, missing altogether. The tools you invested in to drive growth become a graveyard of incomplete records and half-used automation.<\/span><\/p>\n<p style=\"margin-top: 12pt; margin-right: 0in; margin-bottom: 12pt; padding-left: 0in;\"><span>And the worst part? Your team still spends just as much time managing sales \u2014 they\u2019re just doing it in spreadsheets, inboxes, and Slack threads instead of in one place. So you\u2019re not just missing visibility \u2014 you\u2019re losing efficiency, accountability, and momentum.<\/span><\/p>\n<p style=\"margin-top: 12pt; margin-right: 0in; margin-bottom: 12pt; padding-left: 0in;\"><span>This isn\u2019t about \u201cenforcing\u201d a tool. It\u2019s about making sure your sales system actually <em>works<\/em>. Because if your team won\u2019t use HubSpot, you\u2019re flying blind \u2014 and paying for the privilege.<\/span><\/p>\n<p style=\"margin-top: 12pt; margin-right: 0in; margin-bottom: 12pt; padding-left: 0in;\"><em><span>Quick note before you proceed: If your team isn\u2019t using it because the data is unreliable, that may be a bigger issue. <a href=\"https:\/\/simplestrat.com\/free-consultation\" rel=\"noopener\" target=\"_blank\">Feel free to book a consultation<\/a> <\/span><\/em><em><span>with one of our specialists if we can help clean it up and make it a source of truth before pushing the adoption initiative.<\/span><\/em><\/p>\n<p style=\"margin-top: 12pt; margin-right: 0in; margin-bottom: 12pt; padding-left: 0in;\"><span>So how do you drive better HubSpot adoption? How can you leverage HubSpot for better sales team management? Let\u2019s take a look.<\/span><\/p>\n<h2><span>11 Fixes to improve your team\u2019s HubSpot CRM adoption<\/span><\/h2>\n<h3><span>1. Show them the benefits \u2013 in their role and in their language <\/span><\/h3>\n<p><span>If your sales team thinks HubSpot only helps leadership see reports, you\u2019ve already lost them. Show them how it makes their day easier \u2014 fewer clicks, faster follow-ups, more closed deals. This isn\u2019t about \u201cselling the CRM\u201d \u2014 it\u2019s about showing them it\u2019s not a waste of time.<\/span><span\/><\/p>\n<p><strong><span>Example<\/span><\/strong><span>: <\/span><\/p>\n<ul>\n<li><span>Instead of \u201cLog your emails so we can track activity,\u201d say, \u201cIf you log your emails, HubSpot will remind you to follow up and track opens \u2014 less guesswork on who\u2019s actually interested.\u201d<\/span><\/li>\n<li><span>Instead of \u201cThis report shows all the activity, or lack thereof in the system,\u201d, say, \u201cI know you\u2019re talking to a lot of potential customers every day and this is how we can reward you for those efforts and find more good fit prospects for your pipeline.\u201d<\/span><br \/><span\/><\/li>\n<\/ul>\n<div class=\"hs-embed-wrapper hs-fullwidth-embed\" data-service=\"youtube\" data-responsive=\"true\" style=\"position: relative; overflow: hidden; width: 100%; height: auto; padding: 0px; min-width: 256px; display: block; margin: auto;\">\n<div class=\"hs-embed-content-wrapper\">\n<p><iframe loading=\"lazy\" title=\"A Day in the Life: Using HubSpot for Sales\" width=\"840\" height=\"473\" src=\"https:\/\/www.youtube.com\/embed\/qT2JmpAUzzw?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<\/div>\n<\/div>\n<h3><span>2. Create a HubSpot cheat sheet and\/or a cheat sheet dashboard<\/span><\/h3>\n<p><span>Create one place with clear steps on how your team should use HubSpot \u2014 think playbooks, SOPs, even quick videos. You don\u2019t need a 30-page manual, but you do need to kill the guesswork.<\/span><span\/><\/p>\n<p><strong><span>Example<\/span><\/strong><span>: When someone adds a new deal, they should know: Add the company, assign the right pipeline, move it stage-by-stage. No freelancing.<\/span><span\/><\/p>\n<div class=\"hs-embed-wrapper hs-fullwidth-embed\" data-service=\"youtube\" data-responsive=\"true\" style=\"position: relative; overflow: hidden; width: 100%; height: auto; padding: 0px; min-width: 256px; display: block; margin: auto;\">\n<div class=\"hs-embed-content-wrapper\">\n<p><iframe loading=\"lazy\" title=\"Using HubSpot Playbooks to Level Up Your Sales Game\" width=\"840\" height=\"473\" src=\"https:\/\/www.youtube.com\/embed\/vI3NI06t2-g?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<\/div>\n<\/div>\n<h3><span>3. Incentivize and recognize the behavior you need<\/span><\/h3>\n<p><span>Set minimum standards for using HubSpot, but don\u2019t stop there. Use it to celebrate wins, highlight progress, and make it part of the culture. Nobody wants another spreadsheet \u2014 they want recognition.<\/span><span\/><\/p>\n<p><strong><span>Example<\/span><\/strong><span>: Call out the rep who closed a deal by using sequences and playbooks effectively. Or show a leaderboard for most logged meetings that week.<\/span><\/p>\n<h3><span>4. Use each tool for a reason<\/span><\/h3>\n<p><span>If your setup feels like a <\/span><a href=\"https:\/\/youtu.be\/GOMIBdM6N7Q?feature=shared\" rel=\"noopener\" target=\"_blank\">Rube Goldberg machine<\/a><span>, your team will avoid it. Stick to what HubSpot does well out of the box \u2014 don\u2019t over-customize unless there\u2019s a real payoff.<\/span><span>\u00a0<\/span><\/p>\n<p><strong><span>Example<\/span><\/strong><span>: If you have 10+ <a href=\"https:\/\/youtu.be\/ecL31AGAMXA?feature=shared\" rel=\"noopener\" target=\"_blank\">deal stages<\/a> but only 5 actually matter, simplify it. Don\u2019t make your team jump through hoops to move a deal along.<\/span><\/p>\n<h3><span>5. Be careful with your required fields and properties<\/span><\/h3>\n<p><span>The more required fields you add, the fewer deals get logged. Only ask for the <a href=\"https:\/\/simplestrat.com\/blog\/hubspot-organizational-tools-views-permissions\" rel=\"noopener\" target=\"_blank\">info you need<\/a>, not everything you\u2019d like to know.<\/span><span\/><\/p>\n<p><strong><span>Example<\/span><\/strong><span>: Skip requiring \u201cLead Source Detail 2\u201d if all you really use is the main source field. Reps will make something up just to move on.<\/span><\/p>\n<h3><span>6. Identify where automation can bear more of the load<\/span><\/h3>\n<p><span>Use automation to cut down on busywork. Connect the tools your team already uses. If reps have to do everything manually, you\u2019re losing time and clean data. Even providing training on how best to use HubSpot + Outlook or Gmail can be the difference between a team lagging to log activity, vs realizing they can do it without switching tools! <\/span><span>\u00a0<\/span><\/p>\n<p><strong><span>Example<\/span><\/strong><span>: Set up <a href=\"https:\/\/youtu.be\/1Sovbi0XroM?feature=shared\" rel=\"noopener\" target=\"_blank\">workflows<\/a> to <a href=\"https:\/\/youtu.be\/jObDRtQZKbw?feature=shared\" rel=\"noopener\" target=\"_blank\">auto-assign tasks<\/a> or follow-up emails after a <a href=\"https:\/\/youtu.be\/MOAgkXfFLe0?feature=shared\" rel=\"noopener\" target=\"_blank\">form<\/a> submission. Sync with Google Calendar so meetings get logged automatically.<\/span><\/p>\n<h3><span>7. Never assume you\u2019re done training and onboarding! <\/span><\/h3>\n<p><span>Don\u2019t assume one onboarding session is enough. Keep the training going \u2014 short refreshers, team demos, one-pagers. People forget, especially if they don\u2019t use something every day. Make it a habit to share a tip of the week, or a 1x\/month training session to review best practices and showcase wins. <\/span><span>\u00a0<\/span><\/p>\n<p><strong><span>Example<\/span><\/strong><span>: Run a 15-minute \u201cHow to build your own report\u201d session. Or drop a Loom video explaining how to clean up contacts in bulk.<\/span><\/p>\n<h3><span>8. Make sure the leadership is walking the talk in the system<\/span><\/h3>\n<p><span>If leadership isn\u2019t using HubSpot, why should the team? Visibility and buy-in have to start at the top. If your VP still asks for a spreadsheet, you&#8217;re undermining your whole system. Sales team members providing updates in slack? Make sure that data comes from HubSpot in the form of a report \u2013 that removes any ambiguity and reinforces the need to have leadership go to the source of the information. <\/span><span\/><\/p>\n<p><strong><span>Example<\/span><\/strong><span>: Have your sales leader run the pipeline review directly from HubSpot. No slides, no exports \u2014 just the live dashboard.<\/span><\/p>\n<h3><span>9. Find your HubSpot \u201cchampions\u201d and boost their visibility among the team<\/span><\/h3>\n<p><span>Find people on your team who get it \u2014 folks who are tech-savvy, curious, and willing to help others. Let them share tips, answer questions, and shape how the team uses the platform. Studies show that sales pros take advice and best practices from high performing peers more often than they do the marketing team (sorry marketing team) \u2013 so find your champions to amplify the impact and behavior change!<\/span><span\/><\/p>\n<p><strong><span>Example<\/span><\/strong><span>: Your HubSpot pro runs a Slack thread each week with a \u201cPro Tip Tuesday\u201d or helps onboard new reps with a 1:1 walkthrough.<\/span><\/p>\n<h3><span>10. Make it a game<\/span><\/h3>\n<p><span>Add some fun \u2014 and a little competition. Track activity, close rates, or sequence usage and show progress visually. Sales reps are usually competitive by nature \u2014 use it to your advantage.<\/span><span>\u00a0<\/span><\/p>\n<p><strong><span>Example<\/span><\/strong><span>: Want to track usage of HubSpot? <a href=\"https:\/\/youtu.be\/TJx9VlW7dyA?feature=shared\" rel=\"noopener\" target=\"_blank\">Create a custom dashboard<\/a> that shows call activity by rep (or emails sent, meetings scheduled, tasks completed, etc). Give a small prize for top engagement each month. Keep it light, but visible.<\/span><\/p>\n<h3><span>11. Identify and fix broken processes<\/span><\/h3>\n<p><span>Look at usage reports. Talk to your team. If something feels clunky, fix it fast. Nothing kills adoption like a broken workflow or a bug that sticks around!<\/span><span\/><\/p>\n<p><strong><span>Example<\/span><\/strong><span>: If reps are skipping a form because it logs duplicate contacts, don\u2019t just remind them to \u201cbe careful\u201d \u2014 fix the form logic.<\/span><\/p>\n<h2 style=\"margin-top: 12pt; margin-right: 0in; margin-bottom: 12pt; padding-left: 0in;\"><span>Build a CRM your team actually uses<\/span><\/h2>\n<p style=\"margin-top: 12pt; margin-right: 0in; margin-bottom: 12pt; padding-left: 0in;\"><span>If your team isn\u2019t using HubSpot, the problem may be the people, it may be the process, or it maybe the setup (likely a bit of all three!). Whether it\u2019s clunky processes, unclear expectations, or a CRM that feels built for someone else, poor adoption is a symptom of deeper issues.<\/span><\/p>\n<p style=\"margin-top: 12pt; margin-right: 0in; margin-bottom: 12pt; padding-left: 0in;\"><span>That\u2019s exactly what our <\/span><a href=\"https:\/\/simplestrat.com\/fix-my-hubspot\" rel=\"noopener\" target=\"_blank\">Fix My HubSpot<\/a><span> service is built to solve.<\/span><\/p>\n<p style=\"margin-top: 12pt; margin-right: 0in; margin-bottom: 12pt; padding-left: 0in;\"><span>We help companies like yours untangle messy portals, simplify workflows, and turn HubSpot into a tool your team actually wants to use \u2014 because it works the way they do. The result? More accurate data, better decisions, and a sales process that runs smoother (and faster).<\/span><\/p>\n<p style=\"margin-top: 12pt; margin-right: 0in; margin-bottom: 12pt; padding-left: 0in;\"><span>If you&#8217;re tired of pushing adoption uphill, let\u2019s make HubSpot your engine for growth \u2014 not your biggest headache.<\/span><\/p>\n<p style=\"margin-top: 12pt; margin-right: 0in; margin-bottom: 12pt; padding-left: 0in;\"><a href=\"https:\/\/simplestrat.com\/free-consultation\" rel=\"noopener\" target=\"_blank\">Book a call<\/a><span><a href=\"https:\/\/simplestrat.com\/free-consultation\"><span style=\"color: #1155cc;\"\/><\/a> to get started.<\/span><\/p>\n<div class=\"hs-cta-embed hs-cta-simple-placeholder hs-cta-embed-184093802092\" style=\"max-width:100%; max-height:100%; width:1000px;height:279.4921875px\" data-hubspot-wrapper-cta-id=\"184093802092\">\n  <a href=\"https:\/\/simplestrat.com\/hs\/cta\/wi\/redirect?encryptedPayload=AVxigLLx4Nkq4FBMlcRow9sqW%2Fk5KUXoc9dsWDiTX%2BwvNtHNt7m5UEvPI9yKXXP6EUG9KbiJaTQv59RfB0ksyj%2F3mrMbj1F4gzQVlZRdg7A4HGhYAmxkk7gT%2BGdWDhrCqIvb4U5CE%2FndRnDwdsJSWPuOE0z3Q4ctf2i3EO9a1igNEo4vuWCLiCV7XoimC2xx&amp;webInteractiveContentId=184093802092&amp;portalId=1949878\" target=\"_blank\" rel=\"noopener\" crossorigin=\"anonymous\"><br \/>\n    <img decoding=\"async\" alt=\"Optimize Your Sales Tools\" loading=\"lazy\" src=\"https:\/\/no-cache.hubspot.com\/cta\/default\/1949878\/interactive-184093802092.png\" style=\"height: 100%; width: 100%; object-fit: fill\" onerror=\"this.style.display='none'\"\/><br \/>\n  <\/a>\n<\/div>\n<\/div>\n<p><script>(function(d, s, id) {\n  var js, fjs = d.getElementsByTagName(s)[0];\n  if (d.getElementById(id)) return;\n  js = d.createElement(s); js.id = id;\n  js.src = \"\/\/connect.facebook.net\/en_US\/sdk.js#xfbml=1&version=v3.0\";\n  fjs.parentNode.insertBefore(js, fjs);\n }(document, 'script', 'facebook-jssdk'));<\/script><br \/>\n<br \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Just because you KNOW something can help you doesn\u2019t change your revenue. It&#8217;s the actual use of the tool and platform that makes the impact. So, if you\u2019re trying to manage your business in a CRM, but your team isn\u2019t actually using HubSpot, you don\u2019t just have a CRM problem \u2014 you have a revenue [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":253591,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[98],"tags":[6235,22213,465,1329,3705],"dealstore":[],"offerexpiration":[],"class_list":["post-253590","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marketing","tag-fall","tag-hubspot","tag-love","tag-sales","tag-team"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Help Your Sales Team Fall in Love with HubSpot (Or at Least Use It) - Som2ny Network<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fivemor.com\/?p=253590\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Help Your Sales Team Fall in Love with HubSpot (Or at Least Use It) - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"Just because you KNOW something can help you doesn\u2019t change your revenue. It&#8217;s the actual use of the tool and platform that makes the impact. 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