Sales teams are constantly asked to balance multiple priorities, keep track of their follow ups, and to report on activity. These are core functions of a good CRM, and at the heart, we find HubSpot Tasks – a powerful tool that helps sales teams prioritize efforts, get notified of actions that must be taken and ultimately boost performance. In this blog, we explore how to efficiently use HubSpot Tasks to maximize your productivity.
Understanding HubSpot Tasks
HubSpot Tasks are designed to help sales and service teams organize their daily activities. By providing teams with a structured way to manage workloads, they can focus on closing deals, nurturing relationships, or following up on various customer-facing activities. HubSpot Tasks ensure teams never miss an important step in the sales process, whether it’s following up on leads, scheduling meetings, or sending emails.
The beauty of HubSpot Tasks lies in its simplicity and integration with HubSpot’s other tools. This allows teams to centralize tasks, gain a holistic view of responsibilities, and seamlessly transition between different sales activities. Not only does this save teams time, but also reduces the risk of oversight.
Using Task Queues and Priority
In HubSpot, task queues allow users to organize and manage tasks efficiently by grouping them into specific categories. These are commonly used when there is no defined assignee for a task, such as a customer service need. From here, you can send your team into the queue on a first-come, first-serve basis.
Prioritization is crucial in the fast-paced world of sales. With numerous tasks demanding teams' attention, it’s essential to determine which activities are most important.
Prioritize tasks by urgency and importance. In HubSpot, you can label tasks to differentiate between high-priority and low-priority tasks. This allows sales reps to visually see what tasks should be tackled first. You can also set due dates and reminders within HubSpot, ensuring timely completion.
Reporting on Tasks in HubSpot
With HubSpot’s reporting and analytics tools, sales teams gain access to their task performance. By analyzing metrics like task completion rates, sales reps and managers can identify areas of improvement.
This reporting can be done in the standard report builder, which will only pull in data from tasks, or can be done using the custom report builder if you also need to report out on the associated contact, company, or deal.
Avoid Task Overload
While HubSpot Tasks offers numerous benefits, it's important to be aware task overload. Too many tasks can cause teams to ignore or overlook them. Additionally, if you find teams are not completing them at all, it may be worth assessing whether they are necessary in your workflow, or if the team needs additional training.
To help this, encourage regular task reviews and prioritization. Consider implementing task limits or using automation to handle repetitive activities and freeing up time for more strategic work.
Navigating Sales Hub with Concept
If you’d like personalized guidance with HubSpot’s Sales Hub, reach out to our team today. Our team of HubSpot gurus are here to help maximize HubSpot’s powerful tools. Contact us and let’s get started.