Chapter 3: Using HubSpot for Managing Sales Processes Effectively

First things first, let's put this on the table – your sales process will never be perfect. It simply cannot be as the two main parties involved are often at opposite ends of the spectrum – sales teams wanting the best price to maximize their commissions and customers wanting the lowest price to reduce costs.

That being said, the goals in your sales process should be to gain clarity, achieve transparency, and, most importantly, understand what is the best way to serve your customers in order for them to fuel your business.

These goals are ultimately achieved by establishing a functioning CRM that becomes your company's source of truth for every interaction your sales teams has with potential and existing customers.

In this chapter, we will focus on the following points:

• How to define your sales process
• How to set up your sales process in HubSpot
• Best practices for setting...