Enhancing Sales with HubSpot Deals for Every Order

To effectively manage your sales and orders, it is crucial to keep track of each step of the purchasing process. HubSpot provides a robust solution for this through its deals feature. This article aims to guide you on how to create and leverage HubSpot deals to ensure a seamless and successful sales pipeline for every order.

What are HubSpot Deals?

HubSpot deals are a powerful tool that enables businesses to track and manage their sales process. By categorizing each deal, you can gain valuable insights into your sales performance and make data-driven decisions to optimize your sales funnel.

The Stages of a HubSpot Deal

Each deal in HubSpot is categorized into stages, each with a specific probability to indicate how close the deal is to closing. The default stages include:

Lost (0) Lead (10) Qualified (30) Proposal (80) Won (100)

With these stages, you can see and manage all your customers and abandoned checkout orders in one place, making it easier to identify opportunities for improvement and increase your sales.

Track Your Deals with Pipelines

Once a deal is created, you can use your pipeline to track its progress as it moves through your sales funnel. The pipeline feature defines the different stages of the sales process and gives you a detailed picture of your revenue at any given time.

The sales pipeline is characterized by the following key features:

Number of deals Average deal size Percentage of closed won deals Average time to closing

Including deal attributes such as title, description, stage, probability of closing, and expected closing date, you can associate contacts and users with deals to ensure everyone is on the same page.

The E-Commerce Pipeline

The e-commerce pipeline in HubSpot specifically represents the stages of an order from the moment a customer places an order to its final status. This pipeline helps you keep track of the entire order process and identify areas for improvement.

HubSpot offers filters to segment your deals into categories such as:

All deals Deals this month My deals My won deals this month

This segmentation allows you to focus on specific deals and teams, ensuring no order is left unattended.

HubSpot Deal Properties

HubSpot provides a wide range of default properties to help you track and manage your deals. Deal information includes all the properties of the deal, such as the amount, deal stage, deal type, and last activity date. You can also create your own custom properties to suit your specific needs.

Viewing the property history of a specific deal is straightforward. Simply hover over a specific property in the 'About' section and click 'See history.' You can also click 'View property history' on a specific deal record to see the historical values for all properties. You can sort the property history by the name of the property, the date the change was made, and the source of the change.

Benefits of HubSpot Deals

Utilizing HubSpot deals offers several benefits:

Track overall revenue and sales generated from your store. Easily manage contacts with orders in pending or on hold. Focus on high-performing contacts that drive more revenue. Enhance your marketing efforts to increase sales.

HubSpot is also a beta-integration partner with CedCommerce, providing seamless integration for businesses using both platforms.

Conclusion

If you have any further questions or need assistance, please contact our support team on Skype at live:support_35785. Our team is available 24/7 to help you.

Team CEDCOMMERCE