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A New Way to Manage Deal Stages in HubSpot CRM

Want to edit your deal stages in HubSpot CRM? A new deal stage editor is now available. The deal stage editor now lives in Settings (instead of behind the gear icon on the deals screen), and makes changing your deal stages faster and easier than before.
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Maximizing Lead Generation with HubSpot CRM & Zapier

How did you hear about our company? That common question leads to an array of answers, such as a web search, word of mouth, news story, or reviews blog. And just as your customers learn about your product in a variety of ways, so too do they come to you: some through your website's contact form, others through a trade show booth and some through personal email correspondence. Many leads from many places. That's the way it is.

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A New Navigation for Sidekick for Business & Salesforce Users

Using Sidekick for Business with Salesforce? We've got a brand new navigation for you when you login to your Sidekick for Business portal.

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Big Improvements to Sidekick for Business for Salesforce Users [INBOUND Announcement]

Back in May, we announced Sidekick for Business, a premium set of tools for professional sales teams looking to sell better and faster with features like Calling, Templates, Documents, and a layer of analytics to help you figure out what actually works. And now, we’ve made huge strides toward making Sidekick for Business better than ever for Salesforce users.

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Introducing Sequences [INBOUND Announcement]

Anyone who works in sales knows that following up with a lead over time is a time-consuming, monotonous task … and doing it in a relevant, personal way is even harder. Sequences, a new feature of Sidekick for Business, makes following up easier than ever.

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Introducing Sidekick Connections [INBOUND Announcement]

You’ve identified a company that is a good fit for you to sell to and seems to be interested. The next logical question: Who do you reach out to? It isn’t hard to dredge up an email address from the web, but more often than not, contacting a prospect out of the blue ends up being a dead end for the seller, and an annoyance for the buyer. Sidekick Connections, a new feature of Sidekick for Business, aims to change this.

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Import Companies & Deals to HubSpot CRM

Want to import a list of existing companies or deals to HubSpot CRM from a spreadsheet or another tool you are using? It's now possible with Company & Deal Import!

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Default Properties in HubSpot CRM

Managing a team using HubSpot CRM? You probably want to make sure everyone sees the right information in the right place. You probably don't want to go through the hassle (or put your people through the hassle) of setting everything up manually each time a new person joins the team. That's where default properties come in.
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Know the Instant a Prospect Opens Your Document

For a lot of sales teams, there are all sorts of documents & pieces of content that play a big role in their sales process. Product specs. Whitepapers. Agreements. Decks. Sidekick for Business gives you useful insight into when your prospects actually engage with the documents and content you send. And now, Sidekick for Business sends you an email alert when a prospect you are working with views a document you've shared.

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Communicate With Your Team - Mentions in HubSpot CRM

Selling, marketing, and working with customers is a team effort. And for most teams, CRM sits at the very center of that day to day work. To make collaborating even easier, mentions are now available to all users of HubSpot CRM.
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Instant Notifications When the Best Prospects Visit Your Website

Sidekick for Business gives you a behind the scenes look at the companies who are visiting your website in real time (even if they aren't in your database and haven't filled out a form on your website!) Now, Sidekick for Business can deliver those prospects notifications right to your desktop or inbox.

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More Granular Control Over Salesforce Activity Syncing

Using Sidekick for Business or HubSpot CRM alongside Salesforce? Now, we're giving you full control over which activities sync to Salesforce, when, and how. It's a useful improvement that will help ensure your sales team has the information they need and nothing they don't. You'll be able to - 
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Improvements to Documents in Sidekick for Business

Documents in Sidekick for Business makes it easy for sales teams to share content, know the instant prospects engage with a piece of content, and understand which pieces of content best support their sales process. Now, using documents is faster and easier than ever.

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Improvements to Contact Profiles in HubSpot CRM

The contact profile is ground zero for day to day work with your prospects and customers, and we're working hard to make it even better. Today, you'll notice some useful improvements to contacts in HubSpot CRM.

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Your Sidekick Stream, Right Inside HubSpot CRM

HubSpot CRM and Sidekick are a power couple of sales productivity tools, and they now work together even better. You can now access your Sidekick stream right inside HubSpot CRM by clicking Sidekick > Stream in your CRM navigation.

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Documents Views Now Sync to Salesforce

We are working hard to improve many of the finer points around how Sidekick for Business works with Salesforce. One recent improvement you'll notice - when your propsects interact with documents you've shared with them, those interactions are now logged right to the prospects' activity history in Salesforce, along with how long they viewed that piece of content for.

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(Officially) Announcing Sidekick for Business

It's official - on May 19th, we formally announced Sidekick for Business, a premium set of tools that works with HubSpot CRM or Salesforce. Over the past several months, we've put Sidekick for Business into the hands of hundreds of sales teams, learning from their experience with the tools along the way, and we're excited to finally make it official.

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Connect Hundreds of Apps to HubSpot CRM With Zapier

Having a CRM system doesn’t do you a lot of good if it doesn’t “talk” to the other parts of your sales process. Today, we’re taking a big step in making connecting the many tools and parts of your company to HubSpot CRM easier with the new HubSpot CRM - Zapier integration.

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Which Prospects are Interacting With Your Templates?

Email templates are a great timesaver. In Sidekick for Business, Template Reporting takes things a step further by telling you which templates are most effective so you can share the best approaches across your team.

Today, we are going a step further with the new Template Sidebar.

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See Which Website Pages Different Companies are Viewing

The Anonymous Prospects view available to Sidekick for Business users gives you valuable insight into which companies are visiting your website, even before they become leads. And now, Anonymous Prospects allows you to drill into a companies' full page view history.
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Improving Sales Email Template Reporting

When you send a lot of email, templates can be a huge timesaver.  But saving time is only one piece of the puzzle - your templates tool should also help you improve the effectiveness of your messages over time. Template reporting in Sidekick for Business is designed to do just that - and today, our reports are getting a makeover.

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A Tour of the New CRM Settings Screen

In an effort to make finding and editing the many settings in HubSpot CRM easier, we're introducing an all new CRM settings page that you can reach right from the top navigation in HubSpot CRM. Here, we'll take a quick walk through the new settings page to get a feel for just what you can do.

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Say Hello to Expanded APAC & EMEA Calling

Dialing a desk phone is so 2014. Writing up notes on a call and logging it in your CRM is so… well… it sounds even more archaic. That’s why so many folks love Calling (a premium feature available as part of Sidekick for Business.) And now, Calling is available to our friends in many Asia/Pacific and all European countries.

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Sidekick Contact Profiles Now Available in Outlook

Sidekick Contact Profiles bring powerful context about your contacts right to your inbox, helping you write better, more contextual emails in half the time. And now, Sidekick Contact Profiles are available for the first time in Microsoft Outlook 2007, 2010, and 2013.
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Helping You Collect Insights on Your Deals

A typical sales process is made up of a hundred small but important details. Having a place to capture and organize those details is a first step, but it isn't enough to make sure that data is collected in a timely and accurate manner. That's where the new Closed Won & Closed Lost dialogs come in.
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Making HubSpot CRM Work for Teams With Permissions

It's amongst the most common requests for HubSpot CRM - more control over which contacts, companies, deals and tasks each sales user sees and can access when they log into HubSpot CRM. That's why we're excited to introduce Permissions in HubSpot CRM.

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Making it Easier to Work With Templates

Templates make it easy to send sales emails quickly and efficiently, while collecting valuable insights into which approaches work the best at different stages of the sales process. Two improvements to templates that stemmed from user feedback are now live.

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Save Prospects Searches in HubSpot CRM

Prospecting is hard work. HubSpot's Prospects database, complete with the details of millions of different companies, aims to make it easier. And now,  you can save your favorite searches to review any time.
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CC and BCC When Emailing From HubSpot CRM

You asked, we listened - you can now CC and BCC additional contacts when sending emails from the CRM. It’s often necessary to include other folks in on the conversation. Now you don’t have to leave the CRM to copy other contacts on your emails.

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Introducing Templates in HubSpot CRM

“I wonder how many times I’ve written this exact email...” For many sales professionals, it’s a question they ask themselves over and over again. The trouble is that building, maintaining, and actually using templates is enough of a hassle that it doesn’t save you any time. HubSpot CRM Templates are different.

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Improving the Little Things: CRM Slideout

When it comes to saving time, the little things often make a big difference. Consider that 4 seconds it takes to find, click, and load a contact record in your CRM. (Or 10 seconds, depending on the tool you use.) It doesn't sound like much, but when it's something you do 50 or 60 times a day, it adds up to real time diverted from more valuable tasks.
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Easily Add a Personal Touch with Signatures in HubSpot CRM

HubSpot CRM aims to make it easy to send emails in whatever way is easiest for you - from your inbox, or from the CRM itself. If you are sending emails from HubSpot CRM, it's now easier than ever to add a personal touch with Signatures in HubSpot CRM.
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