Dashboard and User Interface
- Overview: Start with the dashboard, showing how it provides a comprehensive overview of sales activities, including deals in progress, sales performance, and upcoming tasks.
- Customization: Demonstrate how users can customize the dashboard to display the metrics most relevant to their goals.
Contact Management
- Adding and Organizing Contacts: Show how to add new contacts manually or import them in bulk. Highlight features for organizing contacts into categories for targeted outreach.
- Contact Insights: Discuss how Sales Hub provides detailed insights on contact activities, including email opens, clicks, and website visits.
Deals and Pipeline Management
- Deal Tracking: Demonstrate how to create and track deals, showing the customizable deal stages that reflect the sales process.
- Pipeline Visualization: Highlight the drag-and-drop interface for moving deals through stages in the pipeline, offering a visual representation of sales progress.
Email Integration and Tracking
- Email Connectivity: Show how to connect an email account and send emails directly from HubSpot. Highlight the integration with popular email platforms like Gmail and Outlook.
- Tracking and Notifications: Explain how Sales Hub tracks email interactions and sends real-time notifications when a recipient opens an email or clicks a link.
Sequences and Automation
- Creating Sequences: Demonstrate how to create and customize email sequences for automated follow-up. Show how sequences can be personalized for each recipient.
- Enrollment and Scheduling: Show how to enroll contacts in sequences and schedule them to automatically send at optimal times.
Meetings and Calendar Integration
- Scheduling Meetings: Introduce the meetings tool, showing how it allows prospects to book meetings directly into a salesperson’s calendar. Highlight the integration with Google Calendar and Outlook.
- Calendar Sync: Demonstrate how Sales Hub syncs with personal calendars, ensuring that sales activities and meetings are up to date.
Reporting and Analytics
- Sales Reports: Highlight the variety of pre-built and customizable reports available for analyzing sales activities, performance, and trends.
- Dashboards for Teams: Show how sales teams can use dashboards to monitor their progress and identify areas for improvement.
Conclusion and Next Steps
- Resources and Support: Conclude the demo by pointing out available resources for further learning, including the HubSpot Academy, knowledge base, and customer support.
- Q&A: Offer to answer any questions, providing more detailed information based on the audience’s interests or concerns.
Remember, the key to an effective demo is tailoring the presentation to the audience’s needs, emphasizing how HubSpot Sales Hub solves their specific challenges.