HubSpot's New Sales Workspace

Written by Kristina Keber | September 13, 2024

Sales teams know the challenge of juggling tasks: Managing leads, building pipelines, closing deals — tasks that are important but often scattered across different tools. The new HubSpot Sales Workspace, an expansion of the previous Prospecting Workspace, is designed to simplify this balancing act by enabling sales teams in HubSpot Sales Pro and Sales Enterprise to manage the entire sales cycle in one view.

What’s new in the HubSpot Sales Workspace?

  • Guided actions: Track buyer engagement and monitor lead and deal data across HubSpot. Get a prioritised list of actions to optimise pipeline building and deal closing.
  • Deals in the workspace: Manage active opportunities, prepare for meetings, and follow up in a focused view.
  • Updated queues: Experience a streamlined execution process that allows you to understand your leads or deals faster, take action and nurture relationships.
  • AI meeting assistant: Prepare for meetings and gain insights into contacts and companies. After the meeting, receive summaries and generative AI support to create the perfect follow-up email.

Currently in public beta, this feature is open for teams to test out and experience a more unified approach to sales management.

Do you have any questions?

Curious about the new Sales Workspace? If you need help setting it up or exploring its features, feel free to reach out by sending an email to hubspot@actuado.com.