Top 5 HubSpot Sales Hub AI Features
HubSpot’s new AI capabilities are transforming how sales teams operate, making it easier than ever to work smarter, not harder. By automating tasks and uncovering valuable insights, HubSpot’s AI tools streamline workflows and enhance data analysis, driving efficiency across the board.
Beyond creativity, HubSpot’s AI features also help keep your data clean, organized, and easily accessible, ensuring that team members can quickly find what they need, wherever they are. While AI continues to evolve and hasn’t yet replaced the essential human touch, HubSpot is leading the way in integrating AI across its platforms, offering a balanced approach that enhances productivity while maintaining the accuracy that only people can provide.HubSpot has rolled out impressive AI features across all hubs that support teams throughout an organization.
In this article, we will review the top five new AI features in HubSpot Sales Hub, as of summer 2024.
Sales Feature #1: AI Forecasting Projections
HubSpot uses predictive AI to project future sales based on in-month closed won data. The AI forecast offers an alternative perspective that can help you fine-tune an accurate forecast for your team. This data provides a comprehensive overview for the entire organization. The output includes “most likely,” “upper,” and “lower” projections, improving accuracy as more data is fed into the system.
- Available with: Sales Hub Professional & Enterprise, Service Hub Professional & Enterprise (Public Beta)
- Capabilities: View a comprehensive overview of the weighted pipeline value, closed won deals, forecast submissions, dollar projections, and forecast accuracy over time.
- Knowledge Base Article
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Sales Feature #2: Predictive Deal Scoring
Predictive deal scoring helps sales reps predict the probability of winning open deals and prioritize their focus. HubSpot ranks deals based on their likelihood of closing, providing a percentage probability and key factors influencing the score.
- Available with: Sales Hub Professional & Enterprise (Public Beta)
- Capabilities: Rank deals by their likelihood of closing, with a deal score updated in scenarios such as new deals, significant score changes, or lack of updates.
- Knowledge Base Article
Sales Feature #3: Predictive Lead Scoring
This AI feature analyzes customer data to determine the probability that open contacts will close within 90 days. Contacts are ranked by “likelihood to close” scores and segmented into priority tiers.
- Available with: Sales Hub Enterprise, Marketing Hub Enterprise
- Capabilities: Automatically set lead scoring properties like “Likelihood to close” and “Contact Priority” based on analytics, interaction, and firmographic data.
- Knowledge Base Article
Sales Feature #4: Call Summary
AI-generated call summaries allow you to stay present during calls without worrying about taking notes. Summaries can be created for recorded and transcribed calls.
- Available with: Sales Hub Professional & Enterprise, Service Hub Professional & Enterprise
- Capabilities: Generates summaries for recorded calls, requiring call recording, transcription, and AI assistants to be enabled.
- Knowledge Base Article
Sales Feature #5: Mobile Email Thread Summaries
This feature allows sales reps on the go to get AI-generated summaries of email threads, providing a quick overview without the need to re-read long threads.
- Available with: All Hubs and tiers (iOS only)
- Capabilities: Generate, save, and share concise summaries of email threads, requiring AI Assistant and content prompts to be enabled.
- Knowledge Base Article
By leveraging these AI features, your sales team can work more efficiently, prioritize effectively, and stay organized, all while enhancing the overall customer experience.
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About the Author
Margaret Lawhorn has been working in marketing for seven years, with three years of HubSpot expertise. Margaret is a treasure trove of creativity, ensuring that client’s marketing efforts are tailored to meet their business needs. Establishing HubSpot practices for data accuracy, sales and marketing automation, lead nurturing and reporting, and optimization is the backbone of her process.
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