Discover how HubSpot's Company Research Insights card can improve sales efficiency on the Company Record, and you can set it up in just 5 minutes!
Enhancing CRM Efficiency with HubSpot’s Research Insights Card
Sales and marketing tend to spend quite a while on researching companies, especially when implementing an ABM strategy. HubSpot's new Research Insights card changes this by bringing AI research right onto the Company Record.
This enhancement not only saves time but also empowers your team with up-to-date knowledge about clients and prospects. By having immediate access to a company's latest news, competitive landscape, and technological adoption, you equip your team to engage in more meaningful and productive conversations.
Seamless Integration: Setting Up Your Company Research Card
Integrating the Company Research Insights card into your CRM is a straightforward process designed for user-friendliness. Start by navigating to Settings, then Data Management, and select Objects followed by Companies. Within the Record Customization section, you can select a view and proceed to Add Cards. Choose the Standard Cards option, and from there, select the Company Research Insights card. After saving your changes and exiting, the card will be operational on your company record page.
Exploring the Features: News, Competitors, and Tech Insights
The Company Research Insights card is a treasure trove of valuable features. It provides sales teams with time-saving advantages, such as quick access to the latest company news, which helps them stay abreast of any significant developments that could impact sales strategies. Understanding the competitive landscape allows for better positioning of your products or services, while insights into a company’s tech stack can inform a more personalized sales approach.
These features collectively contribute to improved preparation for customer calls and enhanced prospecting efficiency. By delivering all this information within the CRM, salespeople can focus more on their core tasks and less on the legwork of gathering data. The result is a more efficient sales process that can lead to higher conversion rates and customer satisfaction.
Need help implementing?
You may want to get in touch with us! We can help you design and implement custom views for your sales and success teams, creating efficiencies and improving CRM adoption.
