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Sales Hub

Give your advisors and sales team the CRM and sales tools they need to manage relationships, track opportunities, and close more business. Sales Hub brings everything together in one intuitive platform.

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The Challenge: Sales in Financial Services

Selling financial services is complex. You're managing long sales cycles, multiple touchpoints, complex products, and relationships that require careful nurturing. Your advisors need to track detailed information about prospects and clients, manage their pipeline effectively, and stay on top of follow-ups—all while spending most of their time building relationships, not managing spreadsheets. Many financial services firms struggle with disconnected systems, lost opportunities due to poor follow-up, lack of visibility into the sales pipeline, and difficulty scaling their sales process as they grow.

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The Solution: HubSpot Marketing Hub

Marketing Hub gives financial services firms the tools to attract, engage, and convert prospects at scale. It's an all-in-one platform that combines email marketing, landing pages, forms, marketing automation, analytics, and more—all designed to work together seamlessly.

Key Features for Financial Services

Intelligent CRM

Get a complete view of every prospect and client relationship. Track all interactions, communications, and engagement in one place. Sales Hub's CRM is intuitive, easy to use, and designed to help advisors sell—not just track data.

Contact and company management

Complete interaction history

Custom properties for financial services data

Relationship tracking

Mobile app for on-the-go access

 

Pipeline Management

Visualize your sales pipeline and track opportunities from first contact to closed deal. Customize your pipeline stages to match your sales process. Get visibility into where deals stand and what needs attention.

Visual pipeline boards

Multiple pipelines for different products or services

Deal stages customized to your process

Weighted pipeline forecasting

Deal probability tracking

Email Tracking & Templates

Know when prospects open your emails and click your links. Use templates for common communications to save time while maintaining personalization. Track all email communications automatically in the CRM.

Real-time email open and click notifications

Email templates library

Personalization tokens

Email sequences for automated follow-up

Gmail and Outlook integration

 

Meeting Scheduling

Eliminate the back-and-forth of scheduling meetings. Share your availability, let prospects book time directly on your calendar, and automatically send reminders.

Personalized scheduling links

Calendar integration (Google, Outlook, Office 365)

Automated meeting reminders

Team scheduling for group meetings

Custom meeting types

Sales Automation

Automate repetitive tasks so your advisors can focus on building relationships. Create sequences that automatically send follow-up emails, create tasks, and move deals through your pipeline.

Automated email sequences

Task automation

Deal stage automation

Lead rotation and assignment

Workflow automation

Quotes & Proposals

Create professional quotes and proposals quickly. Use templates to maintain consistency. Track when prospects view your proposals and follow up at the right time.

Quote templates

Product library

E-signature integration

Proposal tracking

Automated follow-up

Sales Analytics & Forecasting

Understand your sales performance with detailed analytics. Forecast revenue accurately. Identify bottlenecks in your sales process and opportunities for improvement.

Sales performance dashboards

Revenue forecasting

Activity tracking and reporting

Deal analytics

Custom reports

 

Quotes & Proposals

Create professional quotes and proposals quickly. Use templates to maintain consistency. Track when prospects view your proposals and follow up at the right time.

Quote templates

Product library

E-signature integration

Proposal tracking

Automated follow-up

Industry-Specific Use Cases

Wealth Management Firms

Wealth Management Firms

Challenge: Managing complex client relationships and lengthy sales cycles

 

Solution: Implemented Sales Hub with custom deal stages matching their advisory process. Created automated follow-up sequences for different prospect types. Built custom reporting for AUM pipeline tracking.

 

Results: Improved pipeline visibility and enhanced client relationship management.

Insurance Agencies

Insurance Agencies

Challenge: Tracking multiple products and renewal opportunities.

 

Solution: Set up multiple pipelines for different insurance products. Implemented automated renewal reminders and cross-sell workflows. Created custom properties for policy information.

 

Results: Increased renewal rates and improved cross-selling effectiveness.

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Financial Advisors

Challenge: Staying organized while growing their practice.

 

Solution: Implemented Sales Hub with email tracking, meeting scheduling, and task automation. Created templates for common communications. Set up pipeline for tracking referrals and prospects.

 

Results: Enhanced productivity and improved follow-up consistency.

Mortgage Brokers

Mortgage Brokers

Challenge: Managing time-sensitive opportunities and complex application processes.

 

Solution: Built custom pipeline with stages matching the mortgage process. Implemented automated task creation for required documents and follow-ups. Created dashboards for tracking application status.

 

Results: Streamlined application process and improved closing rates.

Why Choose Vantage Point for Sales Hub?

Implementing a CRM successfully requires more than just technical setup. You need to design your sales process, configure the system to match how your team actually works, migrate your existing data, and train your team to adopt the new system.

Our team has helped hundreds of financial services firms implement Sales Hub successfully. We understand the unique aspects of financial services sales, from compliance considerations to the importance of relationship tracking. We'll work with you to design a system that your team will actually use—and that will help them sell more effectively.

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