Top Five Breeze AI Tools Your Sales Team Should Be Using in HubSpot Sales Hub

As RevOps professionals, we work with many of our client's sales teams to train and onboard HubSpot sales hub. One of the biggest challenges sales managers face when getting started with HubSpot is the adoption of new tools among their teams. While increasing adoption amongst your sales team can be challenging, tools are more likely to be adopted if they make your team's jobs easier. This is exactly why HubSpot you should be using HubSpot’s new AI-powered tools within Sales Hub that do just that.

These tools integrate HubSpot’s new Breeze AI technology and greatly increase the amount of tools that sales team have at their disposal within the platform. By automating repetitive tasks, providing actionable insights, and streamlining workflows, they empower teams to focus on building relationships and closing deals. Here are five tools that your sales team should explore to enhance their performance and efficiency.

Breeze Co-Pilot: Your personal sales assistant 

Previously known as ChatSpot, Breeze Co-Pilot is a personalized prompt-based AI tool like ChatGPT but empowered with all of the insights within your CRM. This tool can take over previously time-consuming tasks, allowing your team to focus on what they do best—selling.

While Co-Pilot can be used across all hubs, here are a few use cases that your sales team may find useful:

• Automating Tasks: Breeze Co-Pilot automates repetitive tasks such as assigning records, creating lists, and adding new CRM entries. These streamlined processes save time and reduce human error, ensuring that your CRM records are updated properly.
• Researching Prospects: Whether it’s researching company records, analyzing industry insights, or studying competitors, Breeze Co-Pilot provides in-depth information at your fingertips. Sales reps can also uncover key data points like company news, technology usage, and funding data to gain a competitive edge during outreach.
• Meeting Prep Made Easy: Preparation is key to a successful meeting, and Breeze Co-Pilot ensures you’re always ready. It can summarize contact details, past interactions, and meeting notes to give your team all the context they need. It can even create an agenda for upcoming meetings based on past conversations.
• Reporting Assistant: Accessing insights within your CRM is now easier than ever with the ability to generate single object reports from a text prompt. This can now be done within Co-Pilot or inside HubSpot’s custom report builder.

Predictive lead scoring: Focus on high-value leads

While lead scoring has always been a useful tool for identifying high-value leads within HubSpot, Breeze AI includes Predictive Lead Scoring to supplement your existing lead scoring models for all Enterprise subscription users. Predictive scoring is a game-changer for sales managers who want their teams to focus on leads with the highest likelihood of closing. 

• Analyze Customer Behavior: HubSpot uses machine learning algorithms to evaluate customer data and predict the likelihood of a lead converting into a customer within 90 days. This enables your team to prioritize their efforts effectively.
• Enhanced Prioritization: Predictive scoring assigns a likelihood-to-close score and contact priority properties to each lead, enabling smarter segmentation and targeted campaigns. Your sales team can use these insights to fine-tune their approach.
• Boost Deal Focus: For deals already in your pipeline, predictive deal scoring identifies which ones are most likely to close. This allows sales reps to concentrate on opportunities with the highest potential, ensuring no time is wasted on low-probability deals.

Pro Tip: For more information about getting started with HubSpot lead scoring, check out HubSpot’s Academy course hosted by Process Pro’s Senior RevOps Consultant, Sean Smith.

Content assistant: Write smarter, not harder

Drafting compelling outreach emails can be a time-consuming task for any sales rep. While email templates can help save time, it’s difficult to write templates for every possible scenario. HubSpot’s Content Assistant fills this gap by easily drafting emails for any situation, saving your sales team valuable time. Here’s how it can help:

• Effortless Template Creation: With AI-generated email templates, your team can create reusable, on-brand sales emails in minutes. These templates can be customized for one-to-one emails or sequences, ensuring consistent messaging for any situation.
• Streamlined Follow-Ups: Content Assistant can help craft follow-up emails that maintain a personal touch while saving valuable time. Sales reps can quickly reply to prospects with AI-suggested responses right from their Gmail account using the HubSpot Chrome Extension. 

Breeze Intelligence: Turn data into deals 

Data is the lifeblood of any successful sales strategy, and Breeze Intelligence ensures your team is working with the most up-to-date information possible. While HubSpot previously would add additional insights to your contact and company records with HubSpot Insights, this information could often become outdated over time. With the power of AI, the Breeze Intelligence dataset gives you access to 200 million+ buyer and company profiles that can add 40+ additional attributes to your CRM records.

Here’s what it offers:

• Data Enrichment: Using Breeze Intelligence credits, you can automatically enrich your contact and company records, filling in gaps with crucial details such as industry, company size, revenue, and more. This eliminates the need to manually hunt down data or update outdated information within your CRM records.
• Buyer Intent Insights: Identify companies that are actively researching your brand and align with your ICP. Breeze Intelligence uses insights into visit frequency, unique visitors, and viewed pages, to give you a list of high-intent and high-fit accounts. This helps to eliminate time your sales team would normally spend warming up leads.

AI prospecting agent: Your autonomous sales ally 

One of the most exciting announcements from INBOUND 2024 was arguably the introduction of Breeze Agents, AI-powered experts designed to automate specific tasks. One of the first agents announced was HubSpot’s new Prospecting Agent, designed to take the hassle out of outbound prospecting.

Here’s how it works:

• Smart Research and Outreach: The agent researches contacts or companies within your CRM and crafts a series of personalized outreach emails to send on your behalf. Depending on your preference, it can operate semi-autonomously (requiring your review) or fully autonomously (handling everything from writing to sending).
• Easy Enrollment: Create a pipeline filled with qualified prospects by enrolling contacts individually, enrolling specific lists of contacts, or setting up automated enrollment criteria. Exclusion lists are also available to ensure you’re only sending to the correct prospects. 

With the power of AI at their fingertips, your sales team can work more efficiently and close more deals, faster. Ready to see the impact for yourself? Contact the Pros for help getting your sales team up and running with these exciting new tools!