The New Era of Sales: AI-Powered CRM
Circle_Empower Your Sales Team with HubSpots AI-Powered  Smart CRM
Origin 63
September 20,2023
3 minute read

Empower Your Sales Team with HubSpot's AI-Powered Smart CRM

In the ever-evolving world of sales, one thing is certain: change is constant. The advent of Artificial Intelligence (AI) has ushered in a new era of sales, transforming the way businesses and customers interact. With HubSpot's AI-powered smart CRM at the helm, sales teams are poised to thrive in this dynamic landscape.


AI: From Challenge to Solution


As AI enters the sales arena, it widens the gap between buyers and sellers while simultaneously providing new opportunities. Generative AI, a subset of AI, equips buyers with a wealth of readily available information, changing their expectations when engaging with sales professionals. Gone are the days when customers sought only product descriptions; today, they desire to be heard, understood, and guided through their challenges.

The good news is that, when harnessed effectively, generative AI has the potential to alleviate the mounting pressure on sales teams. It doesn't just automate time-consuming tasks but elevates customer relevance. Generative AI empowers sales representatives to transition from simple personalization to forging meaningful connections.


HubSpot's AI Reporting Assistant


Let's delve into the practical applications of AI in the sales domain using HubSpot's AI Reporting Assistant as our guide.


1. Creating Reports with Ease

With a few clicks, the Reporting Assistant simplifies the process of creating insightful reports. Begin by clicking on "Create Report" in the top right corner of your HubSpot CRM dashboard. Three options await you:

  • Create a Report from a Template
  • Create a Report from Scratch
  • Generate Single Object Report Using AI

Opt for the third option, harnessing AI's capabilities to expedite your reporting process.


2. Conversational Interaction


The Reporting Assistant allows you to interact with AI conversationally. You can ask questions like, "Who created the most deals last quarter?" and watch as it generates a report for you with a single click on "Generate." This initial report serves as a foundation, offering an 80% complete structure that you can easily customize to meet your specific needs.


3. Customize and Personalize


Customization is key in the world of sales. You can edit your query to cater to your unique goals. For example, change your question to "Who closed the most deals this quarter?" and see the report adapt accordingly. You have the flexibility to adjust properties such as the time frame, instantly observing how the data changes. When satisfied, you can choose to save the report or proceed with further customization.


4. Advanced Customization and Descriptions


Delve deeper into customization by entering the Custom Report Builder page, where you can choose visualization options that best convey your insights. You can switch between chart types like bar charts, column charts, or pie charts, creating a report that visually resonates with your audience. Add a report name and a description to provide context, ensuring your team comprehends the report's significance.


5. Seamless Integration with Dashboards


To make your insights accessible to your team, easily integrate your report into existing dashboards. This ensures that your team always has access to the most up-to-date information, fostering data-driven decision-making.


AI Forecasting: Boosting Accuracy


AI forecasting is on the horizon, enabling sales managers to compare the accuracy of their manual revenue predictions with AI-powered projections. This revolutionary feature takes historical manual forecasts and closed-won amounts into account, providing best and worst-case scenarios for the month. Early testing has demonstrated that AI forecasting can improve accuracy by up to 95%.


Sales on the Go with HubSpot's Mobile App


Sales doesn't always happen at a desk, and HubSpot recognizes that. With the HubSpot mobile app, your sales representatives can be productive wherever they are:



QR-Code Scanner: Traditional business cards are being replaced by QR-codes of vCards. Your sales teams can use the QR-code scanner in the HubSpot mobile app to import vCards and add contacts directly to their HubSpot portal, streamlining lead capture and nurturing.



AI Content Assistant on Mobile: Typing out emails on mobile devices can be cumbersome. HubSpot's AI Content Assistant is now available on mobile, helping your reps generate relevant sales emails effortlessly.


In conclusion, the new era of sales is here, and HubSpot's AI-powered smart CRM is leading the charge. It empowers your team to not only automate tasks but to also build meaningful connections with customers. With AI forecasting, enhanced mobile capabilities, and intelligent content generation, HubSpot is shaping the future of sales, making it more efficient and customer-centric than ever before. Embrace this transformation and equip your sales team for success in the AI-driven sales landscape.


Get ready to revolutionize your sales with Origin 63!


Origin 63, a HubSpot Diamond Agency and member of the HubSpot Solutions Partner Program. We're here to guide you through the exciting changes in the world of sales. Artificial Intelligence (AI) is transforming the way businesses and customers interact, and we're at the forefront of this shift. AI bridges the gap between buyers and sellers, enabling your sales team to create meaningful connections. 

Join us on this journey to equip your sales team for success in the AI-driven sales landscape. Contact us today to kickstart your path to sales excellence in the AI era. Your future in sales starts now!


Why go O63
  • Elite HubSpot Solutions Partner
    Origin 63 ranks in the top 1% out of the 2,400+ HubSpot Partners in North America. Less than 9% of all HubSpot Partners globally achieve the HubSpot Partner “Elite” tier status.
  • Member of HubSpot Partner Advisory Council for North America
    We influence change and growth with HubSpot by sharing perspectives and creating strategies together.
  • Tailored solutions paired with a high-touch service model
    We offer advanced support services for custom technical projects, high-touch onboarding, and a subscription program for strategic ongoing HubSpot support needs.
  • Core focus is 100% dedicated to professional HubSpot solutions
     As a “master of our trade,” our technical expertise and efficiency are unrivaled by our competitors.

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