Optimized lead management and prospecting on the HubSpot mobile application

Mobile has radically changed the interactions between sales teams and their prospects. In response to this evolution, HubSpot is introducing a series of improved features in its mobile application, including the Mobile Lead Management 2.0 and the ability to create leads directly from a mobile device. This update aims to offer salespeople a smooth and effective prospecting experience, wherever they are.

A redesigned user experience for increased mobile prospecting

The main objective of these improvements is to simplify navigation and lead management on mobile. HubSpot understands that prospecting is no longer limited to the office; representatives need to be equipped to identify and qualify leads in real time, no matter where they are located. The new interface aligns the mobile experience with the desktop version, ensuring greater consistency and productivity. To get started, open the app on your phone. Then, look for the menu, and there, you'll find the “Leads” option. If your app is set up for sales, you'll even see a small “Leads” icon at the top of the screen.

Key features for dynamic lead management

Now, imagine you have multiple lead lists. To see them differently, tap the table-like icon at the top right. You'll see your leads arranged by stages, just like on a dashboard. It's perfect for a quick overview! To do this, several new functionalities enrich The HubSpot mobile app, transforming lead management into a more interactive and personalized experience:

• Enriching theuser experience, the platform offers optimized functionalities for more agile and personalized lead management. Sales teams can now create and save views personalized, filtered according to criteria specific (open leads, target accounts, etc.), which promotes increased concentration and improved efficiency.
• Navigation multi-pipelines, inspired by the desktop version, offers a overall vision and management Fluid of the different lead flows. Table visualization (Kanban) allows you to follow intuitively the progress of leads through the stages of the pipeline.
• Filtering and Quick sorts, based on key properties, allow salespeople to focus Instantly On the most important information Relevant. Finally, on Android, super administrators benefit from improved management of leads that are not attributed or belonging to other sellers, thus optimizing the supervision and distribution of leads.

Creating and interacting with leads on mobile

The HubSpot mobile app also makes it possible to create new leads directly from a mobile device, ensuring that critical information is captured right away. Once leads are created, salespeople can access a detailed view, including activities, associations, and properties, facilitating personalized and informed interaction.

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Real-time actions and updates

The app allows you to perform key actions, such as calling and registering for sequences, directly from the app. HubSpot automatically updates the lead stage based on the actions performed, thus ensuring that the pipeline is always up to date. To see information about a specific lead or do something with it, tap their name. There, you will see all the details, and you can navigate between activities, associations and basic information

Accessibility and availability

These new features are available for users with Sales Hub Professional and Enterprise licenses. HubSpot continues to innovate to provide sales teams with tools that improve productivity and make it easier to manage leads no matter where they are.

This evolution of the HubSpot mobile application represents a significant advance for sales professionals, allowing them to take advantage of mobility for more effective lead management and more dynamic prospecting.

To put it simply, the HubSpot mobile app has really been improved. With custom views, pipelines, and live updates, the app turns into a sales arsenal in your pocket!

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