Building Confidence and Efficiency: Using Hubspot Teams and Sub-Teams

As a small business owner, one of my top priorities is equipping my sales reps with tools and processes that boost their confidence and productivity. Sales can be a high-pressure job, and inefficiencies in workflows or unclear team structures can lead to stress and lost opportunities. That’s why I’ve found HubSpot’s Teams and Sub-Teams features invaluable for driving clarity, fostering accountability, and improving overall efficiency.

Why Teams Matter for Small Businesses

In a growing company, especially with a lean sales team, managing who handles what can get messy. Teams in HubSpot allow you to organize your reps into logical groups—such as by territory, industry focus, or role—making it easier to delegate tasks and track performance. Sub-teams take this one step further, providing granular organization within larger teams.

For example:

• Teams: Regional sales groups like "East Coast Sales" or "International Team."
• Sub-Teams: Within "East Coast Sales," you could have "Enterprise Accounts" and "SMB Accounts."

This hierarchy doesn’t just help with organization; it empowers sales reps by clearly defining their roles and priorities.

Key Benefits of Teams and Sub-Teams in HubSpot

1. Improved Sales Confidence
   Knowing exactly which deals and leads belong to them removes ambiguity for your reps. They can focus on prospects that matter to their pipeline without worrying about overlap or miscommunication.

For example, when a lead comes in, it’s automatically routed to the appropriate team or sub-team based on criteria like geographic location or deal size. Reps immediately see their responsibilities, giving them confidence to act quickly.

2. Enhanced Collaboration
   In HubSpot, Teams allow for better visibility into shared goals. Reps within a team can see each other’s progress, fostering collaboration rather than competition. With sub-teams, managers can provide more tailored support, such as mentoring junior reps or assigning a senior rep to oversee specific accounts.

3. Data-Driven Insights
   HubSpot reporting becomes even more powerful with Teams. Managers can track performance metrics not only at the individual level but also by team or sub-team. This makes it easier to identify what’s working and what isn’t, helping you optimize strategies and coach effectively.

4. Customized Workflows
   By assigning workflows or sequences to specific teams, you streamline processes further. For instance, you could create workflows that assign follow-up tasks, notify managers, or adjust deal stages based on sub-team performance.

Setting Up Teams in HubSpot

Here’s how I set it up for my business:

1. Define Team Structures
   Start by outlining your sales structure. Do you group reps by geography, product type, or customer segment? This framework will guide your Teams and Sub-Teams setup.

2. Create Teams in HubSpot
   Go to Settings > Users & Teams, and start building your hierarchy. Assign each rep to a primary team, and create sub-teams as needed.

3. Adjust Visibility Settings
   To promote accountability, customize what each team can see. You might allow certain teams to only view deals in their pipeline while giving managers broader access.

4. Automate Assignments
   Use HubSpot’s automation tools to assign contacts, companies, or deals to the right team. For instance, a workflow could use lead information like location or industry to determine team ownership.

5. Set Up Reporting Dashboards
   Create dashboards for each team to track key metrics like win rates, deal velocity, and pipeline value. Sub-teams can use these dashboards to see their performance relative to the larger team.

Real-Life Example

Let’s say you own a small business selling software solutions. You have two teams:

• Corporate Sales for enterprise clients.
• Small Business Sales for smaller accounts.

Within Small Business Sales, you have a sub-team focusing on retail clients and another on service-based businesses. By setting up these teams in HubSpot, you can:

• Automatically route leads based on business size or industry.
• Tailor training sessions for each sub-team based on their unique challenges.
• Track performance to see which team brings in the most revenue and adjust resources accordingly.

HubSpot’s Teams and Sub-Teams features are more than just organizational tools—they’re catalysts for boosting sales team confidence and efficiency. When reps know exactly where they fit and have tools tailored to their roles, they perform better, collaborate more effectively, and close more deals.

If you’re ready to unlock the potential of your sales team, start exploring HubSpot’s Teams today with Huntscape Operations Partners. You’ll be amazed at how a little structure can lead to big results!