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What is HubSpot Sales Hub?

HubSpot's sales platform alerts you when a prospect engages with your emails, enabling you to monitor every interaction and consolidate all your activities in a single dashboard. You can begin with a free trial and scale up as your needs evolve. The sales tools provided by HubSpot streamline your workflow throughout the sales funnel, allowing you to set up personalized reminders and automated follow-up emails that are sent at optimal times. Additionally, you can create email templates for repetitive messages, analyze their effectiveness, and share the best-performing templates with your team to enhance collaboration. Notifications will inform you as soon as leads open an email, click on links, or access attachments, empowering you to promptly engage with the most promising prospects. You also have the option to interact with potential clients through live chat on your website, which helps avoid unnecessary email exchanges and missed phone calls. By sharing a link, leads can select a mutually convenient time for meetings. Furthermore, the platform automates the tedious task of manual entry by logging each lead's contact details, their email interactions, and more, allowing for efficient lead management and automated processes like lead rotation. This comprehensive approach ensures that you stay organized and responsive, ultimately leading to enhanced productivity and sales success.

What is Clickbase BI?

ClickBase empowers your team to improve their decision-making abilities. As fresh challenges and opportunities emerge rapidly and often differ from previous experiences, the business intelligence offered by ClickBase equips you to effectively address any issues presented by the market, your customers, or shifts in the economy. With ClickBase, you can easily perform in-depth comparisons of your sales results, whether on a daily or monthly basis, while also examining various facets of your operations. This tool provides invaluable insights into where expenses are incurred, who is accountable, and when they happen, helping you ensure accurate allocations in your monthly departmental reports. You can keep track of inventory levels, pending orders, and sales patterns among individual representatives, specific regions, or by SKU, which simplifies the identification of any discrepancies that might impact your financial outcomes. Importantly, this version of ClickBase offers no default reports, giving you the freedom to connect with any data source to create customized reports and conduct thorough data analyses. Its flexible features not only streamline data exploration but also enable organizations to respond proactively to the constantly evolving market landscape. By leveraging ClickBase, teams can foster a culture of data-driven decision-making that enhances overall organizational effectiveness.

Media

Media

Integrations Supported

Accelevents
BigLittle RevenUp
Brandlive
DataJoy
Dealcode
FullContact
HubSpot Customer Platform
Kixie PowerCall & SMS
LearnWorlds
Modern Sales
Numr CXM
Outreach Commit
QuickBooks Commerce
Revver
Salesbricks
Salesmsg
Social HorsePower
The PDF Maker
Thoughtly
zapfloor

Integrations Supported

Accelevents
BigLittle RevenUp
Brandlive
DataJoy
Dealcode
FullContact
HubSpot Customer Platform
Kixie PowerCall & SMS
LearnWorlds
Modern Sales
Numr CXM
Outreach Commit
QuickBooks Commerce
Revver
Salesbricks
Salesmsg
Social HorsePower
The PDF Maker
Thoughtly
zapfloor

API Availability

Has API

API Availability

Has API

Pricing Information

$50 per user per month
Free Trial Offered?
Free Version

Pricing Information

$9,000 one-time payment
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

HubSpot

Date Founded

2006

Company Location

United States

Company Website

www.hubspot.com/products/sales

Company Facts

Organization Name

Clickbase

Date Founded

1997

Company Location

United States

Company Website

www.clickbase.com

Categories and Features

Conversation Intelligence

AI Insights
Account Health Alerts
Call Analytics
Call Recording
Call Recording Cloud Storage
Call Snippets
Call Transcription
Call/Meeting Sharing
Sales Coaching
Topic Tags
Topic-Based Analytics
Video Conferencing Analytics
Win/Loss Analysis

Email Tracking

A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Intelligence

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

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