How to Use SLAs for Sales Teams | Strategic HubSpot Tutorial скачать в хорошем качестве

How to Use SLAs for Sales Teams | Strategic HubSpot Tutorial

Overview: Sales SLAs aren’t just for customer service teams—they’re just as powerful for sales. In this tutorial, CJ Maurer walks through how to use HubSpot permissions, workflows, and SLAs to keep your sales reps accountable, prevent lead hoarding, and ensure timely outreach. Why This Matters: Prevents reps from sitting on unworked leads Keeps your CRM clean and accurate Enforces outreach rules automatically Reduces internal sales team conflicts Maximizes conversion opportunities Who This Is For: Sales Managers who need accountability rules in HubSpot HubSpot Admins setting up permissions and workflows Sales Reps who want clarity on lead ownership Anyone looking to improve CRM hygiene and sales efficiency 0:00 – Intro: SLAs for Sales Teams 0:28 – User & Team Management in HubSpot 1:24 – Sales Permissions & Access Settings 2:39 – Preventing Lead Hoarding & Squatting 3:12 – Defining Sales SLAs (First Contact Rules) 3:38 – Building Workflows for Sales Accountability 4:48 – Why Use Company-Based Workflows 6:16 – Example: Clearing Lead Ownership After 14 Days 6:59 – Second Scenario: Stale Leads & Ongoing Outreach SLAs 7:43 – Adding Criteria (Exclude Clients & Referrals, Next Activity Check) 8:57 – Two SLAs to Enforce in HubSpot 9:15 – Sales Ownership Rules & Policy Enforcement 9:43 – Wrapping Up + Why This Matters 10:02 – The Spotlight Newsletter Plug 🚀 Links & Resources: Subscribe to The Spotlight → https://www.thegistinbound.com/resour... Learn more about our HubSpot solutions → https://www.thegistinbound.com/solutions Subscribe to the channel for more tutorials →    / @thegistinbound   🧠 About The Gist: We’re a HubSpot-certified marketing and growth agency based in Buffalo, NY. We help companies implement, optimize, and scale with HubSpot through strategic consulting, CRM builds, and inbound marketing.