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AI Guided Selling Software

Use AI that helps guide reps to high-value opportunities and the next best steps to close more deals.

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  • Leverage AI to find and prioritize next-best actions

  • Improve productivity with deal insight summaries, daily guidance, and meeting prep

  • Accelerate deals in an easy-to-use sales workspace

  1. Sell smarter and faster.

    Today’s sales teams need more than just tools — they require direction on priorities and next steps. Sales Hub's AI-powered guided selling tool identifies your most promising opportunities and recommends the next best actions, helping reps build meaningful relationships that result in more closed deals.

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  1. Get guidance that drives results.

    View leads, deals, and target accounts in a customizable, all-in-one sales workspace. Surface company insights and buyer engagement summaries instantly, and let smart queues keep you moving efficiently. Deals will stay on track with pipeline rules that guide your team through a proven sales process.

  2. Let AI handle the details so you can focus on selling.

    Transform every customer interaction with intelligent tools that handle the details for you. With Sales Hub's AI capabilities, reps can automate time-consuming tasks like meeting preparation, note capture, deal health scoring, and risk assessment. Start each day with a prioritized task list and let guided actions provide the context needed to complete work efficiently.

Have questions? Give us a call and we'll walk you through it.

+1 857-829-5060

Level up your sales team’s performance with these resources.

Frequently Asked Questions

Guided selling software is any software that uses AI and rule-based guidance to make sellers’ day-to-day jobs more efficient. At HubSpot,‌ guided selling with Sales Hub helps sellers do two main things:

  1. Easily focus on the most impactful actions for their leads and deals.
  2. Improve their efficiency when they’re completing those actions through ‌purpose-built sales tools and AI.

Guided selling refers to a set of overarching features and capabilities within Sales Hub that enhance Sales Hub’s primary use cases  - building pipeline and closing deals.

With Sales Hub guided selling, you’ll get AI-powered insights, a meeting assistant, and a sales workspace packed with productivity tools to supercharge rep efficiency. You'll also use AI to find suggested actions that lead to more relevant, personalized conversations and better sales outreach.

Guided selling software is included in Sales Hub Professional and Enterprise.

Yes, HubSpot has a vast ecosystem of over 1,500 ready-to-use integrations on its app marketplace, including many essential sales tools.

Connecting your sales tech to HubSpot will help you have all your data in one place. This makes it easier to create useful, relevant experiences for your customers without added cost or complexity.

Setting up Sales Hub and its guided selling tools is easy and fast. After some straightforward configuration, your team can be up and running on HubSpot’s unified sales software within just a few hours.

More complex configurations and customizations are possible, too, and HubSpot has resources to help. Learn more about customizing Sales Hub and HubSpot Smart CRM to meet your needs.

HubSpot has powerful AI capabilities that help you work smarter and stay ahead. Automate tasks, find valuable insights, write content, streamline workflows, and improve data analysis.