18.12.2024

Sales & Revenue

A day in the life of an AI-powered HubSpot Sales Rep

11 min read

Matthew

Sales CRMs have evolved significantly over the years. Since Salesforce first emerged in the 90s, as the internet revolutionized business, these tools have continuously improved, becoming smarter and more intuitive.

Today, the integration of AI into CRMs is set to change the daily life of sales reps in a big way.

Where once sales reps spent their time manually updating CRM records, sifting through data, and figuring out which leads to pursue, AI has taken over these routine tasks. In the near future, actions like writing individual emails or deciding which leads to contact will feel as outdated as using a rolodex does today. 

HubSpot's Breeze AI is at the forefront of this change. By automating administrative work, it allows sales reps to devote more time to high-value activities. Tools like the Prospecting and Content Agents help identify top leads and generate personalized outreach at scale.

In this blog, we’ll show you how HubSpot’s Breeze AI transforms a typical sales rep’s day and how AI-driven sales enablement can boost your sales efforts.

A day in the life of an AI-powered HubSpot sales rep

Morning: AI-Powered Task Management

The day starts early for the AI-powered sales rep, Alex.

Instead of manually sorting through a long list of tasks, Alex turns to HubSpot’s Breeze AI to gain valuable insights. Leveraging user-defined criteria and inbound triggers set up during configuration, the system highlights key contacts who are most likely to engage and convert.

For example, Breeze AI might highlight Sarah from XYZ Corp, a contact whose recent activity—like downloading a pricing guide or engaging with a webinar—aligns with Alex’s targeting criteria. Using the AI's insights, Alex can tailor outreach to focus on high-priority opportunities.

Breeze AI also equips Alex with detailed context to personalize outreach further. By researching companies and referencing recent news, mission statements, or values, the AI enables Alex to deliver messages that resonate. "Sarah's company was just featured in a Forbes article about sustainable manufacturing," the AI might suggest. This added layer of personalization helps Alex stand out and build stronger connections with prospects.

Meanwhile, sales leaders use AI-powered dashboards to monitor performance, identify trends, and provide actionable coaching opportunities, ensuring the team’s efforts align with business goals.

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Mid-morning: preparing for scheduled calls with AI

By mid-morning, Alex turns to HubSpot’s Copilot and AI Meeting Assistant to prepare for scheduled discovery calls. These tools make it easy to find insights and personalize outreach, ensuring every conversation is impactful and tailored to the prospect’s needs.

Before Alex’s call with Sarah from XYZ Corp, Copilot is accessed directly from Sarah’s contact record to generate a concise summary of the company and key communications. The AI draws from recent emails, meeting notes, and engagement history to provide a clear picture of Sarah’s role, her company’s objectives, and any pain points previously discussed.

For additional preparation, Alex uses the AI Meeting Assistant to summarize records of each stakeholder attending the meeting. This includes details like job titles, past interactions, and relevant company news, enabling Alex to anticipate questions and address the concerns of all participants effectively.

For example, the summary might highlight that XYZ Corp was recently recognized in a sustainability award program, aligning with their stated goal of reducing environmental impact. Armed with this context, Alex can craft a more compelling pitch tailored to Sarah and her team.

After the meeting, Alex follows up with a personalized email generated by Copilot. Building on insights from the call, the AI creates a thoughtful, targeted message:

"Hi Sarah, it was great speaking with you earlier. I appreciate you sharing more about XYZ Corp's sustainability initiatives and the challenges you face in scaling your operations. As discussed, I’ve attached a brief overview of how our solutions can support your goals while addressing the unique needs of your team. Let’s reconnect next week to explore the next steps."

With Copilot and the AI Meeting Assistant, Alex saves valuable time, ensuring every interaction is purposeful and every follow-up is tailored. These tools provide the insights and generative capabilities needed to deepen relationships and move deals forward effectively..

Lunchtime: AI-driven follow-ups

While Alex takes a break, HubSpot’s AI Meeting Assistant and Copilot ensure leads are nurtured consistently, even when Alex isn’t actively involved.

Using the guidance Alex set up earlier, the AI runs autonomously or semi-autonomously to send follow-up emails based on predefined settings. If operating autonomously, the AI can send timely follow-ups without requiring Alex’s intervention. In semi-autonomous mode, Alex is prompted to review and approve emails before they’re sent, ensuring alignment with personal preferences or strategic nuances.

For instance, if Sarah from XYZ Corp opened a pricing email but didn’t reply, the AI might send a follow-up referencing recent company news:

"Hi Sarah, I noticed XYZ Corp recently won an award—congratulations! I also wanted to follow up on our previous conversation regarding scaling your operations. Let me know if you’d like more details about how we’ve helped similar companies achieve their goals."

By integrating context like company updates or engagement history, the AI ensures each message is relevant and personalized, keeping leads engaged.

This hands-free follow-up capability ensures no lead is overlooked, freeing Alex to focus on higher-priority tasks.

Sales reps can return from lunch confident that their pipeline is still progressing, with AI managing routine communications while maintaining a human touch.

Afternoon: streamlining the deal pipeline with AI

In the afternoon, Alex turns to HubSpot’s Sales Workspace to evaluate their deal pipeline. Using AI-driven deal scores, the workspace categorizes active deals based on their likelihood to close, providing a clear picture of where Alex should focus attention.

The deal scores, calculated from various AI insights, break down key factors contributing to the score, highlighting both positive and negative attributes.

For example, a deal might receive a high score due to strong engagement from the prospect but also include a note about missing key stakeholder involvement. This breakdown provides actionable insights that help Alex prioritize follow-ups and streamline the sales process.

Within the Guided Actions section, the AI offers practical recommendations to keep deals moving forward. For instance, it might suggest, “You haven’t followed up with this lead in 7 days” or “Select a meeting outcome for the meeting scheduled for today.” These prompts ensure Alex stays on top of important tasks, avoiding potential pipeline bottlenecks.

By focusing on actionable data and reminders, Alex can allocate time effectively, nurturing deals that are most likely to close while addressing potential risks early. As Alex implements these AI-driven insights, the pipeline becomes more efficient, improving overall deal outcomes.

Evening: AI-powered sales performance insights

As the day ends, Alex reviews their performance using reports created with the help of HubSpot’s AI report creation assistant. This tool streamlines the process of building reports by guiding Alex through selecting the most relevant data and metrics.

The resulting reports provide actionable insights, highlighting trends that can improve future interactions and identify areas for growth. With AI assistance, Alex can focus on refining strategies rather than spending time manually compiling performance data.

HubSpot’s Conversation Intelligence enhances Alex’s ability to analyze calls by identifying patterns and opportunities within conversations. From tracking sentiment to recognizing recurring themes, this feature dives deep into call data to uncover insights that might not be immediately obvious.

Paired with other AI-powered analytics, such as email open rates and call outcomes, Alex gains a comprehensive view of what’s working and what isn’t. These actionable insights help refine strategies and drive more effective engagement with prospects.

For example, Breeze AI might flag that certain phrases in the sales pitch are resonating particularly well with a specific type of lead. These insights allow Alex to prepare their approach for the next day, making each interaction more effective than the last.

For sales managers, these AI-powered dashboards provide a comprehensive look at team performance, highlighting individual successes as well as areas where more support or training may be needed. This real-time visibility into the team’s progress makes it easier to celebrate wins and offer guidance where necessary, ensuring that the team stays on track toward their goals.

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HubSpot’s Breeze Prospecting Agent: key features

HubSpot’s Breeze Prospecting Agent helps sales teams by providing several key features:

  • Identify and prioritize top prospects: Automatically assigns high-quality leads that match your ideal customer profile, allowing sales teams to focus on leads most likely to convert.
  • Generate personalized email outreach: Creates tailored email messages based on each prospect’s unique needs and behaviors, ensuring more effective communication.
  • Automate outreach strategy with auto-sent emails: Sends targeted emails automatically, keeping the sales pipeline active 24/7 without manual intervention.
  • Automate prospecting tasks to drive sales efficiency: Handles repetitive tasks like data entry and follow-ups, freeing up sales reps to engage in high-value activities.


By integrating the Breeze Prospecting Agent into daily workflows, HubSpot empowers sales teams to work smarter, not harder, driving greater efficiency and effectiveness in their sales processes.

How AI Sales Enablement boosts conversion rates

By providing real-time insights and streamlining workflows, AI helps sales reps close deals faster and with greater success.

Here's how AI sales enablement drives higher conversion rates:

  • Personalized outreach: AI analyzes past behaviors, preferences, and engagement, helping sales reps craft highly personalized messages for each prospect. This targeted approach is far more effective than generic outreach, improving the chances of conversion.

  • Lead prioritization: AI ranks leads based on factors like past interactions and industry trends, enabling sales reps to focus on the prospects most likely to convert. This ensures that time and resources are spent on high-value opportunities.

  • Automating routine tasks: AI takes over repetitive tasks such as follow-up emails and CRM updates, freeing up sales reps to concentrate on relationship-building and closing deals, rather than manual processes.

  • Real-time adjustments: AI provides actionable insights to adjust tactics instantly. Whether it’s refining messaging, altering follow-up timing, or adjusting offers, AI allows sales reps to stay agile and responsive to prospect needs.

  • Increased efficiency: With AI handling routine tasks and offering data-driven recommendations, sales reps move through their pipeline faster, improving overall sales efficiency and speeding up conversions.


By integrating AI into the sales enablement process, teams gain the tools to work smarter, drive higher engagement, and convert more leads into loyal customers. 

Leadership perspective: building AI-ready sales teams

As AI becomes a central part of the sales process, it is essential for leaders to guide their teams through this change. Adopting AI is not just about introducing new tools, but also about fostering a mindset that combines human expertise with the power of technology.

Here's how leaders can successfully build AI-powered sales teams:

  • Fostering adoption: The first step in embracing AI is ensuring that the team understands its value. Leaders can encourage adoption by showing how AI reduces the burden of repetitive tasks, making the sales process more efficient. When sales reps see that AI tools help them focus on what matters most—building relationships and closing deals—they’ll be more likely to adopt these new technologies.

  • Investing in training: To get the most out of AI-powered CRMs like HubSpot, sales teams need training. Leaders should invest in comprehensive training programs that help reps feel confident using AI-driven features. This includes hands-on learning about how to leverage predictive analytics, automate workflows, and personalize outreach through AI tools.

  • Monitoring success: AI tools provide valuable data on team performance. Leaders should use AI-powered dashboards to track key metrics like conversion rates, engagement levels, and pipeline health. By regularly reviewing these insights, leaders can identify areas for improvement, celebrate wins, and offer targeted coaching to help teams perform at their best.

  • Encouraging continuous learning: AI is constantly evolving, and so should your sales teams. Encourage a culture of continuous learning where reps can experiment with new AI tools and stay up to date on best practices. This ongoing education will keep teams ahead of the curve and ready to adapt as AI continues to shape the sales landscape.

By supporting the integration of AI into daily operations and providing the right training, leaders can ensure their sales teams are equipped to make the most of this powerful technology.

Unlock sales efficiency with AI

AI-powered tools are transforming sales teams by enhancing efficiency, personalization, and growth.

HubSpot's Breeze AI offers a comprehensive set of tools to optimize your sales pipeline, increase conversion rates, and drive smarter strategies. Whether it's prioritizing leads, automating outreach, or gaining predictive insights, Breeze AI helps sales teams work smarter and more efficiently.

For sales leaders, the key to success is getting your team on board with AI. With the right training and ongoing support, your team can seamlessly integrate AI into their workflows. By leveraging AI tools to monitor performance and refine strategies, sales leaders can drive continuous improvement and ensure their teams are on track to hit their goals.

At Huble, we specialize in helping you set up AI workflows, utilize AI agents, and even build custom AI solutions tailored to your needs.

If you’re ready to take your sales operations to the next level, reach out to our team today to learn how Breeze AI can streamline your processes, improve efficiency, and accelerate your sales success.

Boost Sales Performance with HubSpot & Huble

We specialize in working with companies to elevate their sales strategy using HubSpot Sales Hub. Whether you're considering the platform or looking to optimize your current setup, our expert implementation and strategic sales consulting ensure you unlock its full potential to drive revenue growth.

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