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Do you feel like your business has hit a ceiling with your current HubSpot sales software? If you’re using HubSpot Sales Hub Starter, you might be sensing its limitations. As your business grows, so do your needs, and what once seemed sufficient may now feel restrictive. This can be frustrating and confusing, especially when deciding whether an upgrade is necessary.
Having worked with hundreds of businesses across HubSpot and being an Official HubSpot Partner, we know HubSpot inside and out, and we know whether it’s the right move for you to upgrade or not.
In this article, you will learn the key signs indicating it’s time to move on from HubSpot Sales Hub Starter, and by the end of this read, you’ll know exactly what to do.
Signs You’ve Outgrown HubSpot Sales Hub Starter
As your business evolves, so do your needs. Here are some key signs that you may have outgrown HubSpot Sales Hub Starter, along with real-world examples to illustrate each point:
- Limited Reporting and Analytics: If your sales team is starting to work on multiple campaigns, or if they find the reporting is lacking, this is a sign that you might need to upgrade. For example, your sales team needs detailed insights into conversion rates across different marketing campaigns, but the Starter plan’s basic reports only provide top-level data. Without custom reporting, you can’t accurately track the performance of individual campaigns
- Inadequate Automation: For example, you might want to set up a series of automated emails that respond to specific customer actions, like downloading a whitepaper or attending a webinar. The Starter plan’s limited automation tools can’t handle this level of complexity, resulting in manual follow-ups that consume your team’s time
- Restricted Invoicing Integration Options: If your business uses a specialised invoicing system that isn’t supported by the limited integration options in the Starter plan, then it might be time to upgrade. This forces your team to manually input data between systems, leading to errors and inefficiencies. The Pro version’s expanded integrations would automate this process
- Lack of Customisation: If your sales process involves unique stages that aren’t covered by the default pipeline settings in the Starter plan, then you might want to think about upgrading. Without the ability to fully customise your CRM, your team may struggle to keep track of progress accurately. Upgrading to Pro would allow you to tailor the pipeline to fit your specific workflow
- Growing Team and Complexity: When your sales team expands rapidly, managing permissions and roles will become a logistical nightmare. The Starter plan’s limited user management features can’t keep up with a growing sales team, and it could lead to security concerns and inefficiencies. The Pro version offers more robust team management capabilities, ensuring smooth operations as your team grows. So, if your team is growing, you might want to consider upgrading
If you match any one of these signs, then you might want to think about upgrading. Let’s take a look at some of the features that HubSpot Pro has to make sure that it’s the right decision for you to upgrade.
HubSpot Sales Pro Features
Upgrading to HubSpot Sales Hub Pro brings several enhanced features that can significantly improve your sales process.
Here’s a detailed look at what the Pro version offers:
1. Advanced Reporting and Analytics
With Pro, you can create custom reports that track detailed metrics, such as the conversion rates of individual sales reps and the performance of different sales strategies. This allows you to gain deeper insights and make data-driven decisions to optimise your sales efforts.
2. Enhanced Automation
Sales Hub Pro offers sophisticated automation workflows that can trigger specific actions based on complex conditions.
For instance, you can automatically assign leads to sales reps based on their location or follow up with tailored emails depending on a prospect’s interaction history, thus saving time and increasing efficiency.
3. Expanded Integration Options
Sales Hub Pro supports a wider range of integrations with other tools and services your business might use.
For example, you can seamlessly integrate with advanced invoicing systems, marketing platforms, and customer support software, ensuring that all your business tools work together harmoniously.
4. Extensive Customisation
With Sales Hub Pro, you can fully customise your sales pipeline to match your unique sales process.
This includes adding custom properties, creating multiple pipelines for different product lines, and setting up bespoke workflows that mirror your exact sales steps, leading to better tracking and management of sales activities.
5. Advanced Team Management
Sales Hub Pro offers detailed user permissions and team management features, allowing you to assign specific roles and access levels to your growing sales team.
This ensures that sensitive data is secure and that team members have access to the tools and information they need to perform their tasks efficiently.
Understanding the additional features of HubSpot Sales Hub Pro is crucial in evaluating whether the upgrade is right for your business.
So, how exactly does it compare to Sales Starter and is the difference worth the increased cost?
HubSpot Sales Pro vs HubSpot Sales Starter
Here’s an overview of the main differences between HubSpot Sales Hub and HubSpot Sales Pro. You can also find a full list of HubSpot features comparison here.
Below is a comparison of HubSpot Sales Starter vs Pro, with a description of the impact that the Pro features will make for your business. As you go through this table, ask yourself, is this impact important for my business?
If you answer yes to more than two of the five items on the list, then HubSpot Sales Hub Pro may be worth the cost for your business.
But, before you make a final decision, let’s look at the cost.
Is HubSpot Sales Hub Worth the Cost?
Ultimately, you need to decide whether the impact of the features that HubSpot Sales Hub Pro has is worth it for your business.
Read: Full Cost Breakdown of HubSpot Sales Hub
Here’s a comparison of the cost between Starter and Pro:
Based on this, if the impact that Sales Hub Pro may have on your team and business is greater than the increase in cost, then it’s probably the right switch for your business.
So, Should I Make the Switch to Sales Hub Pro?
The bottom line is that upgrading from HubSpot Sales Hub Starter to Pro is a smart move for growing businesses.
The Pro features, like advanced reporting and automation, can significantly improve your sales processes and overall efficiency.
Delaying the upgrade means staying stuck with a system that limits your potential, which could hinder your sales growth.
To stay competitive and ensure your CRM scales with your business, evaluate your current needs and take advantage of HubSpot’s trial period. Making the switch now will help you optimise your operations and drive better results.
Read: HubSpot Best Practices for Marketing Hub, Sales Hub, and CRM
