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Inbound Marketing Insights

4 Tips to Improve Inbound Selling & Prospecting with HubSpot Sidekick

Posted by Elyse Flynn Meyer | 2 Minutes to Read

Sidekick allows you receive e-mail tracking notifications in real time. Sidekick by HubSpot is a powerful new e-mailing and prospecting tool. Sidekick delivers information about your e-mail contacts directly into your inbox and web browser when searching for information about a prospect company.  Sidekick, the new and improved HubSpot Signals tool, was revealed this year at #INBOUND14Sidekick can dramatically improve your salesforce’s effectiveness, productivity, and overall inbound selling efforts by presenting an entirely new way to research and understand potential clients. For sales professionals, Sidekick helps to further personalize e-mails, better understand prospects, and even discover relevant information about prospects just by viewing their website. 


Here are the top 4 benefits of using Sidekick to enhance your inbound selling: 

1) Schedule Your E-mails To Send Later: 
How many times have you put together an e-mail but then realized that it’s too late (or even too early) to send it?  With Sidekick, you can schedule your e-mails for any day and any time, so your e-mail will automatically send precisely when you want. You can also set a reminder for yourself to send multiple e-mails at a time.  Set a time, set a date, and schedule your e-mail. 

2) Tracking Email Opens & Clicks: Every time you e-mail someone with Sidekick, you track the e-mail and links they click within that e-mail. With the option to both see who has opened your e-mails, and what they have clicked on, you can formulate a more effective follow-up communication. Receiving these live notifications allows you to know exactly when, the number of times, the location, and the type of device the receiver used to view your e-mail.

You are also able to access information showing which contact is on your website, in real time. This feature is crucial for salespeople because they are able to see if a prospect is viewing certain pages, and can call them immediately to follow up.  For example, if you have a pricing page, and you notice that one of your prospects is on that page, it would be a great time to follow up with a call! 

3) View Contact Information In Your Inbox: This tool provides you with prospect information that can be incredibly useful when drafting your next email. Having the facts such as your contact’s professional history, shared contacts, your shared e-mail history, and their locations, gives you the ability to construct more effective e-mails and calls to help bring that prospect further through the sales and marketing funnel.

4) Collect Company Details In Your Browser (If you’re using Chrome): It’s important to understand your prospects and their company. Using Sidekick, you can access information about a company such as headquarter information, when the company was founded, how many connections you may have at the company, the local time (very convenient!) and even related companies, which is a great sales prospecting feature.  So the next time you are calling someone, let Sidekick give you all of the information you need before making that call.

Sidekick is the ideal tool for inbound sales professionals, giving you the benefits of knowing how effective your e-mails are, who is reading them, and in some cases, who is not reading them, too (equally as important!). E-mailing others and prospecting is a daily activity, and Sidekick helps you make the most of your time, so you can focus on inbound selling.  So, why wouldn’t you use a tool that allows you to work smarter, and perfect the e-mails you’re sending?

Discover more about Sidekick and how to start using the new inbound selling prospecting tool. 

Download Sidekick today!  

Topics: Inbound Sales

Elyse Flynn Meyer

Posted by Elyse Flynn Meyer

Elyse Flynn Meyer is the Owner and Founder of Prism Global Marketing Solutions, an inbound marketing agency and HubSpot Platinum Partner based in Phoenix, Arizona. Elyse is the author of the book, Mastering Inbound Marketing Your Complete Guide to Building a Results-Driven Inbound Strategy. She is a frequent contributor to Forbes on digital marketing, and was named Marketer of the Year by the American Marketing Association.