For sales leaders using Salesforce Sales Cloud, the goal is always clear: drive consistent growth and optimize every part of the sales process. However, traditional sales metrics—like days to close and deal size—fall short in revealing the “how” behind team performance. Relying on conventional questions risks missing insights that foster continuous improvement and create a competitive edge. To gain this level of visibility, you need insight into your processes, which is where Hubbl Process Analytics comes in.
Why traditional metrics alone don’t provide the full picture.
Common KPIs give revenue leaders broad insights, but they rarely tell the complete story. Sales metrics like win rates or deal values reveal outcomes but fail to explain the steps that drive results. To fully understand performance, you need to ask questions like:
- Are reps qualifying out of deals quickly enough, or do they get bogged down by “happy ears” (hearing only what they want to hear)?
- Are they investing enough time in discovery, or are they skipping critical client insights?
Traditional reporting often requires multiple reports or lengthy investigations to uncover these details. Hubbl Process Analytics eliminates this complexity by providing real-time, Salesforce-native insights.
Shifting to process intelligence for RevOps.
Revenue operations thrive when leaders ask the right questions, moving from "what happened?" to "how did it happen?" Process-focused questions uncover nuances that drive growth opportunities.
Hubbl Process Analytics supports this shift by enabling teams to:
- Track adherence to best practices.
- Evaluate time spent in critical sales stages, such as discovery.
- Optimize processes without requiring complex setups or external tools.
- Show sales reps and teams how they compare against internal best practice.
How to use Hubbl Process Analytics in the Sales cycle.
Let’s walk through how to use Process Analytics to identify gaps in the discovery phase:
- Access opportunity data: Start by accessing Salesforce opportunity field history. Pre-filter by a specific region or product line.
- Review overall performance: Analyze win-loss ratios and average time to close, which gives you a baseline of how well opportunities are progressing.
- Isolate the discovery step: Evaluate opportunities with a defined discovery phase, analyzing time spent per interaction to see how thorough each one is.
- Analyze lost vs. won opportunities: Examine how long reps spent on discovery for close-lost opportunities which didn’t reach the contract stage. Compare against closed-won deals to identify key differences.
- Drill down by record owner: Take a look at average time taken by each record owner in the discovery stage. Assess individual rep performance to identify patterns and provide actionable coaching.
With these insights, RevOps teams can quickly optimize discovery activities and get a clear view of rep performance. Hubbl makes it easy to turn granular insights into targeted coaching actions.
LEARN MORE ABOUT HOW IT WORKS >
Hubbl + Agentforce: A power duo for sales success.
As sales teams evolve to embrace tools like Agentforce, Hubbl becomes even more valuable. With Agentforce handling high-volume, repetitive tasks like appointment scheduling, data entry, and follow-ups, Hubbl insights help identify the best points in the process for AI to step in. This allows sales reps to focus on what matters most: building trust, understanding client needs, and fostering relationships. Together, Hubbl Process Analytics and Agentforce provide a balanced ecosystem where AI support complements human expertise, enabling reps to perform at their best.
Why choose Hubbl Process Analytics for Salesforce sales optimization?
- Real-time, Salesforce-native insights: Optimize processes directly within Salesforce.
- Data-driven improvements: See where opportunities for beneficial change are in order to drive results.
- Improved coaching opportunities: Drill down into individual rep behaviors for data-driven improvement strategies.
- AI-enhanced productivity: Use Hubbl with tools like Agentforce for a smarter, more efficient workflow.
Hubbl Process Analytics helps sales teams move beyond outcome measurement to continuous process improvement, creating a foundation for long-term success.
Driving strategic growth with Hubbl.
With Hubbl Process Analytics, sales leaders can turn granular process questions into actionable insights. By focusing on critical steps like discovery and leveraging AI tools like Agentforce, teams can drive growth and foster stronger client relationships. For RevOps leaders looking to optimize processes, Hubbl is an essential tool for transforming day-to-day operations into strategic wins.
