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February 13, 2025 29 mins

Are you struggling to keep your sales team organized and efficient in HubSpot? There's always been this tension in home builder sales teams - management needs visibility and reporting, but salespeople just want to sell homes without getting bogged down in admin tasks.

In this tactical episode of HubSpot For Homebuilders, Jeff dives deep into the game-changing new Sales Workspace. As a HubSpot certified partner with 13+ years specializing in home builder marketing, he reveals how this unified command center is transforming how builders manage their sales pipeline.

You'll discover:

  • How Sales Workspace streamlines lead management and deal tracking in one unified view
  • Why proper lead management separate from deals is crucial for home builders
  • Step-by-step setup guidance for implementing Sales Workspace effectively
  • Real examples of how builders are boosting productivity with these new tools

Whether you're just getting started with HubSpot or looking to optimize your existing setup, this episode provides actionable strategies to help your sales team close more deals with less effort.

Want to see Sales Workspace in action? Book a free strategy session at velocity23.com/schedule for a personalized demo and implementation guidance.

Want to maximize your HubSpot investment? Our comprehensive HubSpot Audit includes a 60+ point inspection of your portal to unlock its full potential. Visit velocity23.com/hubspot-audit to learn more.

Connect with Jeff Schneider on LinkedIn.

Ready to take your home builder marketing to the next level? Here are 3 ways to connect with us:

  1. Visit buildermarketinggrowthshow.com for full episode listings and free marketing resources
  2. Book a complimentary 1-hour strategy session at velocity23.com/schedule to discuss your marketing goals and challenges
  3. Explore velocity23.com for in-depth marketing strategies, tools, and guidance for home builders

Topics discussed in this episode: HubSpot Sales Workspace, sales pipeline management, CRM implementation, lead management software, sales team efficiency, home builder CRM, sales automation tools, real estate sales process, builder lead tracking, sales workspace features

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