Using Breeze by HubSpot with Sales Hub

Sales teams are expected to do more with less. Whether it's identifying new prospects, prioritizing deals, or following up after meetings, sales professionals face increasing pressure to maximize productivity. Enter Breeze by HubSpot, a powerful AI tool that seamlessly integrates into HubSpot’s Sales Hub to automate tasks, optimize workflows, and drive better sales outcomes.

In this deep dive, we’ll explore the major Sales Hub updates powered by Breeze, highlighting how these tools help sales teams work smarter and close deals faster.

Why AI is Essential for Sales Teams Today

Sales is no longer just about cold calling and email follow-ups—it’s about managing complex pipelines, nurturing relationships, and using data to make informed decisions. However, salespeople often struggle with repetitive tasks like scheduling meetings, drafting outreach emails, and updating CRM records, which take valuable time away from selling.

Breeze by HubSpot addresses these pain points by automating manual tasks and providing data-driven insights to help sales professionals focus on what they do best: closing deals. Whether it’s generating personalized outreach emails, scoring deals, or prioritizing leads, Breeze AI is built to supercharge sales operations.

Breeze AI for Sales Hub: Key Features and Benefits

1. Breeze Co-Pilot: Your Sales Assistant Powered by AI

Breeze Co-Pilot serves as a virtual assistant embedded throughout HubSpot’s Sales Hub. By providing contextual recommendations and automating repetitive tasks, Co-Pilot helps sales reps manage their workflows more efficiently.

Key Features:

• Context-Aware Assistance: Co-Pilot understands the page you’re working on—whether it’s a CRM record, deal, or sales dashboard—and provides actionable insights and next steps based on that context.
• AI-Powered Outreach: Co-Pilot can instantly generate cold emails, follow-ups, and even meeting summaries, saving sales reps hours of work.
• Multi-Platform Support: Breeze Co-Pilot is available on web, mobile, and through the HubSpot Sales extension, allowing sales reps to access assistance wherever they work.

Example Use Case:

You’re preparing for a meeting with a high-value prospect. Breeze Co-Pilot reviews the prospect’s CRM data, summarizes their recent interactions, and suggests talking points to guide the conversation. After the meeting, Co-Pilot generates a follow-up email, complete with next steps, and adds notes to the CRM.

2. Breeze Prospecting Agent: Automating Lead Research and Outreach

Finding and prioritizing the right leads is one of the most challenging aspects of sales. The Breeze Prospecting Agent automates this process by researching target companies and contacts, crafting personalized outreach strategies, and providing insights on who to contact next.

Key Features:

• Automated Lead Research: The agent gathers relevant data about prospects based on their CRM records, online activity, and firmographic data, saving reps the time it would take to manually research each lead.
• Personalized Outreach Strategies: The agent generates tailored outreach emails, ensuring that each prospect receives personalized communication.
• Prioritization of High-Value Leads: Breeze helps sales teams focus on the most promising leads by prioritizing them based on intent data and CRM activity.

Example Use Case:

You’ve identified a list of potential prospects who have shown interest in your product. Breeze Prospecting Agent automates research for each target company and generates tailored outreach emails, providing sales reps with a clear next step to initiate the conversation.

3. Predictive Deal Scoring: Prioritize Deals with AI Insights

Not all deals are created equal, and sales teams need to focus their energy on the most promising opportunities. Breeze by HubSpot introduces Predictive Deal Scoring, an AI-powered feature that analyzes deal activity and provides a score based on the likelihood of closing.

Key Features:

• AI-Powered Scoring: Breeze analyzes factors such as recent interactions, deal property values, and sales activity to provide a predictive score for each deal.
• Prioritization: Deals with higher scores are more likely to close, helping sales teams focus on high-value opportunities.
• Customizable Scoring Models: Sales teams can customize deal scoring criteria based on their specific sales process and goals.

Example Use Case:

A sales rep is juggling multiple deals but isn’t sure which one to focus on first. Breeze’s Predictive Deal Scoring ranks the deals based on the likelihood of closing, allowing the rep to prioritize their efforts and close deals more efficiently.

4. AI Meeting Assistant: Streamlining Meeting Prep and Follow-Up

Meetings are a critical part of the sales process, but preparing for them and following up can be time-consuming. Breeze AI Meeting Assistant simplifies this by automating meeting preparation, providing AI-driven insights, and generating follow-up tasks.

Key Features:

• Meeting Prep: The assistant pulls data from your CRM to provide key insights about meeting attendees, their recent interactions, and potential talking points.
• Follow-Up Automation: After the meeting, Breeze generates follow-up emails and action items based on the conversation, ensuring nothing falls through the cracks.
• Actionable Insights: Breeze suggests next steps for the deal, helping sales reps move prospects closer to a decision.

Example Use Case:

You’ve just wrapped up a call with a potential client. Breeze generates a detailed follow-up email and a list of action items based on the conversation, saving you time and ensuring a smooth follow-up process.

5. AI-Generated Sales Outreach Emails

Personalized and timely outreach is key to building strong relationships with prospects. However, drafting each email manually can be tedious. Breeze’s AI-Generated Sales Outreach Emails enable reps to automate email writing without losing the personal touch.

Key Features:

• Instant Email Drafts: Breeze generates emails for different stages of the sales process, from cold outreach to follow-ups and meeting requests.
• CRM-Integrated Personalization: Emails are tailored based on CRM data, including past interactions and deal history, ensuring each message is relevant.
• Multi-Platform Integration: Draft emails directly in Gmail, Outlook, or the HubSpot mobile app for seamless communication.

Example Use Case:

You’re following up with a prospect who hasn’t responded to your last email. Breeze generates a follow-up message that references their recent CRM activity and suggests a next step, allowing you to continue the conversation without spending time drafting from scratch.

6. AI-Enhanced Deal Summaries and Post-Call Recommendations

Keeping track of multiple deals, each with its own set of details, can be overwhelming. The AI-Generated Deal Summaries and Post-Call Follow-Up Recommendations help sales teams stay on top of their pipelines by summarizing key deal information and providing actionable next steps.

Key Features:

• Deal Summaries: Breeze automatically generates summaries of each deal, highlighting the most important information and recent activities.
• Post-Call Recommendations: After a sales call, Breeze suggests follow-up actions, including next steps and relevant CRM updates.
• Actionable Insights: The assistant recommends deal-specific strategies to help reps close more deals.

Example Use Case:

After a long day of sales calls, you review your pipeline. Breeze generates summaries of each deal and provides recommendations for follow-up, making it easy for you to take immediate action and keep the deals moving forward.

The Benefits of Breeze AI for Sales Teams

By integrating AI across HubSpot’s Sales Hub, Breeze offers numerous benefits for sales teams looking to improve efficiency, close more deals, and optimize their sales processes.

1. Increased Productivity

• Automate repetitive tasks such as drafting emails, researching prospects, and preparing meeting notes.
• Breeze allows sales reps to spend more time selling and less time on administrative work.

2. Data-Driven Decision-Making

• Predictive deal scoring and AI-powered insights help sales teams prioritize the most valuable opportunities and focus on deals that are more likely to close.

3. Personalization at Scale

• AI-generated outreach emails and follow-ups are tailored based on CRM data, ensuring that every prospect receives relevant and personalized communication, even when managing multiple leads.

4. Enhanced Meeting Prep and Follow-Up

• Breeze AI Meeting Assistant takes the complexity out of preparing for meetings and ensures that follow-up is immediate and actionable.

5. Faster Deal Progression

• Breeze’s AI recommendations and deal summaries keep sales reps on track, ensuring that they always know the next best step for each deal. 

Example AI Prompts for Sales Teams Using Breeze

Here are some practical AI prompts to get started with Breeze in the Sales Hub:

• "Write a follow-up email for [prospect] based on our last meeting."
• "Generate a cold outreach email for companies in the [industry]."
• "Summarize the key points of my last call with [prospect]."
• "What are the top three next steps for my highest-scoring deal?"
• "Create a meeting prep note for my upcoming call with [company]."

These prompts will help sales teams maximize their use of Breeze AI, boosting efficiency and productivity.

How Breeze AI is Transforming Sales Hub Operations

The integration of Breeze by HubSpot into the Sales Hub is a game-changer for sales teams looking to optimize their workflows and drive results. From automating lead research and outreach to providing predictive deal scoring and meeting insights, Breeze equips sales reps with the tools they need to focus on high-value activities and close deals faster.

If you’re ready to see how Breeze AI can elevate your sales performance, contact us today to learn more about how it can transform your sales operations.

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