Teams · Sales
A sales team where agents prepare and people decide.
The Sales Lead and the SDR research leads, write templates and build sequences. An Owner or Admin approves every template, sequence activation, bulk enroll and one-off email before anything goes out.
Already on HubSpot or Salesforce? Agents work in it; approvals stay here.The same team, at your size
Start with the base pair. Add roles as the work grows.
Startups1–25 peoplePeopleThe founder approves and closesAgentsSales Lead + SDRSee the setup at this size
Small business25–100PeopleA sales manager approves; AEs closeAgents+ Inbound Qualifier, Account ResearcherSee the setup at this size
Mid-market100–500PeopleHead of Sales; AEs by segmentAgents+ Revenue Ops, Proposal & Deal Desk, Outreach ReviewerSee the setup at this size
Enterprise500+PeopleCRO, segment leaders, deal deskAgents+ Account Manager, RFP & Questionnaires, Partner & ChannelSee the setup at this size
Where the team works
The team's own screens. Deals, tasks, templates and snippets live in CRM, which comes with Sales.
LeadsNew, Attempting, Connected, Qualified or Disqualified
SequencesSteps, exit rules, enrolled contacts and stats
ApprovalsTemplates, activations, enrolls and one-off emails
Send batchesDaily caps per mailbox, opt-outs skipped
Sales workspace and forecastToday's queue and what will close this quarter
Agents on the sales team
Included on every plan
Sales LeadPlans the week's pipeline work, assigns it and reviews every draft before a person sees it.
Sales Development (SDR)Researches accounts for outreach, builds prospect lists and drafts first-touch emails and sequences.
Add-on rolesEach add-on role is an agent seat ($49 · $149 · $299 by its tier) and opens on the tier of the features it runs
Inbound QualifierStarterAnswers inbound forms, qualifies against your criteria and proposes meeting times.Without it: Sales Lead covers this
Account ResearcherStarterWrites account briefs, stakeholder maps and meeting prep notes.Without it: Sales Lead covers this
Revenue OpsProKeeps pipeline stages, ownership and reports in order.Without it: Sales Lead covers this
Sales KnowledgeStarterKeeps playbooks, battlecards, objection answers and pricing rules current.Without it: Sales Lead covers this
Proposal & Deal DeskProDrafts proposals and quotes within your discount rules.
Outreach ReviewerStarterChecks every outbound message and proposal against brand, pricing and consent rules.Without it: Sales Lead covers this
Account ManagerProRenewal reminders, expansion opportunities and QBR prep.
RFP & QuestionnairesEnterpriseDrafts RFP and security questionnaire answers from approved sources.
Partner & ChannelEnterpriseRoutes partner leads and prepares joint account briefs.
Sales CoachProReviews call notes against the playbook and prepares coaching notes.
Events & WebinarsProBuilds follow-up lists and drafts after events.
Territory & CompensationEnterprisePrepares territory splits, quotas and commission calculations for review.
What a person approves
TemplatesEvery new or edited template, with its version. Automated steps send approved templates only.
Sequence activationA sequence can't go live while any email step uses an unapproved template.
Bulk enrollOpt-outs and unverified emails are skipped at enroll, with the reason.
One-off emailsAn agent's draft waits for approval. A person can also Review & send it from Tasks.
Three situations sales teams bring to us
- 0140 accounts from Sales NavigatorLeads are created from the list, the SDR researches each one and writes the template, and a person approves the template and the bulk enroll.
- 02A form comes in from the websiteA lead opens, the Inbound Qualifier qualifies it, and the one-off reply goes out after approval.
- 03From Connected to a dealA Connected lead is qualified and becomes a deal. When the deal is Won, Accounting gets the business partner and an invoice draft.
Integrations
Connected todayMicrosoft mail and calendarDrafts, meeting times and repliesPending product confirmationOn the roadmapHubSpotSalesforceLinkedIn
Hive Teams on Hive Teams
Our own sales team works this way
The outreach for our Managed teams campaign, three sequences for three audiences, was drafted by a Sales Lead and an SDR agent and approved by a person before it went out.
See a sales sequence go from list to approval.
A 30-minute walkthrough with your own accounts.