7 years ago
February 21, 2017

Not Getting All You Want from HubSpot’s Sidekick? Take These Steps

HubSpot’s Sidekick is being hailed as the ultimate email advantage. If you’re not getting all you want from this sales tool, take these steps.

Rhys Metler


HubSpot’s Sidekick, which was recently introduced this year, is a browser extension for Google Chrome that contains many useful tools that will help sales people sell more efficiently. Its name is revealing: it truly is your sidekick, always on and by your side while you’re researching, prospecting, communicating via email, and engaging with leads, prospects, and customers online. It collects data while you surf the web and provides helpful information when you need it most. And best of all, it’s really easy to use, easy to integrate, and provides a great ROI.

However, some sales people might see greater results while using this browser extension. But the results really come down to how well you’re utilizing it. If you haven’t been getting all that you want and need from HubSpot’s Sidekick and you want to learn how to utilize it to its full potential, follow these steps.

Use HubSpot’s Sidekick While Prospecting

Many sales people only use HubSpot’s Sidekick to help with email communication. However, it can be especially useful while you’re prospecting online, too. Just take advantage of Insights. To get the most out of this extension, you should be utilizing every tool offered. If you’re like most sales reps, you don’t like prospecting. It’s time consuming and tedious and it takes you away from your main purpose: selling.

Use HubSpot’s Sidekick to make the task easier, faster, and more effective. With Insights by your side, you can let the extension do all of the digging around for you. You can easily gather intelligence on new leads. The tool will gather contact data and other key information and consolidate it for you in a handy sidebar.

Personalize Your Email Communications

Sidekick can do more than just notify you when a contact has opened up one of your emails or clicked on one of your internal links. You can also use it to create easy-to-use templates with personalized tokens and attachments to frequently used documents, all from your inbox. These templates will not only allow you to send more emails in less time, but they will give those messages a personalized touch that will help you nurture your leads and engage with your prospects on a more personal level.

Utilize the Click-to-Call Feature

Another feature you might not be using is click-to-call. Are you still using your regular telephone to make sales calls? It’s time to ditch the phone and start calling your contacts from your inbox. With HubSpot’s Sidekick, you can not only make calls from your email inbox that are automatically logged for your convenience, but you can even record them so you can listen back to learn more about a call once it’s over. You could pick up on previously missed information that could be what you need to make the sale or learn what you’re doing wrong so you can improve your performance, and thus, your sales numbers. You can even put multiple prospects on a call queue so once you’re done with one phone call, the next number is already dialing for you to quicken the process.

Integrate It with Your CRM

Though HubSpot’s Sidekick can be used as a stand-alone product, it’s most effective when it’s used in conjunction with HubSpot’s CRM. When you allow the two sales tools to work together, you’ll create a huge pool of data that is interconnected for streamlined operations, a seamless flow of data, improved accuracy, and greater insights. HubSpot’s Sidekick can be your CRM’s best friend.

If you want to ensure that you’re getting the most out of HubSpot CRM and Sidekick, consider engaging a HubSpot certified partner to help get you on the right track.

Rhys Metler

Rhys is a tenacious, top performing Senior Sales Recruiter with 15+ years of focused experience in the Digital Media, Mobile, Software, Technology and B2B verticals. He has a successful track record of headhunting top performing sales candidates for some of the most exciting brands in North America. He is a Certified Recruitment Specialist (CRS) and has expert experience in prospecting new business, client retention/renewals and managing top performing sales and recruitment teams. Rhys enjoys spending quality time with his wife, son, and daughters, BBQing on a hot summer day and tropical vacations.