How Do I Track Competitor Mentions in Sales Conversations Using HubSpot Sales Hub?
Turn live-call intel into pipeline insight. Use Conversation Intelligence with tracked terms, workflows, and dashboards to capture mentions, alert teams, and coach to win.
Enable Conversation Intelligence to record/transcribe calls and add a tracked terms list with competitor names and aliases. Create CRM properties (e.g., Competitors mentioned, Primary competitor) and use workflows to update records on detection, post Slack/email alerts, and add calls to a coaching playlist. Report frequency, win rate, discount, and cycle time when competitors are mentioned to guide strategy.
Non-Negotiables for Reliable Competitive Signal
How It Works in HubSpot
From the call to the dashboard—automated and auditable.
- Enable CI & recording: confirm consent language and data retention by region.
- Publish tracked terms: include brand, product, and common misspellings; review quarterly.
- Model the data: add multi-select and primary competitor properties to deals/companies.
- Automate the response: update properties, create tasks, send Slack alerts, link battlecards, and add calls to a coaching playlist.
- Report insights: build a dashboard for mentions by segment/stage/rep, win-rate delta, discount delta, and cycle time.
Frequently Asked Questions
Make Competitive Insights Actionable in HubSpot
Pedowitz Group configures CI, tracked terms, workflows, and a board-ready dashboard—so your team responds faster and wins more against named competitors.
Set Up Competitive Tracking