With a busy sales team, it can be hard to manually chase down all your prospects - which is where automation comes into play. Automating your sales process is your ticket to hitting your final home-run deals for the year.
In this article, we'll cover some things that can be automated using HubSpot to increase productivity and close those final deals to hit your numbers.
Using software to automate your opportunities will allow your sales team to quickly understand what leads can be turned into customers by year-end.
Using an effective CRM organizes your contacts in one place, which makes it easy to see the status of deals. We recommend HubSpot's powerful CRM because it works seamlessly with marketing, automation and rev ops. This means your sales team spends less time transferring data and tracking down info as they close out the year.
Using a CRM like HubSpot will not just help with year-end deals, but it will organize lists for future use. So even if you don't close every potential deal by the end of the year, you'll set yourself up for a strong, clear focus as you begin the new year.
With HubSpot, you can automate repetitive, time-consuming sales tasks so your team can spend more of their time working deals, and less time manually entering data.
With no time to spare, there are some simple wins you can pounce on with automation.
Workflows are an extremely powerful tool in HubSpot that ease the tension of each step in the sales process. Your sales campaigns will run more efficiently through intelligent follow-up and personalization. Workflows automate communication through personalized, segmented and targeted emails.
For example, if a prospect is from a specific industry, a drip campaign might include:
The beauty of workflows is they can be triggered from different stages within the sales process and various actions your leads take, so you can customize them to follow the buyer's journey for that specific lead.
From these workflows, you can also get insights into how your lead interacts with content - which gives your sales team more meaningful data about what they are interested in, how they like to be communicated with, and what information is most useful to them.
Automating sales processes gives your sales reps valuable data, frees up their time from routine processes and gives them better data to close those lagging leads. If you follow these practices in HubSpot, prioritizing your prospects will be much easier. Saving time without sacrificing performance is necessary to close deals before the end of the year - and automation is the key.
HubSpot is incredibly powerful and can boost your team's productivity to help you sell more. But all that power comes with a learning curve. Often the easiest way to get your team on board is to partner with someone who knows the software in and out, and can save you weeks or months of time in getting up to speed, while avoiding common mistakes. As a Platinum HubSpot partner, BizzyWeb can help you with Onboarding, Inbound Marketing, Service and CRM optimization.
BizzyWeb is a Minneapolis-based digital marketing and web design agency that helps companies get the high-quality leads they need to grow and thrive. Our tactics include inbound marketing, SEO, advertising, web design, content creation and sales automation. We are an accredited HubSpot Platinum Partner and we offer full-service HubSpot onboarding, enablement and strategy for new and current users.