🚨 HubSpot 101: Simple Workflows Sales Team NEEDS to Have 🚨
As we continue on with this hashtag#HubSpot 101 series, we’re going to dive further and deeper into what the platform can accomplish for a sales team.
Today, we’re touching on simple workflows that ALL sales teams NEED to have as it will make everyone’s life much easier.
Now, some of these workflows need projects completed beforehand which we can dive into in other HubSpot 101 posts.
5 Simple Workflows ALL sales teams NEED
🔹 Prospect submits a “contact us” form, task is created for the sales rep as a “high priority” to reach out
🔹 Prospect opens an email more than 3 times, task is created for sales rep as a “high priority” to reach out
🔹 Prospect Lead Score is higher than x (up to your discretion but I’d advise 90+), task is created for sales rep as a “high priority” to reach out
🔹 Inbound lead responds to chat bot requesting more information, task is created for sales rep as a “high priority” to reach out
🔹 MQL comes in from marketing efforts, task is created for sales rep as a “high priority” to reach out
If you caught the gist, all five of these workflows are to make sure the “low hanging fruit” are put to the top of the sales rep’s priority when it comes to prospecting.
These five simple workflows can improve sales team’s numbers as you are ensuring that the “low hanging fruit” is constantly being a top priority for the sales reps.