As business owners, knowing where your prospects stand in every step of your sales process is key. Such details allow you to have a clear picture of where your month is headed and what you may need to do to get there.
How can Kulture Konnect support your deal automation efforts?
For many small businesses this happens in a pretty non-systematic way: sales management sits down with each individual sales rep and then they go through each opportunity in the rep’s pipeline to identify deals that are closed-lost or that need a little extra love. Although this approach is not bad altogether, it can easily become burdensome and obsolete as you scale because more deals equals more things to keep up with in the same amount of time a week. With a good CRM platform such as Hubspot, you can create an environment for deal automation and stages, which, together, can help strengthen your sales process and reinforce the weak spots. We can help you with:
Setting up automated actions
One of the best Hubspot features is how seamless you can integrate workflows through several aspects of your business. Adding automation to your deal stages is a simple way to remove friction from your sales process. We can help you with the set up of property values such as lead status, ticket association and more, creation of tasks and follow up reminders, deal owner assignment, ticket creation and internal email notifications and remarking workflows.
These are some example in which deal automation can be of extreme value
A couple of good examples are whenever a quote is requested or a meeting is booked.
Send email reminders
This is especially helpful for keeping track of every deal in your pipeline and remembering to follow up at the right time.
Not all deals can be closed. This is why it is a good idea to have a retargeting workflow. Your pipeline probably contains deal stages such as closed lost, unresponsive or something similar, so, make sure you have a workflow that retargets them with nurturing emails and such of their interest.
As we start our days with our work routines it is very easy to let important details slip through the cracks and stay on top of high-priority tasks. We know this is especially true in the world of sales.
Your sales team members have a full workload and sometimes it may seem impossible to keep track of everything. Fortunately, deal automation can give you the support you need to make your overall sales process more efficient, which, in turn, can create an environment that is scalable and adjusts to your growth.