Learn to use HubSpot automation and you’ll gain access to one of the most powerful sales tools in the world! When used to its full potential, sales automation has the potential to make everyone's life easier and give back time to your team. Even better, it has the potential to help your prospects (and customers) too.
HubSpot has an arsenal of tools to enable your sales team to knock it out of the park every time. There’s Lead Enrichment, Email Templates, Meeting Scheduling, Call Recording, Lead Scoring, and Email Open Notifications and so much more.For now, we’ll focus on the automation tools, specifically workflows, as this is where you should concentrate to start getting leads coming in and closing deals.
Automated Workflows not only turbocharge your efficiency, but they also improve accuracy and standardise your sales process.
When it comes to sales tools, HubSpot is a force to be reckoned with, but that makes it sound complicated and hard to master. In reality, it has been built to be used by anyone.
Creating workflows is somewhat like constructing a house out of LEGO®. You start with a basic idea of what you want your house to look like (your campaign) and inventory your available blocks (your marketing materials). Then you start building.
Once you've mastered the basics, you can create workflows that effortlessly perform useful and impressive feats of automation.
What to use workflows for?
Initial Email Outreach
How many times do you abandon sales opportunities after one email? These missed opportunities are obviously not helpful for growing a business. So, how can sales automation help?
One of the easiest things to do is set up a series of automated (but still personalised) follow-ups and reminders for your initial outreach.
Tee up your email campaign, choose when they’ll send, add some personalisation tokens, and finish off with some unique details to make your messages seem human.
Tip: Build all your emails before building your workflows! That way you can easily pick them as you go without having to switch between building the workflow and writing emails.
This is perfect if you want to send multiple emails to a prospect in a row (assuming they don’t answer the first one). Then choose to have the messages stop if at any point the prospect responds. At which point a human can jump in.
“You’ve just done in an hour what it takes us two days to do.”
Karen Guile, Founder of tobook & Search4Venues
If you've ever spent hours updating hundreds of spreadsheet cells, you know how tedious tasks like these can be and how easy it is to input the wrong data.
If you’re thinking “My team doesn’t want to spend time inputting data into a CRM either” then you’re right. Constantly updating data for every one of your contacts is a grind.
But what if you could have your software do this for you? Consider using HubSpot workflows to take over data entry.
This will help you and your sales team grease the sales wheels, remove friction and repetition and ultimately increase sales. That’s what it’s all about, right?
Have you ever lost a deal because you forgot to follow up? You can create workflows for internal tasks to avoid this ever happening again.
HubSpot Sales records things like when prospects open your email, click the links, or downloads an attachment. So once a contact takes action, you can set an internal task to follow up while the prospect is ‘hot’. This all happens seamlessly, in real time.
Not only is this timely for the potential customer, but it also assigns responsibility to reps.
Internal task workflows can be a little trickier to set up, as you’ll be using some branching logic, so it’ll save you time if you get help from a HubSpot Agency Partner.
Let Your Computer Do The Work
Don't spend time doing work you can make your computer do. With HubSpot Sales automation in your toolbelt, you can get more done on a bad day than you used to on your best days.
There's still an awful lot you shouldn’t automate in the sales process. Automating the repetitive, time-consuming parts of the sales process isn’t about replacing humans with machines. People, real people, will always be needed.
Reducing these tasks means your sales team can focus on actually talking to and nurturing prospects.
This is what HubSpot Sales is built for: freeing up time to do the things you’re good at, ensuring that things get done and that your sales process is standardised.