Speed is everything in sales. More important than anything is having a structure in place for your outreach and RevOps team to make quick and efficient calls. Being the ‘first’ or at least the most efficient when speaking with a prospective client can be a massive advantage. Our newest automated building blocks—Wrk Actions—are specifically designed to improve (through automation) your business process including lead nurturing, list enrichment, product updates, and quote sharing. Specifically, a tool like HubSpot automation can be a game-changer.
Every week, we update our robust library of Wrk Actions to offer more and more options to our teams to remove obstacles like redundant repetitive tasks. This week, we added automated steps that work in tandem with HubSpot, so it seemed like the perfect time to mention how much we can do with these automated steps, and how they can support your internal operations teams. Read on to learn how to level up your lead nurturing and list enrichment processes with HubSpot automation!
Automated outreach list enrichment steps through HubSpot
In fact, lead-generating team members can spend up to 40% of their time looking for a potential lead to call.
With our new Wrk Actions, we tackle these 2 very crucial aspects of your internal operations business processes that can help you get new and updated information, which can be edited directly in your company record lists in HubSpot, and call any updated lead (also saved in HubSpot) with a customized script.
Keep lead list members updated with new deals and quotes
In this case, if you’re not first, you really are last. This emphasizes why it’s so important to have an organized system in place with several automated steps so you can focus on the parts where you’re most valuable—closing the deal. When your prospective (or current) clients have a question, the speed in which you can deliver that information will be crucial to get you to the end stages of the buyer journey.
Up to 50% of sales go to the vendor that responds first.
One of the Wrk Actions that we added to the library will automate the process of linking an attachment, like additional pricing etc., to an existing deal in HubSpot. This will not only keep your client updated, but it will guarantee that anyone from your team in communication with the customer will know instantly what additional attachments were shared with the client, so they have the most up-to-date information and they aren’t repeating themselves, or wondering what may (or may not) have been shared.
Another new & noteworthy Wrk Action that was added will tackle a step on the other end of the coin. You will be able to set up an automatic trigger to send out the correct information to any quote requests with HubSpot automation. This will allow you to be ‘first on scene’ when a quote is requested. If you start doing this on a regular basis, it’s likely you’ll find an uptick in your conversions.
Level up your sales processes with HubSpot automation today!
More than 143,000 companies use HubSpot as part of their CRM repertoire. Is yours one of them? If so, it’s probably not the only tool in your sales toolbox. You probably have various other tools that need to connect with it. Our integrations can help you make the most of HubSpot automation and help you enhance your sales process to shorten the sales cycle.
Pssst… we know that more than 50% of prospects want to see how your product works on the first call, book a demo with us today to see these Wrk Actions IN ACTION!