How to create a follow-up sequence on HubSpot?
Following up with customers often becomes a tedious task, and many companies today suffer from this problem. It affects the performance of the sales...
3 min read
Por Alfonso Ramírez | Jun 29, 2022
3 min read
Por Alfonso Ramírez | Jun 29, 2022
Learn how to register businesses within HubSpot, and how to automate the Deal Pipeline to your sales team by tracking and approaching leads.
Every company needs to keep track of its commercial opportunities, business, annual and monthly sales quotas, and even the performance of its own sales department.
The truth is that while this is a fact of life in many businesses, traceability's lost for several reasons:
In this blog, we will address a CRM, which has a tool that provides an immediate solution to this crucial need for many companies, such as HubSpot. This CRM is responsible for automating the business processes of companies, both marketing, sales, customer service, and operational area.
A blog that may interest you: CRM: The ideal platform for customer management
In this blog, we will learn the following aspects of managing a "sales pipeline" or business flow and registration channel:
What is the HubSpot business pipeline, and what are its components?
Within HubSpot's sales module, the Sales Hub contains a wide range of tools that aim to automate the management of the sales team, which are the following:
The main one is the business pipeline. In sales, the pipeline is a deal flow channel. Here sales teams will record every business opportunity identified with a qualified prospect.
Within the HubSpot business pipeline, several kinds of components are responsible for filtering information according to the roles of a team member, for example, a manager or director may have more access than an account executive.
To define accesses, I recommend the following guide: HubSpot Access Guide. Some of these components are the following:
How to record deals in the sales pipeline?
HubSpot is very versatile and has several business creation channels. Even though the main one is the negotiation pipeline itself, it also has other options since its omnichannel nature allows it to make up more than one channel.
The types of business creation channels are as follows:
How to set up automated rules in the negotiation stages?
As part of the benefits and automation tools available within the HubSpot environment, one of them is the assignment of rules by business stages. But what is it?
Defining the rules by stages in the negotiation pipeline, it is necessary to go to the settings panel of the business tool. You can find it by following these steps:
Within the general configuration and automation of the negotiation pipeline, we will find three types of divisional segments that will be in charge of controlling, assigning, and defining the information that will be entered and must manage within the HubSpot business tool. These segments are the following:
Within this configuration, HubSpot will help your sales team managers define which business information properties sales executives should complete.
It is important to note that the required property assignment is a benefit purchased only for Sales Hub Professional or Enterprise licenses.
If you are interested in learning more about HubSpot automation and how it can help your sales teams, schedule a meeting with one of our consultants.
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