How to create business rules for sales and service teams with HubSpot?

Learn how to create business rules for sales and service with HubSpot and discover how this helps you follow up on opportunities.

Regardless of its internal structure, corporate culture, strategies, or work methodologies, every company should have business rules management. They define how to operate concerning the benefit and improvement of each decision-making process in your company.

As we have detailed in our blog, business rules: How to adapt your company's business rules within HubSpot?. We address business rules and how to adjust the regulations with which your business currently operates within an omnichannel CRM like HubSpot. Also will bring to your team and project management a 360° control over whether or not your teams apply these rules, how to optimize those that you have not previously defined,d and their benefits when used in HubSpot punctually.

That said, in this lecture, we will handle the following topics to analyze how to create business rules for sales and service with HubSpot:

• How to create business rules for sales within HubSpot?
• Business rules automation channels for sales in HubSpot
  
• How to create business rules for service within HubSpot?
• Business rules automation channels for service in HubSpot.
• Benefits of business rules assembling within HubSpot.

How to create business rules for sales within HubSpot?

At the sales level, most of the business rules applied are always focused on the sales metrics and objectives of the executives or salespeople, such as the amount of revenue per time (monthly or yearly), quota per salesperson, and meetings per month, among others. 

Depending on the company, its focus, business line, strategies, or business model, could take these and other rules.

Next, we will analyze which channels within HubSpot will be in charge of automating sales business rules and capabilities.

>> How to adapt your company's business rules within HubSpot? <<

Business rules automation channels for sales in HubSpot

HubSpot, within its sales module, known as "Sales Hub," has a wide range of tools responsible for managing and automating all your organization's business rules.

Some of its tools are:

• Deals pipeline: Within the business pipeline, HubSpot will allow you to visualize all the activity of your salespeople in time concerning the negotiations they have with prospects.
• Forecast: With a prediction, you will be able to analyze established metrics and salespeople's performance, create new objectives, and generate results reports.
• Task creation: With the task tool, you will be able to generate performance and productivity reports of the different teams and their collaborators and assign tasks.
• Documentation: This tool functions as a filing cabinet for proposals and documents related to the commercial area.
• Creation of meeting calendars: This is where each collaborator will be able to create their business calendars.
• The payments tool: In payments, HubSpot will allow you to manage costs and refunds and generate internal and external payment reports.
• The playbooks and guides tool: Here, you will be able to design customized guides for sales teams, which will help them in their induction and training processes on your company's sales techniques and methodologies.
• Quotations: In quotations, you will be able to quote your services and products, generate links to share them, or attach them to proposals and emails.
• Reports: Through the creation of dashboards, you will be able to measure and analyze the results of your teams' efforts.

>> What is HubSpot Service Hub and, what are its tools? <<

How to create business rules for service within HubSpot?

For service teams, most business rules applied by many companies have been based on measuring user and customer experience. Within HubSpot, you will be able to implement more types of business rules targeted to this business area. Such as customized productivity reports, ticket response performance, chats, communication call recording and database creation, support feedback surveys, satisfaction, and loyalty.

Now we will analyze which channels within HubSpot will be in charge of automating service business rules and capabilities.

Business rules automation channels for service in HubSpot

• Ticket pipeline: The HubSpot ticket pipeline is the hub of information where you can observe and manage the work of your service teams and how the process of handling incoming tickets evolves. 
• Support chats: Chats are an automation tool in HubSpot. They can be adjusted through different models and directed to other ticket handling pipelines to assign them to the right service teams.
• Service Forecast: Through the creation of service forecasts, you can measure different service reports, you can measure and analyze the results of your teams' efforts regarding calls, ticket handling, response times and ticket resolution, 
• Feedback surveys (support, satisfaction, and loyalty): Through the creation of surveys, you will be able to measure and analyze the results of your company's efforts regarding customer service and retention and help establish a continuous improvement of the company's processes. 
• Customer Service Portal: Through the customer portal, you will be able to give a channel of response and solution to requests from your customers in a personalized way. Your customer will be able to have access to this as well. With this, you will have more personalized attention and know the solution of their tickets issued in real-time.
• Reports: Through the creation of dashboards, you will be able to measure and analyze the results of your teams' efforts.

Through the creation of business rules, you will be able to align the different business areas of your company with your strategic objectives, thus improving the operation and achievement of proposed goals.

Benefits of business rules assembling within HubSpot.

By creating business rules, you will be able to align the different business areas of your company with your strategic objectives, thus improving the operation and achievement of proposed goals.

If you are curious to comprehend more about how to create, define or adopt your company's business rules within HubSpot, schedule a meeting with one of our consultants.