HubSpot Sales Automation - The Many Ways it Can Help Your Team


Let's talk about 6 simple HubSpot sales automation that can really help your team's performance.

HubSpot Sales Automation That Will Benefit Your Team

Two male sales representatives discussing closed deals using sales automation tools.

1. Alerts/reminders on idle deals

In most cases, sales reps become laser-focused on achieving their quota. This means their attention is often (justifiably) centered on "hot leads" and active opportunities. The flip side to this coin, however, is that inactive opportunities may fall by the wayside.

With HubSpot's sales automation, your reps can be periodically reminded to follow up on any idle deals that stalled for one reason or another. For instance, you could set an automated alert that's triggered every two weeks in the event that a deal hasn't changed status. Keeping these potential opportunities in front of your sales team will help them to reach back out to those leads, and increase their conversion rate.

2. Prioritization alerts

Effective sales are all about reaching out to the right people, with the right message, at the right time. But how do your reps know when it's the right time? This is where prioritization alerts come into the picture. HubSpot's robust data tracking and analysis capabilities can identify specific prospect behaviors that indicate they may be ready to buy (or at least move into the next stage of the sales funnel).

You can customize your lead scoring system to "pick up" such signals. You can then alert your team that a prospect should now be considered a higher priority than before. With such automation in place, your reps will be in the best position to engage with interested prospects at the right time.

3. Self-service booking and meeting organization

The art (or science) of personal organization has become a hot topic in the last several decades. Effective time management can often mean the difference between a closed sale and a missed opportunity. 

This principle is especially true when it comes to scheduling meetings with prospects and leads. It can be challenging to keep track of several meetings each week. And when there's a scheduling conflict with one of your prospects, it only adds to the complexity.

Thankfully, HubSpot also has automated scheduling features that can help both you and your prospects to stay organized. For instance, you can use Meetings within the HubSpot Sales Hub, or a tool like Calendly, to grant prospects access to your work calendar. Then they'll have the option to book their meeting at a day and time when you both are available. It's a great solution that takes some of the pressure off your sales reps. This helps them to stay organized at the same time.

4. Return visitor notifications

For the vast majority of modern businesses, their website is the "front door" and primary portal for all of their customers, leads, and prospects. Your website serves as the "introduction" to your business for many consumers. It is also an invaluable resource to help them progress through their buyer's journey. In fact, you can count on prospects to visit your website repeatedly as they explore, research, and eventually make their purchase decision.

In the context of sales, it's extremely helpful to set up notifications for your team that will alert them any time a prospect returns to visit your website. Such notifications will remind your reps to follow up with the visitor. This will let them determine if there are any steps they can take to help them move closer to buying.
Team of sales professionals having a meeting about their company's sales process - making it easier with sales automation strategies.

5. Automated email sequences

Certain sales activities absolutely require a human touch in order to be successful. Other routine tasks can (and should) be automated to save time and energy for the more important things.

Email often falls into this second category. For example, it's always a good idea to send a welcome email when a new prospect signs up for your newsletter. It's also nice to send an order confirmation email after a customer makes a purchase. However, it can be extremely time-consuming for your reps if they have to compose these emails from scratch every single time. 

Here again, sales automation plays a key role in keeping your team's workload manageable. For example, HubSpot allows you to set up customized email sequences that are triggered by certain events or actions. Your sales team won't have to manually send out welcome messages, order confirmations, tracking information, or any other type of email that fits within an automated sequence. However, you'll still be able to touch base with customers, and stay "top of mind."

6. Alerts when you close a deal

It's important to maintain communication between all of your departments: sales, marketing, fulfillment, etc. Winning a sale is an achievement in itself, however, it's only half the battle. You also need to deliver on the customer's expectations in order to keep them coming back for more.

With HubSpot, you can set up automated alerts that go to your delivery or operations team every time one of your reps closes a deal. This is a simple, yet effective way to keep everyone on the same page. It's a way to ensure a smooth handoff of the customer between your sales and fulfillment teams. Automating these alerts means that your team members don't have to stop what they're doing to reach out to another department. It's a win-win for everyone involved!

As you can tell, HubSpot sales automation, when properly utilized, can have a positive impact on all aspects of your sales process. Of course, we've only scratched the surface with the 6 automation discussed above.

Would you like to learn more about how to optimize your sales performance by using HubSpot's features? Then reach out to our team at OverGo Studio today for a free consultation.

Take advantage of our free Hubspot CRM Configuration to start modernizing your sales process. This is a limited-time offer where we will design a sales pipeline specifically for your business. Start generating more revenue and improve your close rates by building your first high-performing sales pipeline on HubSpot at no cost. Simply schedule a discovery session with our team of HubSpot experts.

In today's fast-paced world, it can be very easy to let important details slip through the cracks, and very difficult to stay on top of high-priority tasks. That is certainly the case in the world of sales. Each member of your sales team has a full workload day after day. At times, it may seem impossible to keep track of everything. Fortunately, there is help at hand. Sales automation platforms, such as HubSpot, can make your overall sales process more efficient, and assist your sales reps in engaging with prospects, nurturing leads, and closing deals.