HubSpot Sales Automation
One way to achieve high-performance results to boost growth is by using sales automation tools like HubSpot Sales Automation. In this article, we’ll will take a closer look at what HubSpot Sales Automation is, the benefits it offers, and how it can help your organization boost growth and scale.
What is HubSpot Sales Automation?
HubSpot Sales Automation is a tool that helps organizations automate and streamline their sales processes. It provides a suite of features that allow sales teams to manage and track deals, send personalized emails, and schedule tasks and follow-ups. With HubSpot Sales Automation, sales teams can focus on high-value activities like building relationships and closing deals, rather than spending time on manual, repetitive tasks and other administrative work.
Why use HubSpot Sales Automation?
One of the key benefits of using HubSpot Sales Automation is the ability to trigger tasks and email notifications when deals change stages. This allows sales teams to stay on top of their pipeline and respond to changes in a timely manner. For example, if a deal moves from the “Qualification” stage to the “Proposal” stage, the system can automatically send an email to the customer with the proposal and schedule a follow-up task for the salesperson to check in.
Another benefit of HubSpot Sales Automation is the ability to create up to 1.000 fully custom workflows, including quote-based workflows. This gives sales teams the flexibility to tailor their processes to their specific needs and ensure that each step in the sales process is optimized for maximum efficiency.
How do You Use HubSpot Sales Automation?
Using HubSpot Sales Automation is easy and straightforward. Here is a step-by-step guide on how to get started:
- Sign up for a HubSpot account and set up your sales pipeline.
- Create custom fields and properties to track the information that is important to your organization.
- Import your existing deals and contacts into the system.
- Set up your automated email templates and workflows.
- Use the HubSpot Sales Hub to manage and track your deals, send personalized emails, and schedule tasks and follow-ups.
Who Uses it?
HubSpot Sales Automation is used by a wide range of organizations, including B2B companies in the SaaS, finance, professional services, and tech industries. These companies rely on the tool to streamline their sales processes, improve productivity, and drive growth.
Examples of Using HubSpot Sales Automation?
Let’s say you’re a person working with Sales at a salesperson at a B2B SaaS company. You are managing a large deal that is in the final stages of the sales process. Using HubSpot Sales Automation, you are able to automate much of the work involved in closing the deal.
First, you set up a workflow that sends a series of personalized emails to the customer, providing them with the information they need to make a decision. These emails include links to product demos, case studies, and pricing information.
Next, you use the tool’s built-in task management features to schedule follow-up calls and meetings with the customer. You can set reminders and due dates for these tasks, so that you never miss an important step in the process.
Finally, when the customer is ready to sign the contract, you can use the tool’s quote-based workflow feature to automatically generate a professional-looking quote and send it to the customer for review.
Is it Difficult to Use HubSpot Sales Automation?
Sales Automation in HubSpot is not that difficult to use. The tool has a user-friendly interface and comes with a a lot of resources and support to help users get up and running quickly. It also offers step-by-step guides and tutorials on how to use its various features and customize workflows to fit your specific needs.
If you do encounter any difficulties, you can contact the HubSpot support team for assistance. The team is made up of experienced professionals who are dedicated to helping you get the most out of the tool with great SLA response.
Low-to-medium implementation time. But high value to use sales automation for your pipeline correctly.
At Radiant, we’re currently using it in 96% of the HubSpot platforms under our administration.
Setting an automated task to re-engage with a contact after setting the deal in ‘closed lost’ stage – and then winning it 6 months later (because of the automated task) is potentially game-changing!
Click here to read more about how Radiant use HubSpot for success
Radiant Rating and Recommendation:
8/10 – really good! Worth it! Especially if you have a transactional or Hybrid B2B Sales process – or if you have multiple departments/people engaged in stakeholder management and pipeline management.
‘Sales Hub Professional’ if you want customizable HubSpot Sales Automation (then you’ll get up to 300 fully custom workflows!). If you just want simple triggers of e-mail and tasks, then you can use ‘Sales Hub Starter’.
How Radiant as a Top-Tier HubSpot can Help You
As a top-tier HubSpot partner, Radiant can help you implement HubSpot Sales Automation and get the most out of the tool. Our team of experts has extensive experience working with Sales Automation tools and can provide you with guidance and support throughout the implementation process.
We can help you set up your sales automation tailored to your pipeline and customize workflows to fit your specific needs. We can also provide training and support to help your team learn how to use the tool and take advantage of its full range of features.
By working with Radiant, you can be confident that you are getting the ultimate in sales automation technology, backed by the expertise and support of a top-tier HubSpot partner. This will enable you to achieve high-performance results, boost growth, and scale your organization.