![]() That way, the task will remain in their queue until they've marked it as complete!" ![]() After the internal SMS, add an action that Creates a Task and assigns it to the SDR. Going off of Jen's example above, let's say your SDR is busy when they get the text and ends up ignoring it. "People often think that HubSpot Workflows are only meant to automate marketing processes, but as you see here, you can use them for internal processes as well. After all, if he’s on your pricing page, for example, there’s never been a better time to have a conversation about pricing. The key is to identify the pages of your website that are strong indicators of buying interest, and instead of only using that data to enroll a contact into a lead nurturing workflow (which can also be accomplished with this same tool), empower your sales development team to meet your buyer where he is in the buyer’s journey. Of course, this doesn’t work if you go overboard. Now, with one click, the SDR assigned to this account can call Ryan in the moment he’s engaged with important website content. In the example below, my enrollment criteria is based on an individual who is neither an active opportunity, a customer, nor a non-buying super-fan who has not already been disqualified and who has visited a specific page of my website. Leveraging HubSpot Marketing Workflows, craft an enrollment trigger that meets your requirements. While I couldn’t make an alarm go off in his brain, I COULD have HubSpot send him a text message-which, these days, is pretty darn close. “I wish an alarm could go off in my brain every time a qualified lead is on that page.” Hello, marketing and sales automation. “I’m so lucky that I happened to catch her when she was on the pricing page,” he said. He realized she matched our ideal customer profile and, determined to be a good fit, he scheduled her for a meeting with an account executive. ![]() They had a great conversation about the new role she was in at her company and the challenge she was tasked with overcoming. Of course, he didn't tell her that he saw she was on the pricing page. He clicked on the notification right then and there, dialed the prospect, and got her on the phone. ![]() In a previous role, I was speaking with one of our SDRs, and he explained that he happened to notice via the Chrome extension of HubSpot Sales’ Activity Feed that one of his assigned leads was on our company’s pricing page-a strong indicator of past sales success. Second, if you can track and analyze the path that led that prospect to your digital door, you can optimize it and repeat it. First of all, it wasn’t a bird it was an inbound marketer. I’m talking about the lead that seems to appear magically out of thin air and winds up being your “bluebird” deal of the quarter. Did you know that every time a sales development representative books a meeting with a qualified website visitor, an inbound marketer gets her wings? I’m not talking about the scalding hot demo request from the VP at the account you’ve been targeting for the last month. ![]()
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