Not supporting the sales force to get the most out of HubSpot
Posted: Sun Dec 15, 2024 8:55 am
HubSpot gives salespeople access to rich data to provide context to a customer conversation based on their previous actions:
The e-books you downloaded.
The emails you opened.
The actions that followed.
The responses received.
The pages that interested you.
Among others, they will allow you to start good sales conversations more easily.
In addition, all of these systems have mechanisms to double the productivity level of each salesperson by changing a few habits.
If the salesperson does not receive training on everything that can be done with this tool, or despite receiving training, decides to continue using a pencil and notebook, sales opportunities will be lost and the expected impact will be minimal.
17. Don't require your sales force to use HubSpot
This is the biggest mistake because it makes the benefits of marketing automation inapplicable.
The disciplined use of a CRM makes visible:
The level of activity of each of the sellers.
Communications with each client to classify the most useful ones.
The origin of the clients that led to sales to improve investments.
Additional automation and optimization opportunities to improve daily processes.
When CRM is not used in a disciplined way, we lose all these skills and that causes the implementation of automation to not deliver the expected results.
18. Not qualifying unearned sales:
When you don't qualify leads that don't convert to sales, you lose the ability to follow up with them and therefore money on potential future sales.
19. Not using productivity tools:
If they received the training and do not use productivity tools , due to the habit of using Excel or a notebook to write down what happened, it is necessary to work hand in hand with the compensation mechanisms .
20. Not writing down clients who say “call me later”
HubSpot has the ability to automatically send a contact reminder several weeks or months after a follow-up step is completed.
Especially in cultures like the Latin one, following up is a very job function email list powerful tool, for 2 reasons:
1) Most sales forces don't do it
2) The person who was monitored agrees to the sale because of the commitment that is generated.
A good way to double sales is to do these follow-ups with discipline.
21. Not having a HubSpot Sales account installed in the sellers' email accounts
Integrating your mailbox (if you have GSuite or Office365) with HubSpot Sales is a quick way to:
Send customized emails faster (using Templates).
Record activities in the CRM without leaving your mailbox.
Have a notification mechanism to know who opened an email that was not answered.
Access a range of effective tracking tools.
All with a quick add-on installation. If your salespeople don't have GSuite or Office365, consider it.
If you take these points into account and avoid the associated errors, implementing HubSpot in your company will change your life.
But if you've already made any of these mistakes, don't panic. You're still in time to correct the situation and get on the path to success. Seek the right support from specialized and experienced consultants and you'll see how quickly your investment in HubSpot and Inbound Marketing begins to bear fruit.
The e-books you downloaded.
The emails you opened.
The actions that followed.
The responses received.
The pages that interested you.
Among others, they will allow you to start good sales conversations more easily.
In addition, all of these systems have mechanisms to double the productivity level of each salesperson by changing a few habits.
If the salesperson does not receive training on everything that can be done with this tool, or despite receiving training, decides to continue using a pencil and notebook, sales opportunities will be lost and the expected impact will be minimal.
17. Don't require your sales force to use HubSpot
This is the biggest mistake because it makes the benefits of marketing automation inapplicable.
The disciplined use of a CRM makes visible:
The level of activity of each of the sellers.
Communications with each client to classify the most useful ones.
The origin of the clients that led to sales to improve investments.
Additional automation and optimization opportunities to improve daily processes.
When CRM is not used in a disciplined way, we lose all these skills and that causes the implementation of automation to not deliver the expected results.
18. Not qualifying unearned sales:
When you don't qualify leads that don't convert to sales, you lose the ability to follow up with them and therefore money on potential future sales.
19. Not using productivity tools:
If they received the training and do not use productivity tools , due to the habit of using Excel or a notebook to write down what happened, it is necessary to work hand in hand with the compensation mechanisms .
20. Not writing down clients who say “call me later”
HubSpot has the ability to automatically send a contact reminder several weeks or months after a follow-up step is completed.
Especially in cultures like the Latin one, following up is a very job function email list powerful tool, for 2 reasons:
1) Most sales forces don't do it
2) The person who was monitored agrees to the sale because of the commitment that is generated.
A good way to double sales is to do these follow-ups with discipline.
21. Not having a HubSpot Sales account installed in the sellers' email accounts
Integrating your mailbox (if you have GSuite or Office365) with HubSpot Sales is a quick way to:
Send customized emails faster (using Templates).
Record activities in the CRM without leaving your mailbox.
Have a notification mechanism to know who opened an email that was not answered.
Access a range of effective tracking tools.
All with a quick add-on installation. If your salespeople don't have GSuite or Office365, consider it.
If you take these points into account and avoid the associated errors, implementing HubSpot in your company will change your life.
But if you've already made any of these mistakes, don't panic. You're still in time to correct the situation and get on the path to success. Seek the right support from specialized and experienced consultants and you'll see how quickly your investment in HubSpot and Inbound Marketing begins to bear fruit.