HubSpot Automation Features For Marketing & Sales Teams

No matter what CRM you use, eCommerce automation is crucial to automate repetitive and mundane tasks. This blog will cover the main features of HubSpot Automation that allow sales and marketing to create seamless buyer journeys from start to finish. Continue reading to learn how HubSpot automation could benefit your sales, marketing, and customer service departments.

HubSpot Automation Features: Streamline your Marketing Efforts and Sales Process

HubSpot has many benefits, and this blog will focus on one of them: automation. Learn how automated workflows can be used to reach prospects, generate more leads, and follow-up with customers after purchase.

Automated Workflows

Automate the purchase decision process for consumers. Workflows send triggered email to a specific list of contacts, based on the criteria you select. You can send an email to customers who made a purchase within the past 30 days. What about those who have abandoned shopping carts? These situations, and many others, are where HubSpot automation and abandoned shopping cart workflows can be really useful.

Sales and marketing teams can create personalized emails that are unique to each workflow. This ensures that the right message or offer is delivered to the person who has completed the requested action. This is a great way to generate more qualified leads. HubSpot makes creating automated emails easy. You don’t even need to be a programmer to modify any code.

Each workflow has its own goal, which allows both sales and marketing teams to see if their messaging is effective. When someone meets the goal set by your team, they are automatically removed from the workflow.

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Many sales reps set personal goals to book a certain amount of calls each week. The sales team can define the “goal criteria” within a workflow to be something like “has completed [form name].” This means that once someone fills out the goal criteria form, they will be removed from the workflow and not receive emails.

HubSpot automations make it easier to automate tasks and save time. You can also trigger internal notifications to notify your team when a prospect or lead takes a specific action.

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Sequences

Sequences can be used to nurture your team members once they receive an immediate notification. Sequences can be used to connect with contacts via emails, similar to workflows. Sequences are sent from the connected email of a salesperson, not as marketing emails. This means they use different templates than those in marketing emails.

Sequences are a way to enroll contacts manually or automatically in workflows. They can only be used for highly targeted situations like when sales teams reach out and book prospects to make a booking. Sequences can be used to create tasks and trigger emails, just as workflows.

Conclusion

Are your sales processes complex? But that doesn’t mean your sales processes have to be complex. Contact us to learn more about Groove Commerce’s sales support services, and how we can partner with you in creating the resources and tools your team needs. Our team is happy to assist you with your marketing and sales activities and answer any questions about HubSpot automation.

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source https://www.groovecommerce.com/ecommerce-blog/hubspot-automation/

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