Data driven sales approach
November 22, 2021
Data driven sales approach
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with HubSpot CRM
We currently use workflows that get triggered by certain actives or properties. The trigger will assign a task to the various Account Executives within the sales teams. The AE will follow the task and enroll this contact leads to a sequence. The various sequences follow individual sales approaches for the separate types of leads we have sourced for the AE's. Once contact has been made, by following the sequence set in place, with the potential lead we further make use of the CRM by creating a deal in the pipeline and move that contact over to this. We then capture the various properties data to create reports on the sales dashboard. These analytical and conversion reports are used by the executives within the company to make [decisions about] which direction the sales department will follow.
- Integrations with various Saas, such as Slack and RingCentral.
- Various reporting options.
- Tags contact the owner accordingly when a new contact is added to a company.
- Conversion Reporting.
- Adding to existing lists.
- A streamlined process between sequences and deals, so that the next contact activity does not get lost.
- Forecast of future revenue to be concentrated on a particular lead source.
- Revenue distribution towards a particular lead source that is viable.
Do you think HubSpot CRM delivers good value for the price?
Yes
Are you happy with HubSpot CRM's feature set?
Yes
Did HubSpot CRM live up to sales and marketing promises?
Yes
Did implementation of HubSpot CRM go as expected?
Yes
Would you buy HubSpot CRM again?
Yes