Inside sales is a topic that is taking up a lot of space in the debate on the growth of b2b companies. The attention to this aspect is due, in particular, to the presence of dynamic markets, whose pillars are flexibility, agile working and digitalization.
In today’s article, we will delve into the merits of the efficient functions of the CRM to adapt. The team’s activities to the needs and requests of the contemporary world: find out more!
HubSpot’s features that support the new frontiers of inside sales
The term inside sales refers to the company team that deals with commercial management. The definition already presupposes the characteristic of remote working. However the increasingly marked transformation of processes requires tools that are even more focused on flexibility and virtual interaction to reach interesting companies.
So, with today’s article we want to delve into some of the functions and integrated tools of HubSpot’s. CRM that favor the new frontiers of agile working and digital transformation. The goal, in fact, is to achieve a high level of automation and simplicity of processes. In line with the efficiency requirements of the markets.
Sequences of personalized emails and messages
Sending personalized emails and messages allows the company to guide the buyer along the purchasing process.
HubSpot provides the sales team with the ability to access models that can be customized very quickly and easily. The CRM allows you to extract data and information, have visibility on history and chronology, so as to automate the models. Thus allowing them to be populated automatically with known data – such as the name of the contact or that of the company.
Another very interesting function for those who work in inside sales is the ability to integrate emails and messages into automatic sequences. The goal is to ensure that buyers and potential customers receive targeted communications in a timely manner. Contacts can therefore be registered for one of these sequences manually, or be assigned automatically after completing an action (for example: registering for a webinar).
Once the flow is started
The registered contacts receive the messages scheduled in the sequence, at the times and in the ways established by the settings and are removed when another action is performed. For example when the buyer books a consultation.
The added value of emails is that they can convey. The most interesting content from a commercial point of view and not only; in fact, you can send videos, in-depth content, images or links to landing pages.
The automation guaranteed by this HubSpot function is perfectly in line with the new needs of flexibility and hybrid work of companies. Everything is transmitted virtually, respecting the time available to the potential buyer.
HubSpot Meetings for inside sales
With HubSpot Meetings, the inside sales team is able to create links to different types of meetings. Each with customized timing and availability options. When a contact books a meeting, multiple actions are generated. For example, a contact who books a discovery call can automatically generate a deal record. Import the necessary data, insert it into the agenda, schedule the meeting and send the invitation to all the parties involved.
When HubSpot Sales Professional is synced with an online meeting platform like Zoom. Automation goes further, such as generating and sending the meeting link.
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Taking Engagement to the Next Level: HubSpot Documents Opportunities
HubSpot Documents is a powerful and versatile c level executive list data tool that allows sales to break down all the limitations of sending individual. PDFs to contacts, inviting them to read and interact with a dynamic version of the content within a personalized sharing window.
The team has the ability to integrate calls to action and bz lists embed. URLs, so as to generate an integrated and interactive reading experience. Contacts can view a table of contents, access multiple pages with a single click. Download the documents, share them, and even book meetings or send email responses.
What about playbooks?
Playbooks in HubSpot allow you to create notes, scripts, and generate guidance for inside sales. Which is necessary to provide support to team members as they complete their tasks.
You can create multiple playbooks and use them. For example, as a training and support tool, depending on the specific task.
Email sequences
HubSpot Meetings, HubSpot Documents, and Playbooks are tools designed to optimize time spent on repetitive tasks. Replacing them with intelligent automation and easy access to relevant data. The end result is a b2b inside sales team that frees up time and energy to focus on what is most productive. Generating leads and growing business.
