Imagine a Monday morning when you open HubSpot, and hundreds of new trial leads flood in during the past few days. However, the sales team might not have much time to enjoy such a moment. Because they know to keep up with these prospects before their interests fade, they still have a lot of work to do.
Challenges
When you provide service for users worldwide, this task can be more complicated and challenging. Our sales team used to lose hours to a manual process to reach trial leads. Before adding them to the HubSpot Sequences tool, they had to filter trial data and segment prospects with different tags, then copy and paste the data across tools to add to the trial sequence. After a long process, they can finally trigger the sequence to send an email by clicking on the button.
In this term, the high demand for time is only one of the most significant dilemmas. When the process of syncing data is manual, human error is almost inevitable, making this task significantly more tedious. The team struggled with the fact that such time-consuming but meaningless work would slow campaigns and ultimately lead to losing customers, because, as is known, customers’ interests always shift by seconds.
Solutions
With GoInsight.AI, that’s another story. Our sales team has built a workflow to filter and add new trial leads to sequences. It can add leads and fill attributes in automatic mode rather than requiring manual actions.
The workflow would sift the data every six hours and filter trial leads in HunSpot, then extract emails and contact IDs to match them with the timezone and email content based on attributes, like country and language. After that, it would add such data to the trail sequences in bulk and fill data to the relevant CRM fields.
The rich HTTP/API nodes of GoInsight.AI are the key to automating this process. The team applies the HTTP Request node to filter trial leads, retrieve the contact ID, and search notes on HusSpot. These nodes allow the sales team to form a workflow that relies on HubSpot Sequence and integrates with CRM deeply.
Results
This workflow is now one of the most used and beloved ones in the qualifying stages of the sales process. Every sales can save a minimum of 2 hours per week and spend this time on more valuable tasks. Meanwhile, it improves the frequency of reaching trial leads. Our sales team can get in touch with customers who try out our products in time, no matter where in the world they live. With such positive results, this automatic process contributes to a better conversion rate of the sales process.
What to Expect In the Future
Automation in filtering and adding leads to trail sequences is a universal need for sales teams. That makes the workflow our sales team built a general solution for most B2B and SaaS businesses. So far, it relies on HubSpot Sequence, but our team sees it as a coming solution for more similar CRM/MA tools and features. For the businesses that don’t use the sequence service, the team is exploring alternatives that combine features, including automatic mailing and task reminder, to automate the process.
Leave a Reply.