Table of contents
Optimizing resources is key to improving shareholder phone number data results. In this success story, we had the challenge of improving the flow of leads for our client in the postgraduate education sector. The educational institution decided to take the step and implement workflow automation to improve the response time to prospects and the communication they carried out with them, an excellent decision that will improve the productivity and effectiveness of their team.
But before the benefits could be realized, the customer had to ensure that the flows worked. This required a number of steps.
Why improve team automation flows?
Not all clients have a large budget to pay for the most expensive tools, so it is necessary to optimize resources. In this case, the Hubspot and Salesforce platforms were available . Two powerful tools that needed to be combined to achieve the correct harmony between Marketing and Sales .
HubSpot has limits on the number of automations that can be performed. As our client, a company with different products and each with different areas and processes, the complexity increases.
The main problem
The marketing and lead capture team used a robust workflow that executed most marketing actions.
For its part, the sales area worked with a similar workflow that assigned tasks to the sales coordinators responsible for each incoming lead.
Implementation of automated workflows
This method had worked for a long time, but it could be improved.
Due to the different sales teams the client managed, the products each one was in charge of, and staff turnover, having a complex workflow generated more problems than solutions for the teams, such as:
Contacts that could not be attended to by Sales because the information remained in another coordinator's flow.
Leads duplicados con tareas duplicadas en diferentes equipos de venta (generando doble seguimiento y confusión al mismo lead).
Reprocesos y revisiones constantes a la base de datos.
Workflows automatizados por producto
La solución: implementar workflows más cortos y sencillos para el área de ventas en cada producto, reemplazando los workflows complejos que se tenían. Esto permitirá solucionar los problemas de coordinación y responsables de cada producto en el área de ventas y que los contactos sean contactados rápidamente.
