How can you and your team start saving a few hours a day by using a few simple HubSpot tricks? Let us count the ways:
Now that you can utilize HubSpot templates as an extension in Gmail, it's even easier to build and use common responses for your clients, contacts, and prospects to use over and over again. These canned email replies can be utilized by you and shared among your team, saving time while also creating and enforcing a consistent messaging and a higher standard of responses across the board.
Did you know that HubSpot has advanced lead scoring capabilities? You can use conditional logic to build a system of lead scoring that will tell you which of the daily leads you're receiving to prioritize, and how to best spend your time.
By identifying simple measures and using a point system for each (for example 1-point is a low valuation and 5-points is a high valuation), HubSpot will calculate which contacts/companies are most in alignment with your ideal leads. With this knowledge, you can more efficiently delegate and focus your time by reaching out to those leads which best reflect your priorities.
Utilizing this tool means you’ll no longer have to manually filter and guess which leads are the best to follow up with; HubSpot will tell you directly which leads are hot and worth pursuing further, while identifying with leads are bad upfront. No more over complicating your process, or wasting time reaching out to dead ends.
The third really big opportunity is in workflows and sequences; the heart of HubSpot automation. Now, some of that can seem intimidating and you may not feel comfortable setting those up or using them, and that's okay! HubSpot offers recipes, which are basically pre-built and ready-to-run sequences and workflows to help automate portions of delivering proposals or following through with contacts. All you have to do is click ‘go’, and the rest is up to HubSpot!
HubSpot workflows and sequences are simple and great opportunities to save time doing follow-up tasks and emails; because they are timed, you can be sure that actions are completed within a few hours, days, and weeks after first contact. Not only will each item be completed in sequence, but you and your team can be notified of the pipeline’s progression as items are completed.
There's a lot of time that can be saved using workflows and a few other tricks within HubSpot. Maximizing your efficiency by better utilizing your tools means you and your team can be a working smarter and reducing workload by three hours or more!