Scott Chambers
Joined April 2021
Hi Hubspotters! I hope you are all so well.
I am looking for an easy way to track sales reach outs in the sales process before calling a deal "dead". Is there a way to pull this data in an easily trackable form?
Ex-
1) You filled out a form to connect with us- automatically creating a deal in our dash
2) Sales reaches out to you with no contact on first, second, third, and so on times.
3) Sales called deal dead and places in "Struck out"/closed-lost.
I want to be able to see that we are making the appropriate amount of touches for first interactions and in between if possible (say going from qualified to proposal shared).
Make sense? Any suggestions?
Thanks for any help in advance!
-David See More
I am looking for an easy way to track sales reach outs in the sales process before calling a deal "dead". Is there a way to pull this data in an easily trackable form?
Ex-
1) You filled out a form to connect with us- automatically creating a deal in our dash
2) Sales reaches out to you with no contact on first, second, third, and so on times.
3) Sales called deal dead and places in "Struck out"/closed-lost.
I want to be able to see that we are making the appropriate amount of touches for first interactions and in between if possible (say going from qualified to proposal shared).
Make sense? Any suggestions?
Thanks for any help in advance!
-David See More
Scott Chambers
I wouldn't automatically create a deal for everyone that connects with you. Maybe if they fill out "request a quote", but someone filling out your "contact us" form or "ask a question" isn't close to ready to buy. They will negatively impact your closing rate in a way that doesn't really make sense.
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Hey Everyone,
Anyone have an email validator they like? Need to test about 1,300 emails.
Thank you! See More
Anyone have an email validator they like? Need to test about 1,300 emails.
Thank you! See More
I use Zerobounce. It is relatively cheap and formats them into different categories. I don't have integration, but it is easy enough to export/import.