Supercharge Your Sales with automated lead assignment & management

As a seasoned sales manager with a decade of experience, you know all too well the challenges of distributing leads among your eager sales reps and meticulously maintaining a spreadsheet to ensure everyone has a comprehensive overview.

Now, picture yourself as that dedicated sales rep, eager to make every interaction count. Your manager expects you to diligently follow up on leads, ensuring each status and outcome is meticulously recorded in that same overwhelming spreadsheet.

But what if there's a game-changing solution? Automation can liberate your team from tedious administrative tasks, allowing more time for priorities that truly matter - building connections and boosting work efficiency.

In this blog post, we explore the transformative power of sales automation. Discover how it revolutionizes your team's performance and propels you towards unparalleled success.

Table of contents

HOW AUTOMATION WHIT HUBSPOT CAN TRANSFORMS SALES MANAGEMENT

OVERVIEW OF HUBSPOT WORKFLOW - THE AUTOMATED LEAD ASSIGNMENT PROCESS

PROS AND CONS

CONCLUSION

How Automation with HubSpot can Transforms Sales Management

In the fast-paced world of sales, it's no longer just about enabling your team to close more deals using available resources. It's about removing friction, optimizing processes, and integrating automation to achieve unparalleled success. HubSpot offers a range of powerful tools that can revolutionize your sales management:

• Lead Assignment Automation: Say goodbye to the hassle of manually assigning leads to your sales reps. With HubSpot's automation features like workflows and task management, leads can be automatically assigned to the right sales representative based on defined criteria.
• Real-time Notifications: HubSpot ensures that your sales reps are instantly notified whenever they receive a new lead. This timely notification system keeps your team in the loop and ready to take action.
• Task Creation and Management: Automation allows you to create tasks for your sales reps to follow up on leads efficiently. These tasks are seamlessly added to their to-do lists, ensuring they stay organized and never miss a potential opportunity.
• Detailed Reporting and Dashboarding: HubSpot's CRM provides real-time reporting and dashboarding, giving both sales managers and their reps a comprehensive overview of sales activities, allowing data-driven decision-making.
  
  

Overview of HubSpot Workflow - The Automated Lead Assignment Process

To get started with automation, ensure that your set criteria align with your sales team's structure. Depending on your organization, you can distribute leads based on:

• • • Spoken language(s)
    • Region
    • Industry
    • Customer type
    • or in our example; Countries

The workflow automation triggers when a lead fills in a form on your website. Make sure to ask for the lead's country as a mandatory field to ensure accurate lead assignment. The workflow will check the country information and assign the contact owner (sales rep) accordingly, saving you valuable time and effort.

(Workflow set-up in Hubspot for Automated Lead Assignment)

The next step is to assign a follow-up task to the assigned Contact owner. This notifies your sales rep & adds a to-do to his task list. 

The sales rep can navigate to their task list & see all their tasks. Tasks can be marked one by one, or all together. Selecting “Start x tasks” will start the task queue for the sales rep.

(Overview tasks sales rep)

Once the sales rep has finished the task, they can mark them as completed. This will bring the sales rep to the next record that has a task assigned. In case they want to pick up this task another time, they can opt to reschedule the task.

Pros and cons

Pros

• No manual intervention to assign leads in HubSpot to your sales reps
• Overview of tasks in list format or taskbar at the top of the CRM record
• Easy to re-assign, reschedule & close tasks
• HubSpot CRM logs actions so you can check the historic logging of interactions with tasks (e.g. when a task was closed, who closed it, who re-assigned it, …)
• Real-time reporting & dashboarding in HubSpot

Cons

• Clear-defined criteria have to be set to avoid an incorrect lead assignment
• The workflow requires maintenance in case of sales reps that join or leave the team/organization

Conclusion

Embracing automation with HubSpot CRM opens up a world of possibilities for your sales team. By freeing up valuable time from repetitive tasks and enhancing sales reps' efficiency, you can focus on nurturing customer relationships and driving your business towards unprecedented success. With the power of automation at your fingertips, say goodbye to the mundane and let your sales game thrive like never before.

Want to go further? Check out the specific best practices we have prepared for you