Introducing the HubSpot Leads Object. As part of May's HubSpot Product Update Roundup, A.K.A Hupdates, we discuss the value of the HubSpot leads object, how to get started using the Prospecting Workspace, and automation.
In this video, we explore how can sales reps better manage their leads in HubSpot without overcomplicating the pipeline.
Introducing HubSpot's Prospecting Workspace
The prospecting workspace and leads are used to focus on your early prospect management - from reviewing a company once created, through the Background Research and Outreach phases. You can also get oversight of all your tasks due in this area.
Only once a company is ready to move forward in your sales pipeline, should a deal be created.
In essence you will:
Create a company
Manage this company as a lead through your prospecting workspace - navigating through the early prospecting stages
Create a deal when you are ready for the deal to progress through the sales pipeline to completion
HubSpot's new Prospecting Workspace acts as a "halfway house" between making initial contact and qualifying a real sales opportunity.
Key Benefits of the Prospecting Workspace:
1. Organised Task Management: Keep track of tasks, overdue items, calendars, and suggested next actions within a focused view.
2. Early Stage Tracking: Monitor companies at initial stages, even when contacts aren't yet named.
3. Custom Pipeline Stages: Tailor the prospecting process with customised pipeline stages.
4. Seamless Lead Transfer: Automatically move qualified leads into the main pipeline.
5. Automation Setup: Integrate leads and other objects seamlessly into your portal.
What is the Leads Object in HubSpot?
The leads object is a crucial component of the prospecting workforce, designed to help salespeople manage the process of engaging prospects and qualifying them for new opportunities with greater clarity and efficiency.
Based on simple automation, leads can be automatically created when a company is created or a contact reaches a specific lifecycle stage.
Value of the Leads Object:
1. Enhanced Pre-Opportunity Clarity: Offers clear insights into the pre-opportunity sales process.
2. Focused Revenue-Driving Activities: Enables salespeople to concentrate on activities that drive revenue.
3. Support for Repeat Business: Better supports repeat buying processes than the traditional lead status system.
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