topic Re: Marketing email and sales pipeline in Sales Email

Marketing email and sales pipeline

AHilliard — Fri, 30 Dec 2022 19:02:58 GMT

Using contact lists, I am currently sending out marketing emails on various products that we offer. I would like to create a sales pipeline for each product and add the recipients of that list to the pipeline. Is there a way to:

1. electronically add the names of the email recipients to the sales pipeline?

2. show only communications pertaining to that product in the pipeline and filter out all others?

Re: Marketing email and sales pipeline

franksteiner79 — Fri, 30 Dec 2022 22:00:51 GMT

Hi @AHilliard

Sales pipelines contain deals, which in turn can (and should) be associated with contacts and companies.

So you wouldn't be adding contacts to a pipeline, but rather create deals which are associated with those contacts. Furthermore, a sales pipeline should represent a specific sales process/motion, so you'd normally have things like: new sales pipeline, renewal pipeline, additional services pipeline, upsell pipeline, etc.

Are you planning to create deals for people who receive these emails?

Or is this based on an action recipients take - click a link, or CTA, etc.?

Could you elaborate a bit more what products you are selling and what the sales cycle is?

You can create deals with the help of workflows if you have a Pro or Enterprise subscription. I am not sure sending a marketing email with product information is showing strong enough itent, but it could be done.

Thanks

Frank

Re: Marketing email and sales pipeline

AHilliard — Sat, 31 Dec 2022 01:02:25 GMT

Frank,
Thanks for getting back!
We are a FINTEC firm that works with banks and credit unions. Our products are all software based, and the help the asset and liability committee with analytics and decision making.
Yes, we are planning on creating deals for people who receive these emails (or open them, we haven't decided yet). We want to be able to group them based on the email we send to them.
As far as process goes, We would make initial contact through email, schedule a virtual presentation(s) as needed.
I do have the ability to create workflows, and I use them for follow-up.
As you can see, we are still thinking through how we can do this on HubSpot. I appreciate any insight you can offer.
Happy New Year!
Art

Re: Marketing email and sales pipeline

franksteiner79 — Sat, 31 Dec 2022 11:04:50 GMT

Hi @AHilliard

Thanks for the context!

How are the emails structured/designed? Are you offering a CTA which recipients can click on to find out more? What would be my criteria to to receive such an email in the first place?

The way to go with this is to work with lists, which help you segment your database.

There are a number list criteria to choose from, in your case it could be something like "has received email XYZ" AND "has clicked CTA Product A". This would indicated an interest and you use this to send additional information, create deals, etc.

Frank