https://community.hubspot.com/t5/Sales-Hub-Tools/Sequences-Best-Practices-any-tips/m-p/436430#M5787 <P>I'll add a few more tips to KCooper's list:</P> <P>&nbsp;</P> <P>1) Make a flowchart of your sales process and insert all the fucntions for when a Sequence COULD be used. Then you'll know how to automate more of your sales process. Happy to show you how we do that if you like. We have ID'd like 6 different points in a&nbsp; sales process when a Sequence is ideal for reps, including to automate their follow up tasks and to build their "to call" list.</P> <P>&nbsp;</P> <P>2) The "Now in Sequence" field is the only reporting field that will allow you to do a Customs Report (Contact vs Deals) in Hubspot to see how Sequences add value to your Closed Won deals. This is a gap but it's better than nothing. Make sure you set the filter to "Now in Sequence" "has ever been equal to true". And you should get some good data about the performance of ALL of your sequences. Unfortunately you cannot get more detailed Sequence to Money reporting on this yet&nbsp; to split it out by sequence. But this is at least a start.</P> Tue, 11 May 2021 18:33:13 GMT Alysha_TW 2021-05-11T18:33:13Z