Dear readers,
Do you offer multiple products or services, and are wondering how to find those perfect “low-hanging fruit” sales opportunities? You know, the existing customers who might be a great fit for something new you offer? Here is a simple strategy about how you can do it.
Imagine this: Jack, a recent law grad, wants to keep learning. He stumbles on Feasible Feats, an institute with lots of great courses. Here’s the twist: when you finish a course, you get credits towards another course you would like to pursue.
The HubSpot Connection: This might seem like a random school story, but it perfectly applies to your sales world! Especially if you have separate pipelines for different products.
Finding Your “Easy Wins”
Here’s how you can find those existing customers who might be ready to be targeted:
- Create a New Field: Think of it like a label in HubSpot for your contacts. Call it “Courses Completed” or “Products Sold”.
- Fill Up the Options: Make this field a dropdown menu that lists all your offerings.
- Use Automation Set up a HubSpot workflow. This workflow should automatically update the “Course Completed” or “Products Sold” field whenever a deal closes in a particular pipeline and is attached to the same contact.
Benefits:
- See what they have already purchased: Now, when you open a new deal for an existing customer, you’ll instantly see what they’ve already bought from you. No more guessing!
- Tailor your sales pitch: This information lets you personalise your sales approach. You can suggest products or services that complement what they already have, making the sale more personalised.
By using this simple trick, you can easily identify existing customers who might be ready to buy again. More sales, happy customers, and high fives all around! Who doesn’t love that? Let us know in the comments if you have any questions while setting up this workflow.