Hi team, I`m struggling a little with a process in my team. Lots of sales reps are using sequences as a way to reach more people but they`re negleting the tasks and having a lot of tasks overdue. With this we have to bring more contacts instead of working better with the existing ones. Any recommendation on how I can use HS in my advantage and make sure we have more calls, better conversations with customer?
Hello @tiago_bezerra thank you for posting in our Community!
I think it’s great if we invite some of our top experts to talk more about it, @mangelet @jolle @SNigam any suggestions to @tiago_bezerra?
Thank you,
Pam
Hi @tiago_bezerra I highly recommend checking out the new Prospecting beta (under sales):
Where you can now identify contacts as lead objects - making it a lot easier to manage, but also giving sales a “dashboard” to work from - it’s like command central!
It really makes it easier to manage your tasks and sales team, here’s a snapshot:
I also highly recommend Task Queues - review the article, but also look this up in HubSpot Academy for more detailed look, get up to speed on how it works and create a process that makes it easy for your team to use and manage. It will save a ton of time when processing tasks!
Hope this helps you get started, happy to help if you have further questions about optimizing your sales processes.
Hi @tiago_bezerra,
I would echo @Jnix284’s recommendation to check out the new prospecting tool. Here are some resources you might find useful:
- Prospecting In HubSpot | HubSpot Admin HUG | August 29, 2023: https://www.youtube.com/watch?v=K8dObpgPLLU
- How to Use the HubSpot Lead Object: https://www.youtube.com/watch?v=nZiEIpwxm00
- Use the prospecting workspace (BETA): Review sales activity in the sales workspace
Hope this helps!