Aug 26, 2020 11:04 AM
Our session of Building Your HubSpot Operations Manual on August 26 is all about managing your automation in HubSpot.
Let's say there's someone new on your team who's responsible for overseeing all of the workflows and other automation in HubSpot. What advice would you give them?
Aug 26, 2020 11:36 AM - edited Aug 26, 2020 11:39 AM
Here's what I'd suggest:
Looking forward to suggestions from other users!
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Aug 27, 2020 10:48 AM - edited Aug 27, 2020 10:49 AM
@karstenkoehler's comment is excellent! There is only thing I'd like to add.
To align all our departments we created very detailed process narratives. Where one department's narrative ends, another begins. Often there is overlap between narratives, which is also reflected in both.
When sales (finally) started working with Sales Hub and we updated our narratives, we found many areas ripe for automation.
Instead of automating everything at once, we started small in order to understand whether automation was actually helping us. This wasn't always the case, but because we took small steps we were able to pinpoint what worked and what didn't.
For instance, we were able to cut down the days it took for new contacts to become opportunities from 30 to only 9. This was realized by following up on certain contacts completely manually and not automated. We would not have found out if we just automated the whole thing to "save time".
By creating an as-much-as-possible controlled environment, we laser-focused the automation, leading to a 200% increase of Opportunities and 88% increased revenue YTD compared to 2019.
So my advice: Make sure you understand the impact of every little thing you automate. And one way to achieve this is to start with very clear process narratives to see where automation might be beneficial.