Any tips on "pausing" or easily avoiding a contact in your sales/CRM email activities?
Nov 30, 2017 1:10 PM
I have a sales-related question about cold leads (no fun, right?). One of my clients has a very long sales cycle—some of their potential leads are under contract with a competitor until 2021, for example.
In some instances where the lead is expected to be cold for a couple of years, they don't want to include those leads in their typical email activities so as to avoid seeming spammy, and occasionally a contact actually requests a break from emails since they aren't considering new partners for quite some time.
Without opting those contacts of emails, is there a convenient way anyone has found to manage an exclusion list—or to note in the CRM that the contact shouldn't be contacted?
This client is not using HubSpot Sales Professional, unfortunately, and aren't Enterprise, so although my inclination is to get them into lead scoring I also know that being limited to the manual route is going to create a struggle—they are new to using a CRM and slow to adopt new technology (or any new process really) overall.
Any thoughts would be appreciated!