CRM

CMayer
Contributor

Outbound sales process

SOLVE

Hi 🙂

 

We want to develop an outbound sales process that works like this:

 

Process design

1. Campaign manager selects companies, buts them in a static list

2. For each company on the list a deal is generated automatically (we have achieved this through a custom field on the company that is temporarily set to a defined value through mass customization, this triggers a workflows that creates the deals)

3. For each company on the list: send an email to all contacts (or contacts with a defined property value) that are in those companies as a starting point of the conversation

4. Sales people pick up their deal and contact the customers (which received the automatic email in 3.)

 

1. and 2. works fine. But we are stuck with 3.

Problem is: we can not build a workflow or contact-static-list selection based on the company list membership. Company list membership seems to be more limited vs. contact list membership.

 

Happy for any ideas 🙂 Also if you think that the process design can be done better.

Thanks!

Chris

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Outbound sales process

SOLVE

Hi @CMayer,

 

There are multiple ways to approach this.

 

For example, you could create an active contact list, select filter type Company properties, find your temporary custom property from step 2 and choose "Has ever been equal to". That should return all contacts from those companies in step 2.

 

karstenkoehler_0-1618040279228.png

 

Another way to go about this is by filter type Deal properties. You could find all contacts with a deal that is in a certain deal stage, for example.

 

Once you have the list, you can use the membership in the list as an enrollment trigger for a contact-based workflow.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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4 Replies 4
CMayer
Contributor

Outbound sales process

SOLVE

Thanks @karstenkoehler !

The filter "Has ever been equal to" made the trick, thanks! 🙏

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Outbound sales process

SOLVE

Hi @CMayer,

 

There are multiple ways to approach this.

 

For example, you could create an active contact list, select filter type Company properties, find your temporary custom property from step 2 and choose "Has ever been equal to". That should return all contacts from those companies in step 2.

 

karstenkoehler_0-1618040279228.png

 

Another way to go about this is by filter type Deal properties. You could find all contacts with a deal that is in a certain deal stage, for example.

 

Once you have the list, you can use the membership in the list as an enrollment trigger for a contact-based workflow.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

CMayer
Contributor

Outbound sales process

SOLVE

anyone with input/ideas how to structure such an outbound sales process in Hubspot? 🙏

0 Upvotes
MiaSrebrnjak
Community Manager
Community Manager

Outbound sales process

SOLVE

Hi @CMayer ,

Thank you for reaching out to the Community!

 

@louischausse,  @Aakar , @Dan1 do you maybe have any suggestions? Thank you!

 

Cheers,

Mia. 

 


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