On a past thread, we discussed some of the ways that workflows can trigger your team internally. You can use them to automate data clean up or to trigger notifications to your sales team.
Now, let’s discuss ways you can use workflows to engage your leads and customers.
For example, one of my all-time favorite ways to use workflows is to re-engage leads that have abandoned their shopping cart.
The concept here is simple: When someone adds an item to their online shopping cart but leaves your site without completing the purchase, you can trigger an email workflow that reminds them of their forgotten purchase and motivates them to Live the transaction by offering a special discount code or some other incentive to buy.
That’s my favorite use workflows! How are you currently using yours? Sound off in the comments below.
I think its used to know when to add or remove or even place in hold certain contacts to avoid unecessary communication with customers that are no longer inteested on products and services that arent a good fit for them and also to add and categorize potential leads and prospects.
I'm not sure, but I think you can use a workflow to determine who's information to delete at what time for privacy, security, and data hygiene(storage space) purposes.
I intend to use workflows to strategically improve the communication flow between sales reps and clients. I will also be using workflow to help streamline internal communications.
Just like abandoned cart emails, re-engagement emails can be an effective way to bring customers back after a certain period post-purchase. Adding a coupon or special offer can encourage them to return and make another purchase, making it a smart strategy within automated workflows.
Once, I get my business rolling, I will be using an email reminder for the customer to either complete their order or review it before canceling the order. I think this is a best practice to use and a way to connect with potiental leads.
I believe that Hubspot wil enable me to efficiently ffollow up with contacts from various events. With the powerful workflows, I can customise welcome emails with an introduction to my brand, for instance.
Using HubSpot has been a total game-changer for automating repetitive marketing and sales tasks! With its powerful workflows, I can automate everything from sending personalized emails and assigning leads to updating CRM data without lifting a finger. It also handles contact segmentation, ensuring I’m always reaching the right people at the right time.
This type of lead workflows are a necessary option to keep customer communication.
A workflow I also like is when someone is searching for some information: it is important to ask if the problem was solved and as many of us don't like to deal with automated responses, it's critical to offer at the end the possibility of being reached or contacted by a human being. This is a must and people can feel "serviced".
My favorite workflow that I am excited to use is the abandoned product. I get them in my email when I am exploring a website, and they cue me to purchase. I think when the product populates the email and personalizes it to the potential customer, it makes them more likely to convert.
Similar to abandoned cart emails, sending re-engagement emails to customers a period of time after their purchase, potentially with a coupon attached to get them to come back and make another purchase, is a good use of workflows.
we can use them as well to create a task for a quote owner when a quote status has been marked as rejected ... basically to follow up on a task that hasn't been completed
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