Effective way to gather lead qualification information
Jul 10, 2020 7:24 AM - edited Jul 10, 2020 7:26 AM
Hi Team 👋,
I am trying to work out the most effective way to input lead qualification data into hubspot when the sales team are on the phone to a prospect.
Currently we use a physical printed out form that the Sales team follow on the call. Howver this darts them from the contact record to the company record, to the deal record and then back and forth while filling out the nessisary fields. 🤮
Because of this, our Sales reps simply fill in the pysical form, with the intention of inputting the data at the end of the call, BUT OF COURSE THEY DONT 😱.
Is there a more effective way to gather this data when on a call with a lead? I see Playbooks could help, but unfortunatly our CFO does not have the budget for this.
Are there any work arounds or alternative ways that we can make this process easier for the sake of data integrity.
Any advise, tips or suggestions will be much appreciated.