Steps in sequences assigned to multiple usersSOLVE
Sep 19, 2018 1:55 PM
It would be helpful if you could assign the first two emails sent in sequence to be sent from user A and then the next set sent from user B.
We work in a niche B2B market and our CEO/president's reputation in the market helps us to gain responses with certain sized firms. So it would be useful if our sales rep sends two emails unopened or unanswered and then if we could follow that up with a note from our CEO/president.
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Sep 24, 2018 11:08 AM
I have a couple of thoughts about what you're trying to accomplish.
- Depending on the order size and profitability, you might want to consider a manual transition from sales rep to executive outreach. My organization is in a different industry but has a similar approach in that if a sales rep is unable to connect, we try to reach out with a VP. However, automating this step seems to lose the personal connection this type of sales requires. So, we have the sales team identify unconnected high-value targets for executive outreach. They put together an account brief for review by the executive (using OneNote or Word), that allows the executive to quickly formulate a contextual message. This transfer can be made through the sales team creating tasks in HubSpot for the executive. And these briefs can be attached to the account through the creation of a Contact Property that has the link to the brief (if you're using an online tool like Evernote, which we used before OneNote). This can be a little time intensive and requires high-level alignment on ideal/profitable customers but it can be a real game-changer.
- If the executive outreach is the exact same for each client, I would recommend employing using the Marketing Hub to send that email automatically using a Workflow.
- If the outreach is similar but not the same, I would recommend employing a similar strategy to my first point. But instead of writing the executive email from scratch I would have a template that has customizable points. And instead of writing a full brief, I would have the sales reps create the task for the executive with a description of what information would be most valuable to that Lead that can be added in those customizable points in the template. This cuts down on the MSDA costs of a sale that isn't as high in revenue or profit.
I hope this helps!