Looking for Inbound Sales App

[JRank9]

Hi all, I'm Josh. I've just joined this group but been a hubspot user for the past 2 years or so, with my role being business development manager. My experience with hubspot and the pipeline I have built in there feels very manual and clunky, so I have been on a 3 month search to find an app that improves it, but isn't £100+ a month! I'm sure, like me, all of you guys have many different sales apps that you have integrated into hubspot to help with your sales funnel. If so, I would love to hear what they are. Any tips would be of immense value!! 

[BérangèreL · Accepted solution]

Hi @JRank9 and welcome, we are so glad to see you here! 🤗

Thanks for asking the HubSpot Community! I understand that you'd like to see more automation to move the deals through the pipeline.

I'd like to ask you some clarifying questions to better help you:

1. How do you track and manage leads as they move through the pipeline?

2. ​​How do you ensure that no leads fall through the cracks?

3. Is your team using sales email templates to personalize their outreach?

HubSpot Sequences automate follow-ups so your reps can focus on building their pipeline, not juggling emails.

Are you using the sales workspace in Sales Hub? It can help you better organize and visualize your sales funnel.

The sales workspace unifies pipeline generation and closing activities to help you prioritize and execute the most impactful and relevant sales actions and hit your sales goals.

I'd love to ask our Top Experts: Hi @danmoyle, @Phil_Vallender and @CHawkins do you have suggestions to help @JRank9 add automation in the Sales process, please?

Have a wonderful day and thanks so much in advance for your valuable contributions!
Bérangère

[danmoyle · Accepted solution]

Hi Josh @JRank9 welcome to the Community! In addition to the advice @BérangèreL shared (which I would echo and +100), here are a couple of ideas I've seen over the years. 

If you;re looking for integrations for time and project management, ClickUp and Teamwork both work well when set up with workflows and projects. I've also used Slack for real-time team collaboration, notifications, and communication. And if you really want work to happen outside of HubSpot, Zapier can help send data via zaps to other tools so you're not doing it all manually. 

Can you elaborate a bit on specific processes you're finding manual and clunky? Maybe there are specific tips from folks with experience in exatly what you're facing. 

[KlemenHrovat · Accepted solution]

Which hubs do you have @JRank9 ? If you have Sales Hub Enterprise it can help you a bit with automation - you can enrol contacts into sequences directly from workflows. 

What would you actually like to automate, what kind of tasks or processes?

[danmoyle · Accepted solution]

Hi Josh @JRank9 welcome to the Community! In addition to the advice @BérangèreL shared (which I would echo and +100), here are a couple of ideas I've seen over the years. 

If you;re looking for integrations for time and project management, ClickUp and Teamwork both work well when set up with workflows and projects. I've also used Slack for real-time team collaboration, notifications, and communication. And if you really want work to happen outside of HubSpot, Zapier can help send data via zaps to other tools so you're not doing it all manually. 

Can you elaborate a bit on specific processes you're finding manual and clunky? Maybe there are specific tips from folks with experience in exatly what you're facing. 

[BérangèreL · Accepted solution]

Hi @JRank9 and welcome, we are so glad to see you here! 🤗

Thanks for asking the HubSpot Community! I understand that you'd like to see more automation to move the deals through the pipeline.

I'd like to ask you some clarifying questions to better help you:

1. How do you track and manage leads as they move through the pipeline?

2. ​​How do you ensure that no leads fall through the cracks?

3. Is your team using sales email templates to personalize their outreach?

HubSpot Sequences automate follow-ups so your reps can focus on building their pipeline, not juggling emails.

Are you using the sales workspace in Sales Hub? It can help you better organize and visualize your sales funnel.

The sales workspace unifies pipeline generation and closing activities to help you prioritize and execute the most impactful and relevant sales actions and hit your sales goals.

I'd love to ask our Top Experts: Hi @danmoyle, @Phil_Vallender and @CHawkins do you have suggestions to help @JRank9 add automation in the Sales process, please?

Have a wonderful day and thanks so much in advance for your valuable contributions!
Bérangère