Using sales tools to develop a system of contacting prospects
SOLVE
1 Accepted solution
Using sales tools to develop a system of contacting prospects
SOLVEHi @MGuest4,
Of what would you like your "process" to consist? For example, should this be a template email, followed by a second template email, followed by a phone call?
Task queues, though fantastically useful, aren't a "process", more a single task for many individual prospects. As a starter user, I think you might have to manage your workflows via other software, unless anyone else here has clever suggestions...
I'm lucky enough to have access to Sequences (I'm on a legacy Starter package from back in the day when it wasn't just available to Pro users), and processes are exactly what Sequences offer. In the absence of this, you could set yourself a reminder/task using a task management system like ToDoist, MS Tasks, Google Tasks, etc., to try and "automate" the process.
As with all things in HubSpot - the native functionality is there if you're prepared to pay for it. You can work around this using alternative tools, but this always introduces manual input and the potential for user error.
 | Did my post help answer your query? Help the Community by marking it as a solution "The rest of my advice has no basis more reliable than my own meandering experience. I will dispense this experience... now!" |
Using sales tools to develop a system of contacting prospects
SOLVEHi @MGuest4,
Of what would you like your "process" to consist? For example, should this be a template email, followed by a second template email, followed by a phone call?
Task queues, though fantastically useful, aren't a "process", more a single task for many individual prospects. As a starter user, I think you might have to manage your workflows via other software, unless anyone else here has clever suggestions...
I'm lucky enough to have access to Sequences (I'm on a legacy Starter package from back in the day when it wasn't just available to Pro users), and processes are exactly what Sequences offer. In the absence of this, you could set yourself a reminder/task using a task management system like ToDoist, MS Tasks, Google Tasks, etc., to try and "automate" the process.
As with all things in HubSpot - the native functionality is there if you're prepared to pay for it. You can work around this using alternative tools, but this always introduces manual input and the potential for user error.
| Did my post help answer your query? Help the Community by marking it as a solution "The rest of my advice has no basis more reliable than my own meandering experience. I will dispense this experience... now!" |
