Boost Your Sales with Aircall - HubSpot Integration: 5 Steal-Worthy Workflows!

Table of Contents:

1. Introduction
2. Workflow 1: Assigning leads to the correct AE Based on industry focus
3. Workflow 2: Handing off leads from BDR to AE
4. Workflow 3: Managing support packages for different clients
5. Workflow 4: Handling unqualified leads
6. Workflow 5: Follow-up tasks for unanswered calls or emails
7. Conclusion
8. FAQs

Five Workflows to Boost Sales Efficiency using Air Call and HubSpot Integration

In this article, we will explore five effective workflows that can be built within HubSpot using the Air Call and HubSpot integration. These workflows are specifically designed to enhance the performance of your sales team by automating mundane tasks and allowing them to focus on what they do best - selling. We will discuss each workflow in Detail and provide step-by-step instructions on how to implement them. So, let's dive in and discover how these workflows can revolutionize your sales process.

Workflow 1: Assigning leads to the correct Account Executive based on industry focus

One of the key challenges in managing leads is ensuring that they are assigned to the right Account Executive (AE) based on their industry focus. With the Air Call and HubSpot integration, You can automate this process. When a lead comes in, the system will check if the lead's industry aligns with the industry focuses you have specified. If it does, the lead will be assigned automatically to the respective AE. To further personalize the interaction, you can set up automated emails using personalization tokens to Gather more information from the lead, remind them of the upcoming demo, or offer them the option to book a demo using the meeting link in HubSpot. This workflow eliminates the need for manual assignment and saves valuable time for your sales reps.

Workflow 2: Smooth handoff of leads from Business Development Representative (BDR) to Account Executive (AE)

In cases where your sales process involves both BDRs and AEs, it is crucial to ensure a seamless handoff of leads from one team to another. Using the Air Call and HubSpot integration, you can set up a workflow that triggers when a discovery call has happened, and the lead is identified as a sales qualified lead. This trigger indicates that the lead should be reviewed by the AE team for further progression in the sales funnel. A task will be created and assigned to the new contact owner, who will have five days to complete call notes, providing essential information for the AE to determine if the lead is ready to be qualified as a SQL or AE accepted. If the lead qualifies, a task will be created for the assigned AE, and an internal email notification will be sent to both the account manager and the contact owner, along with the discovery notes. The AE will then send a new email to the lead, requesting key information to book a demo. This workflow streamlines the handoff process and ensures effective collaboration between BDRs and AEs.

Workflow 3: Managing different support packages

If your business offers different support packages to clients, it is crucial to have a streamlined workflow in place to handle support requests based on the client's package level. With the Air Call and HubSpot integration, you can assign specific phone numbers to clients based on their support package. This makes it easy to identify when a contact has a support request and determine their support package level. A task can be created for the contact owner or a specific team member to review the support request and coordinate with the account manager to provide the necessary support. This additional step ensures exceptional customer experience and strengthens your relationship with clients.

Workflow 4: Handling unqualified leads

Not every lead will be a perfect fit for your product or service, but that doesn't mean you should ignore them. With the Air Call and HubSpot integration, you can set up a workflow to handle unqualified leads effectively. By using Air Call tags, you can identify the reason for disqualification and route the leads down the appropriate workflow. For example, if it's a matter of bad timing, you can Create a task to check back in 90 or 180 days. If it's a case of the wrong person being contacted, the contact owner can send an email to redirect the lead to the right person. This workflow ensures that even unqualified leads have a positive experience with your company.

Workflow 5: Follow-up tasks for unanswered calls or emails

In sales, it's not uncommon to encounter unanswered calls or emails. Instead of letting these opportunities slip away, you can create a workflow to remind your salesperson to follow up with these contacts. By setting up a task, you can ensure that the salesperson will check back in one day and reach out to the contact via email or call. This simple workflow eliminates the chance of missed opportunities and keeps your sales team engaged with potential leads.

Conclusion

The Air Call and HubSpot integration offers a range of workflow possibilities to enhance your sales process. By automating repetitive tasks and streamlining handoffs, your sales team can focus on what they do best - selling. These five workflows provide practical examples of how you can leverage the integration to boost sales efficiency. Implement them in your business and reap the benefits of increased productivity and a more streamlined sales pipeline.

FAQs

Q: Can these workflows be customized to fit my specific business requirements? A: Absolutely! The workflows discussed in this article serve as templates that you can tailor to your unique needs. With the flexibility of the Air Call and HubSpot integration, you can create customized workflows to align with your business processes.

Q: Is the Air Call and HubSpot integration easy to set up? A: Yes, the integration is designed to be user-friendly and intuitive. The setup process is straightforward and can be completed without requiring extensive technical knowledge.

Q: Can I track the performance of these workflows? A: Yes, with HubSpot's robust analytics and reporting features, you can monitor the performance of each workflow and gain valuable insights into your sales process. This data can help you identify areas for improvement and optimize your workflows for better results.

Q: Are these workflows suitable for businesses of all sizes? A: Yes, whether you are a small startup or a large enterprise, these workflows can be adapted to suit your business requirements. The scalability of the Air Call and HubSpot integration makes it suitable for businesses of all sizes.