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Post by account_disabled on Jan 11, 2024 5:59:22 GMT -5
Encourage collaboration between teams Make sure Marketing, Sales, and Customer Service teams are aligned. Share information and feedback so everyone is informed and can work together toward common goals. 8 Types of workflows in WhatsApp and HubSpot for Marketing and Sales Integrating WhatsApp with HubSpot unlocks endless opportunities to design workflows that refine your marketing and sales approach. Below, , when implemented, can amplify interaction with your customers and improve conversion rates. Automatic Saudi Arabia WhatsApp Number Data contact Saudi Arabia WhatsApp Number Data qualification Proactive lead tracking Reactivation of stagnant businesses New chat alerts for agents Automation for scheduled demos Meeting or event reminder Personalized birthday messages Post-sales satisfaction surveys Automatic contact qualification Optimize the management of your leads by classifying them according to predefined criteria to ensure that they are approached according to their potential or needs. Step 1: Create a new conversation in Treble Step 2: qualification questions (industry, geography, business model, etc.) Step 3: Add an “Action in CRM” in each box to update properties Step 4: In one more “CRM Action” box, choose the “Lifecycle Stage” property Step 5: Define the most appropriate option according to the progress in the conversation (Lead, MQL, Opportunity, etc.) Step 6: Add a “HubSpot Agents” box to escalate users who fit the profile of your ideal client to the sales team so that they can carry out sales management.
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