Automate Your Lead Process To Reduce Errors And Increase Timeliness
Written by Josh Hines • August 28, 2024 • 2 Minute Read
HubSpot
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CRM & Marketing Automation
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The lead management process ends up having a lot of steps and if you're trying to manage it manually, it's going to end up being a lot of work and will also consist of a lot of human error. Using technology, you can automate most of the process.
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Managing Data With Automation
Some CRM have a lot of this functionality built in such as SalesForce with Process Builder and HubSpot's Contact & Lead Management. And while these give you control over the CRM, there are still going to be a lot of activities done outside your CRM you'll want to manage centrally such as your social media interactions, Slack notifications, emails being sent out, and other activities.
Building Customer Journeys
More importantly than managing data, with the right tools you can build a highly personalized customer journey and offer an experience that wows prospects. From personalizing your website, to email triggers, triggers for your team to manage certain tasks, and many others. Building this journey and orchestrating it for each prospect/customer really takes the right tools and frameworks.
HubSpot Workflow Lead Management Platform
HubSpot Workflows automate a majority of your marketing campaigns so that you are sending the right message at the right time to the right people based on your CRM data.
LeanData Lead Management Platform
Standing at the center of Salesforce CRM, LeanData's family of solutions orchestrates and automates the go-to-market process to help revenue teams close more deals and drive more revenue, faster.
Segment Lead Management Platform
Unlock additional value and engage customers with personalized messages, when they need them and over the channel they prefer.
Zapier Lead Management Platform
Zapier empowers you to automate your work across 5,000+ apps-so you can move forward, faster.
Figma Lead Management Design Platform
Facilitate online, strategic planning sessions in FigJam by defining a vision, laying out goals, and making decisions together.
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