Talking about the Marketing Sales Workflows — in terms of business success — we can clearly state that: “Practice makes a man perfect”— the saying goes true at every phase of your life. So is true in Sales. True they are who say Sales is inspired by Life and no sales representative can deny the fact. So, the best way is to start improving if you want to get good at it.
However, the question is how you are going to start if there is no specific flow in the process. These days, companies are increasingly relying on tech capabilities, and for workflow design, SMBs rely more on salesforce automation instead of simply doing it manually. After all, the objective is to close deals faster, and if tech automation makes it quicker what’s the harm in it?
Before going into an in-depth article about the best Marketing Sales Workflows & Sequences, there is a need to understand their core difference. For instance, when it comes to conditions, in workflows, there is more flexibility in terms of how you want a workflow to function. Still, in workflows, you can set if/else conditions if you want an alternative action to be performed.
More so, if an object does not meet a certain criterion at some stage. While in sequences, no such flexibility is given and all steps are to be followed for all contacts unless unenrolled. With that in mind, let’s learn how you can go forward with it.
Marketing Sales Workflows Vs Sequences Basic Rules
On one hand, the Sales Workflows in marketing terms provide a wide range of available actions such as sending marketing emails or SMSs, data updates, record creation, task creation, notifications, etc. While Sequences, on the other hand, are quite limited and only have sales emails, task creation, and LinkedIn InMail as action.
In workflows, a contact can be enrolled automatically when it meets set criteria such as submitting a form or update on a contact property or a deal creation. A contact or list of contacts can be enrolled in workflows manually as well. On the other side, in sequences, you can enroll a contact manually only, either individually or in bulk.
As an example, HubSpot introduced an option of automated enrollment via workflows for HubSpot Sales Enterprise Customers Only. Below is a video tutorial guide to support this argument that you can have a look at before we continue:
If you didn’t have the time to watch the video above, let’s try to define what the HubSpot workflow entails. Well, to enumerate, is a series of automated actions that are performed when triggered based on set rules. In workflows, both triggers and actions have a significant variety making it one of the core tools of HubSpot.
How To Utilize Marketing Sales Workflows & Sequences In Your Plan
For your information, you can create a workflow to automate your business processes and make your team more efficient. Set enrollment criteria to automatically enroll records and take action on your contacts, companies, deals, quotes, and tickets. You can also take action on associated records, such as updating an enrolled contact’s associated company.
Generally, workflows cover in-depth automation options based on triggers, actions, delays, conditions, and goal tracking. While Sequences mainly serve a very specific need of sending semi-automated series of sales emails. After creating your workflow, it will appear in the Created in workflows tab in the CRM software workflows dashboard you are using.
Workflows created from other tools such as forms, emails, tickets, or deals will display in the Created in other tools tab. That said, below are a few more ways to consider if you want to close business deals 3x faster:
1. Choose The Right Customer Relationship Management Software
Of course, yes, sales processes are hard, but they can be streamlined with the right technology. ConvergeHub is a top-notch CRM (Customer Relationship Management) Software and lead management system. It’s easy to use and has great features that help you manage your relationships with customers, prospects, partners, and employees more efficiently.
With ConvergeHub you’ll have access to all of your data in one place so you don’t have to worry about where it’s stored or how it gets copied into different systems. However, the intuitive dashboard of real-time information that tells you what’s happening across all of your sales channels at any given time, helps improve decision-making during the sales process.
So, this means, that there aren’t surprises when something goes wrong with an opportunity or deal.
2. Try To Fully Utilize An All-In-One CRM Software
It’s worth mentioning that great CRM software is meant for managing customer interactions and maintaining relationships, but in actuality, it does a lot more. The basis of good CRM software is to be the sole driver of sales and marketing automation features.
Let’s take an example from a real-life scenario. We all use Google Analytics, which allows you to track website traffic and analyze it to see what’s working well or not so much on your site. This way you can improve your conversion rates and increase revenue by knowing where people are going when they visit your site (and why).
Keep in mind that the job of Customer Relationship Management (CRM) Software is not just lead or contact management. Rather it takes a key role in executing and managing ongoing sales processes from proposal creation through closing deals—all with only one system in place!
3. Create A Resourceful Lead Management System
For B2B sales, creating a lead management system is important more than everything else. By doing this, you will know who your customers are and potential leads who can translate into high-paying subscribers. Having an organized system in place for tracking leads and maintaining their records.
A good way to start is to activate sales flow automation on a CRM platform. These programs allow users on your team or within the company itself access into all aspects of customer relationships so they can better understand how customers want their products/services delivered vs what those customers buy.”
4. Build Up An Insight Center With Key Business Data
This is the place where you will get real-time insights into your business. From customer interactions to sales data, from purchase requests to support tickets you can get everything at this central location. It’s more of a hub for all your requests. Customer interaction data plays a key role in managing customer relationships and makes sure to build a sustainable connection with the brand.
It starts with tracking every interaction that happens with the customers at each stage. There are a variety of benefits that a business insight center (central hub) of CRM Software can offer your business.
Consider the following:
- Keeping a close watch on customer interaction at every interaction
- Sales performance monitoring and customer support throughout
- Track customer data- demographics, preferences, and more
Modern CRM Systems like ConvergeHub come with various tools and functionalities that help track interaction data from every source. May it be phone calls, chats, emails, and more. This way, you always have real-time data that can be further used to create business strategies and more.
5. Focus More On The Payment And Not Just Selling
If you are just focused on making a sale and not paid, you are not even selling. Payment from your customers is going to be your revenue source. If you are planning to get the most out of it make sure, you are selling your product to paying customers. There are plenty of examples where companies lose money because they don’t have a good sales process in their plan.
Sometimes, they may also lack a strategic workflow in place (eBay being one example). The same thing can happen when your business doesn’t have an effective way of collecting payments from clients or customers: it means no cash flow!
This means no money coming into your bank account each month — or worse yet, no money coming back out again either (which would mean no profits).
Always remember, a CRM or a Customer Relationship Management Tool is a software program that streamlines customer relationship management and more. Modern enterprise-grade all-in-one CRM comes with more than one feature and also helps streamline sales, marketing, and support all at the same time. It helps enterprises and SMBs deliver delightful CX to their users.
As well as close more deals, increase profits, revenue, and the like. For one thing, the CRM Tool allows you to organize workflows effectively. Whilst, managing your workflow tables and grouping your workflows into folders. For example, you can group your workflows into separate folders for different purposes, such as contact assignments or lead nurturing workflows.
The Marketing Sales Workflows Tool by ConvergeHub offers the best Customer Lifecycle Management CRM with Sales, Marketing, Service, and Billing to grow your business. The only one-stop and dedicated Customer Lifecycle Management CRM to consider — from cold prospects to happy lifetime customers. One place for all customer information and activities!
They help businesses with:
- Contact and lead management
- Sales opportunity management
- Real-time analytics & customizable reports
Reimagine customer relationship management in a whole new way. All-in-one CRM platform ConvergeHub is all set to help you build and nurture meaningful relationships with customers- understand their needs, and preferences and identify new opportunities right from there. It helps SMBs to stay customer-focused by providing easy and quick resolution features.
To address all queries anytime anywhere. It offers a seamless 360-degree view of all the customer interactions that are required for sales, marketing, support (get started for free), and much more.
The Takeaway Point:
Today, in the age of digitization, making sales is both easy and difficult. Let’s consider it from two different perspectives. As mentioned already, tech support using CRM tools helps you get things documented but streamlined. But, on the contrary, when you do not have things well structured, sales become difficult. More so because companies have a diverse customer base.
There are plenty of tools out there to help you when you use CRM software. Many software programs also come with free trials or free integrations with CRM systems or other software. But no matter what system you choose to use, remember that the key is in having thorough training on how it works so that all of your reps know exactly what they need to do when working with new prospects.