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The best sales workflow templates for HubSpot

Last year was tough. According to HubSpot, 40% of the sales leaders surveyed missed revenue targets in 2020.

The biggest takeaway?

Automation was the best performing sales advantage, with 61% of over-performing leaders using their CRM to automate parts of their sales process.

HubSpot and MessageMedia worked with companies like Vinomofo to help achieve an increase of 21% in conversions simply by automating communications and adding SMS to their email workflows. Say goodbye to sales meeting no-shows, time-consuming admin, and extensive lead conversion times.

Want to learn how your business can easily save time and improve your sales process? Here are few ways to automate your sales process with SMS for HubSpot:

Nurture Leads

When 76% of consumers say they don’t like talking to businesses or getting sales calls – SMS can help increase engagement in a convenient and timely manner.

Depending on your business, there are so many ways to nurture leads. But check out this workflow to get your creativity flowing:

Follow Up

There’s an art to following up. The real trick is not to be overbearing or intrusive. Since texts are short, sweet, and to the point, they can work better for instant responses.

Follow-up texts can be a simple check-in, and they’re great ways to ask questions, create a sense of urgency, or even send sales promotions.

For the best results, automate and schedule your messages with date-based workflows like this:

Close More Deals

Urgency can be a powerful motivator. Creating this for your leads, prospects, and existing customers can be tricky. Text messaging makes this easier because texts are short, punchy, and immediate. Remember, 98% open rate! With higher response rates, that’s higher chances of booking meetings and closing more deals.

This is a great example:

SMS is one of the most effective channels for high cut-through, and with HubSpot it’s easy to start building automated processes. So, get ahead of your competition and begin testing success for your business.

To help you get started, we have created a guide with ready-made SMS and workflow templates. You’ll get:

  • A 5-step guide to getting started with cross-channel communications
  • Behind the scenes on Vinomofo’s success with SMS
  • Top 10 sales and marketing workflows with 30 SMS templates to get started

Get the full collection of SMS templates for HubSpot

Discover how HubSpot and MessageMedia can help build your marketing/sales workflows.

Download the guide