Getting the best of HubSpot Workflows in all aspects of your growing business

In today's fast-paced digital landscape, it may seem like a never ending stream of tasks, responsibilities, and metrics that require an instant level of mastery to grow your organization.  And yes, it’s crucial to have an effective strategy to achieve growth, but with the help of HubSpot Workflows, it doesn’t need to feel daunting or overwhelming. HubSpot, a versatile CRM, marketing automation, sales enablement, and customer service platform has become not only my tool of choice, but a game changer for businesses looking to succeed in a modern, global environment. As an experienced HubSpot consultant, I have witnessed first hand how HubSpot Workflows improve all aspects of business, from marketing to sales, and even customer service. I’m confident that my experience is something you can trust to help solve all challenges big and small within your organization.

HubSpot works great for both B2B and B2C businesses, so as an example let’s dive into a business that covers both! Imagine opening an eCommerce space to sell wine from France, how can we use HubSpot Workflows in our business you ask? Let me show you…

Understanding HubSpot Workflows

HubSpot Workflows are designed to help automate repetitive tasks, and streamline all kinds of different business processes. I personally use them whenever I can, and you can even check out some of my favorite HubSpot Workflows to get started. In my opinion, taking the time to automate certain aspects of your business is time well spent, because it saves you time, energy, and effort in so many other places too. And while I’d love to take the time to welcome every single new person to my wine shop, and explain all the best products we have on promo for their tastes, while providing them access to customer feedback and reviews, there are only so many hours in a day. It would be impossible to try, and would likely not lead to a very positive or consistent service to every customer. Here is where we begin to apply some HubSpot Workflows.

Welcomes, Reviews, and Promotions

A perfect place to get started with HubSpot Workflows is the welcome and onboarding part. HubSpot can automatically send a personalized welcome email to newly registered customers; check step 1 off the list. This mail could even include an ideal experience workflow, walking your new customer through the shopping process, introducing our current wine selection, and maybe encouraging a discount on their first purchase. After all, they now have access to all the reviews from other customers before them, so they can make a well-informed decision on what they’d like to try.

But how does this help the sales team?

Workflows for Sales & Marketing

Focusing on the B2B side of things, our sales team wants to partner with local restaurants, shops, and retailers to showcase our amazing French wine selection. HubSpot Workflows empower you to deliver the right content, at the right time to your leads based on their interactions and behavior. Whether it's sending personalized emails, creating well-targeted content for your intended audience, or triggering follow-up actions 60 days before a contract renewal to guarantee a successful extension. Workflows really help  _nudge_ leads through the intended buyer's journey, ultimately increasing the chances of conversion. We could even set a trigger for our high-value pages, so that when a user downloads something from there, or visits certain content, it can set the tone for an outreach conversation.

And once a new retail space or restaurant has been onboarded, we can automate the marketing side of things with promotional mails, joint social media campaigns, and events specifically for our B2B audience (or B2C audience for other targeted options) to help boost sales: think holiday campaigns, seasonal promotions and events, and maybe a nice red to make some mulled winter wine. 🍷

And what do my customers get out of this?

Customer Experiences and Engagement:

Engaging customers is crucial for building brand awareness and fostering long-term relationships. HubSpot Workflows allows for the creation of engagement-triggered actions such as personalized thank-you messages, targeted offers, loyalty program offerings, and customer surveys. Once they’ve purchased their new wine, their feedback can be a crucial component to what comes next. Personalized product recommendations based on their feedback help cater their experience and drive future purchases. Equally, their genuine product feedback helps lead the next buyer to their perfect bottle of wine, and maybe interest in an upcoming event; the circle continues.

By proactively responding to customer interactions, a seamless, positive, and consistent customer experience applies to all, and in equal measure. When done correctly, this will lead to increased satisfaction and advocacy for your brand, which helps the sales team close more deals, and encourages a larger audience to experience the wine we want to share with the world.

This is just the tip of the iceberg for what HubSpot Workflows could do for you and your business. They’re a powerful tool for streamlining your customer service, sales, and marketing processes so that nothing falls through the cracks. And as a certified HubSpot Consultant who has done this time and time again for clients big and small, let me help you get the best out of Hubspot Workflows with a free 30 minute assessment to prime your business for success and growth.

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