Grain’s Post

Steal this HubSpot report to surface at-risk deals in the final stages of your sales pipeline 👀 Having a system to surface deals where missing discovery could kill the deal (and your forecast) to an AE or sales manager is critical AND now possible to automate using qualification data from Grain meeting recordings. This is just a sneak peek at the tactical content you can expect to see at The Happy Customers Festival 🎪 on June 4th. Register for the free, virtual event at: https://lnkd.in/dSwmXVeN Here’s how it works: 1. Create a custom HubSpot report and select Deals as the primary data source. 2. Setup the report using the Pie chart type then add properties for: → Break down by: Deal Owner → Values: Count of Deals 3. Add deal property fields: → via HubSpot (Deal Name, Deal Owner, Close Date - Daily) → via Grain (Competition, Stakeholders, Customer Needs, Customer Budget, Next Step) 4. Add Custom Filter Rules to include only deals beyond where we expect discovery to be completed in our sales pipeline and where our Deal Qualification Properties being synced from Grain call recordings do not have a value. Use parentheses to create 2 filter groups: Group 1: Deal Pipeline is any of “Sales Pipeline” AND Deals Deal Stage is any of “Agreement Sent” or “Evaluation” AND Group 2: Deals Stakeholders is known OR Deals Customer Needs OR Deals Next Steps OR Deals Customer Budget OR Deals Competition. 5. Add the report to your Sales dashboard to review regularly. Stay tuned for more from other top app partners and join us on June 4th to learn more about leveraging HubSpot to its fullest potential.

Steal this HubSpot report to surface at-risk deals in the final stages of your sales pipeline 🚨 Having a system to surface deals where missing discovery could kill the deal (and your forecast) to an AE or sales manager is critical AND it's possible to automate using qualification data from Grain meeting recordings. Here’s how it works: 1. Create a custom HubSpot report and select Deals as the primary data source. 2. Setup the report using the Pie chart type then add properties for: → Break down by: Deal Owner → Values: Count of Deals 3. Add deal property fields: → via HubSpot (Deal Name, Deal Owner, Close Date - Daily) → via Grain (Competition, Stakeholders, Customer Needs, Customer Budget, Next Step) 4. Add Custom Filter Rules to include only deals beyond where we expect discovery to be completed in our sales pipeline and where our Deal Qualification Properties being synced from Grain call recordings do not have a value. Use parentheses to create 2 filter groups: Group 1: Deal Pipeline is any of “Sales Pipeline” AND Deals Deal Stage is any of “Agreement Sent” or “Evaluation” AND Group 2: Deals Stakeholders is known OR Deals Customer Needs OR Deals Next Steps OR Deals Customer Budget OR Deals Competition. 5. Add the report to your Sales dashboard to review regularly. This is just a sneak peek at the tactical content you can expect to see at The Happy Customers Festival 🎪 on June 4th. Register for the free, virtual event at: https://lnkd.in/eR-JtWe9 👉 Follow me and hit the 🔔 for more workflows you can steal that highlight what's possible when you combine the best apps in the ecosystem with HubSpot.

Getting a lot of good feedback on our newest HubSpot hacks video this week about the 7 HubSpot sales workflows you need to have - but wanted to share one of my favorites - "high intent page visit". When to use this: 1. When a lead has visited your free trial/demo page. 2. When an MQL/SQL goes to your checkout page. 3. You can even use this for existing customers! If an existing customer on a lower tier plan/subscription visits your pricing page for an upgraded plan/subscription, you can alert your rep about the upselling opportunity. Kudos to my coworker Will DePeri on this example 👇🏻 Also if you want the full vid with all 7 must-have workflows it's on our youtube channel!

Discover 6 ways HubSpot Sales Hub Professional transforms your sales process 👇 1/ Lead Management & Prospecting ✨ 2/ Email Templates & Tracking 💌 3/ Call Tracking 📞 4/ Deal Pipelines 🛠️ 5/ Sales Analytics & Reporting 📊 6/ Performance Management 📈 At Purple Sales, we leverage HubSpot Sales Hub Professional to streamline lead generation and appointment setting, ensuring efficient, data-driven sales processes. Outsource to us for efficient, data-driven sales processes and growth. 💼

🤝 Data from the HubSpot Sales Trends Report 2024 confirmed what we've all known for a while now -- most revenue comes from nurturing existing relationships. 72% in fact. So, how can you enrich your existing #customerrelationships? The "Date Calculator" and other PocketKnife features can help. The "Date Calculator" workflow action helps you calculate dates on HubSpot. This tool adds or subtracts days, months, or years from your HubSpot Contacts, Companies, and Deals date property based on a specific date. It helps determine contract end dates. From here, you can set up a recurring process or send timely renewal reminders to your clients. Ready to enhance your customer relationships with the 'Date Calculator '? Click the link below to learn more. #HubSpotAddon

Data from the HubSpot Sales Trends Report 2024 confirms that most revenue comes from nurturing existing relationships. 72% in fact. So, how can you enrich your existing #customerrelationships? The "Date Calculator" and other PocketKnife features can help. The "Date Calculator" workflow action in HubSpot allows you to easily calculate dates by adding or subtracting days, months, or years from your Contacts, Companies, and Deals date properties. This tool is perfect for determining contract end dates, setting up recurring processes, or sending timely renewal reminders to your clients. Elevate your customer relationships with the "Date Calculator." Click the link below to learn more. #HubSpotAddon

High-ticket clients can be a game-changer for your business. They bring in significant revenue and often require less overall customer management. But converting those initial leads into these big-spending clients requires a strategic approach. Some effective tactics to help you: → High-value clients are looking for someone who can truly solve their problems. Establish yourself as an industry authority by creating high-quality content that showcases your expertise. → Develop a nurturing funnel that educates potential clients about the value you offer and positions you as the premium solution. Utilize email marketing automation to deliver targeted content and offers at each stage of the funnel. → Understand their pain points, financial goals, and long-term vision. Tailor your communication to address these specific needs and demonstrate how your high-value services directly contribute to their success. → Include metrics and data that quantify the positive impact you've had on similar businesses. → High-value clients often consume information across various channels. Don't limit yourself to just one platform. Integrate your marketing efforts across your website, social media, email marketing, and even consider personalized video outreach. By implementing these strategies and fostering long-term relationships with your leads, you'll be well on your way to securing those valuable high-ticket deals. Have more questions? Comment below! Need help in converting leads into clients? DM me today for 1:1 session! #highticketclosing #highticketclients #premiumservices

⭐The sales funnel is an essential component of your business. Here are five ways to enhance it: 👇🏽 🎯 Targeted Lead Generation: Focus on attracting leads that fit your ideal customer profile to ensure higher-quality prospects enter your sales funnel. 📈 Optimise Conversion Points: Streamline your sales process by identifying and optimising key conversion points, such as landing pages, email campaigns, and demo requests. 🤝 Nurture Relationships: Build trust and credibility with leads through personalised communication, follow-ups, and value-added content to keep them engaged throughout the sales journey. 📊 Track and Analyse Metrics: Monitor and analyse relevant metrics at each stage of the sales funnel to identify areas for improvement and adjust strategies accordingly. 🚀 Continuous Refinement: Regularly review and refine your sales funnel based on insights gathered from data analysis and your team's and leads' feedback to ensure optimal performance and efficiency. Join Alastair and me on LinkedIn Live on Tuesday, April 9th, as we discuss these and share The Uplift Partnership's proven strategies for Powering up your Lead Generation. Registration link in the comments.

My number ONE hack to optimizing my sales process: I use Pipedrive!!! 1️⃣ Spot New Opportunities Pipedrive's visual pipeline ensures my team never misses a beat! It helps us easily track leads, seize opportunities, and slay our sales game effortlessly  😉 2️⃣ Automate, Don’t Procrastinate Pipedrive will automatically send out reminders to follow-up with leads and close deals before a lead goes cold! 🥶 3️⃣ Refine And Repeat Pipedrive keeps track of analytics to help me refine and optimize my winning sales formula… So whenever I wrap one sale up, I’m onto the next 💝 If you’re ready to take your sales game to the next level too You can get a FREE 14-day trial and 20% off your Pipedrive membership here: https://lnkd.in/eqCA5uaY P.S. I have a FREE sales webinar this Wednesday 2/28 at 1:30 PM EST where I’ll dive into everything about sales – secure your spot here: https://lnkd.in/gcDhYiHm

Elevate your sales game and secure more bookings with HubSpot's Sales Starter platform 🚀. Effortlessly sync to your email and calendar, consolidating all your leads in one place to pinpoint your next perfect customer 🔍. In search of a CRM that effortlessly nourishes your pipeline? For only $20 a month per user, begin optimising your sales workflow today 💼. https://lnkd.in/dP44qTBz