Sweep’s Post

Inspired by ⚙️ Chris Carolan ⚙️ and 🧙♂️ Emerson McCuin's live session about the Lifecycle Stage, I think it might be somehow useful to share ways to automate your Lifecycle Stage. Remember that, ideally, your Lifecycle Stage should be 100% automated to avoid manual work and the risk of incorrect inputs. Additionally, it should be accompanied by a property that stamps the entered date of each stage. 1. Lead is the default stage. Therefore, every new Lead should first be stamped as a Lead. 2. MQL (Marketing Qualified Lead) is any Lead who has submitted a form expressing clear interest, such as Demo forms, and/or any Lead who reaches a Lead Score of 75 or higher. 3. SAL (Sales Accepted Lead) is usually used in Outbound processes. The sales team receives a prospecting list and then, before starting activities, performs a pre-qualification. In this case, using the activity record (such as sending an email) might work as a trigger. If the list is already 100% qualified, it can also be used as a trigger. 4. SQL (Sales Qualified Lead) is the stage that indicates the Lead (previously an MQL or SAL) has been qualified by the sales team. I really like using the qualification methodology to consider someone as an SQL. Let's say the rep scheduled a discovery meeting, then, following the BANT methodology, they qualify that Lead. In this case, creating properties that capture this data and give them a score is very effective and works as a trigger for this stage. 5. OPP (Opportunity) is a stage that signals a real business opportunity. Two triggers that can work are: deal stage and meeting type (if your team has a well-defined pre-sales and sales process). 6. Customer is any opportunity that has converted into new revenue. In this case, using the deal stage Closed Won usually works well. 7. Evangelist is any customer willing to provide testimony or endorsements in favor of your brand. I believe NPS (Net Promoter Score) is a good trigger. In surveys, you can ask if the customer is willing to collaborate with content and use their score to consider them an evangelist. Note: When writing this post, I am considering the traditional B2B SaaS sales model and automations that are applicable for both HubSpot and Salesforce. I am not saying how your automation should be; I am just sharing some ideas that may or may not work. #revops

Streamlining Sales with Smart Automation: 500+ Leads Assigned in a Flash! At WebStrategies, we recently tackled a challenge for a client handling 500+ monthly form submissions. Our solution? A custom HubSpot workflow that: ✅ Automatically assigns leads to sales territories ✅ Maps contacts to the right salespeople ✅ Integrates seamlessly with Salesforce The result? Over 5,000 contacts processed, saving countless hours and eliminating manual errors! Want to see how we did it? Check out my latest video for a step-by-step breakdown of our process. Is your sales team drowning in lead assignments? Let's chat about how we can streamline your process! #SalesAutomation #HubSpot #Salesforce #B2BSales #MarTech

🚀 Streamlining Sales with Smart Automation: 500+ Leads Assigned in a Flash! At WebStrategies, we recently tackled a challenge for a client handling 500+ monthly form submissions. Our solution? A custom HubSpot workflow that: ✅ Automatically assigns leads to sales territories ✅ Maps contacts to the right salespeople ✅ Integrates seamlessly with Salesforce The result? Over 5,000 contacts processed, saving countless hours and eliminating manual errors! Want to see how we did it? Check out my latest blog post for a step-by-step breakdown of our process. Is your sales team drowning in lead assignments? Let's chat about how we can streamline your process! #SalesAutomation #HubSpot #Salesforce #B2BSales #MarTech https://hubs.ly/Q02Tf_1c0

Streamlining Sales with Smart Automation: 500+ Leads Assigned in a Flash! At WebStrategies, we recently tackled a challenge for a client handling 500+ monthly form submissions. Our solution? A custom HubSpot workflow that: ✅ Automatically assigns leads to sales territories ✅ Maps contacts to the right salespeople ✅ Integrates seamlessly with Salesforce The result? Over 5,000 contacts processed, saving countless hours and eliminating manual errors! Want to see how we did it? Check out my latest video for a step-by-step breakdown of our process. Is your sales team drowning in lead assignments? Let's chat about how we can streamline your process! #SalesAutomation #HubSpot #Salesforce #B2BSales #MarTech

Your marketing campaign should focus on the entire journey, not just the conversion. And Salesforce lets you do just that with automated sales alerts, tasks, and intelligent lead routing. Learn More: https://lnkd.in/d3ZDxwZd #Salesforce #SalesforceCRM #Greytrix | Salesforce

You’ve just launched your big campaign, leads are pouring in, but then you get that message from the sales team: “I don’t see the leads…where are they?” Yep, it’s likely the classic Salesforce-HubSpot sync error. Leads are trapped in limbo between systems, and your sales team is left empty-handed. Frustrating? Absolutely. Avoidable? Definitely. Here’s how to avoid the sync nightmares: 🔗 Check Your Field Mappings: If key properties aren’t properly mapped between HubSpot and Salesforce, your leads won’t make it across. Double-check your sync settings to ensure everything aligns. 🛠️ Automate Error Alerts: Don’t wait for sales to tell you something’s wrong. Set up error notifications so you can catch sync issues before they disrupt your workflow. 🔄 Routine Sync Health Checks: Regularly audit your sync setup and clean up duplicate records to keep things running smoothly. #RevOpsSupport #SyncErrors #Salesforce #HubSpot #CampaignBlues #JayOh

The companies where Sales💰 and Marketing🔊 work together🤝, experience 19% faster revenue growth 💹 . You can also skyrocket 🚀 your revenue with Salesforce Engage, a Salesforce Pardot tool that allows Sales and Marketing teams to work together and sell smartly. #HireFEXLE, and we will help you overcome inefficiency, decreased revenue, and many more challenges. #SalesforceEngage #SalesforceConsultingCompany #Sales #Marketing #MarketingGrowth #SalesforceMarketing

RevOps leader? We’ve got some good news. Managing revenue growth across sales, marketing, and customer success is no easy feat. If you're facing bottlenecks or inconsistent workflows, our lead routing tool, Distribution Engine, might just be your solution. Here are 5 reasons why: 🚀 Efficient Lead Routing: Automate lead assignment based on custom rules to reduce delays and ensure leads reach the right reps swiftly. 🔗 Salesforce Native: Fully integrate Distribution Engine within Salesforce for seamless data synchronisation and workflow management. ⚙️ Customisable Workflows: Tailor workflows to fit your organization’s unique needs, promoting flexible lead management and streamlined collaboration. 📈 Real-Time Analytics: Gain insights into lead distribution and key metrics with real-time reporting, empowering data-driven decisions. 🤝 Improved Cross-Team Collaboration: Streamline lead routing and case assignment to enhance coordination between sales, marketing, and customer success teams. Experience the difference with a free trial, and see why RevOps leaders trust Distribution Engine to optimise revenue operations and drive growth. Check out Distribution Engine below 👇 https://lnkd.in/evkh-qhx #RevOps #DistributionEngine #Salesforce #CRM #BusinessGrowth #CustomerSuccess #DataDriven

Your sales team's secret weapon is here... Clay's latest Salesforce Package is going to become your GTM team's best friend. The days of manual data entry and messy data flows are long gone. Here's how it takes things to the next level: 1. Real-Time Data Enrichment: Always have clean, up-to-date data of your cycles, funnels, and strategies. No more bad leads or outdated info holding you back. 2. Automated Workflows: Imagine a world where follow-ups, lead scoring, and reporting happen without any human interference. Systemized automation is the future! 3. Seamless Integration: Plug directly into Salesforce and watch your CRM become a revenue-generating machine. Companies now have the opportunity to leverage Clay's execution to turn Salesforce into arguably their best-performing sales rep. Excited to see how the market adopts - Ditch the manual work and close deals faster! 💪🏼 Clay team, great move!

Tying Lead records with Accounts in Salesforce! Excited to share the third video in our series on matching Accounts and Leads in Salesforce! In this episode, I’m diving into how we use a custom field to seamlessly connect Leads with Accounts by matching email domains. This addition simplifies Lead management and keeps your CRM organized and efficient. Why is this important? If you’re handling a good volume of Leads or focusing on ABM (Account-Based Marketing), identifying existing Accounts at the Lead stage can save time, reduce redundancy, and improve your sales team's focus. Ready to see it in action? Watch it here: https://lnkd.in/evQrQWMi Explore more RevOps content from LeanScale: https://lnkd.in/dHQ46Azb LeanScale #SalesforceHacks #LeadManagement #CRMOptimization #RevOps #Salesforce #ABM #Growth