Be triggered “in bulk”, either by adding contacts one-by-one in the Sequence tool, sending an email to multiple people through your email provider, or using a workflow (if you have an Enterprise package).Be triggered from your HubSpot ad-on in your Gmail or Outlook (please note, Gmail requires the use of Chrome).to-do, call, or email) that can be added to a specific queue Include up to 10 emails-from SALES TEMPLATES, remember, not from marketing “emails” (these are found under ‘Conversations’ on the menu bar).We also recommend they connect their calendar to HubSpot, while you can still send sequences without this being connected, it is key for unerolment.Īll tools have set steps and elements that can be used with Sequences the limitations are in place to ensure that the customer experience is seamless and feels personal.They have connected their email to HubSpot.They have been allocated a paid seat (either Sales or Service) with access to Squences.Before you start asking sales or service teams to send sequences make sure they meet the following requirements: Sequences are one of the elements within HubSpot which require you to have a paid seat. This ensures that your Sequences feel more personal and meaningful. Here’s an example of what that sequence could look like.Ī great part of using HubSpot Sequences is that contacts will automatically be unenroled when the desired actions are done (usually replying to the email or booking a meeting). You’re sales rep then enrols them in a Sequence that ensures the conversation continues without the sales rep having to remember to send follow up emails if the lead goes quiet. That lead shows interest but doesn’t have time to talk. You’re sales rep picks up on the lead and makes a call to the lead. Someone enquires about your services on your website form. Service teams-ensuring that requests from the service team to customers don’t go cold.Sales teams-ensuring that inbound leads don’t fall through the cracks.But as a starting point, Sequences are great for: There are many use cases for using Sequences and every business is different, with different goals and processes. You can read more about this here.įAQ: When should you use HubSpot Sequences? If you have Sales Enterprise, you can now automate Sqeuence enrolment using a Workflow. While you can enrol multiple contacts, you do have a daily limit and you have to manually enrol each one. Many clients assume that because you can send automated emails with Sequences that it can be used for marketing automation-but this is not the case. The key thing to take from this is the ‘one-to-one’ element. Sequences are a series of sales emails and tasks designed for “one-to-one” communication. Here are some FAQs to help you understand a little better. Still having some trouble with the terminology? Take a look at our HubSpot terminology guidefor all the details on HubSpot speak. You’ll also notice that Workflows allow for more actions than Sequences. In the marketing sphere, Workflows are a key tool for sending automated marketing emails. With workflows in the realm of Sales and Service, the goal is to automate processes and reduce admin for your sales reps. With Sequences the goal is to automate a one-on-one relationship between a sales rep and a prospect. One of the most significant differences between these two automation tools is the goal you want to achieve with your outreach. If you’re new to HubSpot and want to understand the full range of the tool or you’re a seasoned Marketing or CMS user and want to branch out into Sales or Service Hub, knowing the difference between Sequences and Workflows is a must.
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