When running a business, it’s crucial to incorporate competitive tools and strategies into your sales process. While your business might have a great sales team, it’s important to invest and support each team member's efforts with the correct tools. Sales pipeline management is the process of overseeing and directing future sales in various stages, which can be achieved with the Ringover and HubSpot Integration.
Firstly, for those of you that don’t know...What is a Sales Pipeline?A sales pipeline is a visual representation of the sales process; it is the set of stages a prospect passes through, as they progress from lead to customer. Unlike a sales funnel following the sale from the viewpoint of the prospect (who may or may not evolve into a customer), a sales pipeline focuses on the point of view of the sales rep. It allows the sales rep to visualise what steps can be done at every stage. This helps simplify and streamline each complex stage a sales rep and team will encounter before closing a deal.
Sales pipelines differ based on industry and business, but the 7 common stages include:
- Lead generation
- Lead nurturing
- Marketing qualified lead
- Sales accepted lead
- Sales qualified lead
- Closed deal
Each of these sales pipeline stages represents each step a prospect takes through your sales process, from becoming a lead to becoming a fully-fledged customer. This can all seem like a lot of hard work, so what are the advantages of sales pipeline management?
Overall, proper management will help you maximise your team and your resources by accurately forecasting sales, recognising aggregate sales velocity, monitoring a team’s progress, and much more.
How does Ringover and HubSpot help you manage your sales pipeline
Make it Simple!These steps can often feel overwhelming and complicated, so how can they be made simpler? The answer lies with integrating Ringover with HubSpot CRM! The platform offers multiple features such as:
- Fully customizable pipeline—add as many or as few steps as you’d like to make your sales process as simple as possible.
- Automatically create new deals directly on the contact record in your CRM. This means that everyone on your team can stay up to date with every deal and prospect.
- Generate daily outreach lists for each of your sales team members automatically. This allows you to know exactly what each member of your team is doing each day, which allows you to keep ontop of everything.
- Track progress across each of your pipeline stages and report on their health. This allows you to know exactly which prospects are moving along smoothly and which are dead leads.
These features allow you to break down the steps into easy, bite-sized chunks that make your life that much simpler.
Ringover and HubSpot Features
Track your leads through the pipeline Assigning details and comments to each and every lead is a great way to keep up to date where each lead is in the pipeline and allows each sales rep to know exactly where they are and what stage to get them to next. With HubSpot, when a contact calls their information will instantly be displayed within their interface. This means that your sales team will instantly know all the important details about that lead or customer, meaning that they are able to pick up effortlessly from the last conversation they had. This allows for sales to be completed far quicker and more effectively.
One great idea is to have your sales reps attach new tasks to leads whenever they complete the meeting with them, so they also have a defined action item. That might be "send meeting agenda," "call again in three days” or any other actionable suggestions to keep them in your sales pipeline.
Don’t let your pipes get blocked with dead leads!When it comes to managing your sales pipeline, you don’t want it clogged with dead leads that block up the rest of the pipe. That’s why it’s important to clean out your pipes occasionally so that you are only focusing on your best leads!
To make this a far simpler process for you and your team, HubSpot allows your sales team to update all deals by the stage they're in and the system will automatically handle the rest (e.g. weighting, summation, visualisation), keeping this process as efficient as possible for everyone involved. This way, you can easily see who is moving along the sales pipeline, and who you should focus on.
Additionally, all your calls, texts, voicemail messages and call recordings are automatically logged in each contact's HubSpot card. Your sales team will become more efficient as Ringover and HubSpot take over all the hard work. All of this information will be automatically collected and aggregated within the system.
Follow up campaigns are easier than ever!If you don't establish a standard follow-up process throughout your sales pipeline, you'll lose leads. Give your team a system for following up with leads that includes; timing, cadence, and a contact method.
This is now far simpler to do with Ringover and HubSpot CRM click to call feature! Your sales team will no longer have to manually dial numbers to follow-up’s, but instead use the feature directly from HubSpot meaning follow-ups are only a simple click away. Moreover, you and your team will gain access to unlimited calls. As a result, this means that you’ll have unlimited contact time, resulting in uninterrupted conversations and a better customer experience and service.