8 HubSpot checklists to support your sales team
Posted: Thu Dec 26, 2024 6:47 am
If you want to improve lead generation and revenue for your company, you need a sales plan and strategy, your marketing and sales teams need to work together, and most importantly, marketing needs to provide sales with all the tools they need to be more efficient.
Luckily, HubSpot provides those tools. Sequences , templates , meetings , and other tools make it easy for your sales team to identify contacts, engage with them, and nurture them to a point of purchase.
However, when it comes to lead capture , one of HubSpot’s most effective tools is “Lists.” With lists, you can segment your contact database and create custom contact views for your sales team, allowing them to see specific leads at a glance and in detail.
But what are lists and how do they work?
In this blog, we’re going to go over 8 HubSpot lists that you can set up right now to support your sales team, and help them improve their overall sales efficiency.
What are lists in HubSpot?
Lists in HubSpot help you segment your contacts based on specific, defined criteria. For example, you can use page views or form submissions to filter your lists, helping your sales team see specific contacts. You can also use lists to send marketing emails or communications to a specific set of contacts.
Active lists
Active lists are dynamic and cambodia telegram data automatically update when contacts that meet the list criteria join the list. They will also be de-listed when they no longer meet the list criteria. For example, you can create a list that only displays contacts in the marketing qualified (MQL) contact lifecycle stage. The moment an MQL contact becomes a sales qualified lead (SQL), they are removed from the list.
Static lists
Static lists, on the other hand, don't update when new contacts appear that meet the criteria. Instead, they give you a view of a group of contacts that meet certain criteria at a specific point in time. These lists don't change unless you manually add or remove contacts.
Ideally, you'll use active lists for your sales team so they have the most up-to-date information. Below, we'll discuss the 8 lists in HubSpot that your sales team needs to streamline sales engagement.
8 HubSpot checklists to support your sales team
01. Contacts assigned to your sales representatives
For marketers, one of the most important things to do when generating a new lead is to hand it off to sales for nurturing. Unfortunately, this simple process is often overlooked and forgotten, resulting in leads sitting in the CRM for days, weeks, and in extreme cases, months before being captured.
From a sales and revenue generation perspective, this is unacceptable. The leads you generate need to get to the appropriate sales rep as quickly as possible. Your sales team is a valuable resource that should only be used to generate leads, not manage leads in the CRM – that’s what workflows are for.
What can you do to make things easier for them?
First, you can set up workflows in HubSpot that automatically assign leads (specifically SQL) to a lead owner. This can be done in a round-robin fashion, meaning leads are split evenly between your sales reps, or you can assign specific lead owners to each lead.
The second step is to create a “hot list” in HubSpot – these lists are automatically updated and contacts will join when they meet the criteria and leave the list when they no longer meet the criteria – for newly generated leads. Using a hot list, you can group contacts by lifecycle stage and lead owner, allowing a specific sales rep to see only the SQLs assigned to them.
Luckily, HubSpot provides those tools. Sequences , templates , meetings , and other tools make it easy for your sales team to identify contacts, engage with them, and nurture them to a point of purchase.
However, when it comes to lead capture , one of HubSpot’s most effective tools is “Lists.” With lists, you can segment your contact database and create custom contact views for your sales team, allowing them to see specific leads at a glance and in detail.
But what are lists and how do they work?
In this blog, we’re going to go over 8 HubSpot lists that you can set up right now to support your sales team, and help them improve their overall sales efficiency.
What are lists in HubSpot?
Lists in HubSpot help you segment your contacts based on specific, defined criteria. For example, you can use page views or form submissions to filter your lists, helping your sales team see specific contacts. You can also use lists to send marketing emails or communications to a specific set of contacts.
Active lists
Active lists are dynamic and cambodia telegram data automatically update when contacts that meet the list criteria join the list. They will also be de-listed when they no longer meet the list criteria. For example, you can create a list that only displays contacts in the marketing qualified (MQL) contact lifecycle stage. The moment an MQL contact becomes a sales qualified lead (SQL), they are removed from the list.
Static lists
Static lists, on the other hand, don't update when new contacts appear that meet the criteria. Instead, they give you a view of a group of contacts that meet certain criteria at a specific point in time. These lists don't change unless you manually add or remove contacts.
Ideally, you'll use active lists for your sales team so they have the most up-to-date information. Below, we'll discuss the 8 lists in HubSpot that your sales team needs to streamline sales engagement.
8 HubSpot checklists to support your sales team
01. Contacts assigned to your sales representatives
For marketers, one of the most important things to do when generating a new lead is to hand it off to sales for nurturing. Unfortunately, this simple process is often overlooked and forgotten, resulting in leads sitting in the CRM for days, weeks, and in extreme cases, months before being captured.
From a sales and revenue generation perspective, this is unacceptable. The leads you generate need to get to the appropriate sales rep as quickly as possible. Your sales team is a valuable resource that should only be used to generate leads, not manage leads in the CRM – that’s what workflows are for.
What can you do to make things easier for them?
First, you can set up workflows in HubSpot that automatically assign leads (specifically SQL) to a lead owner. This can be done in a round-robin fashion, meaning leads are split evenly between your sales reps, or you can assign specific lead owners to each lead.
The second step is to create a “hot list” in HubSpot – these lists are automatically updated and contacts will join when they meet the criteria and leave the list when they no longer meet the criteria – for newly generated leads. Using a hot list, you can group contacts by lifecycle stage and lead owner, allowing a specific sales rep to see only the SQLs assigned to them.