Using deal automation features to amplify your efficiency

We began this chapter by emphasizing the fact that our sales process can never be perfect, but we do want to minimize errors, remove friction from the sales process, and turbocharge the efficiency of your sales reps. So how do we accomplish this? Through the use of the deal automation features embedded in HubSpot software. Some of the most popular ways to use these automation features are as follows:

• Updating other properties as deals progress through the pipeline
• Creating tasks for the sales reps so leads don't fall through the cracks
• Sending internal email notifications for important updates so you don't have to spend time updating colleagues
• Sending follow-up emails once a lead reaches a certain stage in the sales process

Reporting

Adding a few of these automated processes within the pipeline allows your sales teams to remember to fill out crucial data points in the sales process or...