Warm Lead Notifications | HubSpot Deal Pipeline Optimization Tips

Use workflows to notify members of your sales team when their prospects meet the criteria of an ideal customer or exhibit buying behaviors. Wouldn't your sales reps want to know when one of their active prospects visits the website? Use workflow automation to help your team know when and how to follow-up.
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CJ Maurer and Phil Smith from The Gist gave a presentation at the 43North Marketing Summit on December 12, 2022 about how to optimize your deal pipeline to be an instrument for growth.
Presentation Description: If all you're doing is tracking opportunities and running basic sales forecasts, then you're severely underutilizing your deal pipeline as a company-wide tool for communication, reporting and growth. This presentation will explain the value a deal pipeline can have for an organization and provide practical takeaways that can help your entire company.
About the Speakers: CJ Maurer and Phil Smith represent The Gist, an inbound marketing agency and HubSpot Solutions Partner headquartered in Buffalo, NY. Together, with their team, they help B2B software and service companies create scalable, organic growth across marketing, sales and customer service functions.
More Information: www.thegistinb...