You’ve just received a surge of new inbound leads. Your sales team is eager to engage, but with a high volume of new requests per rep per day, managing them efficiently becomes a challenge.
How do you ensure that your reps can work leads effectively, your marketing and product teams get the feedback they need, and you have the data necessary for effective coaching and business planning?
In this guide, I’ll walk you through setting up an effective inbound lead engagement structure in HubSpot CRM.
This solution allows your team to work from both the Conversations inbox and the Prospecting workspace, ensuring minimal friction for reps and consistent data across engagements.
The challenge
The initial touchpoint your prospects have with you is critical. A professional and prompt follow-up can significantly increase your chances of closing a deal. But how do you set up an inbound lead engagement structure in HubSpot that ensures:
- Your sales team can work leads effectively
- Your marketing and product teams receive the feedback they need
- You have the data necessary for effective coaching and business planning
The solution overview
We’ll set up a structure where your reps can work...
