3/24/2024 0 Comments Customer journey hubspot![]() What are Deal Properties?ĭeal properties are like labels or tags. It’s ready for you to paint your business processes on it.Īnd one of the best ways to do this is by customising Deal properties. When you’re setting up HubSpot, think of it like a blank canvas. Best Practice #3: Customising Deal Properties You’ll know where each lead or deal stands, and you can plan your next move accordingly, making sure every lead and deal gets the attention it deserves. It’s essential not just to customise your deal stages, but also your Lifecycle Stages and Lead Statuses to get the most out of your HubSpot Portal.īy understanding and using these stages, you can keep things organised. Here’s a guide on how you can customise Deal Stages in your HubSpot Portal. As this deal moves forward, from initial interest to the closing handshake, it will pass through different stages, each signifying a crucial checkpoint in the sales process.įor instance, stages might range from “Appointment Scheduled” to “Negotiation” to “Closed Won” or “Closed Lost.” Each stage is designed to provide your sales team with clarity on where a potential sale stands, helping to prioritise efforts and resources. In the context of HubSpot, a “deal” represents a potential revenue-generating event. While “Lifecycle Stage” categorises a contact’s broader journey with your company and “Lead Status” details the status of a potential lead, “Deal Stages” focus explicitly on the various phases a sale undergoes before it’s finalised. Deal Stages:ĭeal Stages are integral in understanding the progression of an opportunity as it moves through your sales funnel within HubSpot. Think of it this way: Lifecycle Stage is the broad strokes of a painting, while Lead Status adds the intricate details that bring the masterpiece to life.īoth are essential in their own right, providing clarity and direction in different stages of the customer journey.Ĭheck out this guide on how you can customise Lead Statuses. It offers actionable insights so that the sales team can tailor their approach accordingly. Imagine this: The Lifecycle Stage tells you that someone is an SQL (Sales Qualified Lead), but what’s their exact status? Are they new? Has there been an attempt to contact them? Have they been deemed unqualified for some reason? That’s where Lead Status comes into play. It’s like a magnifying glass that provides more granularity, allowing your sales team to precisely categorise leads based on their readiness and interaction level. While the Lifecycle Stage paints the broader picture of a contact’s journey, the Lead Status zeroes in on the details, particularly during the sales process. You can customise and update your Lifecycle Stages by following the guide here. Are they just looking around? Are they thinking of buying? Have they already bought something? It helps you see where a person is in their journey. Think of it as a timeline that traces your customer’s journey from the moment they first hear about your brand to the moment they become your most loyal promoters. Lifecycle Stages:Īt its core, Lifecycle Stage represents the various stages a contact or potential customer moves through in your marketing and sales funnel. Three tools that often get mixed up are Lifecycle Stages, Lead Status, and Deal Stages. It’s packed with tools, but to get the best results, you need to know which tool to use and when. Best Practice #2: Understanding the Difference Between Lifecycle Stages, Lead Status and Deal Stages ![]() To create your Customer Journey Map, you can follow our comprehensive guide on how to create a Customer Journey Map here. ![]()
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