Sales process automation for sport organisations

How to create outlook signature

foreign [Music] guys and today I'm going to take you through the integration between the Hub and job management software servicemate so what we can do is connect the two platforms that they're talking to each other which eliminates the need for double data entry and it also works in with your sales process to help support your sales process and turn the leads into customers so we're going to start off in the hub today just in a demo account here and we're going to say that a new lead has come in whether that be through a web form web chat social media maybe a phone call and they've done the intake through the Hub and they're here is a new leads inquiry going to be focusing on Sally mctester and we are going to move her into your service mate so what we can do here is set it up so that once they move to a certain stage in your pipeline they actually get pushed across to service mate as either a work order or a quote so in this instance I've set it up that she is a quote so I've moved to over here and we'll see that in real time Sally my tester has shown up on the on the board here so we can click on here we can see that she's a quote and the job has been created so from there your team can go on to schedule whatever they need and and book her in say if you sent the quote to her and you have your follow-ups in servicemate and that might be one or two email or SMS their follow-ups for quotes are pretty wimpy and everything else is templated and you have to send it ad hoc what we can do is actually add her to a queue once the quote has been sent and nurture her through a series of email or SMS that can be set up in the hub so I'm going to go and add her to this particular queue for quote sent say if they're not actually ready but you want to keep them in the pipeline you can have them on like a long nurture sequence but for the moment we won't get ahead of ourselves and we'll just go to quote sent so we're going to add her that to that queue and close that and what happens at that stage is they're actually added to a quote follow-up sequence so whatever that looks like for you but I've just done a mock one here so say here they've actually been sent their servicemate quote you wait a couple of days and then they get an email saying you know giving you credibility talking about your reviews okay please an SMS follow-up just encouraging them to engage with you and this gets set up so that they get exited from this workflow if the quote is accepted or there are a few other things that we can do but it's just a great way to take some of the pressure off your admin team or your sales team to do those follow-ups that's happening in the background automatically just loading but we'll go back to Sally here so say you've quoted the job she's become a work order you've done the job and then she's a completed job so she gets moved to completed and when that happens she gets added back into the system here and moved across your pipeline so that she actually becomes a job complete what we can do at that stage is we can trigger the workflows for review requests any sort of team follow-ups or if you want to set long-term like maintenance reminders say six months a year two years depending on how that contact is tagged and they get put back into the system for those long nurtures um but it just it's a great way for everything to come full circle and then you're also getting automated review requests which is excuse me is great because it takes the pressure off your team and you know that it's happening each and every time see where we at here it also works both ways so that if you actually add a new contact then that contact can get added to the hub which means you're not having to constantly export your database every time you want to do an SMS or an email campaign to tell people about your new products any sort of special offers which you can't really do in service mate you're not really send it's not designed to be sent sending a bulk email or bulk SMS which is why having a CRM is so important and I'll just show you quickly here in our contact Section you can also tag your contacts and put them into smart list depending on you know what their job category is if you have different things that you sell or sell to throughout your business but it ties in perfectly with servicemax so if this is something that you would like for your Hub account or if you're not yet a hub customer and you would like to talk about integrating this into your business and supporting your sales process please get in touch with us because we love to do this for different clients and we look forward