A 2018 study of sales reps published by Forbes revealed that the majority of salespeople are spending less than 18% of their time on the CRM. This can be disheartening news if you invested in a CRM with the hope that your salespeople will be able to sell more.
Well, it's not all gloom and doom here.
You can fix that with the combination of HubSpot and a powerful document automation software like Windward Hub that integrates smoothly with the CRM. This fix comes with so many benefits — more time spent selling, faster responses to inquiries as well as error-free sales documents.
Let's delve deeper into these benefits:
One of the reasons sales reps spend less time using the CRM is because they are engaged in non-selling activities that are necessary to make a sale, but they take up too much time. With the integration of HubSpot and document automation software, most of these other tasks are handled automatically, for example creating sales quotes, proposals, and contracts. With these out of the way, the team can focus on engagement with prospects in a way that will drive the sale as opposed to admin tasks that at times end up distracting the reps from focusing on listening and responding to the client. With this, you can save as much as 65% of the time usually spent on creating documents.
The automation software becomes like a complementary tool within HubSpot. Now, the tasks that you usually need to leave the HubSpot environment to perform can be done right within the CRM. Whether you are responding to email inquiries, personalizing proposals, and more, it can all be done in one place. This means sales reps can now spend more time using the CRM instead of working on spreadsheets.
Research indicates that a fast response time to lead inquiries increases the chance of conversion. Experts encourage sales professionals to respond to inquiries within the first hour if they are to increase the chances of conversion by 80%. But how are you going to respond to 5 different quotes for specific items within the hour? That's where integration with automation software comes in. Quotes can be automatically generated and auto-populated based on inquiries and the response can be anywhere from seconds to minutes max. With documents being generated on demand using data stored in HubSpot, you can sometimes go from lead to customer within a day.
If you are closing deals faster, then you will most likely close more deals. The combination of a CRM integrated with document automation software will give the sales team tools they need to handle more sales faster. Imagine being able to send out a contract within 5 minutes of a lead expressing interest. Or even having the option of e-signatures whenever you send a quote. You can definitely rake in more sales.
Your clients may not let you know, but errors like misspelled names or mixed-up orders are some of the things that may push them to the competition. There are errors we may make when entering a client’s name manually and it may take just one error to change the perception about a business. You can avoid this if you have the document automation software access data from HubSpot and enter it into the templates. You save time, face and relationships.
Businesses need to free their sales team from admin tasks that usually involve drafting documents. Sales teams are supposed to sell and the best way to help them do that is to add automation software to the already efficient HubSpot CRM. In the end, they perform better and deliver value for money.