A semi-automated offer workflow within HubSpot, allowing the sales team to instantly generate modular training quotas based on predefined customer attributes - such as course combinations, start dates, and different custom fields.
This workflow bridged the gap between manual offer creation and full automation, giving us full control over content output while drastically reducing time-to-offer.
My responsibilities included:
- Main Worklfow activities:
- Main Workflow set up for Closer/Sales Pipeline
- Supporting activities:
- Deal & Contact Properties/Attributes Set Up
- setting up customised deal areas
- Stages & Phases Set up (Contacts, Lifecycles, etc.)
- product optimization and adjustments
- Setup of supporting Workflows, e.g.:
- Sync and setting of Adress and Salutation for offers
- Design & HTML/PHP coding:
- customised code snippets
- moduls creation for upload
- adapting design templates
- adapting offer templates
- Project Management & Troubleshooting:
- Testing
- Ticketing with Slack & Hubspot
- training & oboarding of sales respresenative