Adam Sand shows roofing sales teams how to use HubSpot to track quoted deals. Every deal needs three things: the customer's objection, your next step, and a follow-up date within 48 hours. This lets managers spot deals that need attention and helps salespeople ask for help when they're stuck.
December 14, 2023
No more than 48 hours in the future.
Can you go in your CRM right now and look at all your deals that have been given a quote and know what the objection and next step is? If you can't, then this is another reason why you might need HubSpot. So many deals would just tip if we just had the ability for the sales manager to see quickly and easily a list of all the deals who are in the opportunity stage and see what is the objection and what is the next step? Every deal in your system should have a note as to what the objection is, what the next step is, and a date of the next activity that is no more than 48 hours in the future. HubSpot makes this super super easy with custom properties, custom lists and custom deal tags. It makes it so simple. The objection is the way that you allow your salespeople to ask their sales manager to be their hero by saying this is the objection that I'm having a hard time overcoming. The sales manager can put in the next step. Salesperson should just have a next activity, a task until they buy, die or tell us to f off tag your boss who needs to hear this.
