Key Takeaways
- **Key Takeaway:**
By creating a custom property and workflow in HubSpot, you can automate the process of updating contact information when an employee leaves a company. This ensures that your communications always reach the right person, preserves historical data, and uncovers potential sales opportunities.
In the realm of customer relationships, the Primary Point of Contact (POC) reigns supreme. Like a trusty compass, they guide us through the treacherous waters of communication and ensure that our messages reach their intended destination. But what happens when the compass needle starts to point astray? Enter the art of updating POC information in HubSpot, a skill that will keep your customer relationships afloat and your sales pipeline flowing.
1. Crafting the Perfect Custom Property: A Beacon in the Sea of Contacts
The first step in our POC management odyssey is to create a custom contact property that will serve as a beacon, signaling when a contact has left their company. We’ll call this property “Left Company” and set it as a single checkbox field. This will allow us to easily identify contacts who have bid farewell to their former workplace.
2. Building a Workflow: Automating the Chase for New POCs
Now, let’s harness the power of HubSpot’s workflows to automate the process of finding new POCs. We’ll set the workflow to enroll contacts who have checked the “Left Company” box. Once enrolled, the workflow will trigger a series of actions, each designed to help us track down the elusive new POC.
3. Task 1: Unearthing the New POC’s Contact Info
The first task in our workflow is to find the contact information for the new POC. We’ll assign this task to our intrepid sales reps, who will embark on a quest to uncover the new point of contact’s email address, phone number, and LinkedIn profile.
4. Task 2: Exploring New Sales Horizons
Our second task takes us beyond the confines of contact information. We’ll ask our sales reps to investigate where the former POC has moved to and identify any potential sales opportunities that may have arisen from their departure. This proactive approach ensures that we don’t miss out on valuable leads.
5. The Synergy of Properties and Workflows: A Match Made in HubSpot Heaven
The magic of this process lies in the harmonious interplay between custom properties and workflows. By marking contacts as “Left Company,” we trigger the workflow, which in turn assigns tasks to our sales reps. This seamless integration ensures that historical data is preserved while our POC information remains up-to-date.
Benefits: A Treasure Trove of Advantages
- Preserving Historical Data: No more deleting old contact records, ensuring that your historical data remains intact.
- Avoiding Email Bounces: Say goodbye to embarrassing email bounces that can damage your sender reputation.
- Uncovering Sales Opportunities: Identify new POCs and potential sales leads that may have been hidden from view.
- Streamlining POC Management: Automate the process of managing POC changes, freeing up your time for more strategic pursuits.
Bonus: Extra Tips for POC Management Mastery
- Regularly Review Your POCs: Schedule periodic reviews to ensure that your POC information is always current.
- Use LinkedIn for Contact Discovery: LinkedIn can be a goldmine for finding new POCs, especially if the former POC has updated their profile.
- Stay in Touch with Former POCs: Nurture relationships with former POCs, even if they have moved on. They may provide valuable insights or referrals in the future.
Conclusion: The Key to Contact Management Success
Keeping your HubSpot POCs up-to-date is not just a technical exercise; it’s an art form that can transform your customer relationships. By following the steps outlined in this guide, you’ll become a master of POC management, ensuring that your messages always reach the right person, at the right time. Embrace the power of custom properties, workflows, and a proactive approach, and watch your sales pipeline flourish like never before.
Frequently Asked Questions:
1. What if I can’t find the new POC’s contact information?
Don’t despair! Reach out to the company’s general email address or phone number and ask to be connected with the appropriate person.
2. How often should I review my POCs?
Regularly review your POCs every quarter or six months to ensure that your information is up-to-date.
3. What should I do if a POC leaves the company without notice?
If a POC leaves without notice, mark them as “Left Company” in HubSpot and follow the workflow to find their replacement. Also, reach out to the company to confirm their departure.
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