To sell well, you need to gather as much information as possible about your customers and transactions. In HubSpot, records(contact or transaction) are updated in two ways:
automatically: by information synchronised in real time between the "elloha network head" and HubSpot (see below),
manually: mainly through information that you enter yourself in the Contact form.
A certain amount of information is automatically updated in the HubSpot records:
when the customer formalises a signup, a transaction is created and we indicate its amount, its name (name of the subscription concerned) (1), its status (2) (see article on the pipeline), its category (e.g. LOC for holiday rentals) (3), its theoretical closing date (4), i.e. the end of its free trial period or its partner (is it an "original elloha" account or an account created on the TDR of a partner such as a DMO) (5).
when the customer creates a ticket on Zendesk, a copy of the ticket (and any answers given) is saved in the contact form, which allows you to see any problems encountered by your customer and the responsiveness of support,
when the customer has requested that their schedule be synchronised with Expedia, Booking or Viator, a status of the procedure is updated in their file as the Connectivity team moves through the process.
It is very important to keep your contact and transaction files fully up to date:
add additional information as you go along, such as the first and last names of your additional contacts (the owner's name, the accountant's name, etc.) if you think this is useful,
make sure you record your calls and email messages from HubSpot and RingOver: this way, you'll have a record of all your exchanges, which will be invaluable when you need to get back in touch with the person you're talking to ...
keep your contact status up to date (interested, thinking about it, etc.),
add notes and comments (e.g. record the result of a call, etc.) to keep track of your contacts as closely as possible,
add upcoming tasks (e.g. send an email, follow up on the synchro, etc.) so that you never lose touch with your contacts at strategic stages in their sales progress at elloha,
But also, and above all, update the status of your deals as often as possible (demo, D+15, lost, won, under consideration ... see below).
Above all, to have a super-efficient day, use your smart lists!