Inbound Sales

Small and medium-sized enterprises (SMEs) sometimes struggle to keep up with the many moving parts of customer relationship management, such as maintaining a client database, developing marketing strategies, and handling customer service inquiries.

Growing a company, increasing marketing efforts, and improving the customer experience are all things that might be challenging. HubSpot is a robust platform that can meet the majority of your marketing and sales requirements. Since there are numerous methods to customize your HubSpot portal to the specific demands of your organization, automating routine, time-consuming procedures are becoming increasingly important.

Day 0: The start of the software quest

Every good quest starts with a strong desire or need. My partner who is a consultant had a great wish to purchase software to backup his client's Google workspace environment. It was an unnecessarily inefficient, tiresome, and expensive process for both parties. (I would love to hear your thoughts on how you would optimize the below customer journey. As it was not a terribly bad experience but just a complete waste of everyone's time and resources. ) I have documented below the entire process step-by-step. It is a great exercise for any organization to reflect on the journey a customer goes through and how the experience ways up. I would recommend if possible someone to do a ' mystery shop' on your behalf.  It's amazing what insights you can get from reviewing a sales process. 

Recently, I conducted some research on the demo experience for one of my clients. They were looking for a "mystery shop" for their demo process from a marketing point of view. So I thought it would be interesting to do this with a number of other Saas organizations to see what the market is like and how the competition stacked up. I chose some well-known Saas brands including, Salesforce, PandaDoc & Hubspot. You can also find a list of other popular CRM tools here for more examples, many of which have demo flows."

The results were very surprising. In the end, none of them provided, in my opinion, a world-class customer experience, however, I got a lot ideas and insights from the process so I thought I would share my learnings with you here on the blog.