In the competitive world of B2B eCommerce, time is money—especially for your sales team. Repetitive tasks, delayed follow-ups, and disjointed systems can drain productivity and leave valuable leads untapped. But with the power of HubSpot Workflows, you can automate routine processes, enabling your team to focus on what matters most: building relationships and closing deals.

Let’s explore how workflows can transform your sales productivity and how tools like Deep Data Sync and Quotific can positively enhance their capabilities.

Streamlining Lead Nurturing with Automated Workflows

The B2B sales cycle is often long and complex, requiring consistent touchpoints to move leads through the funnel. Unfortunately, manual follow-ups leave room for human error and missed opportunities.

HubSpot Workflows simplify this by automating lead nurturing, scoring, follow ups, etc. For example, when a lead downloads a resource or submits an inquiry on your Shopify store, workflows can trigger a sequence of personalized emails. Research shows that companies using marketing automation see a 14.5% increase in sales productivity (Nucleus Research).

With Deep Data Sync, Shopify customer data seamlessly flows into HubSpot, ensuring every lead is captured and updated in real time. This is the first step towards a fully accurate pipeline that allows you to chose how and when to automate. This integration prevents leads from slipping through the cracks and provides your workflows with the accurate data needed to deliver tailored content and offers. But it is still only the beginning. 

Automating Internal Processes to Boost Efficiency

Sales teams often juggle administrative tasks like updating records, assigning leads, or tracking quote progress—tasks that eat into selling time. HubSpot Workflows allow you to automate these processes. For instance:

  • Assigning leads to the appropriate sales rep based on geography or deal amount.
  • Notifying reps when a lead opens a quote or engages with follow-up content.
  • Automatically updating deal stages based on activity or purchase status.
  • Automatically generating tasks when personalization is required or a manual action is needed like a call. 

Here’s where Quotific shines. By integrating draft order quotes into HubSpot, Quotific enables reps to create, track, and manage draft orders without leaving the CRM as well. This means both your B2B and B2C orders in one place, so your team can be certain nothing is falling through the cracks. Pairing this with workflows means reps are instantly notified when a quote is viewed, accepted, or needs attention, keeping deals moving forward without manual intervention where it's not needed. This can open up large amounts of time for your reps to actually speak to clients, make sure their limited time is well spent, and that deals are closing while relationships are being built. 

Enhancing Reporting with Workflow-Driven Insights

Accurate reporting is crucial for optimizing your sales strategy. HubSpot Workflows contribute to better reporting by ensuring data consistency across your pipeline. By automating the movement of leads and deals between stages, workflows reduce errors and provide clear visibility into your sales performance. Your team in turn, will be able to know all about automations in your pipeline, caveats in your process, etc, so reporting will make sense to them more than anyone.

When paired with Deep Data Sync, which brings Shopify sales data into HubSpot, a holistic view of your operations is possible. For example, you can create reports that compare abandoned cart recovery rates or measure the effectiveness of follow-up sequences—metrics critical for B2B merchants. Funnel reports allow you to map the journey of a deal within any pipeline, making it easier than ever to spot drop off zones, white spaces, revenue left on the table, etc. 

Real-Life Results: Automation in Action

Consider a B2B merchant selling industrial supplies. Before using workflows, their sales team manually followed up on abandoned carts or on quote requests, a process that took hours each week. By implementing HubSpot Workflows and Deep Data Sync, they automated abandoned cart follow-ups, reducing response times from days to minutes. They also created workflows that included segmenting based on deal amount, encouraging sales rep to reach out only to deals larger than a certain size, in turn, encouraging automation to follow up to smaller deals. This freed up sales rep times and increased closed rated. 

With Quotific, they streamlined quote management, allowing them also create draft orders from within HubSpot, enabling their reps to handle twice as many requests without increasing workload. The result? A significant increase in closed deals within six months.

Take Your Sales Productivity to the Next Level

HubSpot Workflows are a powerful tool for any B2B merchant, but their true potential is unlocked with the right integrations and data. Deep Data Sync ensures your Shopify data fuels automation, while Quotific simplifies quote management, saving your team time and boosting their effectiveness.

Ready to empower your sales team and drive productivity? Start automating your workflows today and see the difference it makes in your bottom line.