How We Automated Sales Ops Processes for Quicker Speed-To-Lead

THE SOLUTION

Custom-Built HubSpot Auto-Assignment Sales Workflow

Creating custom solutions is second nature to Brafton. Building an effective auto-assignment solution requires extensive design, configuration and testing to reach a result we’re proud of — and can offer to clients as well.

Here’s how we did it:

• Getting the Ball Rolling: We set up HubSpot Meetings, integrated Apollo for data enrichment, connected our phone system for call steps and aligned everything with HubSpot sequences.
• Creating Sequences: We built custom sequences for each Sales Account Manager to ensure tailored outreach.
• Designing Workflows: We mapped a workflow to replicate the old manual process while automating each step — including property updates, meeting checks, alerts and lead object associations.
• Testing: We extensively tested the workflow using early leads to identify and resolve issues and ensure all qualified prospects were correctly processed.
• Ongoing Refinements: Since launch, we have continued to make adjustments to address specific scenarios and ensure seamless operation.

“The goal was to increase efficiency and reduce the time between a prospect’s form submission and the first sales outreach,” Manuela Moreno, Sales Operations Executive at Brafton, explained. “By automating the process, we sought to improve response times and enhance the prospect experience.”