SDR Followup
New Lead Assignment
When a new lead comes in on HubSpot, be it from a Form Submission or through LinkedIn Ads, Sidekick will alert the right people on Slack.
Data Hygiene
Meeting Update
When a sales meeting ends, Sidekick will message the meeting organizer on Slack with relevant properties they need to update.
SDR Followup
SDR Weekly Recap
Sidekick will keep a track of all the leads that have come in and send a weekly report to each SDR. Ensure that no lead falls through the cracks.
Snapshots
Report Snapshots
Sidekick can send you a snapshot on your most important metrics right in your Slack. Be it lead reports, weekly deal activity or team's input metrics.
Data Hygiene
Stale Deals
Sidekick will keep a track of all the deals and message you when a deal's close date passes. You can choose to push the close date or Close the deal.
Sales Process
Win Room
Sidekick will create a channel and post all the Sales updates in that channel. Show you appreciation by celebrating wins, both small and big!
AE Workflows
Deal Channel Creation
When a new deal is created on HubSpot, Sidekick will setup a Slack channel and add relevant people to it. This channel can serve as a war room.
Follow up
Deal Workflows
Create Deal specific workflows like weekly planned activity at the start of the week. Or critical property update notifications sent to the channel.
Coming Soon
Sales Process
AE Alerts
Create alerts for specific property updates. Need you people to add some context to a Close Date being pushed? Setup alerts with specific Call to Actions.
Coming Soon
Data Hygiene
Deal Close Date Missing
Deal data hygiene is important! If you're seeing that the deals in your HubSpot CRM are not being updated with a Close Date, use this Sidekick workflow to bring the list in Slack.
Get Your Team a Sidekick
Create an account and take Sidekick for a spin.
No strings attached, no commitment, no credit card required.