Try the FREE HubSpot CRM: Log Draft Order Emails Alongside All Emails Automate Sales Followup Emails: Allows your rep to send the reminder messages they want without them having to remember to circle back or manage 50+ "to-do" tasks for followup.Eliminate Lost Time of Tool-Switching: Keep all prospect correspondence in one place, inside the sales CRM.This allows you to pull two major productivity levers to boost sales: We've built Quotific to solve these problems above and allow reps to generate and send Shopify Draft Orders without ever leaving HubSpot CRM. There's an app out there to remind the REP of outstanding draft orders, but this doesn't take work off the rep's plate by sending those reminders to the prospect on their behalf. Shopify does NOT have any way to automate additional email followup beyond the initial invoice email. Did you have any questions about ordering?", with a link to the Draft Order is a critical step.īut this step too often gets missed when managing a healthy deal pipeline.īelow is an example HubSpot report showing how a sales rep can manage their reminder automation from a high-level: Sending a simple reminder followup for Draft Orders like, "Hope you've been well. #3: Shopify Doesn't Send Email RemindersĪ sales rep is busy, possibly managing between 20-100 leads at once. This creates internal friction for creating quotes when it needs to be easy for a rep to present options for a prospect to buy, right now. It also requires them to go back to check on Draft Orders in Shopify and break the flow of their work. When it comes time though for a sales rep to send the invoice, Shopify's Draft orders require them to leave their "home" of CRM and email and go into Shopify to build the order. Shown above, HubSpot is an amazing CRM tool that allows reps to send emails from their native Gmail/Outlook tool, or they can send all emails, log notes, and make calls through HubSpot, itself. #2: Reps Waste Time When Switching SystemsĪ good CRM will create a unified record of all prospect correspondence and make it easy to see data no matter where they're at: Sending an order invoice without tracking data is one of the worst situations a sales rep can put themselves in after spending days (or weeks) helping a prospect via email or phone to close the sale. But once your rep sends that Draft Order invoice, they're pretty much left in the dark without information they need to take action. Your rep might have CRM notes, email chains, and call logs of everything leading up to that point.
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