In a fast-paced sales environment, efficiency is key, and even minor manual tasks can add up to significant time costs. One of those tasks is deal replication in HubSpot, where teams often have to re-enter the same deal info again and again. Automating this process can save time, reduce mistakes, and make things easier for everyone involved.
In this article, we’ll go over some common ways automation can help with deal replication in HubSpot and show how tools like CloneNer by 4crms make sales workflows smoother and let teams focus on closing deals.
📌 What do you mean by deal replication?
Deal duplication in HubSpot means making a copy of an existing deal, including its main details and sometimes any related contacts or companies. This is helpful when sales teams need similar deals, like for repeat customers, contract renewals, or setting up new deals with similar info. Instead of re-entering everything from scratch, deal duplication lets teams quickly copy the information, saving time and keeping everything consistent.
This feature is especially useful for businesses that handle regular transactions or long sales cycles, as it simplifies deal setup, reduces mistakes, and helps sales teams focus more on managing and closing deals.
📌 Benefits of automating deal replication & key tools needed
Automating deal replication in HubSpot has several key benefits that make work easier and more efficient for sales teams:
- Saves time & reduces errors
Automation quickly copies deal details, saving reps from manual re-entry and reducing the risk of mistakes or missing information. - Ensures consistency & accuracy
By automating, all deal details remain consistent, which is especially useful for complex sales cycles where accuracy is key. - Boosts sales efficiency
With repetitive tasks handled automatically, sales teams can focus more on top-priority tasks like building relationships and closing deals.
Automating deal replication in HubSpot streamlines processes, keeps data consistent, and helps teams work more productively.
📌Real live-base used-cases of deal replication with the help of the CloneNer app
CloneNer makes deal management easier by helping with tasks like renewing client contracts, managing several projects, and training new sales reps. No matter if you work at a small startup or a bigger company, seeing these examples will show you how CloneNer can change the way you handle deals. Let’s explore these situations to understand how CloneNer can help different teams and boost overall business performance.
1. Sales Teams
👉 Managing recurring or renewal processes
Scenario: A sales team in company X needs to manage client recurrings/ renewals efficiently to reduce time spent on repetitive data entry and ensure all renewal details are correctly transferred.
Use Case: CloneNer streamlines renewals with two options: manually duplicating initial deals to transfer key details or using auto rules to automate deal duplication at specific renewal stages. This hands-off approach saves time, letting teams focus on client relationships instead of repetitive tasks.
👉 Renewing client contracts
Scenario: A SaaS company is nearing the end of subscription periods for several clients.
Use Case: Sales reps use CloneNer to quickly copy existing deals, keeping all the important details for each client. This saves time on data entry, allowing them to focus on building relationships and ensuring smooth contract renewals.
👉 Adapting deals for different regions
Scenario: An international company has different prices for various regions.
Use Case: The sales team uses CloneNer to copy deals for similar products in different markets, easily changing prices and terms while keeping the main deal structure intact.
👉 Bulk updates for pricing changes
Scenario: A company decides to raise prices on a product line and needs to update existing deals.
Use Case: The sales manager uses CloneNer to quickly copy and update multiple deals at once, applying the new prices. This reduces manual work and ensures all deals reflect the latest pricing.
2. Customer Support Teams
👉 Transitioning to new service packages
Scenario: A service provider is launching a new service package that is similar to the old one.
Use Case: Customer support staff use CloneNer to copy deals from the old package, keeping the previous terms. This helps them manage customer relationships effectively during the transition.
👉 Improving client follow-ups
Scenario: A real estate agency has multiple property listings for clients.
Use Case: Agents use CloneNer to copy deals for clients interested in similar properties. This helps them stay organized and follow up more efficiently.
👉 Passing ticket information between departments
Scenario: A ticket needs to be transferred from the Customer Care department to the Support team (or vice versa).
Use Case: The CloneNer app allows managers to quickly duplicate existing tickets, ensuring all key details are seamlessly transferred. It retains associated contacts and deals, giving the receiving department the full context of the ticket. Users can easily customize ticket details, assigning it to the right team member or adding notes specific to the new department. This streamlines the process and helps teams address issues more effectively.
3. Project Managers
👉 Handling multiple similar projects
Scenario: A marketing agency is working with several clients on similar campaigns, like social media management.
Use Case: The project manager uses CloneNer to duplicate deal templates from the first client. This keeps everything organized and consistent, making it easier to manage different projects.
4. Business Analysts
👉 Data Consistency for Analysis
Scenario: Business analysts need accurate data to study sales trends and performance.
Use Case: Analysts use CloneNer to ensure all replicated deals are consistent, making it easier to gather information and analyze data effectively.
📌 Step-by-step guide to setting up deal replication in HubSpot
1. Locate the Deal You Wish to Copy
Start by logging into your HubSpot account and navigating to the “Deals” section. Find the deal you want to replicate and open its details.
2. Utilize the CloneNer App for Simple Duplication
On the right side of the deal record page, look for the "Duplicate Deal" option. Clicking this will bring up a pop-up window that features the CloneNer workspace.
3. Modify Deal Information
- Enter a New Deal Name: Create a unique name for the duplicated deal to differentiate it from the original.
- Choose Pipeline and Stage: If you wish for the new deal to be placed in a different pipeline or at a specific stage, you can adjust these settings at this point.
- Keep Associations: Decide which associations—like contacts, companies, and notes—you would like to carry over to the new deal.
4. Finalize and Create the Duplicate
After adjusting all necessary details, click the “Clone Deal” button. You’ll see a confirmation message that the new deal has been successfully created. You can click the link provided to view your duplicated deal.
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