Close more deals by knowing why customers are buying from you on HubSpot

Closing deals and having clients buy from you is great.

It really is.

But why are customers making that decision? What is it about your service or product that makes them want to purchase it?

As a Sales leader, you need to be on top of the conversations your team has with clients to coach them into closing more deals. Not knowing the WHY behind a purchase may be the difference between your team communicating in an aligned and convincing way and communicating far from the target and failing to close the deal.

In this article, we will delve into how you can use AI to give you insightful reports on why customers are purchasing your products/services, so you can align how you communicate your message.

Knowing the why helps you close more deals

Knowing why customers buy your products or services provides you with rich information.

If you know what attracts them or interests them in your offer, you can adjust your sales and marketing communication to better fit customers who actually buy your product.

This means, no more guessing or trying to convince of generic benefits. You now know what makes or cuts the deal for them. Your sales team can make better arguments and more aligned pitches.

Have AI Agents tell you the why

You do not have to go through the trouble of going through a conversation, analyze it, and find the insights you are looking for. Not anymore.

With the help of AI Agents you can sit back and have solid information about why your customers buy from you within seconds. 

You can use the time you save to coach your team for even better results.

Receive a report after a closed deal within minutes

With Updatemate.ai, you can set up an agent in 3-easy steps:

Connect to HubSpot

Creating a source only takes a few clicks. Create a new data Source, select HubSpot as the app, then click “Connect to HubSpot” and choose your HubSpot account.

Set you (and perhaps others?) as recipients

Create a new Destination, select email, and type the emails you want to send your insights to. This group can be re-used across several agents.

Create your personal AI Agent

Now it is time to put it all together into your real AI agent.

Add a new agent and give it a name, description, and icon - e.g. “Reasons for buying from us”.

Select your agents' properties:

• Work schedule – Do you want this report on Friday afternoon, Monday morning, or at the start of the month?

• Set the destination to the email group you created.

• Pick your AI model – which works like a brain. Some models are cheap but not the brightest, others are smart but more expensive (still a fraction of the cost compared to humans doing the same work).

Next, pick what data sources your agent should work on. Select the HubSpot conversations you created. If you have other customer support or review data sources, you can add those as well.

Now you only need to tell it what you need it to do (the prompt). Use plain English. For closed deals insights, we really like this prompt:

I’m a leader in sales and want to know why our customers buy from us. What are the main reasons they buy specific products and services from us?

For each closed deal, do a breakdown based on the customer conversations and give the best reason for why they made their purchasing decision:

- List the customers and give a title and a short description of what they purchased.

- Then - based on the customer conversation - argue why they purchased.

- List key quotes from customers for making their purchasing decisions. If the quote is not in English, provide an English translation after the quote.

Click the play button and your agent will load your data and do its analysis. When it is done it will redirect you to its full report.

Delegating to AI is like delegating to humans - you need to be clear and concise. Don’t be afraid to tweak and adjust your prompt so you get exactly the results you want.