We love inbound marketing, but as much as it pains us to say it, inbound isn’t everything. Your company’s performance not only depends on an awesome marketing team, but also on an awesome sales team armed with an even more awesome process for closing all the fantastic leads you bring into your website -- not to mention all those business cards you collect at industry events.

Sales and marketing need to work together to make sure the right technology tools and the right processes are in place so that sales teams have the support they need to be successful, and marketing leaders get the data they need to know what’s working.

It sounds pretty simple when you put it like that, right? Well it is… kind of.

Whether you’ve been in business for decades and need to completely overhaul your systems or you’re an emerging company looking to lay the right groundwork, we’ve been there. We can help you avoid the mistakes we’ve seen more than a few companies make.

We Are HubSpot CRM Experts

It’s important to know your strengths as well your weaknesses. We’ll admit it, we’re probably not experts at implementing every CRM, but we are HubSpot experts.

If you’ve already chosen the HubSpot CRM, or if you’ve narrowed it down and want to know why and when we recommend it, please give us a call. We know Salesforce CRM, and often help clients align HubSpot and Salesforce CRM systems or troubleshoot connection issues. We’ve also migrated clients off homegrown CRM systems, Zoho CRM, and ACT, so we’re familiar with the pros and cons of many systems available to you.

Here are some very specific ways we can help:

HubSpot CRM Implementation

We work with organizations to lead or supplement the HubSpot CRM onboarding process to provide a thorough and custom experience with your CRM implementation. We can help you with everything from on-site, one-on-one training to consulting on the best practices in implementing custom fields for your business processes. We can help you:

  • Define deal stages and set up custom fields
  • Initial CRM data migration support
  • Lead routing and notification configuration
  • Custom report building
  • Custom views and processes for sales teams
  • Ongoing CRM maintenance and support
  • On-site HubSpot CRM sales team training

Sales Enablement

Let’s make your marketing team the superheros they already are by delivering all the great sales assets that help close leads. From powerful case studies to beautiful sales decks, our team can help yours look professional and polished.

  • Email template creation and optimization
  • Sales brochures, folders, branded giveaways, and collateral design
  • Branded and customizable sales presentation slide decks in PowerPoint or Google Slides
  • Case study creation
  • Prospecting automation with one-click meeting links
  • Tradeshow and webinar lead follow up strategy and execution
  • Implement live chat (either through HubSpot, Olark, or Drift)

Sales and Marketing Alignment

Aligning the marketing and sales teams within your organization is easier with shared understanding. That starts with shared definitions on your sales process and stages. We can help document these with your team to ensure everyone is operating from the same playbook.  

  • Create ideal buyer personas
  • Define MQLs, SQLs, and opportunities
  • Define lead stages

Collaboration with B2B Sales Appointment Setting Companies

In addition to the specific services above, we also work well with other sales agencies who may already work with your company.

For example, if you’ve hired a B2B sales appointment setting service, we can collaborate with them to ensure they have the right Lead Stages in your HubSpot CRM, that they know how to use specific features of the HubSpot CRM, or that they have help to implement email or paid social media nurture campaigns for groups of leads they’re calling on your behalf. We can help you get more out of your relationship with your sales agency and improve the overall effectiveness of your B2B agency relationships.

If you're not using a B2B sales agency, we'd also be happy to make introductions to our preferred partners:

Featured Partner:
MarketLauncher

Founded in 2001, MarketLauncher is a boutique firm that provides lead development, market research, and prospecting services to technology companies and professional service firms. MarketLauncher works with companies that offer complex products and services aimed at high-level decision makers, when sales success requires a consultative approach.
Learn more at marketlauncher.com.

Featured Partner:
Gungho Marketing

Founded in 2007, Gungho Marketing is based in the UK and focuses on regtech and fintech lead generation. The name Gungho reflects their no-holds-barred, enthusiastic, and determined approach to business discovery.
Learn more at gunghomarketing.co.uk.

Want to Learn More?

We’re looking forward to talking with you about implementing the HubSpot CRM for your business.

We structure our client relationships as short-term pilot programs, discreet one-off projects, or ongoing retainers to help manage your CRM. Just fill out the form and we’ll schedule some time to talk with you about your specific needs!