Aligning Marketing and Sales with HubSpot: A Smarter Way to Drive Growth
By using HubSpot Enterpise Platform, our Customer have been able to align their marketing and sales efforts. Enabling employees across customer facing processes better control on customer data and more efficient workflows.
Markedspartner assisted a nordic IT-security company in implementing several processes accross their marketing and sales efforts such as:
- A lead management process including lead scoring and automatic handover to sales. This helping the Customer to align the marketing and sales team. As well as becoming more data-driven in their decision making.
- Team and user structure giving sales a hierarchy for handling user access as well as reports based on user and teams.
- Implemented Line Item Revenue Analytics together with user and team goals, giving a much more accurate forecast than previously.
- Implemented business rules for using HubSpot with associated Quality Assurance reports. Enabling sales user to have a clear expectation on CRM-usage as well as better follow-up of missing data/logging.
- Giving across team user training to enable user to be confident to work in compliance with new business rules
In result giving the marketing more control over what drives quality leads, and the sales team a more structured way of working in HubSpot, resulting in better forecasting and reporting.
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