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Sales + Marketing Alignment:
Breaking Down Silos for Success
#CLEHUG
Cleveland HubSpot User Group
Dia
Dalsky
@DiaDalsky
Sam
Brenner
@SamJBrenner
consultant, PR 20/20
business development lead
senior consultant, PR 20/20
leader, Cleveland HUG
Steve
Zavaski
@SZavaski
senior account executive, HubSpot
Special HubSpot Guest
• Based Out Of Boston
• Direct Sales – Cleveland,
Columbus, & Toronto
• HubSpot Updates
• Sales + Marketing Alignment
• Discussion + Q&A
• 3 Takeaways
• Networking
Agenda
#CLEHUG
• 30-Day Free Enterprise Trial
• Sitemaps + Advanced Menus
• Blog Post Analysis Dashboard
• CRM Permissions
• Property Settings Page Redesign
• Salesforce Integration Updates
• COS Site Pages + Campaigns
• Sales Platform Updates
• INBOUND Tickets — ClevelandHUG15 Code $50 discount
HubSpot Updates
#CLEHUG
What’s new in the HubSpot community?
March 2015 Updates| April 2015 Updates
Sales + Marketing Alignment:
Breaking Down Silos for Success
#CLEHUG
Zero Moment of Truth
#CLEHUG
Source: Chiefmartech.com
the customer journey does not follow
a linear path defined by marketers
@paulroetzer www.pr2020.com#CLEHUG
Convergence of Sales, Marketing + Customer Service
#CLEHUG
How do we align sales
and marketing?
#CLEHUG
#CLEHUG
Create a seamless
experience + delight
#CLEHUG
How do we achieve Smarketing?
#CLEHUG
• Create the narrative.
• Align strategies.
• Clearly communicate goals and KPIs.
• Maintain consistent collaboration and communication.
• Rely on data.
Sales and Marketing
with HubSpot
How to Unify
#CLEHUG
Unite Your Sales & Marketing
#CLEHUG
• Weekly meeting to review goals and current lead volume &
quality
• What types of collateral make a lead good or bad?
• What questions on forms are good barometers?
• Expectations for lead follow-up by Sales
• Top reasons a lead doesn’t close?
• What can Marketing do better to help Sales?
• Service Level Agreements
Service Level Agreement (SLA)
#CLEHUG
A Formal commitment between Sales & Marketing to meet
shared goals for revenue growth. It’s a two-way process.
Service Level Agreement (SLA)
#CLEHUG
Marketing
Commits to delivering a certain quantity and quality of leads
to help the sales team meet its quota.
Service Level Agreement (SLA)
#CLEHUG
Sales
Commits to follow up on those leads in a timely manner, and
to make a specific number of contact attempts before
abandoning the lead.
Marketing Qualified Leads (MQL’s)
#CLEHUG
• Handoff point between marketing and sales
• Every company’s definition of an MQL will vary
• A good fit for your company
Examples:
• Downloaded a buyers’ guide
• Downloaded a product spec sheet
• Lead score over…
Sales Qualified Leads (SQL’s)
#CLEHUG
• Leads Sales has accepted from Marketing
• Every company’s definition of an SQL will vary
• Ready to talk to a salesperson.
Examples:
• Requested a demo
• Requested a consultation
• Lead score over…
Lead Intelligence
Lead Revisit Notifications
#CLEHUG
Prospects - Why It’s Awesome
Every day, 98% of your site visitors end up leaving without converting into a lead.
• Who are these prospects?
• What originally attracted them to your site?
• Acquire critical information about what content is bringing companies in.
• For marketers, this means knowing what content attracts the best types of prospects.
• For sales, this means knowing more about a company before making a call.
Lead Scoring
Marketing Automation - Workflows
#CLEHUG
HubSpot CRM
HubSpot Sidekick
#CLEHUG
The Complete Guide to Unifying
Your Sales + Marketing Efforts
Free Ebook Download:
http://offers.hubspot.com/unifying-sales-and-
marketing
Sales + Marketing Alignment:
Q&A
#CLEHUG
Sales + Marketing Alignment:
Key Takeaways
#CLEHUG
#CLEHUG
The customer
journey has
changed…so should
your approach to
marketing and sales
alignment.
Takeaway #1:
#CLEHUG
Consistent
communication and
collaboration is
crucial to sales and
marketing success
Takeaway #2:
#CLEHUG
Marketing
automation tech
will help unify your
sales and marketing
activities
Takeaway #3:

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Sales + Marketing Alignment: Breaking Down Silos for Success

Editor's Notes

  1. According to Google’s Zero Moment of Truth the customer journey is in perpetual motion. Consumers research before they buy and this journey of search is undefinable. Today, 90% of consumers’ daily media interactions are screen-based, and screens are multiplying. Once there was only television, now there are phones, tablets and even refrigerators with content displays.
  2. Customer journey includes multiple channels of information, various touch points and independent research long before they reach your sales team. Marketers are in a unique position to design this experience and facilitate a seamless transition to sales ONCE the lead has qualified itself.
  3. Accenture report survey of CMOs—indicates recognition of a need to converge sales, marketing and customer service functions. How do companies realize this need w/in traditional organizations? How can your team break down existing silos to operate in a more effective, efficient and mutually beneficial way?
  4. Sales and marketing alignment is most critical in the close phase, where marketing can most effectively hand-off qualified leads to sales, so that they can be closed into customers. Without sales and marketing alignment, a significant number of your leads will likely wither away and never become customers.
  5. Discuss to convergence of sales and marketing to create a more intelligent structure, strategy and business goals = smarketing
  6. Combining them, redefining them. Come to the table with ideas and start from there.
  7. Outline outbound sales and marketing methodology / best practices.
  8. Outline outbound sales and marketing methodology / best practices.
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  14. Outline outbound sales and marketing methodology / best practices.
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  17. Outline outbound sales and marketing methodology / best practices.