How 3 Teams Connect in HubSpot
HubSpot developed the Inbound Methodology as a way of successfully integrating the 3 core pillars of any organization, Sales, Marketing, and Customer Service, to create delightful customer experiences from beginning to end.
Historically, the customer lifecycle has been viewed as a funnel, with contacts moving downward until they reach the end. The flywheel (circular) concept revolutionizes the funnel by showing the never-ending experience your customers can have with your organization, long past the point of a sale.
Attract – Sales
From managing and tracking ad campaigns and social media, to publishing content and landing pages, HubSpot helps firms attract leads by offering valuable content structured within a carefully planned user experience that encourages the lead to Engage.
Engage – Marketing
Firms must compete to engage with prospects and clients by producing and distributing quality content, such as market reports, educational articles, e-books, guides, blog posts, video, audio, and media appearances.
Delight – Customer Service
Keeping the “delight” stage going is very important as most financial services are extremely competitive with many customers perceiving limited differences in providers and pricing. A differentiated edge can be created using content. The “delight” stage provides customers with information, tools, and services that make it easier to conduct more transactions as well as solidify a client’s loyalty through great experiences.
Common Sales Issue |
HubSpot Feature that Solves Issue |
---|---|
Spending excessive time nurturing leads or having leads slip through the cracks. |
Automate your client communications with customized email messages and follow-ups built into your queue so your leads never miss a message. Let your automated messaging do the work! |
Guessing if a contact opened or engaged with an email. |
Email and document tracking allows you to know the second a lead opens an email and engages with documents. |
Inefficiently going back and forth when scheduling meetings and sales demos. |
Using meeting links, you can quickly allow contacts to book time on your calendar or provide one-click proposed meeting times. |
Causing friction with customers by using outdated payment tools. |
The payments tool helps you digitize payments, accelerate revenue growth, and empower your teams with secure, shareable, one-time and recurring payment links. |
Losing out on deals with unprofessional quotes. |
The deals' function helps you generate quick and polished quotes and send them when your products are top of mind to close deals faster. |
Unsure how you’re performing in all areas of sales. |
Transparent and robust reporting allows your team to process analytics so you can forecast effectively and deliver exceptional results. |
Unable to connect with prospects when away from the computer. |
Keep up with contacts, tasks and deals with the mobile app while you’re on the move or away from your desk. |
Key HubSpot Sales Data Every Team Needs:
While not an exhaustive list, HubSpot provides key data and metrics that can help sales professionals analyze what’s working, strategize and course correct, and optimize results:
Lead Data
- Funnel reports
- Productivity reports
- Template usage
- Document Tracking
- Email opens and clicks
- Meetings booked by rep
Source Data
- Organic search
- Referrals
- Social Media
- Email Marketing
- Paid Search
- Direct traffic
- Other campaigns
- Offline sources
Deal Data
- Deal forecast reporting
- Deal closed vs. goal
- Deal leaderboard
- Deal average time spent
- Deal by revenue amount
Interested in learning about HubSpot Sales Hub plans?
Everything you need to capture leads and turn them into customers.
Starter
Starts at $45/month
2 paid users included.
Free tools with increased limits, plus:
Remove HubSpot branding from:
- Live chat
- Meeting scheduling
- Documents
- 1-to-1 email
Get help fast
- Email and in-app chat support
Professional
Starts at $450/month
5 paid users included.
Starter plus:
Manage Your Growing Team
- Sales analytics
- Teams
- Sales automation
- Record customization
Personalize Your Outreach at Scale
- Email sequences
- 1:1 video messaging
Build Custom Reports
- Custom reporting
Enterprise
Starts at $1,200/month
10 paid users included.
Professional plus:
Customize to Match Your Business
- Custom objects
- Hierarchical teams
Extend Administrative Controls
- Advanced permissions
Coach & Enable at Scale
- Sales analytics
- Playbooks
- Conversation intelligence
- Predictive lead scoring
Hiring a HubSpot Partner Agency like Gate 39 Media might be right for your team if:
- You need help getting set up with a new HubSpot account.
- You need support optimizing an existing HubSpot account.
- Your team lacks the time or bandwidth to function as your HubSpot point of contact.
- Your company is entirely new to the HubSpot CRM or Sales Hub platform.
- A third-party coach with a complete understanding of the platform seems like a helpful way to bring your team together.
- You're committed to getting the most out of your HubSpot investment, but you're not sure where to start.
When working with Gate 39 Media, you can get precisely the help you need. From one-time onboarding session guidance to hands-on service for all your HubSpot team check-ins and training sessions, a partner agency like Gate 39 Media can customize the support that best suits your company's needs.
Onboarding
- CRM Implementation
- Marketing Hub Enablement
- Sales Hub Enablement
- Service Hub Enablement
- Team Training
Marketing Automation
- Lead Scoring
- Conversion Path Development
- Lead Nurture Drips
- Blog RSS Newsletters
- Template Development
Sales Enablement
- Lead Handoff + Rotation
- Prospecting Alerts + Optimization
- Personalized Email Nurture Sequences
- Sales Document Libraries + Tracking
- Deal Pipeline Builds + Automation
Portal Audits
- Data Integrity
- Campaign Effectiveness
- Email Marketing Strategy
- Lead Funnel Optimization
- Privacy + Consent Compliance
Service Automation
- Live Chat
- Automated Chat Bot Setup
- Ticket Pipeline Build + Automation
- Support Request Workflows
- Knowledge Base Builds
Integrations
- Salesforce + HubSpot
- Zoom Webinars
- Auto-Dialers
- LinkedIn Sales Navigator
- Custom API Connectors
Qualities to Look for in an Inbound Marketing & HubSpot Partner Agency
If you need to build brand awareness, generate leads, convert leads to sales, and strengthen customer satisfaction, here are 11 habits of a highly effective Inbound Marketing & HubSpot Partner agency that you should know:
An Inbound Marketing & HubSpot Partner Agency
that successfully serves businesses will…
-
Offer the Right Services
Hire a marketing agency that delivers the inbound services that matter the most.
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Presents a Clearly Defined Delivery Process
Hire an agency with a solid, proven, and logical plan of attack.
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Conducts a Goal-Oriented Sales Process
A marketing agency's pitch should be tailored to your business’s specific challenges and goals.
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Maintains a Website Optimized for Inbound
Hire a firm that can cite itself as a case study.
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Presents Compelling Case Studies
Hire an agency with compelling examples of their Inbound Marketing prowess.
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Showcases Their Specific Areas of Focus
Your agency should specialize, not generalize.
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Teaches and Trains Your Internal Team
Hire an agency that knows how and wants to leverage your team’s industry expertise.
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Key Capabilities Reside Either In-House or With a Trusted Partner
Hire an agency that can explain how it does what it does.
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Possesses Strong Project Management Skills
Inbound Marketing is a serious production and the marketing agency you hire should want to run the whole show.
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Places an Emphasis on Measurement
Agencies that measure everything succeed faster.
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Values Transparency
Your marketing agency partner should want you to see everything that they see.