Sales Technology Support
Inbound sales is a personalized, helpful, modern sales methodology. Inbound salespeople focus on their prospect’s pain points, act as trusted advisors, and adapt their sales process to the buyer journey. Services supporting the inbound motion consist of: foundational services, CRM implementation services, sales enablement services, and sales coaching services.
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Foundational
CRM Set-up
This service is where you implement the HubSpot CRM to help manage and analyze customer interactions and data throughout the customer lifecycle.
HubSpot Products to Deliver Service:
❏ Sales Hub
❏ HubSpot CRM
Technical Implementation
Integrate communications and operations between sales and marketing teams. This carries over from your marketing services, where you will now close the loop.
Reporting Set-up
Setup dashboards and reports for tracking progress and performance.
CRM Implementation Services
Custom Fields and View Creation
Setup custom fields and views tailored to company needs. These are properties store information about a contact, company, deal, or ticket.
Deal Stage Setup
Set up deal stages for the proper
process in place to move prospects further along the buyer journey to becoming a customer.
Data Import and Cleansing
Import data to the HubSpot CRM and export all
current records from their current system and import into HubSpot.
Integrations Setup
Develop or facilitate integrations with additional tools and technologies.
CRM Ongoing Optimization
Continually optimize CRM to ensure that records are accurate and updated.
Sales Enablement
Setup Conversations
Setup the Conversations feature within HubSpot. You can use the conversations inbox to manage your team’s email inbox and targeted messages all in one place. Connect live chat, bots and team inbox.
Setup Workflows and Automation
Set up workflows and automation, which relies on triggering relevant and timely actions based on context.
Reporting Dashboard Setup
Set up the reporting dashboards for you client so teams can visualize marketing, sales and services initiatives.
Sales and Marketing Funnel Analysis
Analyze sales and marketing performance and look for opportunities to optimize each section of the funnel.
Email Template Creation
Create the email templates that your client’s sales team would use for various stages of the sales process. This will allow them to spend less time re-creating the same email over and over, saving time.
Sales Document Creation
Build a library of helpful sales content for your entire team. Have the ability to share documents right from GMail or Outlook inboxes and see which content closes deals.
Sequence Creation and Optimization
Building out of email sequences for the sales team to use to automate follow-up emails, saving them time and personalizing their
prospecting at scale.
Case Study Creation
Create customer case studies to use at various stages of their sales process to show proven-value. You’ll want to create these often and build a library that encompasses the right use-cases, industries and products.
Sales and Marketing Alignment
MQL and SQL Definition
define what constitutes as an MQL (marketing qualified lead) versus an SQL (sales qualified lead). This service is critical to sales success, since it’s the handoff point between marketing and sales.
Sales and Marketing Goaling
Collaborate to align around SMART goals for sales and marketing that you will eventually track against.
Sales Content Assessment and Optimization
Audit the sales content being used by your client. Is the content up to date? What needs to be optimized? What needs to be created? Asking these questions will help you identify the gaps in your sales enablement strategy.