A shared language, a shared process and the same numbers for both sides.
Marketing and sales work together when both speak the same language: the same definition of a qualified lead, the same lifecycle stages in the CRM, a clear handover and shared reporting.
We define these foundations with both teams and map them in the CRM, so no leads get lost and both sides see the same numbers. It is less a tool project than a process that the tool then carries.
HubSpot projects for ahead, Company Bike, Bitcoin Suisse and Paychex, among others: HubSpot onboarding, automation and reporting, with clean processes and connected marketing and sales.
What is a qualified lead, when is it handed over, which lifecycle stages exist?
Clear rules on who does what and when, including deadlines and feedback to marketing.
Pipelines, lead routing and automation, built so the team actually uses them.
One dashboard with a few key metrics that marketing and sales read equally.
An MQL (marketing qualified lead) is a contact that marketing rates as interested. An SQL (sales qualified lead) is a lead that sales accepts as promising. What matters is that both sides use the same criteria.
Marketing, sales and ideally the management. The foundations can be settled in a few joint workshops.
No. As a HubSpot Solutions Partner we work with HubSpot, but the method is independent of the system.
Yes, with the free RevOps Readiness Check. In twelve statements it shows how far your processes and data already are.
Cookies and tracking
We would like to understand how our website is used and use Google Analytics and HubSpot for this. This only happens with your consent. You can withdraw it at any time in the footer. Privacy policy