Revenue Ops & Automation Blog

Getting your sales team to follow a consistent process and adopt your CRM and sales tools is critical to growing revenue at your company.

Confidence that the leads you generate will be converted into revenue is the holy grail for most executives.

One of the most important parts of your HubSpot lead management framework is your ability to see where each lead is in the sales process. This is key for both accurate reporting and actionable segmentation. 

More specifically, if you're sending a marketing email out and you don't want people who are already engaged in the sales process to get that email, you need to know which of your leads are already engaged with a salesperson.

When you’re using HubSpot to grow your business, you quickly realize how much weight the email address associated with your HubSpot user account holds. Your email address is your login. It is also where you receive all of your notifications, exports, and alerts. 

“Small Marketing Teams” was never meant to be a business name. 

After spending 10 years learning and testing processes for growing business without a big marketing budget or a big team, I wanted to give back to the business community by sharing the systems, process, and tools I have developed. 

So, I launched Small Marketing Teams as a podcast in 2016 to teach people how to increase leads and sales.

Setting companies up to grow by getting more people to buy their products and services is one of the most rewarding aspects of our work at Pipeline Ops. However, when that product or service provides life-changing benefits to people across the world, it takes job satisfaction to an entirely different level. 

Your lead management process must include the following 5 elements:

1. Definitions
2. Process
3. Automation
4. Accountability
5. Reporting

HubSpot and Salesforce are both great CRM platforms.

However, they are very different software products.

This week, I was asked to advise a large enterprise company on the best CRM and customer experience platform for their current and long-term strategies across multiple divisions.

There were over a dozen people on the phone - from IT to sales.

The following experiment shows how using HubSpot’s sales tools correctly can help sales reps redirect 30 hours a month back to selling and building relationships.

If you are under pressure to increase revenue, it can be an awful feeling.

Are you ready to jump head first into the HubSpot CRM or another new CRM?

Maybe you already took the plunge and it is not living up to your expectations.