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Sales and Marketing Alignment

Learn to work in 
harmony across 
functions

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Sales And Marketing Alignment

Getting your Sales and Marketing teams in sync doesn’t have to be a pipe dream: it’s the key to successful
campaigns, better lead conversions, and faster closes.

Book Consultation

Deliverables

Deliverables

Lead Scoring (Sales/Marketing Alignment)

Lead Scoring

Define qualification criteria and rules to establish an effective lead scoring system, so that leads are qualified properly before they’re passed to Sales.

Notifications (Sales/Marketing Alignment)

Notifications

Make sure the right tasks get delivered to the right team members to optimize the lead nurturing and conversion path.

Lead Flows (Sales/Marketing Alignment)

Lead Flows

Create customizable website pop-ups which prompt visitors to engage and click through to content offers appropriate to their lifecycle stage.

Prospect Tagging (Sales/Marketing Alignment)

Prospect Tagging

We help you to manage your lead pipeline and deal flows, enhanced by custom contact properties that will help your team to identify, categorize and find prospects easily within the CRM.

Analytics (Sales/Marketing Alignment)

Analytics

Track your team’s activity, usage and responsiveness in real-time and build in continuous improvement as your buyers and their journeys evolve.

Dashboards (Sales/Marketing Alignment)

Dashboards

Report summaries, alerts and customized dashboards help you measure and analyze conversion/funnel performance.

process

Process

Planning

Your journey with Learners starts with us getting to know your team and business during a defined onboarding period. From there, we develop a project plan and kick-off that provides a clear understanding of roles, responsibilities, and timelines.

Planning (10)

Discovery

We start with learning more about how your marketing and sales teams currently work together, with a particular focus on bottlenecks in your pipeline. With an understanding of all the details, we align on the goals and expectations for your project.

Discovery (10)

Configurations

We set up all the elements required to ensure there is a smooth hand-off from your marketing to sales team, ensuring any bottlenecks are flagged and actioned so that no prospect is left behind.

Configurations (1)

Training

We set up your marketing and sales teams for success by making sure they understand everything the HubSpot platform has to offer, ensuring they are able to get the most value of your CRM investment.

Training (4)

pricing

Pricing

For a custom pricing plan that’s right for your business, contact our team.

Frame 15 (2)

Client Testimonials

Learn from our
RevOps
Unite your sales, marketing, and customer success functions.

Financial services companies need to embrace the potential of RevOps (revenue operations) for streamlining their business and boosting profits. From “single source of truth” databases to personalization and AI, RevOps gives your revenue teams the tools and training they need to get the most from the entire customer lifecycle

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Sales Enablement
Make your sales team dramatically more efficient and effective.

“One size fits all” sales messaging simply isn’t good enough anymore. Financial services companies need to reevaluate the people, processes, and technologies of their sales team from top to bottom. Today’s financial services sales teams need a modern, streamlined approach to sales enablement.

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Data Driven Marketing
Get the most from your enterprise data with cutting-edge insights.

Eighty-three percent of financial services executives say that data is their firm’s most strategic asset. So how do you process and refine your raw data for smarter data-driven decision-making? To overcome challenges such as data silos and long sales cycles, marketing teams in financial services need the right people, processes, and technologies in place.

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Reimagining Customer Service
Find out how AI and machine learning can transform your business.

AI and machine learning applications like automated fraud detection, chatbots, and robo-advisors promise to shake up the financial services industry. To stay ahead of the curve, businesses need to embrace the radical possibilities of these new technologies.

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Operations Hub
Learn how to deploy HubSpot’s CRM for your RevOps needs.

Despite the supposed benefits of digital transformation projects, many financial services companies are falling behind. Your business needs help to beat the odds from HubSpot’s Operations Hub CRM software. Operations Hub can help with everything from enriching your customer data to building automated data workflows.

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Operations Hub Enterprise
Learn about HubSpot’s CRM platform for reimagining your customer data.

HubSpot’s Operations Hub software helps streamline and centralize your customer-facing data and processes. With the Operations Hub CRM, you can delight your clientele and turn them into happy customers for life.

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