Our work

Bridging the Gap Between Marketing and Sales

This startup experienced a delayed lead handoff process, leading to missed opportunities and inefficiencies in tracking marketing.

January 6th, 2023

The Journey of a B2B Education Technology Startup

This startup was encumbered by a lengthy lead handoff process, sometimes extending over a week. The disconnect between HubSpot and Salesforce, coupled with manual assignments and lack of automated attribution, was a significant bottleneck.

Aligning marketing and sales is a critical component for accelerating growth. We’ve transformed the lead handoff process, ensuring that opportunities are not just identified but effectively capitalized upon. Our innovative approach is tailored to the unique needs of tech startups, ensuring seamless integration and efficient lead assignments.

Services

Integration, Automation, Sales Alignment

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Solutions

Enhanced Collaboration and Efficiency

We crafted a strategy that seamlessly melded technology and human ingenuity. By fostering an environment where real-time data exchange and automated processes are the norm, we empowered the marketing and sales teams to collaborate effectively.

Streamlining Sales & Marketing Alignment

We introduced a suite of solutions that not only addressed the existing challenges but propelled the startup to new heights of efficiency

Integrated Salesforce and HubSpot

Eliminated silos, ensured real-time data exchange, and enhanced collaborative efforts between marketing and sales teams.

Account-Based Assignments

Revolutionized lead assignments with precision, eliminating duplicates, and ensuring territory alignment.

Automated Attribution

Implemented automated systems to track and attribute contacts to opportunities, enhancing visibility and accountability.

Results

The instantaneous assignment and routing of web leads and the next-day assignment for event leads marked a paradigm shift. Marketing now focuses on campaign development, with clear visibility of contact conversion and deal progression. The clarity in identifying opportunities sourced by marketing versus prospecting has been a game-changer.

The startup now enjoys a streamlined lead handoff process, with marketing and sales working in unison. The clarity, speed, and efficiency introduced have not only enhanced internal processes but have significantly boosted lead conversion rates, driving growth and profitability.

RevPal’s intervention turned our challenges into stepping stones

James T. Kirk
Business Owner

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