Sales Service

SALES SERVICES

Organize, optimize and align your sales process.

Most small businesses want to streamline sales as much as possible, but many don’t have a solid, automated sales process in place. We help startups transform their sales strategy and enable them to sell more.

Sales Foundation

Set up HubSpot CRM to centralize data and increase visibility

Connect your HubSpot CRM to the HubSpot Sales tools and configure CRM settings, including importing contacts, companies and deals. Together we’ll create customer properties to help you store your data efficiently. We’ll also help you install the HubSpot Sales email extension so you can get real-time notifications about who is engaging with your communications.

HubSpot CRM training to increase efficiency across your team

Share best practices on how to use the CRM, discuss team adoption techniques, and educate you on how to leverage the CRM’s many features.

List generation to start marketing faster

Build a list of ideal buyers to sell and market to (if you do not have a contact list, or if your list is 300 people or less).

Customized sales process to automate for an efficient cycle that boosts revenue

Build deal stages, follow-up workflows, sales scripts, and more to create a sales process that unique and tailored to your business.

HubSpot + Salesforce integration for effortless communication between systems

Connect your Salesforce CRM (if you use it) with HubSpot for seamless communication. For more information on HubSpot integrations, go here.

Sales Enablement

Determine a clear sales message to connect better with buyers

Discuss your buyers and the goal of your business and product or services, then decide on messaging that resonates. Then we’ll create your foundational sales materials (e.g., features and benefits sheet; case studies; pitch deck).

Build customized dashboards that engage stakeholders of all levels

Tailor your sales dashboard so that everyone from sales executive to CEO can easily find and leverage the information they need, including sales calls, scheduled meetings, deal pipeline, closed deals and more.

Automate your process with sales email templates, workflows, sequences, and more to increase sales efficiency

Improve sales team productivity by building ready-to-send email templates, creating nurturing opportunities through automated sales email sequences, and setting up workflows that notify you when leads want to connect. All of this moves unnecessary admin time off of your sales team’s plate and allows reps to focus on what they were hired to do… sell!

Create a meetings calendar link to streamline sales scheduling

Set up an easy-to-schedule meetings link that allows prospects to book time directly on your calendar without the hassle of back and forth emails.

Set up the conversations tool increase website visitor conversions and save time

Set up your conversations “inbox”—an area where you can communicate with site visitors who have real-time questions, create and manage support bots that proactively address questions for your customers so you don’t have to, and receive general sales or support inquiries so you can assign them to the right team members and keep all teams running effectively.

Sales + Marketing Alignment

Sales/Marketing service level agreement (SLA) that supports a strong internal lead generation process

Establish a Sales/Marketing SLA so that both teams have clear goals and expectations. This helps the teams work in tandem with each other, not in opposition.

Building buyer personas to help your teams understand your top customers better

Create semi-fictional representations of your ideal customers. This helps us send targeted emails that convert your leads!

Set up lead scoring to ensure lead quality

Set up a system that grades leads on their demographics and interactions with your marketing so you receive the most qualified, warm leads.

Lead quality feedback loop set up to tweak the process as needed

Establish a lead quality feedback loop to confirm that lead scoring is (or isn’t) consistently providing quality leads, and make adjustments as needed.

Beyond Onboarding

We continue to tweak the process, roll out any new recommended strategies and best practices to you, and work with you to make sure you’re as effective as possible, including:

  • Building out additional sequences, templates, workflows and more to save time and nurture your leads
  • Reviewing MQL results on a regular basis to ensure you’re reaching the right leads at the right time
  • Building out additional buyer personas to better identify your leads goals, motivations and challenges
  • Assisting with lead research to add more time to your day
  • Ongoing training for new sales team members
  • And more

Sales Foundation

Set up HubSpot CRM to centralize data and increase visibility

Connect your HubSpot CRM to the HubSpot Sales tools and configure CRM settings, including importing contacts, companies and deals. Together we’ll create customer properties to help you store your data efficiently. We’ll also help you install the HubSpot Sales email extension so you can get real-time notifications about who is engaging with your communications.

HubSpot CRM training to increase efficiency across your team

Share best practices on how to use the CRM, discuss team adoption techniques, and educate you on how to leverage the CRM’s many features.

List generation to start marketing faster

Build a list of ideal buyers to sell and market to (if you do not have a contact list, or if your list is 300 people or less).

Customized sales process to automate for an efficient cycle that boosts revenue

Build deal stages, follow-up workflows, sales scripts, and more to create a sales process that unique and tailored to your business.

HubSpot + Salesforce integration for effortless communication between systems

Connect your Salesforce CRM (if you use it) with HubSpot for seamless communication. For more information on HubSpot integrations, go here.

Sales Enablement

Determine a clear sales message to connect better with buyers

Discuss your buyers and the goal of your business and product or services, then decide on messaging that resonates. Then we’ll create your foundational sales materials (e.g., features and benefits sheet; case studies; pitch deck).

Build customized dashboards that engage stakeholders of all levels

Tailor your sales dashboard so that everyone from sales executive to CEO can easily find and leverage the information they need, including sales calls, scheduled meetings, deal pipeline, closed deals and more.

Automate your process with sales email templates, workflows, sequences, and more to increase sales efficiency

Improve sales team productivity by building ready-to-send email templates, creating nurturing opportunities through automated sales email sequences, and setting up workflows that notify you when leads want to connect. All of this moves unnecessary admin time off of your sales team’s plate and allows reps to focus on what they were hired to do… sell!

Create a meetings calendar link to streamline sales scheduling

Set up an easy-to-schedule meetings link that allows prospects to book time directly on your calendar without the hassle of back and forth emails.

Set up the conversations tool increase website visitor conversions and save time

Set up your conversations “inbox”—an area where you can communicate with site visitors who have real-time questions, create and manage support bots that proactively address questions for your customers so you don’t have to, and receive general sales or support inquiries so you can assign them to the right team members and keep all teams running effectively.

Sales + Marketing Alignment

Sales/Marketing service level agreement (SLA) that supports a strong internal lead generation process

Establish a Sales/Marketing SLA so that both teams have clear goals and expectations. This helps the teams work in tandem with each other, not in opposition.

Building buyer personas to help your teams understand your top customers better

Create semi-fictional representations of your ideal customers. This helps us send targeted emails that convert your leads!

Set up lead scoring to ensure lead quality

Set up a system that grades leads on their demographics and interactions with your marketing so you receive the most qualified, warm leads.

Lead quality feedback loop set up to tweak the process as needed

Establish a lead quality feedback loop to confirm that lead scoring is (or isn’t) consistently providing quality leads, and make adjustments as needed.

Beyond Onboarding

We continue to tweak the process, roll out any new recommended strategies and best practices to you, and work with you to make sure you’re as effective as possible, including:

  • Building out additional sequences, templates, workflows and more to save time and nurture your leads
  • Reviewing MQL results on a regular basis to ensure you’re reaching the right leads at the right time
  • Building out additional buyer personas to better identify your leads goals, motivations and challenges
  • Assisting with lead research to add more time to your day
  • Ongoing training for new sales team members
  • And more
Ready to build your sales foundation?
Request a consultation, or check out our pricing page for additional information