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A financial services firm, adopting HubSpot as its CRM, aimed to implement its first strategic marketing approach. Previously, limited marketing efforts led to few inbound leads, and the sales team, burdened by manual tasks, struggled with prospect communication. The firm also contended with an 18-24 month sales cycle. Seeing an opportunity to integrate marketing automation, the company sought to boost efficiency, improve lead nurturing, and accelerate deals.
A financial services firm, adopting HubSpot as its CRM, aimed to implement its first strategic marketing approach. Previously, limited marketing efforts led to few inbound leads, and the sales team, burdened by manual tasks, struggled with prospect communication. The firm also contended with an 18-24 month sales cycle. Seeing an opportunity to integrate marketing automation, the company sought to boost efficiency, improve lead nurturing, and accelerate deals.
The firm initially used HubSpot as a CRM with limited engagement. BlueByrd worked with sales leadership to form a Power User Group, ensuring a smooth implementation and HubSpot expertise. Customized pipelines and deal stages were created, while automated emails and lead scoring nurtured prospects and prioritized high-quality leads. After implementation, the sales team was trained on lead management best practices to enhance sales efficiency.
The firm initially used HubSpot as a CRM with limited engagement. BlueByrd worked with sales leadership to form a Power User Group, ensuring a smooth implementation and HubSpot expertise. Customized pipelines and deal stages were created, while automated emails and lead scoring nurtured prospects and prioritized high-quality leads. After implementation, the sales team was trained on lead management best practices to enhance sales efficiency.
The firm had minimal pre-show one-to-one sales emails and only followed up with attendees they spoke with at the show. BlueByrd established a new trade show lead capture process, which included various emails before, during, and after the show, with giveaway opportunities and the option to schedule a meeting.
The sales team primarily conducted their outreach through email and phone calls. BlueByrd hosted a social selling workshop to train the team on reaching prospects beyond email, nurturing deals online, building trust and credibility through digital channels, and prospecting more efficiently.
The firm initially used HubSpot as a CRM with limited engagement. BlueByrd worked with sales leadership to form a Power User Group, ensuring a smooth implementation and HubSpot expertise. Customized pipelines and deal stages were created, while automated emails and lead scoring nurtured prospects and prioritized high-quality leads. After implementation, the sales team was trained on lead management best practices to enhance sales efficiency.
The firm initially used HubSpot as a CRM with limited engagement. BlueByrd worked with sales leadership to form a Power User Group, ensuring a smooth implementation and HubSpot expertise. Customized pipelines and deal stages were created, while automated emails and lead scoring nurtured prospects and prioritized high-quality leads. After implementation, the sales team was trained on lead management best practices to enhance sales efficiency.
The firm had minimal pre-show one-to-one sales emails and only followed up with attendees they spoke with at the show. BlueByrd established a new trade show lead capture process, which included various emails before, during, and after the show, with giveaway opportunities and the option to schedule a meeting.
The sales team primarily conducted their outreach through email and phone calls. BlueByrd hosted a social selling workshop to train the team on reaching prospects beyond email, nurturing deals online, building trust and credibility through digital channels, and prospecting more efficiently.
The firm initially used HubSpot as a CRM with limited engagement. BlueByrd worked with sales leadership to form a Power User Group, ensuring a smooth implementation and HubSpot expertise. Customized pipelines and deal stages were created, while automated emails and lead scoring nurtured prospects and prioritized high-quality leads. After implementation, the sales team was trained on lead management best practices to enhance sales efficiency.
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