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HOW TO TURN LEADS
INTO CUSTOMERS
@KnoxvilleHUG
#KnoxHUG
Meet the Knoxville HUG Leader and Co-Leader
Holly Yalove
@HollyYalove
Torrie Boggs
@shesgotknoxy
www.vieodesign.com
•  HubSpot Agency Partner
•  Inbound Marketing
•  HubSpot Marketing Software
•  HubSpot Design
•  Growth-Driven Design
•  Contextual Marketing
•  Email Marketing
Agency Certifications:
• Content Marketing
• Inbound Sales
• HubSpot Sales Software
• Delivering Client Success
• Developing a Sales Plan
• HubSpot Beta Tester
• Certified Google Partner
• Certified Yext Partner
HUG NEWS
Future Meetups
We’ll have at least 1 per quarter in 2018 - exact dates TBD
HubSpot Product Updates
New Content Strategy Tool – Available via “Content” tab in the HubSpot Marketing Software
HubSpot Product Updates
[Now Live] Lead Ads for HubSpot
A new HubSpot integration that brings Facebook lead ad creation, tracking, and lead sync
to both HubSpot Marketing Free and paid. This update comes at no additional cost.
It’s separate from the Ads Add-On, and available for all users.
[In Beta] Audience Sync for Facebook Ads
This is a new feature of the Ads Add-On that
lets you sync any HubSpot list with targeting
audiences in Facebook. Doing this lets you
retarget users in specific lists with Facebook
and Instagram ads and build ads with dynamic
targeted based on HubSpot data.
HubSpot Product Updates
HubSpot Reports: New Features
New sidebar filter in the
Custom Report Builder
(Reporting Add-on)
HubSpot Product Updates
HubSpot Reports: New Features
New ‘Deal Snapshot’ report
HubSpot Product Updates
Other New Features…
– HubSpot Collect: A free Chrome extension that allows you to clip content from around the web -- such as images,
quotes, full articles, and more -- then insert them into content in one click.
– Import Content From Google Docs Into HubSpot in One-Click
– Create Custom Owner Properties in HubSpot
– [Coming Soon] Instagram Reminders - When live this new features brings an easy way to create and schedule
photos and videos to publish on Instagram via HubSpot
– Set Salesforce Task Types for HubSpot Marketing activities - Previously, you could set the “type” for sales
engagements (e.g. email, meeting, call), but marketing engagements would default to the type set by your
Salesforce configuration. Now, you can set the type for those tasks right inside HubSpot.
See details on all the HubSpot Product Updates and
more in your portal’s notifications.
|
HOW TO TURN LEADS INTO CUSTOMERS
Sarah Posnak
HubSpot | Inbound Marketing Specialist
Convert Leads
Close Customers
Attract Visitors
|
All Sales Reps
are A**holes.
FALSE
|
Sales is
motivated
by more
than money.
TRUE
|
Marketers
sit around all
day doing arts
and crafts.
FALSE
|
Marketers are
all about data.
TRUE
|
Swag Time
|
MISCOMMUNICATION
|
SALES REP
SCOTT
We don’t have
enough leads…
…and even
the ones we have
aren’t good.
|
MARKETING
MARY
We give sales
plenty of leads.
They don’t put in
enough effort to
close deals.
|
Companies with strong sales and
marketing alignment achieve
annual
growth
rate20%
|
Compared to a
for companies with poor alignment
decline
in annual
revenue4%
|
|
|
COLLABORATE?
So, how do we
|
There has been a change in the
way people shop for things
and the way they buy things.
So there also needs to be a
change in the way you sell things.
Brian Halligan, HubSpot CEO
“
|
MARKETINGS
SALES MARKETING+ =
|
|
|
DEFINE
YOUR
LIFECYCLE
STAGES
Lead
MQL
SQL
Prospect/Visitor
Opportunity
Customer
|
SLA
SERVICE LEVEL AGREEMENT
A contract between a
service provider and
the end user that
defines the level of
service expected from
the service provider.
|
MARKETING
TO SALES
SALES TO
MARKETING
Number and quality
of leads required to hit
company revenue goals
Speed and depth
of lead follow-up that
makes economic sense
|
STEP
1
STEP
2
STEP
4
STEP
3
STEP
5
BUILDING
SMARKETING
ALIGNMENT
Calculate
the Marketing
Side
Determine
Business
Growth
Calculate
the Sales
Side
Set up
Marketing SLA
Reporting
Set up
Sales SLA
Reporting
|
=
NEW
REVENUE GOAL
AVERAGE
SALES PRICE
Determine Business Growth
1
BUILDING
SMARKETING
ALIGNMENT
# of Customers
|
NEW
CUSTOMERS GOAL
LEAD TO
CUSTOMER CLOSE %
Calculate the Marketing Side
2
BUILDING
SMARKETING
ALIGNMENT
= LEADS GOAL
|
Calculate the Sales Side.
3
BUILDING
SMARKETING
ALIGNMENT
The number of deals which
go to the vendor who responds first.
35% 50%
|
Set Up Marketing SLA Reporting
4
BUILDING
SMARKETING
ALIGNMENT
Leads
Days
Lead
Generation
Goal
|
Set Up Sales SLA Reporting5
BUILDING
SMARKETING
ALIGNMENT
Leads
Jul
Sales
Commitment
Aug Sep
21 to 35 days
11 to 20 days
0 to 10 days
1%
3%
3%
1%
7%
0.7%
2%
1%
5%
|
Swag Time
|
101SMARKETING
HACKS
|
Email Tracking:
See who opens and
clicks your emails
SALES ACCELERATION
TOOL: HUBSPOT SALES
|
Schedule emails:
write now and send later
SALES ACCELERATION
TOOL: HUBSPOT SALES
|
Sales Content & Reporting:
Understand what content is
working.
SALES ACCELERATION
TOOL: HUBSPOT SALES
|
Prospects: Discover
companies that fit your
target audience
SALES ACCELERATION
TOOL: HUBSPOT SALES
|
Meetings: No more back
and forth with prospects
SALES ACCELERATION
TOOL: HUBSPOT SALES
|
Sequences: Automate
your follow-up
SALES ACCELERATION
TOOL: HUBSPOT SALES
|
AUTOMATED PRICING
PAGE FOLLOW-UPS
|
INTERNAL SALES REP
NOTIFICATION EMAILS
|
SOCIAL SELLING:
LINKED IN
|
Q&A!

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