Integrate Your Automations

Integrate your sales and marketing automation tools to remove friction and accelerate lead flow, driving High Growth rates end-to-end.

What is High ROI Sales & Marketing Integration

High ROI Sales & Marketing Integration has the following distinct characteristics that drive High growth:

  1. Takes full advantage of the standard, built-in integration between Salesforce and HubSpot, enabling data consistency between the two systems.

  2. Adds custom requirements that can’t be handled by the standard integration, but is required to drive High Growth

  3. Extends both systems to do more than their out of the box capabilities, and uses the seamless integration to deliver an extra layer of differentiated performance.

  4. Enables Management to accurately link costs and efforts with results, leading to smarter allocations of budget towards activities that provide the best returns.

Why is High ROI Sales & Marketing Integration Critical

Organizations segment their workforce by departments to maximize efficiencies, and purchase tools that are customized to the roles of the various departments to improve productivity within each department.

However, this typically leads to the creation of silos. While each department works efficiently, the company gradually becomes fragmented with work being duplicated as it crosses from one department to another, leading to delays, errors, and customer frustrations.

Integrating Marketing & Sales is a fundamental requirement to smoothly transition a lead into a prospect and finally into a customer, as quickly and as inexpensively as possible for the company, and as smoothly as possible for the prospect.

The integration should enable automations to work smarter and more accurately, leading to a change in insights from “We get the largest number of leads from this source” to “The leads that close the fastest and at the highest rates come from this source”.

Let’s schedule a call to see how we can help you leverage the most out of your Sales and Marketing Integration.

Why SOMAmetrics?

Outside agencies tend to have certain advantages over internal resources when it comes to sales diagnosis.  For one thing, they have conducted dozens of these sales diagnoses and have developed a more robust process for uncovering underlying issues and analyzing them. They tend to have clients that come from a wide range of industries and sizes. Furthermore, outside agencies are more likely to be objective and impartial, assume they know nothing until they ask questions and get some answers.

For instance, with over 25 years of experience building and managing inside and field sales organizations, SOMAmetrics has diagnosed and corrected sales challenges at over 60 companies, ranging from startups to publicly traded Fortune 500 companies.

The SOMAmetrics Sales Diagnosis can typically be completed within one calendar week. It consists of a series of interviews with your leadership team in sales, marketing, and customer support organizations; a review of your sales pipeline; interviews with sales team members; review of your sales processes, systems, KPI’s; your comp plan; and more.

Case Studies

How we enabled a client to decide if Salesforce was the right tool for them during their trial period.

Best Practices in Integrating Salesforce with Hubspot for more accurate lead-to-sales management.

How a healthware maker effectively implemented its sales strategy in Salesforce to accelerate sales growth

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