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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.
BlueByrd offers a comprehensive array of workshops designed to help management teams take a fresh look at their culture and market. Each workshop is crafted to deliver specific results on their own, but they also integrate with each other to create a powerful combination. This multiday workshop is meant to be held offsite so that management teams can bond and build trust. Stepping outside of your business for a few days can provide clarity and insights that are difficult to obtain while working in your daily routines and dealing with the demands of the business.
Shorten sales cycles with targeted content
The buying journey has more touchpoints than ever, and customers don’t just want more information before buying – they want it fast.
With ABM, you’ll intentionally place that information in customers’ hands so they can make the right decision more quickly.
Whether you have a marketing plan and budget in place or need assistance, we have the seasoned experience to help you execute flawlessly and meet your goals.
At BlueByrd, we understand that all marketing efforts should lead to one core metric – adding revenue. And since we’re flexible in our approach, we don’t put all our chips on one tactic and let it ride. We fail fast to understand what works and what doesn’t, and continue tailoring our tactics to consistently keep your bottom line growing.
When you’re nimble in your approach, you need a team that knows a lot of things. Our BlueByrds boast expertise experience across a diverse range of industries and revenue-growth techniques. This collective, collaborative mindset means we think about strategy and execution from many perspectives that all up to one thing: commercial success for your business.
Before you try to move the needle, you need to make sure it’s sharp. We take time to discover the unique aspects of your business, then work with you to make the right strategic marketing choices for growing it. Because when you lead with strategy, results follow.
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