Top 10 Ways the HubSpot Salesforce Integration Helps You Talk to Your Customers

Many times, sales and marketing teams struggle to build rapport and nurture customer relationships simply because they don’t have a good way to go about it.

Not sure if you’re having this issue? Check for these telltale signs:

• Marketing is generating leads no one is doing anything about.
• You can’t pinpoint an owner for a specific contact.
• Prospects are getting pitches way early.
• Leads are falling through the cracks and you’re losing deals.
• Customers don’t know whom they need to reach out to for help.
• Prospects are going back and forth between sales and marketing.

These are some of the symptoms of misaligned sales and marketing teams. But the biggest pain is that you’re not reaching revenue goals or growing as you want.

One way to turn this around is by implementing the HubSpot Salesforce integration. 

These are the top 10 ways the HubSpot Salesforce integration enables communication for B2B companies.

Use landing pages and the CMS to attract readers

HubSpot is a lot more than a CRM. It has a powerful content management system (aka a CMS) where you can host your website and blog. That’s right — no need for an external website.

How to use the HubSpot CMS? Drive traffic from social media and other channels to your blog and landing pages to build an audience.

Create submission forms to make it easy for readers to become subscribers

Okay, you drove organic (or paid) traffic to your website. Now what? 

Use contact forms to collect your readers’ information and connect with them to build a relationship. HubSpot itself is an excellent example of using dynamic CTAs (calls to action) on your blog and website. Don’t believe us? Check out this blog about customer onboarding and count how many CTAs you can spot.

The must-have fields for a contact form depend on your specific business. But consider including First and Last name (preferably separate), Company name, Company size, Job title, Email and Phone number.

Access all your customer data from one place

Now for the powerful CRM features. Once someone submits a form, you’ll get a Contact created in HubSpot, marking the beginning of your relationship. Depending on how you set up the data sync in your integration, all or some of these contacts will make their way to Salesforce — and that’s where the magic begins.

Using the integration, you can see who's been contacted, their stage in the sales cycle, and even when they last interacted with you. It's easy to keep track of everything so your sales team has access to the latest information and nothing slips through the cracks.

Get real-time insights into what's happening in your sales pipeline

With the HubSpot Salesforce Integration, you'll receive real-time updates on your sales pipeline so you can stay on top of things. You'll also be able to view the status of each lead as well as the stage of the sales process. This will help you identify any opportunities that might not yet be qualified and give you an idea of how much time you should spend on each.

Furthermore, this detailed reporting allows you to create business forecasts and make informed decisions.

Track which leads are most likely to convert

With the HubSpot Salesforce Integration, you can track your campaigns and sales team's performance. Use HubSpot’s predictive lead scoring or a custom lead scoring model to determine who’s most likely to become a customer and tailor your communications accordingly. 

Plus, use your reporting to understand your customer’s journey from the first point of contact to closed won and closed lost. Use the data to identify what type of lead is converting better than others. And over time, you’ll be able to find trends and improve your processes to win more deals.

Schedule notifications to connect with prospects

Use automation to create reminders or tasks that send a notification to your salespeople when they need to get in touch.

In addition, your integrations can create call links from within HubSpot to keep it all tidy.

Send targeted messages to specific groups of leads at once

Segment your contacts into different lists based on criteria such as company size, industry, and more. Then, you can send personalized emails to each group separately. This helps you stay relevant throughout the sales process by ensuring you're only sending messages that will resonate with your prospects.

Track your contacts’ engagement with your campaigns and follow up as needed. Plus, leverage the powerful reporting tools to improve campaign performance over time.

Create personalized emails based on each prospect or lead's stage

Once a lead is qualified, it’s time for your sales team to engage. Your contact’s history gives you a detailed overview of every engagement they’ve had with your company, so you can customize your emails to meet their needs.

Couple the automated reminders with personalized sales emails and you’ll be closing more deals than ever before.

Keep your best emails on hand with the template library

There’s no need to type a variation of the same email a gazillion times. 

Instead, easily create personalized emails from within Salesforce or your HubSpot extension in your email service provider. You can set up different email templates depending on whether a lead has been contacted before, what stage they're at in the buying process, or if they've already purchased from you.

Leverage the multiple points of contact

Customer experience is essential for inbound businesses. With HubSpot, customers can contact you any way they please. DIY solutions like chatbots and knowledge bases, or your blog — or assisted channels like emails, live chats, and calls make it easy for anyone to get in touch, regardless of their preference.

Plus, you can process your customers’ requests as tickets, so your team has access to the entire contact’s history. This prevents them from sending irrelevant or repeated information.

The HubSpot Salesforce integration is a powerful connector

The HubSpot Salesforce integration enables sales-marketing alignment to simplify your processes, free up your team’s time, and keep everything running smoothly. Plus, it helps marketing, sales and customer service teams to communicate seamlessly — regardless of the recipient’s lifecycle stage. 

Want to learn more about how this powerful integration can help you grow your business? 

Enroll now in the highly anticipated HubSpot Salesforce Integration course.