Volt Now Has Enhanced Efficiency, Seamlessly Transferring Qualified Leads to Salesforce for Streamlined Management

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Introduction

Volt, a company utilizing Salesforce as its primary CRM platform for tracking marketing activities and metrics, embarked on integrating HubSpot into its tech stack for enhanced marketing capabilities. Their objective was clear: to establish HubSpot as the definitive system for all demand generation endeavors. This encompassed leveraging HubSpot's features for blog posts, landing pages, social media management, and email automation. However, Volt faced the challenge of seamlessly integrating HubSpot into their existing Salesforce processes, necessitating assistance to ensure a cohesive implementation.

What we did

To address the challenge, we initiated the HubSpot implementation process by conducting a comprehensive session to grasp Volt's existing processes and strategize their integration into HubSpot. Ensuring a seamless handoff from marketing to sales, and aligning HubSpot with Salesforce processes and automations, was paramount. Subsequently, we deployed Volt's HubSpot marketing hub, granting the marketing team full access to all demand generation activities within the platform. This implementation provided the team with a holistic view of the lead journey, encompassing pages visited, ads viewed, and forms submitted. Additionally, we introduced lead scoring, enabling the marketing team to assess contacts based on crucial actions taken. Once leads were qualified or met specific lead score thresholds, they seamlessly transitioned to the Sales team in Salesforce. To empower the marketing team to maximize the new system's potential, we conducted tailored training sessions, ensuring they were well-equipped to leverage its functionalities effectively.

Outcome

Following the successful implementation of the HubSpot marketing hub at Volt, the marketing team now operates with enhanced efficiency, seamlessly transferring qualified leads to Salesforce for streamlined management by the sales team. Through this integration, the team has gained invaluable insights into lead engagement with content and conversion patterns. Leveraging HubSpot workflows and email capabilities, they have optimized lead nurturing strategies, fostering stronger relationships with prospects. The heightened visibility into the interconnectedness of marketing efforts and the lead conversion journey has empowered the Volt team to refine their marketing strategies and polish the process of passing qualified leads to the sales department, ultimately driving growth and success.

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