A seamless HubSpot-to-Salesforce handoff for qualified leads

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.

Volt needed a marketing hub that gave the marketing team full visibility into demand generation activity, while ensuring a seamless handoff from marketing to sales, with HubSpot aligned to existing Salesforce processes and automations.

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.