HubSpot sales, marketing & service alignment

Do you need to be able to communicate effectively with your segmented database? Then you need a CRM that gives you a true single view of your customer.

We can help with platform selection, integration, setup, training and implementation of your digital marketing strategies via your CRM and marketing automation system.

We used Engaging.io to help us with the implementation of a CRM for our insurance brokerage, we wanted a system that we could use in a variety of ways from holding a database of clients and their information to tracking our sales and everything in between. Engaging.io suggested HubSpot and it has been a game changer – 1 system so many uses. Engaging.io have been incredibly supportive and have an extensive knowledge of how the system can be used for any purpose you may need, they have great suggestions on the best ways to make the system work for your business and are also just such nice people to deal with!

Jess G
Welsh & Associates

It’s time to start thinking holistically about your Sales & Marketing functions – after all, they’re both just different stages in your revenue generation strategy. And Customer Service is where you build your advocates.

The technology of marketing makes the job of digital marketing easier, or at least that’s the plan! Many parts of your digital marketing strategy can be automated to intuitively guide your prospects through the ‘sales pipeline’ of your digital assets. Some detailed upfront planning together with selecting the right platform for your needs can exponentially improve your marketing efforts.

Our favourite part is the ability to test messaging and user flow directly with the users themselves. No more guessing what your potential customers want or need, a good Marketing Automation system can tell you.

As an integral element to your overall ‘tech stack‘, your marketing automation platform to track user behaviour, and enable truly segmented communication with your target customers.

Marketing automation platforms perform at their best when they’re seamlessly integrated to your website, CRM and programmatic media systems. And your physical hand-off, and SLA, between Sales & Marketing staff needs to be seamless as well.

Choosing the right platform

There are more of these platforms to choose from every day… we are platform agnostic, there is no ‘one size fits all’ approach to selection, which is why we’re developing a neat little tool to help you with your decision-making! Until then, if you’d like to talk through your options, drop us a line.

This is also a good updated representation of a comparison between platforms.

Want some help with HubSpot sales, marketing & service alignment?