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Transforming the SMB Salesforce Mark Roberge SVP of Sales and Services, HubSpot @markroberge

Transforming the SMB Sales Force

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Transforming the SMB Salesforce

Mark Roberge

SVP of Sales and Services HubSpot

markroberge

My mission as a sales executive

MISSION

Predictable scalable revenue growth

STRATEGY

If I canhellip

1 Hire the same type of successful sales person

2 Train the sales people in the same way

3 Provide each sales person with the same quantity and quality of leads

4 Have the sales people work the leads using the same process

hellipthen I will achieve my goal

1 Hire the same type of successful

sales person

4 markroberge

Define Score and Analyze Criteria

5 markroberge

Define an interview scorecard

2 Train your sales people in the

same way

7 markroberge

2 Train your sales people in the same way

What I see at many companies Shadow a senior sales rep for 1 month

Read a 2 page sales manual

HubSpot approach Define sales playbook (unique value proposition target customer

competition common objections product information etc)

Train sales people as consultants or experts Give them hands on

experience if possible

Use exams and certification programs

3 Provide sales people with the

same quantity and quality of leads

9 markroberge

Modern Lead Generation Inbound Marketing

Blog SEO Social Media

Free Tip Run your website through marketinggradercom

Create Your Content Engine

Create Your Content Calendar

1 eBook w LP Month

4

Blog Posts Month

Create Your Content Calendar

1 eBook w LP Month

Create Your Content Calendar

4

Blog Posts Month

FB Posts Month

8

1 eBook w LP Month

Create Your Content Calendar

4

Blog Posts Month

FB Posts Month

8

Tweets month

16

1 eBook w LP Month

Create Your Content Calendar

4 Blog Posts Month

FB Posts month

8

Tweets month

16

1 eBook w LP Month

The Marketing SLA

Lead Type Lead Value

Webinar $07

eBook $05

Free Trial $45

Demo Request $95

Owner Ollie Leads (1-100 Employees)

Lead Type Lead Value

Webinar $35

eBook $45

Free Trial $210

Demo Request $275

Marketing Mary Leads (100-2000 Employees)

Lead Type Lead Value

Webinar $85

eBook $100

Free Trial $425

Demo Request $610

Enterprise Erin Leads (2000+ Employees)

Data has been altered from actual

HubSpot data for the purposes of this

presentation

The Sales SLA

Attempt

LT

V C

OC

A

Data has been altered from actual HubSpot data for the purposes of this presentation

Ollie Leads Mary Leads Erin Leads

Daily Accountability for Marketing amp Sales

Data has been altered from actual HubSpot data for the purposes of this presentation

4 Have sales people work the

leads with the same process

Implement a Sales Process

1 RESEARCH

Prepare for the sales process

2 PROSPECT

Get to a connect

3 CONNECT

Schedule the assessment

4 QUALIFY DISCOVER

Determine worthiness for demo

5 DEMO

Illustrate value of software

6 OBJECTIONS amp CLOSE

Sign up new customer

Too Big

Queue

No Fit

Queue

Marketing

Queue

Intrsquol

Queue

Unable to

Qualify

Unqualified

Closed Lost

Closed Lost

LE

AD

O

PP

OR

TU

NIT

Y

Bad Lead

Implement a metrics-driven sales culture

Data has been altered from actual HubSpot data for the purposes of this presentation

Each Color

Represents a

Different Sales

Rep

ldquoPeel Back the Onionrdquo for More Insight

Data has been altered from actual HubSpot data for the purposes

of this presentation

Lead-Worked-to-Connect Ratio

Connect-to-Demo Ratio

23 markroberge

Transitioning Sales Team to Inbound

Outbound Sales Inbound Sales Good Fit

Has

Pain

Has Pain

Good

Fit

Build list of target market

Call high

Use elevator pitch

Beg for appointment

Always Be Closing

Auto filter bad fit leads

Call low Gather info Then call high

Reference lead intelligence

Qualify out tire kickers

Always Be Helping

Transition Sales to Inbound Filter out bad fit leads

Specialize Reps by Inbound or Outbound

Train Inbound Reps on Inbound Sales Methodology

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

360 View of a Leadrsquos Engagement with Your Company

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

Social Media Website Email

Monitor Sales Signals with wwwgetsignalscom

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting

Approach

Use Buyer Context

Questions

Mark Roberge

SVP of Sales and Services HubSpot

markroberge

My mission as a sales executive

MISSION

Predictable scalable revenue growth

STRATEGY

If I canhellip

1 Hire the same type of successful sales person

2 Train the sales people in the same way

3 Provide each sales person with the same quantity and quality of leads

4 Have the sales people work the leads using the same process

hellipthen I will achieve my goal

1 Hire the same type of successful

sales person

4 markroberge

Define Score and Analyze Criteria

5 markroberge

Define an interview scorecard

2 Train your sales people in the

same way

7 markroberge

2 Train your sales people in the same way

What I see at many companies Shadow a senior sales rep for 1 month

Read a 2 page sales manual

HubSpot approach Define sales playbook (unique value proposition target customer

competition common objections product information etc)

Train sales people as consultants or experts Give them hands on

experience if possible

Use exams and certification programs

3 Provide sales people with the

same quantity and quality of leads

9 markroberge

Modern Lead Generation Inbound Marketing

Blog SEO Social Media

Free Tip Run your website through marketinggradercom

Create Your Content Engine

Create Your Content Calendar

1 eBook w LP Month

4

Blog Posts Month

Create Your Content Calendar

1 eBook w LP Month

Create Your Content Calendar

4

Blog Posts Month

FB Posts Month

8

1 eBook w LP Month

Create Your Content Calendar

4

Blog Posts Month

FB Posts Month

8

Tweets month

16

1 eBook w LP Month

Create Your Content Calendar

4 Blog Posts Month

FB Posts month

8

Tweets month

16

1 eBook w LP Month

The Marketing SLA

Lead Type Lead Value

Webinar $07

eBook $05

Free Trial $45

Demo Request $95

Owner Ollie Leads (1-100 Employees)

Lead Type Lead Value

Webinar $35

eBook $45

Free Trial $210

Demo Request $275

Marketing Mary Leads (100-2000 Employees)

Lead Type Lead Value

Webinar $85

eBook $100

Free Trial $425

Demo Request $610

Enterprise Erin Leads (2000+ Employees)

Data has been altered from actual

HubSpot data for the purposes of this

presentation

The Sales SLA

Attempt

LT

V C

OC

A

Data has been altered from actual HubSpot data for the purposes of this presentation

Ollie Leads Mary Leads Erin Leads

Daily Accountability for Marketing amp Sales

Data has been altered from actual HubSpot data for the purposes of this presentation

4 Have sales people work the

leads with the same process

Implement a Sales Process

1 RESEARCH

Prepare for the sales process

2 PROSPECT

Get to a connect

3 CONNECT

Schedule the assessment

4 QUALIFY DISCOVER

Determine worthiness for demo

5 DEMO

Illustrate value of software

6 OBJECTIONS amp CLOSE

Sign up new customer

Too Big

Queue

No Fit

Queue

Marketing

Queue

Intrsquol

Queue

Unable to

Qualify

Unqualified

Closed Lost

Closed Lost

LE

AD

O

PP

OR

TU

NIT

Y

Bad Lead

Implement a metrics-driven sales culture

Data has been altered from actual HubSpot data for the purposes of this presentation

Each Color

Represents a

Different Sales

Rep

ldquoPeel Back the Onionrdquo for More Insight

Data has been altered from actual HubSpot data for the purposes

of this presentation

Lead-Worked-to-Connect Ratio

Connect-to-Demo Ratio

23 markroberge

Transitioning Sales Team to Inbound

Outbound Sales Inbound Sales Good Fit

Has

Pain

Has Pain

Good

Fit

Build list of target market

Call high

Use elevator pitch

Beg for appointment

Always Be Closing

Auto filter bad fit leads

Call low Gather info Then call high

Reference lead intelligence

Qualify out tire kickers

Always Be Helping

Transition Sales to Inbound Filter out bad fit leads

Specialize Reps by Inbound or Outbound

Train Inbound Reps on Inbound Sales Methodology

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

360 View of a Leadrsquos Engagement with Your Company

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

Social Media Website Email

Monitor Sales Signals with wwwgetsignalscom

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting

Approach

Use Buyer Context

Questions

Mark Roberge

SVP of Sales and Services HubSpot

markroberge

1 Hire the same type of successful

sales person

4 markroberge

Define Score and Analyze Criteria

5 markroberge

Define an interview scorecard

2 Train your sales people in the

same way

7 markroberge

2 Train your sales people in the same way

What I see at many companies Shadow a senior sales rep for 1 month

Read a 2 page sales manual

HubSpot approach Define sales playbook (unique value proposition target customer

competition common objections product information etc)

Train sales people as consultants or experts Give them hands on

experience if possible

Use exams and certification programs

3 Provide sales people with the

same quantity and quality of leads

9 markroberge

Modern Lead Generation Inbound Marketing

Blog SEO Social Media

Free Tip Run your website through marketinggradercom

Create Your Content Engine

Create Your Content Calendar

1 eBook w LP Month

4

Blog Posts Month

Create Your Content Calendar

1 eBook w LP Month

Create Your Content Calendar

4

Blog Posts Month

FB Posts Month

8

1 eBook w LP Month

Create Your Content Calendar

4

Blog Posts Month

FB Posts Month

8

Tweets month

16

1 eBook w LP Month

Create Your Content Calendar

4 Blog Posts Month

FB Posts month

8

Tweets month

16

1 eBook w LP Month

The Marketing SLA

Lead Type Lead Value

Webinar $07

eBook $05

Free Trial $45

Demo Request $95

Owner Ollie Leads (1-100 Employees)

Lead Type Lead Value

Webinar $35

eBook $45

Free Trial $210

Demo Request $275

Marketing Mary Leads (100-2000 Employees)

Lead Type Lead Value

Webinar $85

eBook $100

Free Trial $425

Demo Request $610

Enterprise Erin Leads (2000+ Employees)

Data has been altered from actual

HubSpot data for the purposes of this

presentation

The Sales SLA

Attempt

LT

V C

OC

A

Data has been altered from actual HubSpot data for the purposes of this presentation

Ollie Leads Mary Leads Erin Leads

Daily Accountability for Marketing amp Sales

Data has been altered from actual HubSpot data for the purposes of this presentation

4 Have sales people work the

leads with the same process

Implement a Sales Process

1 RESEARCH

Prepare for the sales process

2 PROSPECT

Get to a connect

3 CONNECT

Schedule the assessment

4 QUALIFY DISCOVER

Determine worthiness for demo

5 DEMO

Illustrate value of software

6 OBJECTIONS amp CLOSE

Sign up new customer

Too Big

Queue

No Fit

Queue

Marketing

Queue

Intrsquol

Queue

Unable to

Qualify

Unqualified

Closed Lost

Closed Lost

LE

AD

O

PP

OR

TU

NIT

Y

Bad Lead

Implement a metrics-driven sales culture

Data has been altered from actual HubSpot data for the purposes of this presentation

Each Color

Represents a

Different Sales

Rep

ldquoPeel Back the Onionrdquo for More Insight

Data has been altered from actual HubSpot data for the purposes

of this presentation

Lead-Worked-to-Connect Ratio

Connect-to-Demo Ratio

23 markroberge

Transitioning Sales Team to Inbound

Outbound Sales Inbound Sales Good Fit

Has

Pain

Has Pain

Good

Fit

Build list of target market

Call high

Use elevator pitch

Beg for appointment

Always Be Closing

Auto filter bad fit leads

Call low Gather info Then call high

Reference lead intelligence

Qualify out tire kickers

Always Be Helping

Transition Sales to Inbound Filter out bad fit leads

Specialize Reps by Inbound or Outbound

Train Inbound Reps on Inbound Sales Methodology

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

360 View of a Leadrsquos Engagement with Your Company

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

Social Media Website Email

Monitor Sales Signals with wwwgetsignalscom

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting

Approach

Use Buyer Context

Questions

Mark Roberge

SVP of Sales and Services HubSpot

markroberge

4 markroberge

Define Score and Analyze Criteria

5 markroberge

Define an interview scorecard

2 Train your sales people in the

same way

7 markroberge

2 Train your sales people in the same way

What I see at many companies Shadow a senior sales rep for 1 month

Read a 2 page sales manual

HubSpot approach Define sales playbook (unique value proposition target customer

competition common objections product information etc)

Train sales people as consultants or experts Give them hands on

experience if possible

Use exams and certification programs

3 Provide sales people with the

same quantity and quality of leads

9 markroberge

Modern Lead Generation Inbound Marketing

Blog SEO Social Media

Free Tip Run your website through marketinggradercom

Create Your Content Engine

Create Your Content Calendar

1 eBook w LP Month

4

Blog Posts Month

Create Your Content Calendar

1 eBook w LP Month

Create Your Content Calendar

4

Blog Posts Month

FB Posts Month

8

1 eBook w LP Month

Create Your Content Calendar

4

Blog Posts Month

FB Posts Month

8

Tweets month

16

1 eBook w LP Month

Create Your Content Calendar

4 Blog Posts Month

FB Posts month

8

Tweets month

16

1 eBook w LP Month

The Marketing SLA

Lead Type Lead Value

Webinar $07

eBook $05

Free Trial $45

Demo Request $95

Owner Ollie Leads (1-100 Employees)

Lead Type Lead Value

Webinar $35

eBook $45

Free Trial $210

Demo Request $275

Marketing Mary Leads (100-2000 Employees)

Lead Type Lead Value

Webinar $85

eBook $100

Free Trial $425

Demo Request $610

Enterprise Erin Leads (2000+ Employees)

Data has been altered from actual

HubSpot data for the purposes of this

presentation

The Sales SLA

Attempt

LT

V C

OC

A

Data has been altered from actual HubSpot data for the purposes of this presentation

Ollie Leads Mary Leads Erin Leads

Daily Accountability for Marketing amp Sales

Data has been altered from actual HubSpot data for the purposes of this presentation

4 Have sales people work the

leads with the same process

Implement a Sales Process

1 RESEARCH

Prepare for the sales process

2 PROSPECT

Get to a connect

3 CONNECT

Schedule the assessment

4 QUALIFY DISCOVER

Determine worthiness for demo

5 DEMO

Illustrate value of software

6 OBJECTIONS amp CLOSE

Sign up new customer

Too Big

Queue

No Fit

Queue

Marketing

Queue

Intrsquol

Queue

Unable to

Qualify

Unqualified

Closed Lost

Closed Lost

LE

AD

O

PP

OR

TU

NIT

Y

Bad Lead

Implement a metrics-driven sales culture

Data has been altered from actual HubSpot data for the purposes of this presentation

Each Color

Represents a

Different Sales

Rep

ldquoPeel Back the Onionrdquo for More Insight

Data has been altered from actual HubSpot data for the purposes

of this presentation

Lead-Worked-to-Connect Ratio

Connect-to-Demo Ratio

23 markroberge

Transitioning Sales Team to Inbound

Outbound Sales Inbound Sales Good Fit

Has

Pain

Has Pain

Good

Fit

Build list of target market

Call high

Use elevator pitch

Beg for appointment

Always Be Closing

Auto filter bad fit leads

Call low Gather info Then call high

Reference lead intelligence

Qualify out tire kickers

Always Be Helping

Transition Sales to Inbound Filter out bad fit leads

Specialize Reps by Inbound or Outbound

Train Inbound Reps on Inbound Sales Methodology

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

360 View of a Leadrsquos Engagement with Your Company

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

Social Media Website Email

Monitor Sales Signals with wwwgetsignalscom

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting

Approach

Use Buyer Context

Questions

Mark Roberge

SVP of Sales and Services HubSpot

markroberge

5 markroberge

Define an interview scorecard

2 Train your sales people in the

same way

7 markroberge

2 Train your sales people in the same way

What I see at many companies Shadow a senior sales rep for 1 month

Read a 2 page sales manual

HubSpot approach Define sales playbook (unique value proposition target customer

competition common objections product information etc)

Train sales people as consultants or experts Give them hands on

experience if possible

Use exams and certification programs

3 Provide sales people with the

same quantity and quality of leads

9 markroberge

Modern Lead Generation Inbound Marketing

Blog SEO Social Media

Free Tip Run your website through marketinggradercom

Create Your Content Engine

Create Your Content Calendar

1 eBook w LP Month

4

Blog Posts Month

Create Your Content Calendar

1 eBook w LP Month

Create Your Content Calendar

4

Blog Posts Month

FB Posts Month

8

1 eBook w LP Month

Create Your Content Calendar

4

Blog Posts Month

FB Posts Month

8

Tweets month

16

1 eBook w LP Month

Create Your Content Calendar

4 Blog Posts Month

FB Posts month

8

Tweets month

16

1 eBook w LP Month

The Marketing SLA

Lead Type Lead Value

Webinar $07

eBook $05

Free Trial $45

Demo Request $95

Owner Ollie Leads (1-100 Employees)

Lead Type Lead Value

Webinar $35

eBook $45

Free Trial $210

Demo Request $275

Marketing Mary Leads (100-2000 Employees)

Lead Type Lead Value

Webinar $85

eBook $100

Free Trial $425

Demo Request $610

Enterprise Erin Leads (2000+ Employees)

Data has been altered from actual

HubSpot data for the purposes of this

presentation

The Sales SLA

Attempt

LT

V C

OC

A

Data has been altered from actual HubSpot data for the purposes of this presentation

Ollie Leads Mary Leads Erin Leads

Daily Accountability for Marketing amp Sales

Data has been altered from actual HubSpot data for the purposes of this presentation

4 Have sales people work the

leads with the same process

Implement a Sales Process

1 RESEARCH

Prepare for the sales process

2 PROSPECT

Get to a connect

3 CONNECT

Schedule the assessment

4 QUALIFY DISCOVER

Determine worthiness for demo

5 DEMO

Illustrate value of software

6 OBJECTIONS amp CLOSE

Sign up new customer

Too Big

Queue

No Fit

Queue

Marketing

Queue

Intrsquol

Queue

Unable to

Qualify

Unqualified

Closed Lost

Closed Lost

LE

AD

O

PP

OR

TU

NIT

Y

Bad Lead

Implement a metrics-driven sales culture

Data has been altered from actual HubSpot data for the purposes of this presentation

Each Color

Represents a

Different Sales

Rep

ldquoPeel Back the Onionrdquo for More Insight

Data has been altered from actual HubSpot data for the purposes

of this presentation

Lead-Worked-to-Connect Ratio

Connect-to-Demo Ratio

23 markroberge

Transitioning Sales Team to Inbound

Outbound Sales Inbound Sales Good Fit

Has

Pain

Has Pain

Good

Fit

Build list of target market

Call high

Use elevator pitch

Beg for appointment

Always Be Closing

Auto filter bad fit leads

Call low Gather info Then call high

Reference lead intelligence

Qualify out tire kickers

Always Be Helping

Transition Sales to Inbound Filter out bad fit leads

Specialize Reps by Inbound or Outbound

Train Inbound Reps on Inbound Sales Methodology

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

360 View of a Leadrsquos Engagement with Your Company

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

Social Media Website Email

Monitor Sales Signals with wwwgetsignalscom

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting

Approach

Use Buyer Context

Questions

Mark Roberge

SVP of Sales and Services HubSpot

markroberge

2 Train your sales people in the

same way

7 markroberge

2 Train your sales people in the same way

What I see at many companies Shadow a senior sales rep for 1 month

Read a 2 page sales manual

HubSpot approach Define sales playbook (unique value proposition target customer

competition common objections product information etc)

Train sales people as consultants or experts Give them hands on

experience if possible

Use exams and certification programs

3 Provide sales people with the

same quantity and quality of leads

9 markroberge

Modern Lead Generation Inbound Marketing

Blog SEO Social Media

Free Tip Run your website through marketinggradercom

Create Your Content Engine

Create Your Content Calendar

1 eBook w LP Month

4

Blog Posts Month

Create Your Content Calendar

1 eBook w LP Month

Create Your Content Calendar

4

Blog Posts Month

FB Posts Month

8

1 eBook w LP Month

Create Your Content Calendar

4

Blog Posts Month

FB Posts Month

8

Tweets month

16

1 eBook w LP Month

Create Your Content Calendar

4 Blog Posts Month

FB Posts month

8

Tweets month

16

1 eBook w LP Month

The Marketing SLA

Lead Type Lead Value

Webinar $07

eBook $05

Free Trial $45

Demo Request $95

Owner Ollie Leads (1-100 Employees)

Lead Type Lead Value

Webinar $35

eBook $45

Free Trial $210

Demo Request $275

Marketing Mary Leads (100-2000 Employees)

Lead Type Lead Value

Webinar $85

eBook $100

Free Trial $425

Demo Request $610

Enterprise Erin Leads (2000+ Employees)

Data has been altered from actual

HubSpot data for the purposes of this

presentation

The Sales SLA

Attempt

LT

V C

OC

A

Data has been altered from actual HubSpot data for the purposes of this presentation

Ollie Leads Mary Leads Erin Leads

Daily Accountability for Marketing amp Sales

Data has been altered from actual HubSpot data for the purposes of this presentation

4 Have sales people work the

leads with the same process

Implement a Sales Process

1 RESEARCH

Prepare for the sales process

2 PROSPECT

Get to a connect

3 CONNECT

Schedule the assessment

4 QUALIFY DISCOVER

Determine worthiness for demo

5 DEMO

Illustrate value of software

6 OBJECTIONS amp CLOSE

Sign up new customer

Too Big

Queue

No Fit

Queue

Marketing

Queue

Intrsquol

Queue

Unable to

Qualify

Unqualified

Closed Lost

Closed Lost

LE

AD

O

PP

OR

TU

NIT

Y

Bad Lead

Implement a metrics-driven sales culture

Data has been altered from actual HubSpot data for the purposes of this presentation

Each Color

Represents a

Different Sales

Rep

ldquoPeel Back the Onionrdquo for More Insight

Data has been altered from actual HubSpot data for the purposes

of this presentation

Lead-Worked-to-Connect Ratio

Connect-to-Demo Ratio

23 markroberge

Transitioning Sales Team to Inbound

Outbound Sales Inbound Sales Good Fit

Has

Pain

Has Pain

Good

Fit

Build list of target market

Call high

Use elevator pitch

Beg for appointment

Always Be Closing

Auto filter bad fit leads

Call low Gather info Then call high

Reference lead intelligence

Qualify out tire kickers

Always Be Helping

Transition Sales to Inbound Filter out bad fit leads

Specialize Reps by Inbound or Outbound

Train Inbound Reps on Inbound Sales Methodology

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

360 View of a Leadrsquos Engagement with Your Company

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

Social Media Website Email

Monitor Sales Signals with wwwgetsignalscom

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting

Approach

Use Buyer Context

Questions

Mark Roberge

SVP of Sales and Services HubSpot

markroberge

7 markroberge

2 Train your sales people in the same way

What I see at many companies Shadow a senior sales rep for 1 month

Read a 2 page sales manual

HubSpot approach Define sales playbook (unique value proposition target customer

competition common objections product information etc)

Train sales people as consultants or experts Give them hands on

experience if possible

Use exams and certification programs

3 Provide sales people with the

same quantity and quality of leads

9 markroberge

Modern Lead Generation Inbound Marketing

Blog SEO Social Media

Free Tip Run your website through marketinggradercom

Create Your Content Engine

Create Your Content Calendar

1 eBook w LP Month

4

Blog Posts Month

Create Your Content Calendar

1 eBook w LP Month

Create Your Content Calendar

4

Blog Posts Month

FB Posts Month

8

1 eBook w LP Month

Create Your Content Calendar

4

Blog Posts Month

FB Posts Month

8

Tweets month

16

1 eBook w LP Month

Create Your Content Calendar

4 Blog Posts Month

FB Posts month

8

Tweets month

16

1 eBook w LP Month

The Marketing SLA

Lead Type Lead Value

Webinar $07

eBook $05

Free Trial $45

Demo Request $95

Owner Ollie Leads (1-100 Employees)

Lead Type Lead Value

Webinar $35

eBook $45

Free Trial $210

Demo Request $275

Marketing Mary Leads (100-2000 Employees)

Lead Type Lead Value

Webinar $85

eBook $100

Free Trial $425

Demo Request $610

Enterprise Erin Leads (2000+ Employees)

Data has been altered from actual

HubSpot data for the purposes of this

presentation

The Sales SLA

Attempt

LT

V C

OC

A

Data has been altered from actual HubSpot data for the purposes of this presentation

Ollie Leads Mary Leads Erin Leads

Daily Accountability for Marketing amp Sales

Data has been altered from actual HubSpot data for the purposes of this presentation

4 Have sales people work the

leads with the same process

Implement a Sales Process

1 RESEARCH

Prepare for the sales process

2 PROSPECT

Get to a connect

3 CONNECT

Schedule the assessment

4 QUALIFY DISCOVER

Determine worthiness for demo

5 DEMO

Illustrate value of software

6 OBJECTIONS amp CLOSE

Sign up new customer

Too Big

Queue

No Fit

Queue

Marketing

Queue

Intrsquol

Queue

Unable to

Qualify

Unqualified

Closed Lost

Closed Lost

LE

AD

O

PP

OR

TU

NIT

Y

Bad Lead

Implement a metrics-driven sales culture

Data has been altered from actual HubSpot data for the purposes of this presentation

Each Color

Represents a

Different Sales

Rep

ldquoPeel Back the Onionrdquo for More Insight

Data has been altered from actual HubSpot data for the purposes

of this presentation

Lead-Worked-to-Connect Ratio

Connect-to-Demo Ratio

23 markroberge

Transitioning Sales Team to Inbound

Outbound Sales Inbound Sales Good Fit

Has

Pain

Has Pain

Good

Fit

Build list of target market

Call high

Use elevator pitch

Beg for appointment

Always Be Closing

Auto filter bad fit leads

Call low Gather info Then call high

Reference lead intelligence

Qualify out tire kickers

Always Be Helping

Transition Sales to Inbound Filter out bad fit leads

Specialize Reps by Inbound or Outbound

Train Inbound Reps on Inbound Sales Methodology

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

360 View of a Leadrsquos Engagement with Your Company

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

Social Media Website Email

Monitor Sales Signals with wwwgetsignalscom

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting

Approach

Use Buyer Context

Questions

Mark Roberge

SVP of Sales and Services HubSpot

markroberge

3 Provide sales people with the

same quantity and quality of leads

9 markroberge

Modern Lead Generation Inbound Marketing

Blog SEO Social Media

Free Tip Run your website through marketinggradercom

Create Your Content Engine

Create Your Content Calendar

1 eBook w LP Month

4

Blog Posts Month

Create Your Content Calendar

1 eBook w LP Month

Create Your Content Calendar

4

Blog Posts Month

FB Posts Month

8

1 eBook w LP Month

Create Your Content Calendar

4

Blog Posts Month

FB Posts Month

8

Tweets month

16

1 eBook w LP Month

Create Your Content Calendar

4 Blog Posts Month

FB Posts month

8

Tweets month

16

1 eBook w LP Month

The Marketing SLA

Lead Type Lead Value

Webinar $07

eBook $05

Free Trial $45

Demo Request $95

Owner Ollie Leads (1-100 Employees)

Lead Type Lead Value

Webinar $35

eBook $45

Free Trial $210

Demo Request $275

Marketing Mary Leads (100-2000 Employees)

Lead Type Lead Value

Webinar $85

eBook $100

Free Trial $425

Demo Request $610

Enterprise Erin Leads (2000+ Employees)

Data has been altered from actual

HubSpot data for the purposes of this

presentation

The Sales SLA

Attempt

LT

V C

OC

A

Data has been altered from actual HubSpot data for the purposes of this presentation

Ollie Leads Mary Leads Erin Leads

Daily Accountability for Marketing amp Sales

Data has been altered from actual HubSpot data for the purposes of this presentation

4 Have sales people work the

leads with the same process

Implement a Sales Process

1 RESEARCH

Prepare for the sales process

2 PROSPECT

Get to a connect

3 CONNECT

Schedule the assessment

4 QUALIFY DISCOVER

Determine worthiness for demo

5 DEMO

Illustrate value of software

6 OBJECTIONS amp CLOSE

Sign up new customer

Too Big

Queue

No Fit

Queue

Marketing

Queue

Intrsquol

Queue

Unable to

Qualify

Unqualified

Closed Lost

Closed Lost

LE

AD

O

PP

OR

TU

NIT

Y

Bad Lead

Implement a metrics-driven sales culture

Data has been altered from actual HubSpot data for the purposes of this presentation

Each Color

Represents a

Different Sales

Rep

ldquoPeel Back the Onionrdquo for More Insight

Data has been altered from actual HubSpot data for the purposes

of this presentation

Lead-Worked-to-Connect Ratio

Connect-to-Demo Ratio

23 markroberge

Transitioning Sales Team to Inbound

Outbound Sales Inbound Sales Good Fit

Has

Pain

Has Pain

Good

Fit

Build list of target market

Call high

Use elevator pitch

Beg for appointment

Always Be Closing

Auto filter bad fit leads

Call low Gather info Then call high

Reference lead intelligence

Qualify out tire kickers

Always Be Helping

Transition Sales to Inbound Filter out bad fit leads

Specialize Reps by Inbound or Outbound

Train Inbound Reps on Inbound Sales Methodology

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

360 View of a Leadrsquos Engagement with Your Company

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

Social Media Website Email

Monitor Sales Signals with wwwgetsignalscom

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting

Approach

Use Buyer Context

Questions

Mark Roberge

SVP of Sales and Services HubSpot

markroberge

9 markroberge

Modern Lead Generation Inbound Marketing

Blog SEO Social Media

Free Tip Run your website through marketinggradercom

Create Your Content Engine

Create Your Content Calendar

1 eBook w LP Month

4

Blog Posts Month

Create Your Content Calendar

1 eBook w LP Month

Create Your Content Calendar

4

Blog Posts Month

FB Posts Month

8

1 eBook w LP Month

Create Your Content Calendar

4

Blog Posts Month

FB Posts Month

8

Tweets month

16

1 eBook w LP Month

Create Your Content Calendar

4 Blog Posts Month

FB Posts month

8

Tweets month

16

1 eBook w LP Month

The Marketing SLA

Lead Type Lead Value

Webinar $07

eBook $05

Free Trial $45

Demo Request $95

Owner Ollie Leads (1-100 Employees)

Lead Type Lead Value

Webinar $35

eBook $45

Free Trial $210

Demo Request $275

Marketing Mary Leads (100-2000 Employees)

Lead Type Lead Value

Webinar $85

eBook $100

Free Trial $425

Demo Request $610

Enterprise Erin Leads (2000+ Employees)

Data has been altered from actual

HubSpot data for the purposes of this

presentation

The Sales SLA

Attempt

LT

V C

OC

A

Data has been altered from actual HubSpot data for the purposes of this presentation

Ollie Leads Mary Leads Erin Leads

Daily Accountability for Marketing amp Sales

Data has been altered from actual HubSpot data for the purposes of this presentation

4 Have sales people work the

leads with the same process

Implement a Sales Process

1 RESEARCH

Prepare for the sales process

2 PROSPECT

Get to a connect

3 CONNECT

Schedule the assessment

4 QUALIFY DISCOVER

Determine worthiness for demo

5 DEMO

Illustrate value of software

6 OBJECTIONS amp CLOSE

Sign up new customer

Too Big

Queue

No Fit

Queue

Marketing

Queue

Intrsquol

Queue

Unable to

Qualify

Unqualified

Closed Lost

Closed Lost

LE

AD

O

PP

OR

TU

NIT

Y

Bad Lead

Implement a metrics-driven sales culture

Data has been altered from actual HubSpot data for the purposes of this presentation

Each Color

Represents a

Different Sales

Rep

ldquoPeel Back the Onionrdquo for More Insight

Data has been altered from actual HubSpot data for the purposes

of this presentation

Lead-Worked-to-Connect Ratio

Connect-to-Demo Ratio

23 markroberge

Transitioning Sales Team to Inbound

Outbound Sales Inbound Sales Good Fit

Has

Pain

Has Pain

Good

Fit

Build list of target market

Call high

Use elevator pitch

Beg for appointment

Always Be Closing

Auto filter bad fit leads

Call low Gather info Then call high

Reference lead intelligence

Qualify out tire kickers

Always Be Helping

Transition Sales to Inbound Filter out bad fit leads

Specialize Reps by Inbound or Outbound

Train Inbound Reps on Inbound Sales Methodology

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

360 View of a Leadrsquos Engagement with Your Company

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

Social Media Website Email

Monitor Sales Signals with wwwgetsignalscom

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting

Approach

Use Buyer Context

Questions

Mark Roberge

SVP of Sales and Services HubSpot

markroberge

Create Your Content Engine

Create Your Content Calendar

1 eBook w LP Month

4

Blog Posts Month

Create Your Content Calendar

1 eBook w LP Month

Create Your Content Calendar

4

Blog Posts Month

FB Posts Month

8

1 eBook w LP Month

Create Your Content Calendar

4

Blog Posts Month

FB Posts Month

8

Tweets month

16

1 eBook w LP Month

Create Your Content Calendar

4 Blog Posts Month

FB Posts month

8

Tweets month

16

1 eBook w LP Month

The Marketing SLA

Lead Type Lead Value

Webinar $07

eBook $05

Free Trial $45

Demo Request $95

Owner Ollie Leads (1-100 Employees)

Lead Type Lead Value

Webinar $35

eBook $45

Free Trial $210

Demo Request $275

Marketing Mary Leads (100-2000 Employees)

Lead Type Lead Value

Webinar $85

eBook $100

Free Trial $425

Demo Request $610

Enterprise Erin Leads (2000+ Employees)

Data has been altered from actual

HubSpot data for the purposes of this

presentation

The Sales SLA

Attempt

LT

V C

OC

A

Data has been altered from actual HubSpot data for the purposes of this presentation

Ollie Leads Mary Leads Erin Leads

Daily Accountability for Marketing amp Sales

Data has been altered from actual HubSpot data for the purposes of this presentation

4 Have sales people work the

leads with the same process

Implement a Sales Process

1 RESEARCH

Prepare for the sales process

2 PROSPECT

Get to a connect

3 CONNECT

Schedule the assessment

4 QUALIFY DISCOVER

Determine worthiness for demo

5 DEMO

Illustrate value of software

6 OBJECTIONS amp CLOSE

Sign up new customer

Too Big

Queue

No Fit

Queue

Marketing

Queue

Intrsquol

Queue

Unable to

Qualify

Unqualified

Closed Lost

Closed Lost

LE

AD

O

PP

OR

TU

NIT

Y

Bad Lead

Implement a metrics-driven sales culture

Data has been altered from actual HubSpot data for the purposes of this presentation

Each Color

Represents a

Different Sales

Rep

ldquoPeel Back the Onionrdquo for More Insight

Data has been altered from actual HubSpot data for the purposes

of this presentation

Lead-Worked-to-Connect Ratio

Connect-to-Demo Ratio

23 markroberge

Transitioning Sales Team to Inbound

Outbound Sales Inbound Sales Good Fit

Has

Pain

Has Pain

Good

Fit

Build list of target market

Call high

Use elevator pitch

Beg for appointment

Always Be Closing

Auto filter bad fit leads

Call low Gather info Then call high

Reference lead intelligence

Qualify out tire kickers

Always Be Helping

Transition Sales to Inbound Filter out bad fit leads

Specialize Reps by Inbound or Outbound

Train Inbound Reps on Inbound Sales Methodology

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

360 View of a Leadrsquos Engagement with Your Company

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

Social Media Website Email

Monitor Sales Signals with wwwgetsignalscom

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting

Approach

Use Buyer Context

Questions

Mark Roberge

SVP of Sales and Services HubSpot

markroberge

Create Your Content Calendar

1 eBook w LP Month

4

Blog Posts Month

Create Your Content Calendar

1 eBook w LP Month

Create Your Content Calendar

4

Blog Posts Month

FB Posts Month

8

1 eBook w LP Month

Create Your Content Calendar

4

Blog Posts Month

FB Posts Month

8

Tweets month

16

1 eBook w LP Month

Create Your Content Calendar

4 Blog Posts Month

FB Posts month

8

Tweets month

16

1 eBook w LP Month

The Marketing SLA

Lead Type Lead Value

Webinar $07

eBook $05

Free Trial $45

Demo Request $95

Owner Ollie Leads (1-100 Employees)

Lead Type Lead Value

Webinar $35

eBook $45

Free Trial $210

Demo Request $275

Marketing Mary Leads (100-2000 Employees)

Lead Type Lead Value

Webinar $85

eBook $100

Free Trial $425

Demo Request $610

Enterprise Erin Leads (2000+ Employees)

Data has been altered from actual

HubSpot data for the purposes of this

presentation

The Sales SLA

Attempt

LT

V C

OC

A

Data has been altered from actual HubSpot data for the purposes of this presentation

Ollie Leads Mary Leads Erin Leads

Daily Accountability for Marketing amp Sales

Data has been altered from actual HubSpot data for the purposes of this presentation

4 Have sales people work the

leads with the same process

Implement a Sales Process

1 RESEARCH

Prepare for the sales process

2 PROSPECT

Get to a connect

3 CONNECT

Schedule the assessment

4 QUALIFY DISCOVER

Determine worthiness for demo

5 DEMO

Illustrate value of software

6 OBJECTIONS amp CLOSE

Sign up new customer

Too Big

Queue

No Fit

Queue

Marketing

Queue

Intrsquol

Queue

Unable to

Qualify

Unqualified

Closed Lost

Closed Lost

LE

AD

O

PP

OR

TU

NIT

Y

Bad Lead

Implement a metrics-driven sales culture

Data has been altered from actual HubSpot data for the purposes of this presentation

Each Color

Represents a

Different Sales

Rep

ldquoPeel Back the Onionrdquo for More Insight

Data has been altered from actual HubSpot data for the purposes

of this presentation

Lead-Worked-to-Connect Ratio

Connect-to-Demo Ratio

23 markroberge

Transitioning Sales Team to Inbound

Outbound Sales Inbound Sales Good Fit

Has

Pain

Has Pain

Good

Fit

Build list of target market

Call high

Use elevator pitch

Beg for appointment

Always Be Closing

Auto filter bad fit leads

Call low Gather info Then call high

Reference lead intelligence

Qualify out tire kickers

Always Be Helping

Transition Sales to Inbound Filter out bad fit leads

Specialize Reps by Inbound or Outbound

Train Inbound Reps on Inbound Sales Methodology

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

360 View of a Leadrsquos Engagement with Your Company

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

Social Media Website Email

Monitor Sales Signals with wwwgetsignalscom

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting

Approach

Use Buyer Context

Questions

Mark Roberge

SVP of Sales and Services HubSpot

markroberge

4

Blog Posts Month

Create Your Content Calendar

1 eBook w LP Month

Create Your Content Calendar

4

Blog Posts Month

FB Posts Month

8

1 eBook w LP Month

Create Your Content Calendar

4

Blog Posts Month

FB Posts Month

8

Tweets month

16

1 eBook w LP Month

Create Your Content Calendar

4 Blog Posts Month

FB Posts month

8

Tweets month

16

1 eBook w LP Month

The Marketing SLA

Lead Type Lead Value

Webinar $07

eBook $05

Free Trial $45

Demo Request $95

Owner Ollie Leads (1-100 Employees)

Lead Type Lead Value

Webinar $35

eBook $45

Free Trial $210

Demo Request $275

Marketing Mary Leads (100-2000 Employees)

Lead Type Lead Value

Webinar $85

eBook $100

Free Trial $425

Demo Request $610

Enterprise Erin Leads (2000+ Employees)

Data has been altered from actual

HubSpot data for the purposes of this

presentation

The Sales SLA

Attempt

LT

V C

OC

A

Data has been altered from actual HubSpot data for the purposes of this presentation

Ollie Leads Mary Leads Erin Leads

Daily Accountability for Marketing amp Sales

Data has been altered from actual HubSpot data for the purposes of this presentation

4 Have sales people work the

leads with the same process

Implement a Sales Process

1 RESEARCH

Prepare for the sales process

2 PROSPECT

Get to a connect

3 CONNECT

Schedule the assessment

4 QUALIFY DISCOVER

Determine worthiness for demo

5 DEMO

Illustrate value of software

6 OBJECTIONS amp CLOSE

Sign up new customer

Too Big

Queue

No Fit

Queue

Marketing

Queue

Intrsquol

Queue

Unable to

Qualify

Unqualified

Closed Lost

Closed Lost

LE

AD

O

PP

OR

TU

NIT

Y

Bad Lead

Implement a metrics-driven sales culture

Data has been altered from actual HubSpot data for the purposes of this presentation

Each Color

Represents a

Different Sales

Rep

ldquoPeel Back the Onionrdquo for More Insight

Data has been altered from actual HubSpot data for the purposes

of this presentation

Lead-Worked-to-Connect Ratio

Connect-to-Demo Ratio

23 markroberge

Transitioning Sales Team to Inbound

Outbound Sales Inbound Sales Good Fit

Has

Pain

Has Pain

Good

Fit

Build list of target market

Call high

Use elevator pitch

Beg for appointment

Always Be Closing

Auto filter bad fit leads

Call low Gather info Then call high

Reference lead intelligence

Qualify out tire kickers

Always Be Helping

Transition Sales to Inbound Filter out bad fit leads

Specialize Reps by Inbound or Outbound

Train Inbound Reps on Inbound Sales Methodology

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

360 View of a Leadrsquos Engagement with Your Company

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

Social Media Website Email

Monitor Sales Signals with wwwgetsignalscom

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting

Approach

Use Buyer Context

Questions

Mark Roberge

SVP of Sales and Services HubSpot

markroberge

Create Your Content Calendar

4

Blog Posts Month

FB Posts Month

8

1 eBook w LP Month

Create Your Content Calendar

4

Blog Posts Month

FB Posts Month

8

Tweets month

16

1 eBook w LP Month

Create Your Content Calendar

4 Blog Posts Month

FB Posts month

8

Tweets month

16

1 eBook w LP Month

The Marketing SLA

Lead Type Lead Value

Webinar $07

eBook $05

Free Trial $45

Demo Request $95

Owner Ollie Leads (1-100 Employees)

Lead Type Lead Value

Webinar $35

eBook $45

Free Trial $210

Demo Request $275

Marketing Mary Leads (100-2000 Employees)

Lead Type Lead Value

Webinar $85

eBook $100

Free Trial $425

Demo Request $610

Enterprise Erin Leads (2000+ Employees)

Data has been altered from actual

HubSpot data for the purposes of this

presentation

The Sales SLA

Attempt

LT

V C

OC

A

Data has been altered from actual HubSpot data for the purposes of this presentation

Ollie Leads Mary Leads Erin Leads

Daily Accountability for Marketing amp Sales

Data has been altered from actual HubSpot data for the purposes of this presentation

4 Have sales people work the

leads with the same process

Implement a Sales Process

1 RESEARCH

Prepare for the sales process

2 PROSPECT

Get to a connect

3 CONNECT

Schedule the assessment

4 QUALIFY DISCOVER

Determine worthiness for demo

5 DEMO

Illustrate value of software

6 OBJECTIONS amp CLOSE

Sign up new customer

Too Big

Queue

No Fit

Queue

Marketing

Queue

Intrsquol

Queue

Unable to

Qualify

Unqualified

Closed Lost

Closed Lost

LE

AD

O

PP

OR

TU

NIT

Y

Bad Lead

Implement a metrics-driven sales culture

Data has been altered from actual HubSpot data for the purposes of this presentation

Each Color

Represents a

Different Sales

Rep

ldquoPeel Back the Onionrdquo for More Insight

Data has been altered from actual HubSpot data for the purposes

of this presentation

Lead-Worked-to-Connect Ratio

Connect-to-Demo Ratio

23 markroberge

Transitioning Sales Team to Inbound

Outbound Sales Inbound Sales Good Fit

Has

Pain

Has Pain

Good

Fit

Build list of target market

Call high

Use elevator pitch

Beg for appointment

Always Be Closing

Auto filter bad fit leads

Call low Gather info Then call high

Reference lead intelligence

Qualify out tire kickers

Always Be Helping

Transition Sales to Inbound Filter out bad fit leads

Specialize Reps by Inbound or Outbound

Train Inbound Reps on Inbound Sales Methodology

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

360 View of a Leadrsquos Engagement with Your Company

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

Social Media Website Email

Monitor Sales Signals with wwwgetsignalscom

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting

Approach

Use Buyer Context

Questions

Mark Roberge

SVP of Sales and Services HubSpot

markroberge

Create Your Content Calendar

4

Blog Posts Month

FB Posts Month

8

Tweets month

16

1 eBook w LP Month

Create Your Content Calendar

4 Blog Posts Month

FB Posts month

8

Tweets month

16

1 eBook w LP Month

The Marketing SLA

Lead Type Lead Value

Webinar $07

eBook $05

Free Trial $45

Demo Request $95

Owner Ollie Leads (1-100 Employees)

Lead Type Lead Value

Webinar $35

eBook $45

Free Trial $210

Demo Request $275

Marketing Mary Leads (100-2000 Employees)

Lead Type Lead Value

Webinar $85

eBook $100

Free Trial $425

Demo Request $610

Enterprise Erin Leads (2000+ Employees)

Data has been altered from actual

HubSpot data for the purposes of this

presentation

The Sales SLA

Attempt

LT

V C

OC

A

Data has been altered from actual HubSpot data for the purposes of this presentation

Ollie Leads Mary Leads Erin Leads

Daily Accountability for Marketing amp Sales

Data has been altered from actual HubSpot data for the purposes of this presentation

4 Have sales people work the

leads with the same process

Implement a Sales Process

1 RESEARCH

Prepare for the sales process

2 PROSPECT

Get to a connect

3 CONNECT

Schedule the assessment

4 QUALIFY DISCOVER

Determine worthiness for demo

5 DEMO

Illustrate value of software

6 OBJECTIONS amp CLOSE

Sign up new customer

Too Big

Queue

No Fit

Queue

Marketing

Queue

Intrsquol

Queue

Unable to

Qualify

Unqualified

Closed Lost

Closed Lost

LE

AD

O

PP

OR

TU

NIT

Y

Bad Lead

Implement a metrics-driven sales culture

Data has been altered from actual HubSpot data for the purposes of this presentation

Each Color

Represents a

Different Sales

Rep

ldquoPeel Back the Onionrdquo for More Insight

Data has been altered from actual HubSpot data for the purposes

of this presentation

Lead-Worked-to-Connect Ratio

Connect-to-Demo Ratio

23 markroberge

Transitioning Sales Team to Inbound

Outbound Sales Inbound Sales Good Fit

Has

Pain

Has Pain

Good

Fit

Build list of target market

Call high

Use elevator pitch

Beg for appointment

Always Be Closing

Auto filter bad fit leads

Call low Gather info Then call high

Reference lead intelligence

Qualify out tire kickers

Always Be Helping

Transition Sales to Inbound Filter out bad fit leads

Specialize Reps by Inbound or Outbound

Train Inbound Reps on Inbound Sales Methodology

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

360 View of a Leadrsquos Engagement with Your Company

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

Social Media Website Email

Monitor Sales Signals with wwwgetsignalscom

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting

Approach

Use Buyer Context

Questions

Mark Roberge

SVP of Sales and Services HubSpot

markroberge

Create Your Content Calendar

4 Blog Posts Month

FB Posts month

8

Tweets month

16

1 eBook w LP Month

The Marketing SLA

Lead Type Lead Value

Webinar $07

eBook $05

Free Trial $45

Demo Request $95

Owner Ollie Leads (1-100 Employees)

Lead Type Lead Value

Webinar $35

eBook $45

Free Trial $210

Demo Request $275

Marketing Mary Leads (100-2000 Employees)

Lead Type Lead Value

Webinar $85

eBook $100

Free Trial $425

Demo Request $610

Enterprise Erin Leads (2000+ Employees)

Data has been altered from actual

HubSpot data for the purposes of this

presentation

The Sales SLA

Attempt

LT

V C

OC

A

Data has been altered from actual HubSpot data for the purposes of this presentation

Ollie Leads Mary Leads Erin Leads

Daily Accountability for Marketing amp Sales

Data has been altered from actual HubSpot data for the purposes of this presentation

4 Have sales people work the

leads with the same process

Implement a Sales Process

1 RESEARCH

Prepare for the sales process

2 PROSPECT

Get to a connect

3 CONNECT

Schedule the assessment

4 QUALIFY DISCOVER

Determine worthiness for demo

5 DEMO

Illustrate value of software

6 OBJECTIONS amp CLOSE

Sign up new customer

Too Big

Queue

No Fit

Queue

Marketing

Queue

Intrsquol

Queue

Unable to

Qualify

Unqualified

Closed Lost

Closed Lost

LE

AD

O

PP

OR

TU

NIT

Y

Bad Lead

Implement a metrics-driven sales culture

Data has been altered from actual HubSpot data for the purposes of this presentation

Each Color

Represents a

Different Sales

Rep

ldquoPeel Back the Onionrdquo for More Insight

Data has been altered from actual HubSpot data for the purposes

of this presentation

Lead-Worked-to-Connect Ratio

Connect-to-Demo Ratio

23 markroberge

Transitioning Sales Team to Inbound

Outbound Sales Inbound Sales Good Fit

Has

Pain

Has Pain

Good

Fit

Build list of target market

Call high

Use elevator pitch

Beg for appointment

Always Be Closing

Auto filter bad fit leads

Call low Gather info Then call high

Reference lead intelligence

Qualify out tire kickers

Always Be Helping

Transition Sales to Inbound Filter out bad fit leads

Specialize Reps by Inbound or Outbound

Train Inbound Reps on Inbound Sales Methodology

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

360 View of a Leadrsquos Engagement with Your Company

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

Social Media Website Email

Monitor Sales Signals with wwwgetsignalscom

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting

Approach

Use Buyer Context

Questions

Mark Roberge

SVP of Sales and Services HubSpot

markroberge

The Marketing SLA

Lead Type Lead Value

Webinar $07

eBook $05

Free Trial $45

Demo Request $95

Owner Ollie Leads (1-100 Employees)

Lead Type Lead Value

Webinar $35

eBook $45

Free Trial $210

Demo Request $275

Marketing Mary Leads (100-2000 Employees)

Lead Type Lead Value

Webinar $85

eBook $100

Free Trial $425

Demo Request $610

Enterprise Erin Leads (2000+ Employees)

Data has been altered from actual

HubSpot data for the purposes of this

presentation

The Sales SLA

Attempt

LT

V C

OC

A

Data has been altered from actual HubSpot data for the purposes of this presentation

Ollie Leads Mary Leads Erin Leads

Daily Accountability for Marketing amp Sales

Data has been altered from actual HubSpot data for the purposes of this presentation

4 Have sales people work the

leads with the same process

Implement a Sales Process

1 RESEARCH

Prepare for the sales process

2 PROSPECT

Get to a connect

3 CONNECT

Schedule the assessment

4 QUALIFY DISCOVER

Determine worthiness for demo

5 DEMO

Illustrate value of software

6 OBJECTIONS amp CLOSE

Sign up new customer

Too Big

Queue

No Fit

Queue

Marketing

Queue

Intrsquol

Queue

Unable to

Qualify

Unqualified

Closed Lost

Closed Lost

LE

AD

O

PP

OR

TU

NIT

Y

Bad Lead

Implement a metrics-driven sales culture

Data has been altered from actual HubSpot data for the purposes of this presentation

Each Color

Represents a

Different Sales

Rep

ldquoPeel Back the Onionrdquo for More Insight

Data has been altered from actual HubSpot data for the purposes

of this presentation

Lead-Worked-to-Connect Ratio

Connect-to-Demo Ratio

23 markroberge

Transitioning Sales Team to Inbound

Outbound Sales Inbound Sales Good Fit

Has

Pain

Has Pain

Good

Fit

Build list of target market

Call high

Use elevator pitch

Beg for appointment

Always Be Closing

Auto filter bad fit leads

Call low Gather info Then call high

Reference lead intelligence

Qualify out tire kickers

Always Be Helping

Transition Sales to Inbound Filter out bad fit leads

Specialize Reps by Inbound or Outbound

Train Inbound Reps on Inbound Sales Methodology

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

360 View of a Leadrsquos Engagement with Your Company

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

Social Media Website Email

Monitor Sales Signals with wwwgetsignalscom

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting

Approach

Use Buyer Context

Questions

Mark Roberge

SVP of Sales and Services HubSpot

markroberge

The Sales SLA

Attempt

LT

V C

OC

A

Data has been altered from actual HubSpot data for the purposes of this presentation

Ollie Leads Mary Leads Erin Leads

Daily Accountability for Marketing amp Sales

Data has been altered from actual HubSpot data for the purposes of this presentation

4 Have sales people work the

leads with the same process

Implement a Sales Process

1 RESEARCH

Prepare for the sales process

2 PROSPECT

Get to a connect

3 CONNECT

Schedule the assessment

4 QUALIFY DISCOVER

Determine worthiness for demo

5 DEMO

Illustrate value of software

6 OBJECTIONS amp CLOSE

Sign up new customer

Too Big

Queue

No Fit

Queue

Marketing

Queue

Intrsquol

Queue

Unable to

Qualify

Unqualified

Closed Lost

Closed Lost

LE

AD

O

PP

OR

TU

NIT

Y

Bad Lead

Implement a metrics-driven sales culture

Data has been altered from actual HubSpot data for the purposes of this presentation

Each Color

Represents a

Different Sales

Rep

ldquoPeel Back the Onionrdquo for More Insight

Data has been altered from actual HubSpot data for the purposes

of this presentation

Lead-Worked-to-Connect Ratio

Connect-to-Demo Ratio

23 markroberge

Transitioning Sales Team to Inbound

Outbound Sales Inbound Sales Good Fit

Has

Pain

Has Pain

Good

Fit

Build list of target market

Call high

Use elevator pitch

Beg for appointment

Always Be Closing

Auto filter bad fit leads

Call low Gather info Then call high

Reference lead intelligence

Qualify out tire kickers

Always Be Helping

Transition Sales to Inbound Filter out bad fit leads

Specialize Reps by Inbound or Outbound

Train Inbound Reps on Inbound Sales Methodology

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

360 View of a Leadrsquos Engagement with Your Company

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

Social Media Website Email

Monitor Sales Signals with wwwgetsignalscom

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting

Approach

Use Buyer Context

Questions

Mark Roberge

SVP of Sales and Services HubSpot

markroberge

Daily Accountability for Marketing amp Sales

Data has been altered from actual HubSpot data for the purposes of this presentation

4 Have sales people work the

leads with the same process

Implement a Sales Process

1 RESEARCH

Prepare for the sales process

2 PROSPECT

Get to a connect

3 CONNECT

Schedule the assessment

4 QUALIFY DISCOVER

Determine worthiness for demo

5 DEMO

Illustrate value of software

6 OBJECTIONS amp CLOSE

Sign up new customer

Too Big

Queue

No Fit

Queue

Marketing

Queue

Intrsquol

Queue

Unable to

Qualify

Unqualified

Closed Lost

Closed Lost

LE

AD

O

PP

OR

TU

NIT

Y

Bad Lead

Implement a metrics-driven sales culture

Data has been altered from actual HubSpot data for the purposes of this presentation

Each Color

Represents a

Different Sales

Rep

ldquoPeel Back the Onionrdquo for More Insight

Data has been altered from actual HubSpot data for the purposes

of this presentation

Lead-Worked-to-Connect Ratio

Connect-to-Demo Ratio

23 markroberge

Transitioning Sales Team to Inbound

Outbound Sales Inbound Sales Good Fit

Has

Pain

Has Pain

Good

Fit

Build list of target market

Call high

Use elevator pitch

Beg for appointment

Always Be Closing

Auto filter bad fit leads

Call low Gather info Then call high

Reference lead intelligence

Qualify out tire kickers

Always Be Helping

Transition Sales to Inbound Filter out bad fit leads

Specialize Reps by Inbound or Outbound

Train Inbound Reps on Inbound Sales Methodology

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

360 View of a Leadrsquos Engagement with Your Company

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

Social Media Website Email

Monitor Sales Signals with wwwgetsignalscom

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting

Approach

Use Buyer Context

Questions

Mark Roberge

SVP of Sales and Services HubSpot

markroberge

4 Have sales people work the

leads with the same process

Implement a Sales Process

1 RESEARCH

Prepare for the sales process

2 PROSPECT

Get to a connect

3 CONNECT

Schedule the assessment

4 QUALIFY DISCOVER

Determine worthiness for demo

5 DEMO

Illustrate value of software

6 OBJECTIONS amp CLOSE

Sign up new customer

Too Big

Queue

No Fit

Queue

Marketing

Queue

Intrsquol

Queue

Unable to

Qualify

Unqualified

Closed Lost

Closed Lost

LE

AD

O

PP

OR

TU

NIT

Y

Bad Lead

Implement a metrics-driven sales culture

Data has been altered from actual HubSpot data for the purposes of this presentation

Each Color

Represents a

Different Sales

Rep

ldquoPeel Back the Onionrdquo for More Insight

Data has been altered from actual HubSpot data for the purposes

of this presentation

Lead-Worked-to-Connect Ratio

Connect-to-Demo Ratio

23 markroberge

Transitioning Sales Team to Inbound

Outbound Sales Inbound Sales Good Fit

Has

Pain

Has Pain

Good

Fit

Build list of target market

Call high

Use elevator pitch

Beg for appointment

Always Be Closing

Auto filter bad fit leads

Call low Gather info Then call high

Reference lead intelligence

Qualify out tire kickers

Always Be Helping

Transition Sales to Inbound Filter out bad fit leads

Specialize Reps by Inbound or Outbound

Train Inbound Reps on Inbound Sales Methodology

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

360 View of a Leadrsquos Engagement with Your Company

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

Social Media Website Email

Monitor Sales Signals with wwwgetsignalscom

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting

Approach

Use Buyer Context

Questions

Mark Roberge

SVP of Sales and Services HubSpot

markroberge

Implement a Sales Process

1 RESEARCH

Prepare for the sales process

2 PROSPECT

Get to a connect

3 CONNECT

Schedule the assessment

4 QUALIFY DISCOVER

Determine worthiness for demo

5 DEMO

Illustrate value of software

6 OBJECTIONS amp CLOSE

Sign up new customer

Too Big

Queue

No Fit

Queue

Marketing

Queue

Intrsquol

Queue

Unable to

Qualify

Unqualified

Closed Lost

Closed Lost

LE

AD

O

PP

OR

TU

NIT

Y

Bad Lead

Implement a metrics-driven sales culture

Data has been altered from actual HubSpot data for the purposes of this presentation

Each Color

Represents a

Different Sales

Rep

ldquoPeel Back the Onionrdquo for More Insight

Data has been altered from actual HubSpot data for the purposes

of this presentation

Lead-Worked-to-Connect Ratio

Connect-to-Demo Ratio

23 markroberge

Transitioning Sales Team to Inbound

Outbound Sales Inbound Sales Good Fit

Has

Pain

Has Pain

Good

Fit

Build list of target market

Call high

Use elevator pitch

Beg for appointment

Always Be Closing

Auto filter bad fit leads

Call low Gather info Then call high

Reference lead intelligence

Qualify out tire kickers

Always Be Helping

Transition Sales to Inbound Filter out bad fit leads

Specialize Reps by Inbound or Outbound

Train Inbound Reps on Inbound Sales Methodology

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

360 View of a Leadrsquos Engagement with Your Company

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

Social Media Website Email

Monitor Sales Signals with wwwgetsignalscom

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting

Approach

Use Buyer Context

Questions

Mark Roberge

SVP of Sales and Services HubSpot

markroberge

Implement a metrics-driven sales culture

Data has been altered from actual HubSpot data for the purposes of this presentation

Each Color

Represents a

Different Sales

Rep

ldquoPeel Back the Onionrdquo for More Insight

Data has been altered from actual HubSpot data for the purposes

of this presentation

Lead-Worked-to-Connect Ratio

Connect-to-Demo Ratio

23 markroberge

Transitioning Sales Team to Inbound

Outbound Sales Inbound Sales Good Fit

Has

Pain

Has Pain

Good

Fit

Build list of target market

Call high

Use elevator pitch

Beg for appointment

Always Be Closing

Auto filter bad fit leads

Call low Gather info Then call high

Reference lead intelligence

Qualify out tire kickers

Always Be Helping

Transition Sales to Inbound Filter out bad fit leads

Specialize Reps by Inbound or Outbound

Train Inbound Reps on Inbound Sales Methodology

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

360 View of a Leadrsquos Engagement with Your Company

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

Social Media Website Email

Monitor Sales Signals with wwwgetsignalscom

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting

Approach

Use Buyer Context

Questions

Mark Roberge

SVP of Sales and Services HubSpot

markroberge

ldquoPeel Back the Onionrdquo for More Insight

Data has been altered from actual HubSpot data for the purposes

of this presentation

Lead-Worked-to-Connect Ratio

Connect-to-Demo Ratio

23 markroberge

Transitioning Sales Team to Inbound

Outbound Sales Inbound Sales Good Fit

Has

Pain

Has Pain

Good

Fit

Build list of target market

Call high

Use elevator pitch

Beg for appointment

Always Be Closing

Auto filter bad fit leads

Call low Gather info Then call high

Reference lead intelligence

Qualify out tire kickers

Always Be Helping

Transition Sales to Inbound Filter out bad fit leads

Specialize Reps by Inbound or Outbound

Train Inbound Reps on Inbound Sales Methodology

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

360 View of a Leadrsquos Engagement with Your Company

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

Social Media Website Email

Monitor Sales Signals with wwwgetsignalscom

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting

Approach

Use Buyer Context

Questions

Mark Roberge

SVP of Sales and Services HubSpot

markroberge

23 markroberge

Transitioning Sales Team to Inbound

Outbound Sales Inbound Sales Good Fit

Has

Pain

Has Pain

Good

Fit

Build list of target market

Call high

Use elevator pitch

Beg for appointment

Always Be Closing

Auto filter bad fit leads

Call low Gather info Then call high

Reference lead intelligence

Qualify out tire kickers

Always Be Helping

Transition Sales to Inbound Filter out bad fit leads

Specialize Reps by Inbound or Outbound

Train Inbound Reps on Inbound Sales Methodology

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

360 View of a Leadrsquos Engagement with Your Company

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

Social Media Website Email

Monitor Sales Signals with wwwgetsignalscom

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting

Approach

Use Buyer Context

Questions

Mark Roberge

SVP of Sales and Services HubSpot

markroberge

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

360 View of a Leadrsquos Engagement with Your Company

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

Social Media Website Email

Monitor Sales Signals with wwwgetsignalscom

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting

Approach

Use Buyer Context

Questions

Mark Roberge

SVP of Sales and Services HubSpot

markroberge

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting Approach

Social Media Website Email

Monitor Sales Signals with wwwgetsignalscom

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting

Approach

Use Buyer Context

Questions

Mark Roberge

SVP of Sales and Services HubSpot

markroberge

How an Inbound Trained Sales Person Prospects an Inbound Lead

Research

Monitor and React

Inbound Prospecting

Approach

Use Buyer Context

Questions

Mark Roberge

SVP of Sales and Services HubSpot

markroberge

Questions

Mark Roberge

SVP of Sales and Services HubSpot

markroberge