Are you missing a unified view to your sales and marketing funnel? In this blog post we highlight how integrated Salesforce and HubSpot insights can help you drive revenue growth.

Being able to track your performance across the sales and marketing funnel is key to successful revenue operations. Creating integrated sales and marketing insights involves aligning and leveraging data from both sales and marketing departments to gain a comprehensive understanding of the operations and drive business growth. 

Inconsistent sales and marketing operations

In many companies, sales and marketing teams are managed separately and they develop their own technology stacks according to their needs and preferences. This can result in inconsistent and siloed GTM operations and misalignment in goal setting, decision making and actions.

Siloed sales and marketing reports

Oftentimes, leveraging separate technologies in daily operations leads into siloed reporting. In order to get a unified view of the pipeline and revenue creation process, many companies end up working with spreadsheets. This is a highly laborious and error prone process of exporting sales and marketing data into spreadsheets for further processing and analysis, resulting in low efficiency, uninformed decision-making and lost focus.

Forbes Agency Council highlights shared goals and knowledge sharing and principal key factors for bridging the gap between their marketing and sales teams.

Integrated sales and marketing insights

Best performing GTM teams today leverage live, integrated insights for aligned goal-setting and unified performance reviews. Sales and marketing data is integrated, synthesized and analyzed automatically and presented on live insights across the sales and marketing funnel. This allows both teams to monitor progress, identify areas for improvement, and make data-driven decisions promptly.

Salesforce and HubSpot data combined into a unified funnel view

Dear Lucy offers powerful, aligned sales and marketing insights without the need of complex data projects. The platform automatically gathers data across HubSpot and Salesforce into one system and synthesis the data into real-time insights from marketing to sales.

Shared source of Truth

Sharing powerful insights across top management and GTM teams adds transparency, predictability and engagement. With more informed decision making and timely actions companies can prevent revenue leakage and increase their growth rates significantly.

Read how we helped Apiture to create a unified and shared source of truth with integrated Salesforce and HubSpot dashboards.

Interested?

Dear Lucy offers powerful sales insights across sales solutions like Salesforce, Microsoft, HubSpot and Pipedrive. Sign up for a trial to get instant access to your sales and marketing insights!