Industrial & manufacturing companies on HubSpot win faster with RevPartners

What is the GTM Sources Playbook? 

The blueprint for enhanced tracking and reporting of contact and deal origination sources in HubSpot to provide better marketing and sales insights on the efficiency of source generation efforts. 

Why is it important? 

1. Accurate Tracking: Establish workflows for precise contact and deal source tracking.
2. Continuous Improvement: Use feedback to refine contact and deal categorization. 
3. Data Validation: Regularly review and validate origination data.

What is the Lead Scoring Playbook?

Lead scoring is an effective model that helps sales and marketing departments identify which prospects are potentially most valuable to the company and its current sales funnel. Lead scores increase or decrease based on data collected about a potential prospect’s persona or behavior with your company. 

Why is it Important?

1. Prioritize Outreach: Force-ranks all leads based on collected data, allowing teams to objectively prioritize who to reach out to first.
2. Optimize Sales Time: Ensures that sales reps focus their valuable time and energy on the leads most likely to convert, maximizing efficiency.
3. Align Sales & Marketing: Creates a standardized, objective definition of a "sales-ready" lead, fostering stronger agreement and handoff between teams.

What is the Configure Products & Pricing Playbook?

Best practices for adding and setting up product categories, names, tiers, and pricing in HubSpot.

Why is it important?

1. Sales Standardization: Ensures consistent product and pricing information across sales teams.
2. Flexible Reporting: Easily report on recurring and non-recurring revenue, track discount rates, and manage line items within deals.

What is the Data Integration Playbook?

The strategic process of connecting and synchronizing data across disparate systems (like HubSpot, ERPs, and Service tools) to create a single, unified source of truth and enable seamless, real-time data flow across the entire organization.

Why is it important?

1. 360° Data View: Breaks down data silos to provide all teams (Sales, Service, and Ops) with a complete, unified, and real-time view of customer history.
2. Boost Operational Efficiency: Eliminates the need for manual data entry and cross-referencing between systems, automating workflows and freeing up employee time for high-value tasks.
3. Empower Proactive Service: Ensures that service and operations teams have immediate, critical information to deliver timely updates and resolve customer issues faster.

What is a Marketing to Sales Handoff?

• Definition:

  1. The Marketing to Sales Handoff relates to the primary ownership of a Contact as defined by who or what team ( Amongst Sales or Marketing) will be owning prospect communication going forward.
  2. The handoff is set up by monitoring Lead Status inside the system & developing triggers in the system based on these Lead status on how contact ownership transfer from Marketing to Sales & back again to Sales to Marketing.

• For RP:  

  1. It's very important that no Leads fall through the cracks due to a lack of follow-up. To Ensure that our primary suggestion to our partners is to manage Leads through Lead Status functionality inside HubSpot.
  2. In the process of managing those, there are certain areas where Handoff occurs between Marketing and Sales. We need to make sure Marketing and sales leaders are aligned here & aware when the Handoff occurs & take certain actions as defined by the SLA.
  3. We need to make sure Sales & Marketing team are aligned through Shared Visibility of KPI, Pipelines, SLA terms & S-Marketing Meetings.
  4. We need to make sure when it comes to Managing Leads, Pipeline Generations, Revenue Visibility, Feedback Loop Marketing & Sales team has shared visibility through Dashboard.

What is a Marketing to Sales Handoff?

• Definition:

  1. The Marketing to Sales Handoff relates to the primary ownership of a Contact as defined by who or what team ( Amongst Sales or Marketing) will be owning prospect communication going forward.
  2. The handoff is set up by monitoring Lead Status inside the system & developing triggers in the system based on these Lead status on how contact ownership transfer from Marketing to Sales & back again to Sales to Marketing.

• For RP:  

  1. It's very important that no Leads fall through the cracks due to a lack of follow-up. To Ensure that our primary suggestion to our partners is to manage Leads through Lead Status functionality inside HubSpot.
  2. In the process of managing those, there are certain areas where Handoff occurs between Marketing and Sales. We need to make sure Marketing and sales leaders are aligned here & aware when the Handoff occurs & take certain actions as defined by the SLA.
  3. We need to make sure Sales & Marketing team are aligned through Shared Visibility of KPI, Pipelines, SLA terms & S-Marketing Meetings.
  4. We need to make sure when it comes to Managing Leads, Pipeline Generations, Revenue Visibility, Feedback Loop Marketing & Sales team has shared visibility through Dashboard.

What is a Marketing to Sales Handoff?

• Definition:

  1. The Marketing to Sales Handoff relates to the primary ownership of a Contact as defined by who or what team ( Amongst Sales or Marketing) will be owning prospect communication going forward.
  2. The handoff is set up by monitoring Lead Status inside the system & developing triggers in the system based on these Lead status on how contact ownership transfer from Marketing to Sales & back again to Sales to Marketing.

• For RP:  

  1. It's very important that no Leads fall through the cracks due to a lack of follow-up. To Ensure that our primary suggestion to our partners is to manage Leads through Lead Status functionality inside HubSpot.
  2. In the process of managing those, there are certain areas where Handoff occurs between Marketing and Sales. We need to make sure Marketing and sales leaders are aligned here & aware when the Handoff occurs & take certain actions as defined by the SLA.
  3. We need to make sure Sales & Marketing team are aligned through Shared Visibility of KPI, Pipelines, SLA terms & S-Marketing Meetings.
  4. We need to make sure when it comes to Managing Leads, Pipeline Generations, Revenue Visibility, Feedback Loop Marketing & Sales team has shared visibility through Dashboard.

What is a Marketing to Sales Handoff?

• Definition:

  1. The Marketing to Sales Handoff relates to the primary ownership of a Contact as defined by who or what team ( Amongst Sales or Marketing) will be owning prospect communication going forward.
  2. The handoff is set up by monitoring Lead Status inside the system & developing triggers in the system based on these Lead status on how contact ownership transfer from Marketing to Sales & back again to Sales to Marketing.

• For RP:  

  1. It's very important that no Leads fall through the cracks due to a lack of follow-up. To Ensure that our primary suggestion to our partners is to manage Leads through Lead Status functionality inside HubSpot.
  2. In the process of managing those, there are certain areas where Handoff occurs between Marketing and Sales. We need to make sure Marketing and sales leaders are aligned here & aware when the Handoff occurs & take certain actions as defined by the SLA.
  3. We need to make sure Sales & Marketing team are aligned through Shared Visibility of KPI, Pipelines, SLA terms & S-Marketing Meetings.
  4. We need to make sure when it comes to Managing Leads, Pipeline Generations, Revenue Visibility, Feedback Loop Marketing & Sales team has shared visibility through Dashboard.