Sales & Marketing Alignment Services

Definition: RevOps

RevOps (Revenue Operations) is the strategy of aligning sales and marketing teams, creating a unified force that boosts efficiency in both departments for revenue growth. Syncing communication, creating transparency and cross-departmental collaboration,  RevOps can create magical revenue results for any company. Improved bottom line guaranteed if you join let go of old habits and get ready for new heights (of success!)


The Insight Studio Hubspot Administrators consult on Hubspot RevOps alignment best practices, empower and teach clients how to critically problem-solve and launch great sales and marketing project and ideas with Hubspot into the world.

RevOps is the foundation of your business, or it should be...


Most organizations have a similar set-up—sales and marketing teams, operational structure, service departments…the works. Unfortunately, it's common to see sales and marketing not working in concert with each other.

This often results in decreased performance and revenue figures; high employee turnover can also be blamed on the disconnect between these two essential business units. It may feel overwhelming or even confusing to try aligning them but as experts we would love nothing more than helping you understand how this process works through defining "revops" for your organization so that everyone involved is able to benefit from it! But we are here to help in this extensive guide to sales and marketing alignment= Revops. 

Aligning sales and marketing has both internal and external benefits. 
Internal benefits include:

  1. Better collaboration between sales and marketing teams

  2. Enables you to create a well-defined strategy

  3. Encourages buy-in from the business leaders (C-suite)

  4. Increased efficiency

When teams come together and work more effectively, it positively impacts the entire organization in a variety of ways - not just internally but externally too! Working smarter leads to improved customer satisfaction, increased productivity gains, and greater cost savings. Let's all keep collaborating to make our companies the best they can be! Some notable external benefits include:

HubSpot Tips for revops alignment


Are your sales and marketing teams in sync?

If not, it could be costing you big time. A lack of alignment can lead to issues like cumbersome workflows; unnecessary overlap between departments - resulting in mixed messaging from multiple sources. Get the two working together harmoniously for greater success & revenue growth. So grow your company by aligning sales and marketing using these best practices, as shared by our  friends at HubSpot.

Hold regular joint meetings – Staying connected is crucial for overcoming siloing. Some ways you can achieve this include ensuring every new salesperson attend an onboarding sales-marketing meeting, having the marketers attend the weekly sales meetings, conducting a monthly meeting with sales managers, attending events together, etc.

Create a team email – You should also have an email for sharing information with both teams.

Collaborate in content creation – With the sales team constantly interacting with the prospects, they can provide helpful information to inspire marketing content. To get their input, you can hold brainstorming sessions during joint meetings or use a shared Google Doc to collect ideas.

Involve sales in coordinating content marketing campaigns – This is important as it informs the sales team about the offers the marketing is giving the leads. You can share the information with them by including the promotion on a shared calendar or emailing them.

Set shared goals together – While both teams have distinct functions, a few metrics, e.g., lead value and conversion rate, matter to both. Setting shared goals together is an excellent way of fostering collaboration.

Share your reports – Besides setting shared goals together, the teams could go further and share their reports. The information might not be related to their functions directly, but they can gain insights from each other.


sync your sales and marketing today

When teams are disconnected, it's a lose-lose situation! (no-brainer, we know!) Miscommunication between siloed departments can cause major headaches for customers and your team alike. By working together productively, everyone benefits in the end. But more about those benefits...

According to Harvard Business Review, misaligned RevOps goals:

  1. Demotivate the sales team and withers their commitment to the company.

  2. Signal unnecessary difficulty, leading to lost sales opportunities.

  3. Lead to resource wastage as salespeople splurge on campaigns to achieve their goals.

But once you align your goals, you can expect;

  1. Improved collaboration in lead nurturance

  2. Increased content relevancy

  3. Simplified workflows

  4. Shortened sales cycle

  5. Better return on investment (ROI)


resources for revops in your company

What Are the Best Resources To Help Your Company With RevOps?

Unlocking the potential of Revenue Operations is key to supercharging your business functions, but it's incredibly tricky. Overcome the challenges by leveraging some of the best RevOps resources, listed below.


As a RevOps Pro..

Looking to up your game, it's time to explore the top resources that experts everywhere have identified as must-haves! Get ready for some serious skills upgrades.

Online Courses
The first section will cover the best RevOps online courses to help professionals improve their game.

  1. Revenue Operations Certification (HubSpot) – Interested in learning how to scale your company using RevOps? Industry experts designed this free certification. It delivers real examples and case studies. You'll learn a lot about creating and managing processes, systems, and teams to generate revenue.

  2. Revenue Growth Architecture Course (Pavillion) – Consider this a virtual opportunity to learn how to manage your revenue for sustainable growth. The course offers proven scientific models to guide you on driving revenues, including recurring revenue principles and operating models to model scaling.

  3. Unleashing ROI (RevOps Co-op) – This goal-driven course can help you enhance your RevOps architecture and optimize its impact. You'll learn the concept's impact, setting goals, lifecycle designs, compensation plans, and developing personal value maps and ICP.


Or... should outsource help with RevOps? 

Need help to truly master RevOps? Outsource the hard stuff and make it easier for you. Investing in a helping hand is more than worth it - better success awaits, along with improved efficiency that'll have your company flourishing!

RevOps professionals can provide immense specialized knowledge to help your business scale. They'll also reduce the cost of hiring an in-house specialist, which significantly cuts labor costs. Lastly, they'll relieve you from most Revenue operations functions, and you can dedicate more time to optimizing core business operations. 

And we are those professionals, ready to help you take a good process and make it great, or to take a sketched out process and solidify it for business success. Ready to get started? Lets chat! If not, read on and learn more now!

hubspot training session for revops


Let's Get Started!!

Tell us more and let's set up a time to chat.

Free Consultation

Sales & Marketing alignment will increase your bottom line...period!

As a sales mgr are you looking to increase your bottom line?

Are you a marketing manager who knows that there is more you can do to impact the business? Or are you the owner, looking to make strategic decisions that you need to continue growth trajectories? 

  • If so, utilizing revenue operations in your organization makes total sense, and you know it! 

  • The issue is, can it be something as a team you can unite around? 

  • To achieve this goal lets discuss even more WHO can benefit from these tactics.

benefits of RevOps and sales and marketing alignment

You NEED to Optimize before DEMISE!

Have you been told or forced focus on sales when your marketing budget gets cut? If so, strategically you may be on unsteady ground. Or looking to "optimize before demise" as we have found ourselves saying before, which is a tough place to be in. Instead of being in "triage mode," lets explore strategies to get you on more solid footing and get to where you need to be as an organization.


Reaching internal goals on a budget doesn't have to be an impossible feat, we just have to be a bit more scrappy. If your sales and marketing departments are facing a decreased budget, view this as an opportunity for growth instead of woe. Take some time to analyze the data from past campaigns and use it to make smarter decisions going forward. With strategic planning you can still generate powerful leads that will drive long-lasting results in even the most competitive markets - all without breaking your bank account.


Below are a few tactics we have utilized when teams experience reduced budgets, still focusing on aligning sales and marekting teams for maximum impact.

But don't worry if you don’t know where or how to start; we're here for friendly support whenever needed so don’t hesitate connecting with us today and let's take action together towards achieving big wins with minimal spending!

tactics to grow revenue with sales and marketing alignment
  1. Get Focused in Your Business Goals - Define Your Target Audience!
    Knowing who is ready to purchase your products or services can help you reach the right people, stay within budget and get accurate results for successful marketing campaigns. Do your research – learn about their needs, create tailored messages just for them and try to identify markets that need something new from a business like yours. Also don’t forget competition analysis so you know exactly what other companies are doing with target audiences similar to yours. That way aiming at the bullseye will be easier than ever before!

  2. Utilize the Most Relevant Channels to Reach Your Audience!
    Understanding which channels are important for engaging with your target customers is key in building an effective marketing campaign. For example, determine their preferred social media platform and create content tailored to that channel's format or demographic. Not only will this help you reach more people effectively without breaking the budget, it also demonstrates a deep understanding of customer needs - making them feel like they're being heard and valued by your brand!

  3. Before you get started on your marketing strategy, make sure to take stock of what budget you're working with. To get the most out of a reduced budget, spread it across different activities to maximize your impact and avoid costly yet underperforming tactics. Identify how much money was shaved off from usual expenses like social media advertising or pay-per-click so that you can be creative in picking high performing but more affordable options!

  4. Creating a budget for your marketing campaigns across multiple channels can seem like an overwhelming venture. But it's essential to ensure that you'll get the best results from every platform. To make this task easier, ask yourself key questions such as: which platforms are most active and how have they performed in previous campaigns? What goals do I want to achieve on each channel? Which tactics drove success last time - what changes could help improve my upcoming efforts? By analyzing these answers carefully, you'll be able create effective budgets for maximum efficiency with no broken promises!

  5. Ready, Set, Track! It’s time to implement your carefully thought-out plan and get into tracking mode. When trying to run successful campaigns on a budget cut, it’s essential that you monitor progress regularly so you know what works best for increasing revenue or profits. Keep an eye out for key performance indicators (KPIs) of success - these vary depending on business model and marketing objectives but could include project type timelines & launch dates along with measurable results like levels of ROI etc.. Happiness is having easy access to data insights which will help drive better decision making in the future – start keeping those trackers up-to-date now!

  6. Make sure you stay agile with your marketing plan! Keep re-evaluating and adjusting it based on the results of each campaign. This could mean changing tactics, creating a new strategy or even hiring an outside agency to manage things - all depending on what works best for YOUR business and budget. Don't get stuck in one way of doing things; be flexible enough to pivot when needed so that you can maximize leads & sales without overspending.

Despite facing a marketing budget cut, you can still keep your head above water with the help of sharpened skills and experience. Conquer this challenge by taking initiative to learn new techniques for developing effective plans that will save resources without compromising efficiency. Taking ownership over these changes may be tough, but it's definitely worth it in the end!


sales and marketing alignment for business growth is revops and we can help


Why is aligning sales and marketing important?

Businesses have faced the same obstacle for years - misalignment between their sales and marketing teams. Having them work together instead of acting as two separate entities is incredibly advantageous, especially today when customers’ buying patterns are constantly changing. Aligning your teams gives you a fighting chance in keeping up with these changes while also working towards boosting revenue!

Let's make sure our entire sales journey runs like clockwork by integrating both Sales and Marketing so we can create better customer experiences along the way!


Sales and marketing alignment is the ultimate team-up! By unifying their strategies, goals, information - even revenue cycles – you will experience a dramatically improved ROI. It's like adding your own personal Avengers to an organization; when sales and marketing are in sync they can take everyone else on a wild ride of success!


And if it feels like something isn't quite right? Take one simple look at how well (or not) those two departments work together: that should be enough evidence for anyone as to whether or not they need some syncing up.

sales and marketing MUST be aligned!

How Do I Tell if My Sales and Marketing Are Not in Sync?


A small misalignment between your sales and marketing teams is usually the start of your problems. When they aren't in sync, your company misses growth opportunities. But when the two are aligned, they can increase your company's growth up to 35%.

Still, most organizations fail to align their sales and marketing teams – as a result; most opportunities are missed. Sales and marketing are two different departments but should be working together seamlessly towards one goal.

Here are some revealing signs that your sales and marketing teams aren't in sync:

Your Marketing Team Only Focuses on MQLs

For marketing and sales to be truly successful, it's key that they work together — though not always easy! Ideally, the marketing team should set a revenue goal based on closed deals instead of just leads; this way they and the sales department can both have their performance measured appropriately.

If your teams are having difficulty partnering up effectively then working towards lasting success through shared goals carries extra importance. By integrating MQLs within mutually beneficial KPIs you'll help avoid any bumps in communication between departments while aiding long-term growth for all involved parties!


The Sales Team Designs and Uses Their Sales Content Exclusively


As a marketing department, you know the importance of creating effective sales content. These strategies are far more targeted and product-focused than typical marketing campaigns—which is why it can be confusing if your team isn’t responsible for them.


While some businesses may delegate this task to their sales teams instead, don't worry: as experts in building brands through creative storytelling, yours has all the necessary skills to craft compelling collateral that drives conversions!


Getting Sales and Marketing in Alignment

Sales and marketing teams can often run parallel to each other, unaware of how their strategies complement one another. Without adequate communication between the two departments, it's no wonder money gets left on the table!

Alignment is key for a business' success; when sales and marketing are out of sync due to gaps in understanding or even miscommunication - your bottom line could suffer significantly from lost resources as well as missed opportunities with customers. Keep these goals connected so you can maximize efficiency while deepening relationships with clients.


To avoid misalignments, the two teams should have regular meetings, share contact information, and inform the other team of any current projects they're working on. Basically, transparency between the two departments and testing different strategies can benefit both teams. But before we discuss those strategies, let's spare some time and highlight some sales and marketing best practices:

Share the Reports and Analysis

What do the sales and marketing departments track and assess? What have they learned from that analysis? Just as we aim to keep an open communication channel between the two teams, ensure each department has shared its findings. You'll never be certain what your sales team and marketers can learn from simple and unrelated KPIs and analysis.

Set Shared Goals

Sales and marketing departments operate with different KPIs, so they can have individual goals. For instance, sales can focus on the monthly revenue and the marketing team on website traffic. Still, there are a few shared goals between the two teams, like lead value. Identify shared KPIs for your marketing and sales department and instruct them to work together towards that goal.

What Are the Consequences of Not Having Your Sales and Marketing Aligned?

To ensure you know how to align sales and marketing teams, here are a few tips and strategies you can leverage:

Sales Objections and FAQs

Often times we project that our marketing campaign will be a success, but then it fails to pull in enough leads and sales. While it's okay to analyze it yourself with your marketing mindset, getting feedback from your sales team can be accurate.

The sales team often has better insights into how the clients think, what attracts them to your product, and the main objections that affect deals from closing. When marketing teams understand what closes and losses a sale, they can be better equipped to position campaigns that will generate value.

Ineffective Communication Between Departments

Every department is created differently, but mostly sales and marketing teams are positioned in different offices. And even if the teams are in the same office, their duties are different, so it's hard to know what the other team is doing. 

 To avoid miscommunication, establish a deep connection between the sales and marketing teams and look for ways to collaborate the two teams. One of the most strategic ways to align the two teams is to have an open dialogue. You can learn something new from your counterparts. Plus, both teams are working towards a similar goal.

 When you have the tools to reach your goal, the path toward growth will be clearer. At The Insight Studio, we believe in these approaches since all our strategies are always aimed at helping companies grow and empowering them. And we do this by collaborating with HubSpot to ensure your sales and marketing teams are aligned. 

Why Sales and Marketing Alignment Is Important to Your Business

So, does my organization have to align sales and marketing departments? Absolutely, yes! If you want your teams to work to their full potential and increase your company's revenue, they have to be on the same page. And remember, communication is key. Allowing the teams to communicate constantly helps them understand their goals, perspectives, and challenges between the departments. In turn, you'll have a clear perspective of the company's overall mission and identify ways to collaborate with the teams. 

we help unlock the power of your sales and marketing teams using revops tactics for business growth


OK, lets do this!

Here are a few ways to align your sales and marketing teams-


Do you feel like your sales and marketing teams stuck in separate silos? RevOps is here to save the day! Unite your go-to-market staff with an internal model that seamlessly combines both sides of data. With multiple reports showing how each affects revenue generation, you'll be well on your way towards success - just like over 55% of other professionals who found alignment between their departments.


What Is RevOps? (just a refresher!)
Revenue Operations, or RevOps for short, is a term that refers to the combination of sales and marketing, customer service, and revenue departments. However, each department maintains its daily operations. 

It's a methodology that helps organizations align their sales and marketing teams with their customer satisfaction and revenue operations teams. RevOps is an organizational model designed to help companies scale their revenue and growth by ensuring everyone knows exactly their role in achieving that goal. 

Why Should RevOps Matter?

  1. Alignment between sales and marketing, customer service, and revenue departments.
  2. Increased sales by a whopping 209%, promoting business scalability.  
  3. Breaks down silos and fosters cross-functional collaboration, eliminating any friction in operations.
  4. Improves efficiency and productivity, especially sales and marketing strategies.
  5. Produces easy-to-access data that help in intelligent revenue and other informed decisions.
  6. Helps define more realistic and accurate KPIs and forecasts.
  7. Bridges various systems to end-to-end workflows.
  8. Reduces operational costs, such as customer acquisition.
  9. Boosts overall customer experience and satisfaction.
  10. Leverage RevOps to Align Your Sales and Marketing

You can align your brand's sales and marketing teams through RevOps in the following ways:


Build a Robust RevOps Team

Gartner predicts that 75% of the fastest-growth organizations will have a RevOps structure in place by 2025. Regardless of the size of your organization, it's best to have a team to handle RevOps. 

This team will oversee operations management, operations technology, data analysis and insights, and sales enablement. Therefore, ensure your team has sales, marketing, customer service, IT, and revenue personnel. 

Whether you'll get new faces or use existing staff, ensure you:

tips for business growth with revops
There's no one-size-fits-all for RevOps teams. Your organization's needs are unique, so form a team around those individual needs. 


Define a Unified Data Source

A major pitfall of non-alignment is data silos. Collaboration can be challenging if sales and marketing have varied definitions for the same data points, causing frustrations, time wastage, and lost opportunities.


You can demolish these silos and create unified and centralized data by encouraging cross-department collaboration and clear communication channels. A unified data source provides deep insights into campaigns and accurately attributes revenue to each channel.


The single data source will allow sales and marketing to gauge their performance metrics together, whether they are generated through different channels or not. Further, the single data point avoids having multiple tools within a single organization eliminating confusion, inaccurate and inconsistent reporting. 


Personalize at Scale


personalization quote from IBM about revops


Sales strategies focus more on sales, with little to no room for personalization, dampening customer satisfaction and experience. Yet, personalization is the holy grail of marketing, and over 70% of customers demand it. 


Its no wonder brands are lining up, ready to offer unique experiences for every single client, partly driven by several benefits:


  1. 2.3X annual boost in customer lifetime value
  2. 1,7X yearly growth in revenue
  3. 1.8X annual increase in departmental satisfaction


RevOps facilitates personalization at scale by ensuring departments work as a single unit to prioritize customer needs by leveraging end-to-end data utilization princesses. It also provides an effective feedback cycle between sales and marketing to create a winning personalization strategy.


Boost the Efficiency of the Sales Process

The sales process is the most important part of the revenue cycle. If it's not optimized, your company will likely miss out on significant opportunities to generate revenue.

According to a recent McKinsey research, you can automate over 30% of your sales and marketing processes. When you do, you stand to experience:

  1. Up to 20% productivity boost
  2. Reduce your marketing budget by 12%
  3. Boost efficiency by up to 35%
  4. Increased leads and conversions, 80% and 70%, respectively


Once you define your processes, the next step is automating your workflows using the following:

  1. Sales automation tool allows you to set up automated tasks during different stages in the customer journey.
  2. Marketing automation tools allow you to build campaigns based on customer behavior and send messages at specific times.
  3. Better still, most sales and marketing automation tools are scalable, easy to use, and allow process integration using APIs, connectors, and other external systems, such as CRMs. 


Deploy an Effective RevOps Platform

Why not leverage technology to streamline your sales and marketing alignment?

Aligning sales and marketing with other departments is no walk in the park, but it's necessary. You don't have to stick to the manual process entirely, not when there are RevOps tools you can use, such as Hubspot Operations Hub. 

leveraging hubspot operations hub for revenue operations


RevOps tools facilitate collaboration between teams and accountability. They will allow you to share KPIs and data to ensure that sales, marketing, and other customer-focused teams remain aligned. 

When choosing a RevOps platform, go for one that:

  1. Leverage AI to generate meaningful insights from data
  2. Provide actionable recommendations based on those insights
  3. Adapt as your organization grows and needs change

Once you've selected a platform that fits these criteria, it's time to use it. Sales and marketing teams need to understand how they can use the platform together—and what each team should do with their efforts. 


Looking To Align Your Sales and Marketing?

Alignment is all about being able to drive revenue growth. There's nothing stopping sales and marketing from playing together for the betterment of your brand and customers. And we are love to help teams like yours succeed with the resources you currently have- lets get started today!

grow business revenue with revops


Let's Get Started!!

Tell us more and let's set up a time to chat.

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Why should you adjust the focus to aligning Sales & Marketing? Lets dig in!

Utilizing Revenue Operations in your organization goes together like so many other great pairs; carrots and peas, popcorn and butter, sales and marketing? YES! And that is exactly what we are talking about.

How many times have you heard your sales team discuss the low quality of leads from marketing or how the marketing team cannot understand sales requests?

The MAIN reason you NEED to align sales and marketing is because they should never be disconnected in the first place! Yes, each is a specific expert with specific goals, but together they can create REAL outcomes and opportunities for your organization. And we can help! 

team alignment with revops increases revenue


The link between sales and marketing in your business undeniable- (or it should be!)

To run a successful marketing campaign, you need to reach your target audience, and in so doing, you reach your target clients. After the sales interaction, you also need to manage the relationship between your brand and the customer. This relationship forms the foundation for smarketing- or RevOps!


And one way to do this hyper-successfully is with the Hubspot-Salesforce integration. Investing in this integration helps you optimize sales and marketing alignments while enjoying the forces of two powerful platforms in the business world. 



What's more, you can take advantage of these resources for little extra costs. Some HubSpot tools are either free or low cost relative to other tools in the market. 





Here are just a few of the benefits from aligning sales and marketing via the Hubspot-Salesforce integration, but think about this opportunity with any tech stack integrating with Hubspot- here we go!

  • Access to a complete value-added package
    When HubSpot and Salesforce are synced, users can enjoy streamlined changes across both platforms. What's more, customers with HubSpot marketing tools can now choose Salesforce as their CRM- this is an added advantage, especially for businesses that were conflicted about selecting software. 

  • Sharing relevant information with your sales team
    Your departments can share valuable data that improve your marketing and sales tactics. As you continue to share intelligence, you can define new ways to market your products to prospects. 

  • Manage Workflow
    You can use marketing activity to assign tasks to members of the sales team. With HubSpot Workflow and Salesforce, you can easily share prospect data, and ensure the prospect goes through the right sales funnel. 


    The HubSpot Salesforce integration is an easy-to-use, effective, and affordable solution in the sales and marketing scene. If you are ready to explore this for your team, we can help, lets get started now!

Hubspot and salesforce for revops

Fuel growth with Sales & Marketing Alignment

To reach peak performance, it is essential to align your sales and marketing teams. Just like the wheels on a car must be in sync for maximum efficiency; when data-driven strategies are used by both departments together their collective power will help you gain an advantage over competitors quickly.

While only 8 percent of companies have achieved true alignment between these two vital teams according to ZoomInfo statistics – doing so makes them 67% better at closing deals leading to increased revenue growth opportunities.

Coordinating your sales and marketing teams is essential to achieving optimal results with inbound marketing. Through aligned messaging, customer outreach efforts are more likely to create meaningful connections that convert interest into long-term relationships. 

To reach this goal each team needs an understanding of what makes a perfect customer, as well as how to leverage quality content for maximum impact - making sure every touchpoint reaches its highest potential!

HubSpot has great tools to help you do it, and we can help leverage these tools for maximum impact. Below we list out a few tactics, but reach out and we can discuss custom solutions to fit your situation as well.

  • Host an ideal buyer persona session- Focusing sales and marketing on a certain group of customers and their identifying characteristics will maximize your team's efforts to attract quality leads and convert them to sales. Bring both groups together to develop an ideal buyer persona.

  • Collaborate with sales and marketing to find content gaps- Bring your sales and marketing teams together to share their customer experiences and identify content gaps. Putting customers at the center of your inbound marketing flywheel means figuring out what makes them tick and providing the content they want.

  • Keep customer at the center- Aligning your sales and marketing departments is not easy, but the critical part is keeping customers at the center. If you can attract your ideal customers with great content targeted to their needs and values, engage them, and provide them with a superior experience, then your customers will become ambassadors for your brand.

Aligning your sales and marketing teams takes time, but it's worth the effort. Because data shows that aligning these teams can create 209 percent more revenue for your company. Effectively using your HubSpot account will help you get there.

If you're finding it hard to find the time and resources to leverage all the features that HubSpot has to offer, consider hiring a HubSpot Administrator to help you manage it and learn the process along the way. We are here to help!

209% more revenue by alignment from revops

Riding the economic waves..

Although sales and marketing alignment is essential for a business to find success, only 8% of companies have achieved it. However, the rewards are impressive - businesses with aligned teams experience better customer retention rates (36%), higher deal closing rates (67%) and increased yearly growth rate performance by up to 20%.

In an ever-changing world like today's COVID & (potentially) Recession-impacted environment, having your Sales & Marketing working hand in hand can be vital in responding quickly whilst achieving optimum goals.

only 8% achieve revops alignment but benefits are huge!

With inbound marketing, you want your consumers to drive your advertising, sales, and customer service by attracting them with high-quality content. However, for the business to succeed, everyone involved must have the same understanding of the ideal client and understand how to translate their interests, beliefs, and requirements into sales. HubSpot and The Insight Studio provide excellent tools to support you in doing it.

Aligning the sales and marketing teams often indicates that the business is market-focused. A business culture where everyone is dedicated to continuously generating exceptional value for consumers. But what further advantages can businesses get from aligning their marketing and sales teams? We break it down below:

  1. Increase in Revenue
    Revenue rises, the sales cycle shortens, conversion rates increase, and forecast accuracy increases when sales and marketing are in sync. Marketing and sales alignment has gained so much traction in Software-as-a-Service(SaaS) organizations that they have placed it as their third-highest marketing goal after analyzing marketing ROI and lowering acquisition costs.

  2. Stronger Team Cohesion
    Aligning your sales and marketing teams may result in 208% more revenue produced by marketing, 38% higher sales win rates, and 32% more revenue growth year over year. Not to add, businesses that coordinate their sales and marketing teams see 24% and 27% quicker growth rates over a year.

  3. Stay Relevant
    Boosting marketing efforts during an economic downturn might result in expansion. However absurd and startling that may seem, it is true. Companies that continuously market during a recession keep themselves relevant to their customers. When customers have money to spend again, they naturally gravitate toward companies that stay top of mind.
    powering thru a recession with revops
  4. Stay Ahead of the Competition
    If your opponent is reducing marketing expenses, it can provide your company the chance to gain a better market presence following the recession. Even if you are not at your best, your clients and prospects will be drawn to whatever level of dependability you can give.

  5. Find Growth Opportunities
    During a recession, finding growth opportunities for your business can be difficult. However, it is necessary to look for growth factors. It is crucial that your company functions as a unit and tackle the problems that it faces. 

  6. Create a Robust Strategy
    Recessions are a difficult time to maneuver for any business. As such, it is paramount that the sales and marketing teams are aligned toward a common goal. Businesses that have their sales and marketing departments working together are often strategic and goal-oriented. 

  7. Enhance the Buyer Experience
    In a recession, the buyer experience is critical to the survival of the business as customers are far from each other. Therefore, having an aligned sales and marketing team not only underscores the need to review the market strategy but also find ways to enhance the buyer experience especially when customers want individualized, hyper-relevant involvement from sellers.


Alignment of sales and marketing is essential to business success, but it doesn't manifest itself overnight. To be best prepared for any obstacles that arise on your alignment journey, you need the right tools, approaches – as well as a proactive mindset! Our expert Hubspot Administrators are here to ensure you meet these standards and unlock limitless potential in this area; get started today!

we are hubspot experts and use revops for revenue growth


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Tell us more and let's set up a time to chat.


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Sales and marketing teams share a common ultimate goal- growing revenue.

But how they go about achieving this goal is what sets them apart. For instance, the marketing team focuses on the top-of-the-funnel activities such as raising brand awareness, attracting and nurturing leads, etc., while the sales concentrate on the bottom end-of-the-funnel activities like converting leads and optimizing sales processes. 


Despite having different roles, the two teams are crucial to the customer journey, from the awareness stage to post-conversion. Unfortunately, working independently creates silos, sometimes leading to duplication of effort or even customers slipping through their fingers for lack of coordinated efforts in nurturing them. According to statistics, United States companies waste over $1 trillion yearly for a lack of coordination in their sales and marketing departments.

1 trillion dollars wasted yearly from not aligning sales and marketing

To mitigate this, in comes sales and marketing alignment, a RevOps (revenue operations) strategy that enhances collaboration between the two teams to create a streamlined process.


Effectively, working in sync boosts sales, with research showing that companies can increase their revenue by 208% from marketing efforts as a result of aligning sales and marketing.

How to Align Your Sales and Marketing

By aligning your sales and marketing, you break down barriers that create wasteful segregated operations. There are many ways you can achieve this, including;

  1. Focusing on the Customer
    Revenue generation is the ultimate goal for sales and marketing, so RevOps initiatives must emphasize a customer-first approach. By doing this, not only will it help foster cooperation between teams but also prioritize customers' needs to ensure they are being met effectively.

  2. Make the Sales & Marketing processes united into a Revenue Cycle
    Each step on the sales and marketing funnels is crucial in the buyer journey. As you integrate your marketing and customer-facing departments, it's vital to merge the two into a revenue cycle. Outline each step on the funnel, define roles and assign them to the respective teams. This way, you can smoothly move the prospect through the various stages of the funnels without a slowdown or duplicated efforts. 

     Ideally, marketing will still retain top-of-the-funnel roles while the bottom end of the funnel remains with the sales. But you also need to clearly define where the marketing picks over once the customer has converted to continue engaging them.   

  3. Create a shared Insight Channel
    By fostering a culture of inter-team communication and collaboration, the customer service and sales teams can share critical insights about customer experience with marketing, while marketing in turn provides useful research data to operations. Creating an effective feedback loop between these two core business functions helps obtain valuable performance analytics that ultimately drive enhanced product development efforts or better inform future outreach initiatives -- setting your organization up for longterm success!
    sales and marketing alignment is revops!
  4. Strategize, Together!
    In addition to an integrated digital platform, the teams should regularly hold joint meetings to strategize as one unified unit. This is an excellent way to nurture the spirit of collaboration and facilitate cross-team buy-in.

    Besides brainstorming on new ideas and shared feedback, you could also use the meetings to discuss processes and review performance. 

  5. Create Joint Key Performance Indicators
    Having created the revenue cycle, it's necessary to integrate metrics. As much as each team should retain its metrics for departmental performance evaluation purposes, having integrated metrics is crucial to the success of RevOps. For instance, the teams can spot opportunities where more focus is needed for the overall success of the collaboration.

  6. Unify the Message
    If your sales and marketing teams use different terminologies to refer to the same processes, products/services, etc., ironing out the differences is vital. Adopting similar terms allows consistent communication with the customers.

Indeed, RevOps is the solution to the wasteful asynchronous operations of sales and marketing teams. If your teams are working in silos, there's no doubt you've been losing in terms of productivity and efficiency and, consequently, revenue loss.

Fortunately, you can remedy this by aligning your sales and marketing as the starting point to implementing RevOps in your business. But if the process sounds technical, especially setting up on HubSpot, you can always partner with a HubSpot Consultancy like The Insight Studio for assistance.

work with a hubspot administrator

In an ideal world...

Your sales team and marketing department would already be working together flawlessly, and in some cases, perhaps they are to some extent. But for the majority of the teams we have worked with and sadly according to industry experts most sales and marketing teams do not work in total alignment, costing time, productivity and ultimately the BOTTOM LINE for your business, revenue.


So, to answer the million dollar question (more like billion)- “How exactly do you align sales and marketing…” Well,  “How do you eat an elephant?” “One bite at a time!” and the same goes for this- but PLEASE DO NOT EAT ANY ELEPHANTS. *Note- we do not advocate eating any elephants and apologize for this crude analogy…


Thanks! Now, that said, lets help you understand a few of the numerous ways to align sales and marketing to improve revenue and business operations. 

we help customers succeed


Your sales team's performance is invaluable, and disorganization can have a severely detrimental effect. When reps are juggling multiple leads with quotas to meet along the way, staying organized seems like an overwhelming feat - which is why HubSpot's automated marketing platform comes in handy!


With this tool you'll ensure your salespeople stay on top of their game as they wade through prospects and manage workloads more efficiently; setting them up for success that will benefit the whole company. Here are a few ways that a HubSpot administrator can help your sales team stay organized, stay productive, and stay on target.

  1. Follow Up Date Filters & Deal Overdue Filters
    Sales reps have a limited window of time for follow up with prospects. They say that you have to "strike while the iron's hot," and that means following up promptly on leads and deals.

  2. Task Automation
    Sometimes our memory fails us, and we forget to handle an important task, we're all human! But HubSpot's task automation feature makes sure that important deals don't slip through the cracks because of a sales rep's memory.
    It's a great way to keep the rep focused, and cover for any lapses of memory.

  3. Segmented Team Views
    We all have to deal with "information overload" in today's digital world. For that reason, HubSpot's platform offers segmented team views, so that each team member only sees the information relevant to his or her role. Reps see the info they need in order to meet their quota, managers see what they need for oversight and feedback, and CEOs see what they need for strategic business decisions.

  4. Lots (and Lots) of Training
    A tool is only as good as it's user, which is why a good HubSpot administrator/consultant will train the client's sales team on how to use HubSpot in the most effective way. It's no secret that sales training is one of the most important factors in a company's ultimate success. 

how hubspot helps your team stay on track


Traditionally, the sales and marketing departments have been at odds with one another, resulting in confusing workflows and overlapping efforts. However, when these two teams are on the same page, amazing things can happen. 


At the Insight Studio, we align sales and marketing into what we call "RevOps" or "Smarketing" in order to unlock the potential within both HubSpot and our clients' companies. The HubSpot platform makes this alignment much easier, since the entire customer's journey is transparent for both departments.


If you want to keep your sales team on the right track, then taking advantage of powerful marketing tools like HubSpot is a key first step — and enlisting the aid of a HubSpot administrator is often the best way to do that. And we are here to help! Get started today.


Audience Awards Growth Quote


Customer Experience- can we reduce "friction?"

You may not want to admit it, but your customers run your business. Yes, you own it, but they determine whether you thrive or fail. In today's fast-paced environment, competition is fierce, and customers have many options to choose from. How do you ensure that they remain loyal to your brand? By providing them with a frictionless customer experience!

Customer loyalty is no longer based on product and price but is highly tied to their experience with your brand. A study revealed that more than 85% of customers would pay more if they have a good experience with a company. Even more shocking is that 91% of unhappy customers will simply leave a brand without complaining.

Here are a few effective ways of providing your customers with an experience like no other.

  1. Reduce the Response Times
    There are various ways you can wow your customers; quality products, affordable pricing, and authentic experiences. However, some of these aspects take time or require you to spend money.  The easiest way to win over your customers is by providing them with fast response times.

  2. Identify Your Customer's Touchpoints
    A customers touch points are their contact points with your business, whether online or offline. For instance, before a customer visits your physical shop, they may have seen an online review, visited your website, interacted with your app, or saw a recommendation. The path they took to find your store are the touchpoints.

  3. The Devil Is in the Details
    Pay attention to the details. How long does it take for a customer to get a response? How many steps are in the buyer journey? Is your brand consistent across all the touchpoints? Dissect all your processes to identify where the problems lie.

  4. Adopt a Flexible Business Model
    Here's what you need to know; friction is relative. The definition of customer experiences varies, and while one customer may have a negative experience with your way of doing things, another customer could be satisfied. As you streamline your processes, consider how your various market segments will react to the change and then cater to their needs.

  5. Use the Flywheel To Drive Business Growth
    HubSpot's flywheel model is a great substitute for the sales funnel. Instead of selling to your customers, you collaborate with them to provide a seamless customer experience. It explains the momentum you gain if your entire organization is aligned around delivering great customer experiences.

The secret to a frictionless customer experience lies in identifying and removing any hassle that your customers face when interacting with your brand. Great customer experiences will eventually translate to a profit boost and increased market share, but you need to streamline your processes. It's the only way to meet your customers' expectations, and we can help! Lets get started today, and make those good customer experiences great!


HubSpot Tips (6)-1


Content and how it affects SEO, sales and more..

If you don’t have a content strategy in place check out this blog on where to get started. One of our number rules at The Insight Studio is to not create content that isn’t based around specific topics or keywords that are relevant to your offerings. So with that in mind, we are going to assume that you are optimizing content based around topics and keywords. Let’s get started!

The Optimize tool in HubSpot will scan your content for the following: 

  1. Crawling and indexing 
  2. Mobile friendliness
  3. Topics 
  4. Content
  5. Title
  6. Meta Description
  7. Header
  8. Images
  9. Links


To rank better in search engine results over time, you'll want to ensure that all the necessary boxes are checked. Let's find out more about how this works by taking a deeper dive into each factor!

Crawling and indexing 

If this box is checked, it means that you are allowing search engines to crawl and index the content you create. 

How to fix it: Check your robots.txt to make sure that pages are allowed to be indexed. Or check your HTML header to make sure there is not a “no index” meta tag. 

optimize content for revops

Mobile friendliness 

With more people using smartphones, it is SO important to make sure your pages are mobile friendly to create a great end user experience. If this box isn’t checked, your users will have to pinch the in and out to read your content. 

How to fix it: If you are experienced in backend coding, you can add or update your viewport tag to make your templates mobile friendly.



Using your content strategy, you will want to tie your content to the pre-identified core topic and subtopic keyword the piece is about. 


Within your content, you will want to include your subtopic keywords attached to the topic throughout the piece (HubSpot gives you the recommended subtopics you will want to include to make it easy!). You also want to include your subtopic keyword in your title and meta description, but make them unique. By including your subtopic keyword and other keywords throughout your content search engines will be able to clearly define what your content is about. 


At bare minimum, have at least 300 words in your content. Think micro blogs. For short blogs and newsletters shoot for around 600 words. For in-depth blogs, in-depth articles, white papers, and e-book chapters shoot for around 1,000 - 1,500 words. For thought leadership, in-depth e-books, and in-depth white papers shoot for at least 2,000 words. 



Having a title is obvious, but you want to make sure that it is less than 70 characters so it doesn’t get cut off in search. And make sure that your domain name and title are unique so it looks trustworthy to search engine bots.


Meta Description

Your meta description is the snippet that appears under your page name on search pages. 

You want to include your subtopic keyword in your meta description and make sure that it is 155 characters or less so the main point of your content doesn’t get cut off at the end. Also, make it unique from your title since searchers will see the title above. 



You want just ONE H1 tag in your content. Your H1 tag helps search engines and readers easily identify what your content is. General rule of thumb is that your blog title is your H1 tag. 



Alt text is important to have on your images because it describes them to readers who can’t see them. As technology continues to advance, including alt text with your images ensures all users, regardless of visual ability, can appreciate the content on your site.



Within your content you want to have less than 300 outbound links. Too many outbound links may cause search engines to view your page as low-quality or as spam. HubSpot will tell you how many outbound links your content has so you can always be in the know. 


With the essential tips and tools for SEO success now in your arsenal, you can make sure that every blog post, landing page or web content stored on HubSpot will get maximum visibility from search engines. Get ready to take your content marketing efforts to the heights of success! And we can help, get started now!


Marketing Trends  Hubsessed


Account-based marketing? Lets craft your strategy together!


If inbound marketing is fishing with a net and sorting through your haul to find the fish you intended to catch, then account-based marketing is standing above the water with a spear, directly targeting your prize catch. In account-based marketing (ABM) you first identify your potential customer, and then create personalized, consistent messaging through multiple contacts to convert them to a client.


To make your market outreach truly powerful, account-based marketing (ABM) must offer specialized content tailored to the interests and buying habits of a specific audience. Crafting this type of personal touch can mean targeting multiple individuals with similar characteristics or carefully selecting one single customer who you would like to target directly - either way ABM allows for an intimate experience that makes each recipient feel as if it was crafted just for them!

Here are 4 steps to making your account based marketing strategy a success:


  1. Generate your ABM list of accounts

    Unlocking dynamic lead acquisition methods is a surefire way to maximize your sales efforts. Companies can provide access to potential customers via lists, but it's important to consider the quality of data used and check that it identifies characteristics of ideal clients.

    Another option is leveraging HubSpot analytics which allow you track user behavior on-site such as origin site referrals, engagement with content or search keywords; so long as they offer up contact info themselves - providing valuable insights for targeted followups!

    A better option than waiting for them to interact with you is to engage with them while they are on your page. HubSpot Conversations includes free tools including live chat and chatbots that can help collect information and qualify leads in a way that is more engaging than a static form. Chatbots can be used to answer FAQs, or to promote events, products and content. Chatbots also use this interaction to collect information about your contact.

    However you gather your target list or person, be sure the group is small and similar enough to create custom content.  The power of ABM lies in combining inbound and outbound marketing. You cast a net with great content that brings traffic to your site, and then tag and target the best of your haul to convert them to clients.

  2. Create Your ABM campaign

    Your business should tap into the power of multichannel marketing to make sure your target audience is reached. Incorporating email, voicemail, direct mail and messenger app communication can help boost conversion rates – research shows that on average 8 contacts are needed - though this will depend upon individual scenarios so tracking customer data from you CRM system allows for an in-depth personalization approach tailored directly to your own desired outcomes!

    Be sure each contact relates to the others. For example, if your first contact is an email, your follow-up phone call would mention the email. Ideally, each contact should be a logical progression. Your first contact is a light introduction to your product, your second relays your understanding of your customer by talking about their pain points that your product can solve, the third addresses a typical objection and responds to it, etc.

    With each contact, you build to a more urgent call to action with clear conversion points. You can accent this urgency by timing contacts closer together as your campaign progresses.
    Remember that to effectively assess your marketing strategy, it's important to follow through with all planned contacts for all customers--don't give up on any that seem less promising. Your marketing strategy should define specifically how many contacts will be made, what content will be provided via what channel, and the timing of each contact.

    Aligning your sales and marketing teams from first contact to close is critical so that messages are timely and consistent.

  3. Set up remarketing

    Staying top-of-mind with your target customers is key to keeping them engaged. Through remarketing, you can continue a two-way dialogue even after initial campaigns are complete; paid ads that follow users around the web and engaging email newsletters or emails help keep your message fresh in their minds.

  4. Launch your campaign and track the conversation flow

    When you have your ABM strategy outlined and all the content prepared, it's go time. Be ready to monitor contacts and engagements, and to take action on results.

    These days customers expect quick responses to inquiries and contacts, so be ready to deliver with seamless conversations across multiple platforms. HubSpot Conversations offers free tools that integrate live chat, Facebook Messenger, chatbots and team email into one universal inbox.

    By harnessing a unified customer contact view through one platform, companies can provide personalized experiences that keep their customers coming back. Using these tools, marketing teams are able to see all the touchpoints between a business and its clientele for both support efficiency and brand loyalty.

    As every interaction is digitally tracked in an ever-available timeline of memories, businesses will find themselves well ahead when it comes to providing top notch service each time they interact with customers—no matter what channel those interactions come from!

There are many ways to leverage your HubSpot account to align your sales and marketing efforts and drive customer conversions. Let us help cut through the clutter and get you RESULTS NOW!

revops to grow business success


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Tell us more and let's set up a time to chat.

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At this point, you have heard quite a bit about what is Revops, who its for, wny you should do this and how to do it. But to the real “meat and potatoes” of the situation; What can you expect as results from aligning your sales and marketing efforts, better known as RevOps? So many things!

First of all- a real synergy and feedback loop will be created within your organization! When sales feels empowered to bring ideas to marketing, magic happens! And when marketing feels empowered to ask sales questions and get info to infer into marketing collateral- again magic! So lets dive into the SPARKLE section of this piece, and learn more about the outcomes of aligning sales and marketing with revops tactics.

Your sales process- improved!

This is what sets the foundation for your sales team and helps you deliver success to your leads and customers. We have several styles to choose from, whether it's inbound or outbound- your company will have to choose a model that works best for you. Let's start improving your process now. 

Key Tactics: 

  1. Preparation & Prospecting

  2. Using Sales Reports

  3. Leveraging Your Sales Pipeline

Be Empathetic In Your Sales Process as You Prepare & Prospect
Building relationships starts with being personable and real. Conversation is key to understanding the needs of your prospective clients, so be prepared by having a few questions in mind - but don't forget about actively listening which will uncover any potential pain points you can help solve! Being an organic human allows trust to develop from the outset, setting yourself up for successful partnerships down the line.

And here a a few tactics to excel in this process:

  1. Have a set of questions for your sales team to ask

  2. Look up the company on Linkedin and check out their website

  3. take notes to demonstrate you took the time to do your research.


Set Up Your Sales Dashboard 
Want to get the most out of HubSpot? Customize your dashboard with meaningful reports that can help you discover what tweaks and optimizations will make all the difference in improving outreach. Without tracking, we're left guessing our performance – so use data-driven insights from available reporting tools to inform key decisions!

Try this report Closed Deal Amount vs. goal 

Go to the report Library and filter reports by deals.


Configure Your Sales Pipeline 
To best understand the customer journey, begin by breaking down each step leading up to their purchase. Name these steps based on what action your customers are taking and create a straightforward process for gathering essential information from them as they progress through it. To ensure accuracy in data collection, consider making certain questions mandatory fields within your pipeline after an initial demo - such as whether or not another meeting should be scheduled with decision-makers of the organization.


In most cases you will already have a sales process established, but taking the time to sync your HubSpot account with your sales system is a best practice. Leverage the pipeline, sales reports, and other sales tools to enable your team to streamline the repeatable steps and easily identify areas for improvement.  

Interested in how to nail your exploratory calls with prospects? Download our playbook to inform your calls .


Improving the Customer Journey- A key outcome from sales and marketing alignment

The customer journey isn't always a walk in the park. It's full of ups and downs, twists and turns, and vital moments you need to get right. As a marketer, it's your job to make sure everything goes smoothly for your customers in these moments.

You've got to guide them through all aspects of their journey with your brand, have an amazing experience from start to finish, and hopefully become repeat customers. Meeting links can help you improve the customer journey by making it easier for prospects to schedule meetings with sales reps through the Hubspot toolset- click here to learn more now! 

Marketing Trends  Hubsessed (5)

What Is a Meeting Link?
A meeting link is a digital link that allows prospects to connect with you remotely via call, video, or live chat. When customers click this link, they're taken to a landing page, in most cases, your calendar, where they can schedule the meeting or call. 

You can easily share the digital link via email or newsletters, text messages, or the customer's social media pages. 

How Can a Meeting Link Improve the Customer Journey?
Sharing a meeting link will improve the customer journey in so many ways, so we wanted to break it down into the top 7 ways below, and then guide you on how to do it yourself, enjoy!

  1. Saving Time and Resources
    Face-to-face meetings can be costly and unconvincing, especially for the customer. They might need to travel, miss work, and use other resources to interact or engage with your brand. Not to mention the unfortunate event your calendar is full and might not be able to accommodate them.

    A digital meeting link facilitates a meeting only when it's most convenient for both parties. That way, the customer can save time and resources on purchases rather than scheduling appointments.

  2. Provide Vital Information Promptly
    The customer purchase journey is also challenging to the customer as it is for you. With the numerous competing brands, the customer usually needs help choosing. Further, while the customer has a specific product or service in mind, they require more information before making the purchase and after.

     A meeting link facilitates a meeting from where the customer can get all the information they need regarding the deliverable. You'll provide vital information - when they need it the most - to help them make an informed choice and purchase.

  3. Boost Self-Service and Immediate Attention
    Self-service is power. Gone are the days when the only option a customer had to set a meeting with a brand was to talk to the brand's representatives. Now, customers demand speed, and over 80% prefer self-service options over talking with your brand's representatives to schedule a meeting with you at any stage of their purchase journey.

     A meeting link is a great way to allow your customers to serve themselves. The link directs them to your calendar or form where they can set the meeting themselves, allowing them to feel powerful.

  4. Encourage Engagement and Interaction Between Customers
    By fostering loyalty and creating meaningful relationships with customers, brands can tap into the power of word-of-mouth. When customers feel valued by a brand they are more likely to become devoted advocates; sharing their experiences and recommending your business on occasion after occasion!

  5. Increased Convenience and Communication
    Your customers can benefit from convenient, tailored meetings that fit into their own schedule - no more taking time off work or having to travel for a meeting! By allowing them greater flexibility over when and where they meet with you, your customer experience is enhanced.
    Make the most of this advantage now by scheduling personalized sessions at any time.

     Furthermore, the link allows your customers to book the meeting at the most convenient time for both of you, eliminating the back-and-forth of email communication. The prospect checks their calendar against yours and books the appointment accordingly.

  6. Allows the Customer to Meet You in Their Comfort Zone
    Customers are always on their phones, computers, tablets, laptops, smart TVs, and smartwatches.

    Customers expect to be able to book appointments from any device that they have handy or use regularly. If your appointment booking website or app is only available through a desktop browser, you'll lose out on potential customers who use other devices. Over 50% of customers shop online, and up to 77% use mobile devices to research products online.

    Therefore, it's only logical that you optimize your link to allow your customers to use their choice of devices for an increased positive experience.

  7. Enjoy a Great Customer Experience
    Improving the customer journey enhances their overall experience and significantly increases chances of generating conversions. Happy customers tend to spread positive word-of-mouth or leave reviews, rather than negative ones!
    In addition to delighted customers, boosting the quality of your services leads to better financial rewards - an 86% majority are willing to invest even more in a product if it's backed by excellent service delivery. Even higher prices can be justified when you deliver outstanding experiences every time!

Make a great meeting link now!

A meeting link is an important tool in your marketing strategy. Therefore, it should be:

  1. Shareable via common communication media, such as text messages, emails, or social media.
  2. Easy to remember, use, and understand.
  3. Optimized for mobile to accommodate the increasing number of customers who use mobile devices on their purchase journeys.
  4. It stands out from other links on your website.
  5. It easily connects to the intended destination effortlessly. 


How to make a Hubspot Meeting Link

HubSpot provides an easy-to-use meeting scheduler that lets you create actionable and shareable meeting links.  

Once we integrate the CRM with your calendar, create links by accessing your HubSpot account and the meetings tool:

  1. Navigate to Sales → Meetings.

  2. Click Create scheduling page in the upper right corner.

  3. Click One-on-One, Group or Round robin depending on your needs

There are four main parts – Details, Availability, Configuration, and Form Questions –  you'll need to customize according to your preferences. Each step is unique but vital in creating an effective meeting link.

Create an improved customer journey

There's no doubt that customer journeys have become an important part of marketing strategy. Getting your customer on board is the most important thing. If a meeting link can help with that, it's worth using. 

At The Insight Studio, we help brands streamline their customers' journeys by leveraging HubSpot's meeting schedulers. Our experience and expertise using the platform make us your best bet for increased lead conversations and sales. Ready to improve your lead journey? Let's Chat!

RevOps and DEI- Unlock the power of this partnership!

Businesses that embrace DEI are uniquely positioned to succeed in today's competitive landscape. By fostering a diverse, equitable and inclusive culture within their revenue operations departments, organizations can unlock the potential of high-performing revops teams – enabling growth while contributing towards deeper societal transformation.

But how does DEI fit into this equation? Here we'll delve into the relationship between DEI and revops, and why companies should prioritize DEI in their revops efforts. We'll examine how DEI can improve revops efforts and the risks of ignoring DEI in this critical area. By the end of this article, you'll have a deeper understanding of how DEI and revops can work together to drive business success.


RevOps and DEI - how are they Relevant to Each Other?

Revops is a way to boost growth by unifying sales, marketing and customer success teams. However, DEI (Diversity & Inclusion) initiatives also contribute significantly to company performance.

When organizations prioritize creating an equitable workplace where everyone feels respected and valued in their revops efforts, they are more likely to see increased innovation, improved decision-making and higher returns on investments for greater business growth potential.

Why is DEI important?

A diverse and inclusive workforce isn't just the right thing to do for society, it's also good business. When companies create environments that are more open to different perspectives and ideas, organizations benefit through improved decision-making capabilities, increased innovation potentials, elevated job satisfaction levels amongst employees as well a higher employee retention rates - all of which can help an organization gain market advantage in today’s complex environment.

Ultimately DEI is at its best when combined with fairness and justice – a powerful combination that helps contribute positively to both positive working conditions within businesses as well positively effecting their reputation as well!

So why is RevOps important?

Revops is a powerful tool for driving growth, helping companies align sales and marketing efforts in pursuit of one cohesive strategy.

By bringing different teams together to analyze and adjust strategies accordingly, businesses can identify any issues preventing success - ensuring opportunities are constantly sought out so that revenue generation remains efficient.

revops and dei can help your company grow

Make RevOps (and your business) More Diverse and Inclusive

There are a few steps companies can take to make their RevOps efforts more diverse and inclusive:

  1. Hire and promote diverse candidates: Companies can create a more diverse and inclusive team by hiring and promoting diverse candidates. This can lead to better decision-making and increased innovation.

  2. Create a culture of inclusivity: It's not enough to hire diverse candidates. Companies must also create a culture of inclusivity to ensure that all team members feel valued and included. This can involve hosting diversity and inclusion training, creating employee resource groups, and promoting open communication.

  3. Promote equity: Companies should also strive to promote equity for all employees. This can involve ensuring equal pay for equal work, offering opportunities for professional development to all team members, and creating policies to prevent discrimination.

  4. Engage in diversity and inclusion training: Companies can create a more inclusive workplace culture by providing diversity and inclusion training to employees. This training can help your team to appreciate diversity and learn to be more inclusive in their interactions with coworkers.

  5. Encourage open communication: Creating an open and inclusive work environment requires open communication. Companies should encourage employees to speak up and share their ideas and concerns. They should provide multiple channels for employees to do so, such as anonymous suggestion boxes or diversity and inclusion committees.

  6. Set clear DEI goals: Companies should set clear DEI goals and track progress towards achieving them. This can involve setting hiring and promotion goals and creating action plans to address any potential diversity or inclusion issues.

  7. Seek feedback and input from diverse employees: It's important to seek input and feedback from diverse employees to ensure that the company meets all employees' needs. This can involve conducting surveys, focus groups, or asking for input in meetings and decision-making processes.

  8. Partner with diverse organizations: Companies can also expand their DEI efforts by partnering with diverse organizations, such as minority-owned businesses or organizations promoting workplace diversity.

  9. Encourage employee resource groups: Employee resource groups (ERGs) are groups of employees who come together based on shared characteristics or experiences, such as race, gender, or sexual orientation. ERGs can provide support and a sense of community for diverse employees and help promote diversity and inclusion within the company.

  10. Stay up-to-date on DEI best practices: Companies need to stay up-to-date on DEI best practices and continuously assess and improve their DEI efforts. This can involve regularly reviewing DEI policies and procedures and staying informed about DEI trends and developments within the industry.

DE&I that also promotes revops

How DEI and RevOps can benefit your organization

There are numerous benefits to incorporating DEI into revops efforts:

  1. Better decision-making: A diverse team can bring different perspectives and ideas to the table, leading to better decision-making.

  2. Increased innovation: A diverse and inclusive team can foster increased innovation, as different viewpoints can lead to new and creative solutions.

  3. Improved performance: Research has shown that diverse and inclusive teams perform better than homogenous ones. By creating a positive and inclusive work environment, companies can increase job satisfaction and retention rates, leading to improved performance.

  4. Better reputation: Companies that prioritize DEI tend to have a better reputation and can be more attractive to top talent. This can lead to an overall improvement in customer brand awareness and image.

Risks of Lacking DEI in RevOps

On the other hand, failing to prioritize DEI in revops efforts can have negative consequences:

  1. Decreased innovation: A homogenous team may lack the diverse perspectives and ideas needed to drive innovation.

  2. Decreased performance: A lack of diversity and inclusivity can lead to decreased job satisfaction and retention rates, ultimately impacting performance.

  3. Negative reputation: Companies that fail to prioritize DEI may face criticism and backlash, damaging their reputation and making it harder to attract top talent.


Embrace DEI in Your RevOps Efforts

DEI and revops go hand in hand. By prioritizing DEI in your revops efforts, you can drive better decision-making, increased innovation, improved performance, and a better reputation. Don't miss out on the numerous benefits of incorporating DEI into your revops strategy.

Our team of experts can help you create a cohesive and effective revops strategy that includes DEI as a key component. Contact us today to learn more about our HubSpot sales and marketing consulting services.

The benefits of aligning sales and marketing

Successful businesses depend on effective marketing activities AND solid sales strategies/processes. 

But aligning these strategies how to unlock even more potential and power to grow your organization. So lets explore a few benefits from this alignment, to help you start this process today!

Benefits include:

  1. Better Understanding of Target Market
    One of the biggest advantages of aligning your sales and marketing teams is that it gives both departments a better understanding of your target market. By combining their resources, they gain insight into customer behavior, preferences, and buying habits.

     With this information, they can develop a comprehensive view of who your customers are and what their needs are so both teams can create effective strategies to meet those needs.

  2. Increased Efficiency
    By aligning sales and marketing, businesses can uncover a wealth of efficiency that would otherwise remain hidden. For instance - content creation in one area does not need to be reimagined for the other; allowing employees to focus on unique projects instead. The unified effort leads to smarter solutions with greater impact all-round!

     By working together as one team, however, each department can support the other in order to streamline processes and increase efficiency.

  3. Improved Customer Experience
     Another benefit of aligning your sales and marketing teams is improved customer experience. When both departments work together to understand customer needs and preferences, they can create personalized experiences that ensure customers get exactly what they need when they need it most. This leads to greater customer loyalty which helps drive revenue growth over time.

  4. Increased Revenue Growth & Profits
    Finally, aligning your sales and marketing teams leads to increased revenue growth and profits because both departments are working together towards common goals rather than competing against each other for resources or attention from upper management.

    This unified approach allows them to focus their efforts on developing strategies that drive ROI rather than wasting time debating who should do what or which department should take credit for successes achieved through collaboration.

drive RIO with REVOPS tactics


Sales and marketing teams are a powerful combination -- when aligned, they can drive success for any organization.

By combining forces to understand target markets, increase efficiency, improve customer experiences and promote revenue growth & profits all at once - it's easy to see that working together is truly the key element needed in today’s competitive landscape.

Investing in alignment between these two functions will certainly reap great rewards: higher revenues and increased customer satisfaction & loyalty due to improved service standards!

So take action today!

Get started by letting us help you find ways to bridge the gap between your sales & marketing teams so that you can reap all these amazing benefits!

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Gaining Maximum Impact from Sales & Marketing Alignment

Combine sales and marketing teams for powerful results! When working together, these departments can create a dynamic duo that positively impacts your bottom line. Sales & Marketing alignment leads to an increase in revenues, customer satisfaction scores, creative problem solving - the list goes on.

But how does it work? Let's explore what successful synergy looks like between these two critical components of business success!

  1. Increased Sales Revenue 
    The most obvious benefit of aligning your sales and marketing teams is increased sales revenue. By working together, the two teams can learn to speak the same language and create content that speaks to prospects at each stage of the buyer's journey. A unified approach also means better insights into customer needs and desires—insights that can be used to inform product development as well as create campaigns that will resonate with customers. 

  2. More Efficiency
    Aligning your sales and marketing teams can also lead to greater efficiency in both departments. With a unified strategy for outreach, content creation, product promotion, etc., there's no longer any need for duplication of efforts or wasted resources. This leads to better use of time and money, which can ultimately result in improved bottom-line performance.  
  3. Greater Creativity
    When sales and marketing are aligned, there is often an opportunity for greater creativity from both teams. Ideas from one team will be heard by the other which creates fertile ground for collaboration which leads to creative ideas being generated from both sides of the equation. This opens up new possibilities that might not have been explored before alignment was achieved between these two departments.      

 Aligning your sales and marketing teams is essential if you want to maximize revenue potential while minimizing waste in terms of time and money spent on initiatives that don't yield results. When done correctly, alignment can lead to increased sales revenue, greater efficiency in both departments, enhanced creativity levels, and more!

If you are looking for ways to boost your business’s performance across the board then it might be time to consider aligning your sales and marketing teams together! And we can help, lets get started now!

REVOPS is sales and marketing aligment for business growth


Let's Get Started!!

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Let's Get Started!!

Tell us more and let's set up a time to chat.

Free Consultation



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