Salesloft and HubSpot are two tools that can help your business increase revenue. Salesloft is a sales engagement platform that allows you to personalize sales communications and make data-driven decisions regarding sales messaging, workflows, and more. HubSpot is a powerful CRM platform that connects every aspect of your business to help you scale.
When these two tools are connected, they can create a powerful RevOps system that's scalable and easy to use. In this article, we will explore how connecting Salesloft and HubSpot can help teams align sales, marketing, and customer success for maximum revenue potential.
The Salesloft and HubSpot Connector for Sales
Salesloft and HubSpot can connect to provide important capabilities for the sales department. These include data enrichment, advanced lead assignment, activity tracking, and unified reporting that can be viewed directly in HubSpot.
According to Salesloft's app page in the HubSpot Marketplace, you get the following with HubSpot's Data Sync feature:
- Two-way sync: Data is shared between Salesloft and HubSpot in real time.
- Default field mappings: Setup is quick with out-of-the-box field mappings already created for you.
- Historical syncing: Your existing data will sync right away, and updates will sync as they happen.
Salesloft's data enrichment features even allow you to automatically append missing data points. This ensures that you have the most up-to-date information about your leads and contacts, which can help you personalize your sales communications and close deals faster. Naturally, all this data is available in HubSpot through your connection.
Salesloft's advanced lead assignment features allow you to automatically assign leads to the best-fit sales rep. This ensures that your leads are always being worked on by the most qualified person, which can help you close more deals and increase revenue.
HubSpot's activity tracking feature allows you to see all the Salesloft activities your users have undertaken directly through your HubSpot dashboard. And thanks to HubSpot's unified reporting, you can build custom sales dashboards and deliver contextualized reports on Salesloft activities.
In addition to pipeline management, Salesloft is especially useful for generating revenue intelligence and making forecasts about future revenue. You can generate this data and deliver it to decision-makers via easy-to-understand reporting in HubSpot.
The Salesloft and HubSpot Connector for Marketing
As noted, Salesloft and HubSpot can also help your teams maintain system cleanliness. That includes data and systems in use by your marketing team. But connecting these two tools also provides several other benefits for marketers.
Salesloft's powerful cadence and conversation features ensure your reps are using the right marketing messaging when they draft communications in HubSpot. Salesloft's customer success cadences allow you to automatically enroll customers in specific success programs based on their activity. This helps you ensure that your customers, and potential customers, have a higher chance of converting.
According to a blog post by Salesloft, the company has built customer cadences to target three specific areas:
- Adoption
- Expansion
- Retention
Meanwhile, HubSpot's contact lists allow you to segment your contacts by specific criteria. This allows you to customize your communications and ensure that your marketing team is always delivering the right message. In HubSpot, your users can manage specific personas, industries, or use cases based on cadences.
The Salesloft and HubSpot Connector for Customer Success
Salesloft and HubSpot can also help customer success teams in a similar way to sales and marketing. Service professionals can use Salesloft's analytics and conversation tools to optimize their communications with customers.
However, the integration has some important features that are specific to your customer success team. The connection will enable ticket routing across both platforms. You can auto-associate support tickets with specific companies or contacts regardless of where they originate.
Use the Salesloft and HubSpot Connector for RevOps
Overall, connecting Salesloft and HubSpot can provide many benefits if you’re oriented toward RevOps.
Salesloft's data enrichment features work hand-in-hand with HubSpot’s data sync, and Salesloft's cadences are especially useful for each of your teams. Thanks to HubSpot's unified reporting, you can build custom dashboards for forecasting and revenue analysis, too.
To learn more about how these two products integrate, contact us at Aptitude 8.
