Skip to content
menu-toggle
menu-close

HubSpot - Salesforce Integration

Integrate Technology, Data, Processes, and Accountability Across HubSpot and Salesforce

Three Phases of Cetrix Go Beyond

Design Phase

Design Phase

Discovery and Planning
  • Begins by learning about the existing processes.
  • Adapt and customize following the best practices of  HubSpot and Salesforce.
  • Process nodes on the elements of your marketing strategy will have the most significant and most actionable effects on revenue.
  • Partner on a unique plan built from the ground up to maximize effectiveness.
  •  Application integration is just a part of a holistic and purpose-built solution.
Capture2

Build and Scale Phase

Implementation and Workflow Automation
  • Actual implementation, including Apex coding and the definition of rules on the Salesforce side
  • Workflow automation and lead scoring on the Hubspot side
  • Utilization of custom and state of the art integration tools and APIs
  • Rules are created to automate a multitude of tasks on the side of the marketing team, to take a qualified lead effectively through the funnel, in an efficient manner

Capture3

Process Optimization Phase

KPI’s, Reporting, Assessment, and Analytics
  • Key performance indicators, reporting tools, and analytics are all implemented.
  • A full inventory on your collaborations and business processes is initiated to allow your team leaders and management to make the best decisions possible made possible through new insights
  • The intelligence is aggregated in an easy to understand format, easily showing where you’ve been, where you’re at today, and where your business is trending for the future.

Go beyond basic alignment to complete integration.

Main-Image-HS---SF

38%

higher win rates after alignment

28%

more  opportunities after automation

25-Day

Shorter Sales Cycyle

128%

marketing-influenced revenue increase

Take The Next Step

58482f67cef1014c0b5e4a81

Salesforce Products

Join the family of more than 150,000 Companies who are blazing their trails to success

Ask about our products, pricing, implementation, or anything else. Our advisors are here to help you chart a course to success.

Salesforce consultation
Untitled-2

Sales Alignment Solution

Platform Integration Solutions

Cetrix is the only Salesforce enablement solution on the market that solves the root cause with a defined, developed methodology that provides an infrastructure to streamline integrated platforms to their full capacity.

Request quote 
people-working-together-icon_87542

Have Any Questions?

Hop on a quick call with us.

 Share your requirements with our domain experts Book for a Time

Book for a time

Turbocharge Your B2B Sales And Marketing Alignment

The Ideal Solution:

Pipeline Marketing + Smarketing + Analytics

Our solution enables your sales and marketing teams’ to focus on identifying their best opportunities, virtually impossible if you haven’t created an integrated application environment for your organization. Unfortunately, current out of the box solutions only “map and sync” data between the two platforms won’t suffice. We offer a custom methodology that provides an infrastructure on which to create Hubspot sales and marketing alignment so that both platforms can be used to their full capacity. Some of these benefits include:

  1. Improving the customer experience by responding to customer requests and behaviors in real time.
  2. Providing sales teams with better-qualified leads
  3. Sales teams will be able to respond to leads more quickly, engaging customers more effectively, and putting the company ahead of their competition.

LEARN MORE

WATCH HubSpot Smarketing:

What is Smarketing?

Smarketing (sometimes referred to as s-marketing or SMarketing) is the process of integrating sales and marketing efforts within an organization. B2B Smarketing is bringing a sales team into alignment with a marketing team, forming a sales and marketing ("Smarketing") team with common goals and identified opportunities. This is achieved through frequent communication, the establishment of mutually integrated roles, and accountabilities shared by all teams.To achieve successful Smarketing, communication is key.

In addition, Smarketing requires the establishment of mutually integrated roles and accountabilities. This means that sales and marketing teams must work together to create a shared understanding of their respective roles and how they work together to achieve their goals. By establishing shared metrics and goals, businesses can ensure that everyone is working towards the same objectives. 

Watch Now