How to use HubSpot and Salesforce together for ABM?
john • January 28, 2023
Here are a few ways that you can use HubSpot and Salesforce together for account-based marketing (ABM):
- Syncing data: You can use the HubSpot Salesforce integration to sync data between the two platforms. This allows you to have a single source of truth for your customer information, including contacts, deals, and account information.
- Lead scoring: You can use HubSpot to score leads based on their engagement with your marketing campaigns, and then use the synced data to push those leads into the appropriate stage in your sales pipeline in Salesforce.
- Personalization: You can use HubSpot's segmentation and personalization features to create targeted campaigns for specific accounts, and then use the data in Salesforce to track the progress of those accounts through the sales pipeline.
- Lead generation: You can use Salesforce Pardot to generate leads and then use the HubSpot integration to track the lead's engagement with your marketing campaigns and segment them based on their interactions.
- Email marketing: You can use the integration to sync contact data between the two platforms and use HubSpot's email marketing features to send personalized and targeted emails to specific accounts.
- Reporting and analytics: You can use Salesforce's analytics features to gain insights into your ABM initiatives and measure the success of your campaigns. HubSpot also has analytics features that can provide more details on engagement and conversion rates.
- Service tickets: You can use Salesforce's service cloud to manage customer service tickets and use the HubSpot integration to sync contact data and track customer interactions across the entire customer journey.
It is important to note that before using both platforms together, it is essential to map out the data fields, business process and implement the right integration to ensure a smooth flow of data between both platforms. Also, it's important to have a dedicated team to manage the integration and ensure that the data is accurate and up to date.
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