Step-by-Step Guide for Auditing Your HubSpot Portal (With Best Practices) 🚀

Niv
Blog Checklist Guide Hubspot

Introduction: 

Auditing your HubSpot portal ensures that your data, processes, and configurations are optimized for performance, compliance, and strategic alignment. This comprehensive guide, enhanced with best practices, will walk you through the essential steps to perform a thorough audit of your HubSpot portal.


Review Account Settings ⚙️

Company Information 🏢

Action:
Navigate to Settings > Account Setup > Account Defaults.

Best Practice:
Regularly update your company information and branding settings to reflect any recent changes in your business.

User Management 👥

Action:
Go to Settings > Users & Teams.

Best Practices:

  • Review user permissions quarterly to prevent unauthorized access.
  • Implement role-based access control (RBAC) to ensure users have only the permissions necessary for their roles.

Connected Integrations 🔗

Action:
Check Settings > Integrations > Connected Apps.

Best Practices:

  • Regularly audit integrations to confirm their necessity and effectiveness.
  • Maintain an inventory of integrations and their purposes to avoid redundancy.

Audit CRM Data 📊

Contacts 📇

Action:
Go to CRM > Contacts.

Best Practices:

  • Implement a data hygiene policy, including regular deduplication and enrichment of contact records.
  • Use automated workflows to keep data up-to-date and accurate (e.g., auto-populating missing fields).

Companies 🏢

Action:
Access CRM > Companies.

Best Practices:

  • Regularly verify company data against reliable external sources (e.g., LinkedIn, industry databases).
  • Ensure all associated contacts are linked to the correct company records.

Deals 💼

Action:
Navigate to CRM > Deals.

Best Practices:

  • Standardize deal properties across your team to ensure consistency in data entry.
  • Implement automation to move deals between stages based on specific criteria.

Custom Properties 🛠️

Action:
Go to Settings > Properties.

Best Practices:

  • Regularly audit custom properties to ensure they are necessary and used consistently.
  • Avoid creating too many custom properties to reduce complexity and confusion.

Marketing Hub Audit 📢

Email Marketing 📧

Action:
Access Marketing > Email.

Best Practices:

  • A/B test email subject lines and content regularly to improve open and click-through rates.
  • Segment your email lists based on behavior, engagement, and lifecycle stage for more targeted campaigns.

Workflows 🔄

Action:
Navigate to Automations > Workflows.

Best Practices:

  • Review workflows quarterly to remove outdated or underperforming workflows.
  • Implement error-checking steps in workflows to ensure they execute as expected.

Forms 📝

Action:
Go to Marketing  > Forms.

Best Practices:

  • Use progressive profiling to collect information incrementally without overwhelming visitors.
  • Ensure forms are integrated with relevant workflows for immediate follow-up actions.

Landing Pages and Website Pages 🌐

Action:
Access Content > Landing Pages and Content > Website Pages.

Best Practices:

  • Regularly optimize pages for SEO using HubSpot’s SEO recommendations.
  • Ensure that all pages are responsive and load quickly on mobile devices.

Ads Account Connections 📊

Action:

Go to Marketing > Ads > Ad Accounts.

Best Practices:

  • Regularly review your connected ad accounts to ensure all accounts are properly linked and actively pulling in data. 
  • Verify that all necessary ad accounts are integrated with HubSpot to track performance metrics accurately. 
  • Remove any outdated or unused ad accounts to avoid unnecessary data clutter and potential errors in reporting. 
  • Set up alerts to monitor any disconnections or issues with ad account syncing, ensuring that your campaigns are always tracked and optimized for best performance.

Sales Hub Audit 💼

Pipelines 🛤️

Action:
Go to CRM > Deals > Pipelines.

Best Practices:

  • Align pipeline stages with the actual sales process, and regularly review them for accuracy.
  • Use deal stage automation to reduce manual data entry and increase efficiency.

Sequences 📈

Action:
Navigate to Automations > Sequences.

Best Practices:

  • Personalize sequences with dynamic content to increase engagement.
  • Regularly review and update sequence steps based on performance metrics.

Quotes and Products 🛒

Action:
Access Commerce > Quotes and Commerce > Products.

Best Practices:

  • Standardize product descriptions and pricing across the board to avoid inconsistencies.
  • Regularly review active quotes for accuracy and ensure they are aligned with your latest pricing and terms.

Service Hub Audit 🛠️

Tickets 🎫

Action:
Go to CRM > Tickets.

Best Practices:

  • Implement SLAs (Service Level Agreements) to track and improve response times.
  • Use automation to route tickets to the appropriate team members based on ticket properties.

Knowledge Base 📚

Action:
Navigate to Content > Knowledge Base.

Best Practices:

  • Regularly update articles to reflect the latest information and trends.
  • Use analytics to track which articles are most popular and identify gaps in your knowledge base.

Feedback Surveys 📝

Action:
Access Automations > Surveys.

Best Practices:

  • Implement regular follow-up on survey responses, especially for negative feedback, to improve customer satisfaction.
  • Use survey data to identify areas for service improvement and training needs.

Reporting and Analytics 📊

Dashboards 📈

Action:
Go to Reporting > Dashboards.

Best Practices:

  • Customize dashboards for different teams to ensure they only see the most relevant metrics.
  • Regularly review dashboards for relevance and accuracy, removing any outdated reports.

Analytics Tools 🧰

Action:
Navigate to Reporting > Sales Analytics and Reporting > Service Analytics

Best Practices:

  • Set up custom attribution models to better understand the impact of different touchpoints on conversions.
  • Regularly review traffic and campaign analytics to optimize marketing strategies.

Data Security and Compliance 🔒

GDPR/CCPA Compliance ✅

Action:
Go to Settings > Privacy & Consent.

Best Practices:

  • Ensure that your data collection practices are transparent and compliant with local regulations.
  • Regularly audit your data retention policies and practices to ensure they are followed.

Continuous Improvement 🔄

Auditing your HubSpot portal isn’t a one-time task—it’s an ongoing process. Regular reviews and updates ensure that your system remains efficient, compliant, and aligned with your evolving business goals.

Regular Audits 🗓️

Best Practice:
Conduct audits quarterly or bi-annually to ensure your HubSpot portal remains optimized. Set up reminders and checklists to ensure no critical aspect is overlooked in future audits.

Stay Updated 📢

Best Practice:
Regularly check HubSpot’s product updates to stay informed about new features and improvements that can be incorporated into your portal.


Conclusion 📝

By following this comprehensive guide and adhering to these best practices, you’ll ensure that your HubSpot portal is not only compliant but also optimized for peak performance. Regular audits and continuous improvement are key to maintaining a healthy and effective HubSpot environment that supports your business goals.

How to Choose the Right HubSpot Package for Your Business?

Need Help with Your HubSpot Audit? 💬

Auditing your HubSpot portal can be complex, but you don’t have to do it alone! If you have any questions or need expert assistance, our team is here to help.

📞 Book a Free Consultation
Discuss your specific needs and get tailored advice from a HubSpot expert.

How to Align Marketing and Sales with HubSpot and Salesforce Integration?

Niv
Blog Hubspot Marketing Sales Start-Up Tips

Best Practices and Data Syncing Guide

In today’s fast-paced business environment, aligning marketing and sales teams is essential for driving revenue growth and creating a seamless customer experience. However, achieving this alignment can be challenging, particularly when different teams prefer different tools. Marketing teams often favor HubSpot for its robust marketing automation capabilities, while sales teams typically rely on Salesforce for its powerful CRM features. The result? Data silos, misaligned strategies, and a disjointed customer journey.

Fortunately, integrating HubSpot and Salesforce can bridge this gap, enabling both teams to operate within their preferred platforms while maintaining a unified approach to customer relationship management. This blog explores how you can achieve marketing and sales alignment through HubSpot and Salesforce integration, with detailed insights on the benefits, challenges, and best practices for successful implementation.


The Importance of Marketing and Sales Alignment 📈

Before diving into the technicalities of integration, it’s essential to understand why marketing and sales alignment is so crucial. When marketing and sales teams work in harmony:

  • Lead Quality Improves: Marketing can deliver more qualified leads to sales, increasing the likelihood of conversion.
  • Consistent Messaging: Both teams can align on the messaging used throughout the customer journey, creating a cohesive experience for prospects and customers alike.
  • Streamlined Communication: Clear communication channels between marketing and sales reduce the chances of miscommunication and ensure that everyone is working towards the same goals.
  • Increased Revenue: Aligned teams can more effectively nurture leads and close deals, leading to higher revenue and better ROI on marketing efforts.

However, without proper alignment, these benefits are often lost, leading to inefficiencies, missed opportunities, and a fragmented customer experience.


The HubSpot and Salesforce Integration Dilemma ⚙️

A common challenge in many organizations is that marketing and sales teams prefer different tools. Marketing teams tend to gravitate towards HubSpot because of its comprehensive inbound marketing, email marketing, and automation features. On the other hand, sales teams often prefer Salesforce due to its powerful CRM capabilities, extensive customization options, and deep analytics tools.

This preference for different tools can lead to several issues:

  • Data Silos: Without integration, data collected by marketing in HubSpot may not be easily accessible to sales teams in Salesforce, leading to incomplete customer profiles and missed opportunities.
  • Misaligned Strategies: When marketing and sales teams work in separate systems, it can be challenging to align their strategies and goals, resulting in a disjointed approach to customer acquisition and retention.
  • Inconsistent Customer Experience: Disconnected systems can lead to inconsistent messaging and a fragmented customer journey, as prospects move from marketing to sales.

The solution to these challenges lies in integrating HubSpot and Salesforce, enabling both teams to work within their preferred platforms while sharing data and aligning their strategies.


How HubSpot and Salesforce Integration Works 🔄

Integrating HubSpot and Salesforce is a powerful way to ensure that marketing and sales teams have access to the same data, enabling them to work together more effectively. Here’s how the integration works:

Seamless Data Syncing 🔗

At the core of the HubSpot and Salesforce integration is the ability to seamlessly sync data between the two platforms. This bi-directional sync ensures that any changes made in one platform are automatically reflected in the other, keeping your data up-to-date and accurate across both systems.

For example, when a new lead is generated through a HubSpot form, that lead is automatically pushed into Salesforce, where the sales team can begin nurturing the relationship. Similarly, any updates made to that lead in Salesforce—such as changes to contact information or updates to the deal stage—are automatically synced back to HubSpot. This ensures that both teams have access to the most current data, reducing the risk of miscommunication and data discrepancies.

Custom Field Mapping 🗂️

One of the key benefits of the HubSpot-Salesforce integration is the ability to map custom fields between the two platforms. This means you can ensure that specific data points—such as lead scores, lifecycle stages, and contact properties—are accurately synced between HubSpot and Salesforce. Custom field mapping allows you to tailor the integration to your specific business needs, ensuring that both teams have access to the data that matters most to them.

Automatic Lead Assignment 🚀

The integration also enables automatic lead assignment based on predefined criteria. For instance, once a lead reaches a certain score or performs a specific action in HubSpot (such as downloading a whitepaper or attending a webinar), it can be automatically assigned to a sales representative in Salesforce. This ensures that hot leads are promptly followed up on, increasing the chances of conversion.

Moreover, the integration allows for more sophisticated lead nurturing strategies. Marketing can continue to nurture leads through HubSpot workflows until they are sales-ready, at which point the lead is automatically handed off to sales in Salesforce, complete with all the relevant engagement history.

Detailed Reporting and Analytics 📊

The HubSpot and Salesforce integration also enhances your reporting and analytics capabilities. By combining data from both platforms, you can gain a more comprehensive understanding of your marketing and sales efforts. For example, you can track how leads generated through marketing campaigns in HubSpot progress through the sales funnel in Salesforce, helping you identify which campaigns are most effective at driving conversions.


Best Practices for HubSpot and Salesforce Integration 🛠️

To get the most out of your HubSpot and Salesforce integration, consider these best practices:

Define Clear Goals and KPIs 🎯

Before integrating, it’s essential to establish clear goals and key performance indicators (KPIs) that both marketing and sales teams agree on. Whether your goal is to increase lead conversion rates, shorten the sales cycle, or improve customer retention, having a shared vision ensures that the integration supports your broader business objectives.

Maintain Data Hygiene 🧹

Data hygiene is critical to the success of any integration. Regularly review and clean your data in both HubSpot and Salesforce to ensure accuracy and consistency. This includes deduplicating records, updating outdated information, and removing inactive contacts.

Customize the Integration 🛠️

Every business is unique, and your integration should reflect that. Customize the integration by mapping relevant fields and setting up workflows that align with your specific processes.

Set Up Notifications and Alerts 🔔

To ensure timely follow-up, configure notifications and alerts in both HubSpot and Salesforce. For example, you can set up alerts to notify sales reps when a lead performs a high-value action, such as requesting a demo or downloading a product guide.

Regularly Review and Optimize 🔄

Integration is not a one-time setup. Regularly review your integration settings, workflows, and data syncing to ensure that both platforms continue to support your evolving needs.


Overcoming Common Integration Challenges 🧩

While integrating HubSpot and Salesforce offers significant benefits, it’s not without its challenges. Some common obstacles include:

Data Overload 📚

Without proper management, the integration can lead to an overwhelming amount of data. To avoid this, ensure that only relevant data is synced between HubSpot and Salesforce.

Complex Setup 🛠️

Integrating HubSpot and Salesforce can be complex, especially for organizations with highly customized setups. It’s essential to plan the integration carefully, considering all the unique aspects of your business processes.

Change Management 🔄

Getting both teams to fully adopt the integrated system can be challenging, especially if they are used to working in separate tools. To drive adoption, provide regular training sessions and clearly communicate the benefits of the integration.


Conclusion 📝

Aligning your marketing and sales teams through HubSpot and Salesforce integration is a powerful way to enhance collaboration, improve lead management, and drive business growth. By following the best practices outlined in this blog, you can overcome common challenges and ensure that both teams are working towards the same goals, all while using the tools they prefer.

How to Choose the Right HubSpot Package for Your Business?

Need Help with HubSpot and Salesforce Integration? 💬

Integrating HubSpot and Salesforce can be complex, but you don’t have to navigate it alone. If you need expert assistance or have any questions, we’re here to help.

📞 Book a Free Consultation
Let’s discuss your specific needs and create a seamless integration that works for your business.

Struggling to Build Your Marketing Dream Team? This is How Marketing Team-as-a-Service Can Fuel Your Startup Growth

Tatiana
Blog Growth Marketing Start-Up Tips

They say ideas are a dime a dozen in the startup world. What separates the fleeting spark from the world-changing phenomenon? Bold vision and excellent execution. Execution though is a multifaceted beast. While most start-up founders focus on R&D, meticulously crafting their groundbreaking product or service, a critical, yet often overlooked collaborator is essential for achieving liftoff: Marketing.

Think of it this way: imagine pouring years of blood, sweat, and tears into building a revolutionary engine. You’ve conducted countless tests, optimized every component for peak performance, and the results are undeniable – you’ve built a machine unlike anything the world has ever seen. But here’s the catch: it’s hidden away in your garage. Without a way to showcase its potential, connect with those who need it most, and establish its value proposition, your innovation remains just that – a potential marvel gathering dust.

Here’s the startling statistic for 2024: 34% of startup failures are due to a poor product-market fit. In other words, they built something no one wanted. An additional 22% of failed businesses didn’t implement the correct marketing strategies. Investing in marketing from the get-go isn’t about selling a dream – it’s about conducting vital market research to ensure you’re building a dream that resonates with a real audience.


Sources: Failory, Business News Daily, Investopedia, CB Insights, Review 42


Why Marketing is Essential for Startups

Marketing, much like R&D, thrives on deep research and data-driven insights. A study by Marketing Profs shows that companies with strong marketing and sales alignment achieve win rates that are 38% higher than those without. Through surveys, social media analytics, and a keen understanding of customer demographics and buying behaviors, marketing paints a vivid picture of your ideal customer. This allows you to refine your product development process, ensuring you’re solving a problem for a real, addressable market.

But gathering intel is just the first step. Effective marketing strategies are the launchpad that propels your creation into the world. Content marketing, social media campaigns, and strategic partnerships can build brand awareness, generate leads, and foster a community around your product or service. Imagine – instead of a lonely engine in your garage, you have a bunch of enthusiastic early adopters eagerly awaiting its release.

That’s the power of marketing. It’s the voice that announces your arrival, the storyteller that weaves a narrative around your innovation, and the strategist that orchestrates a winning entrance into your target market. 


Building Your Marketing Muscle

You’ve poured your heart and soul into crafting a revolutionary product, assembled a team of passionate believers, and now you’re ready to take on the world cause now you know how marketing is important to you. There’s just one thing that trips up even the most promising ventures: building a rockstar marketing team.

The truth is brutal: attracting and retaining top marketing talent is fierce competition. Established players dangle hefty salaries and dazzling perks, while you’re still figuring out your ping-pong table budget. And let’s not forget the significant time and resources it takes to recruit, onboard, and train a dream team from scratch.

But what if there was a way to bypass the struggle and fast-track your marketing success? Introducing Marketing Team-as-a-Service (MTaaS) – your secret weapon for assembling a high-performing marketing dream team without the recruitment headaches.


Why MTaaS is the Marketing Superhero Your Startup Needs

Imagine having a team of experienced marketing professionals readily available to support your go-to-market strategy with streamlined onboarding for immediate impact. MTaaS providers offer access to specialists across various marketing disciplines, from CMOs who craft comprehensive strategic marketing plans and manage the whole team to content creators and SEO experts who elevate your online presence, brand strategists who build your brand voice, and even designers and developers who bring your marketing vision to life.

Here’s how MTaaS can be your startup’s secret growth weapon:

  • Scalability on demand. Forget rigid team structures and wasted resources. MTaaS allows you to scale your marketing team up or down as your needs evolve. Need a pre-launch content marketing blitz to build brand awareness? We’ve got content gurus ready to craft captivating blog posts and infographics. Targeting a new market segment that requires laser-focused social media strategies? Our social media wizards are ready to enroll.
  • Expertise you can’t afford (yet). Building an in-house team with a breadth of marketing expertise can cost a fortune. MTaaS provides access to specialists you might not be able to afford to hire individually, giving your startup a competitive edge without breaking the bank. Imagine having a part-time Product Led Growth (PLG) specialist on your team analyzing user behavior and optimizing your product customer journey for maximum conversions – all without the hefty price tag of a full-time PLG expert.
  • Faster time to market. Time is of the essence in the fast-paced startup world. MTaaS gets you started with a pre-vetted team of experts who can hit the ground running. This allows you to develop strategies quicker, gather valuable data, and refine your tactics for maximum impact.
  • Cost-effectiveness. MTaaS eliminates the high cost of recruitment, onboarding, and employee benefits. You only pay for the services you need, maximizing your marketing budget and ensuring every dollar goes towards achieving your marketing goals.


Is MTaaS Right for Your Startup?

If you find yourself resonating with any of these scenarios, then MTaaS might be your perfect match:

  • You’re a bootstrapped startup with limited marketing resources. Every penny counts, and you can’t afford the gamble of hiring the wrong marketing talent.
  • Your team lacks in-house marketing expertise. Your developers are brilliant, and your product people are phenomenal, but marketing isn’t necessarily their forte.
  • You need to launch marketing campaigns quickly and efficiently. You have a limited window of opportunity to capture market share, and you can’t afford to waste time building a team from scratch.
  • You’re unsure of the specific marketing skills you need for your current growth stage. Are you prioritizing brand awareness, lead generation, or market education? MTaaS providers can help you identify the right skill sets to achieve your specific goals.

Building Your Marketing Dream Team, Simplified

MTaaS providers handle the recruitment, vetting, and management of your outsourced marketing team. They ensure a smooth integration with your existing team, providing clear communication and consistent progress updates. But most importantly, they free you, the founder, to focus on what matters most – building your game-changing product and steering your startup toward revolutionary success. 

Now that you are convinced, here’s the exciting part: bringing your dream marketing team to life! 

SAGE Marketing is a leading provider of MTaaS solutions, offering access to a comprehensive pool of marketing specialists ready to tackle your unique challenges.  Whether you need a full-fledged marketing strategy overhaul or targeted specialists to boost specific areas, SAGE Marketing can create a customized MTaaS solution that perfectly aligns with your goals and budget.

Outbound vs. Inbound in B2B Marketing: Who Wins The Battle?

Tatiana
Blog Inbound vs. Outbound Marketing Start-Up Tips

Ever felt like B2B marketing is stuck in a wrestling match between two giants – Outbound and Inbound? You’re not wrong! But instead of just dryly explaining the difference, let’s get ready for a throwdown!

In the red corner, we have the marketing veteran – Outbound!

This old-school champ throws punches with TV commercials, trade shows, pop-up ads, and also more modern techniques like banner and display ads, cold email marketing, cold calling, and social media outreach (mostly LinkedIn), Outbound is all about grabbing your attention and saying, “Hey you! Yeah, you with a busy schedule! Try our product!” It’s like getting tackled by a salesperson – intense, but it can get your brand noticed by a wide audience.

In today’s oversaturated market, where each industry is awash with impressive competitors and a wide range of consumer offerings, outbound marketing is an extremely vital tool for early-stage B2B start-ups to capture the attention of their target audiences, increase their brand awareness, and grow.


How to win with B2B Outbound Marketing

Train like Rocky: Conduct thorough research

The beauty of outbound marketing is that you get to choose exactly who you’re pitching to, especially with more pinpointed activities like LinkedIn outreach, cold calling, and email marketing. However, this means that to have high outbound success rates, you need to be methodic in who you target. So, be sure to conduct thorough research on your target audience, where they spend time online, their challenges and pain points, and what they’re looking for in a product or service like yours.

Knockout punch: Personalize your messages and customize your content

Not only will conducting thorough research help you choose the right people to pitch to, but it also means you’ll be able to properly customize your messaging to appeal to them. Why? Because you will have taken the time to understand what makes them tick, what their pains are, and how your product solves that pain – and you will build your messaging to address exactly that.

A perfect example of this is account-based marketing (ABM), which is when companies pinpoint specific target audience members who are ideal potential customers and then conduct outreach to them with customized messaging. ABM is a key piece of outreach that can ensure high-quality leads are being educated about your brand and entering the pipeline.

Fight smart: Analyze & adjust to optimize target personas

The final thing you want to make sure you do is analyze your results as you conduct your outbound and use those insights to finetune your target audiences and personas. This is key because it can take time to pinpoint your perfect messaging, and it can’t be done without testing and analysis.

Unfortunately, some outbound results are slightly difficult to measure, but using A/B testing for activities like LinkedIn outreach messages and cold call scripts is a great way to overcome this. Remember – outbound marketing is an excellent way to bring in leads from a broader audience and target potential customers, so long as it is conducted with tact and attention.

Integrating your outbound tools with your CRM can facilitate this by enabling you to create clean databases, funnels, and movement from outbound to inbound campaigns.


But watch out, here comes Inbound, the challenger in the blue corner!

Inbound is the strategic mastermind, luring potential customers in with clever content like blog posts, social media, infographics, newsletters, polls, gated ebooks, and guides. It’s like setting up a gourmet cheese platter – you create valuable content that attracts people who are already interested in what you have to offer. 

Unlike outbound, inbound marketing aims to gently, over longer periods, increase brand awareness, educate your audience about your solution, and nurture them into happy, paying customers. Inbound is a fantastic way to organically (and cheaply) target relevant audiences and increase your potential reach, but only when done correctly. Here are the best practices for inbound marketing:

Cybersecurity spotlight: Israel's Top 15 industry influencers to follow

How to win with B2B Inbound Marketing

Stay in the ring: be consistent

A major key factor to maintaining successful inbound marketing activities is to stay consistent. Publishing one blog post per year, one social media post every two months, and a poll when you feel like it is not going to give you the results you want.

Build a social media Gantt filled with engaging content that focuses on your target audience rather than your product, hire a content writer to craft a blog or two each month containing highly ranked SEO terms in your industry, and quickly create a monthly newsletter in HubSpot to share exciting news and industry trends with your audience.

You can choose a variety of inbound activities, but whatever you pick, make sure that 1) you’re consistent with it and 2) that it provides real value to your audience. 

That’s another thing; don’t create content simply for the sake of checking something off your list – invest time and thought into it so that you really catch your audience’s attention.

Don’t fight blindfolded: invest in a good CRM

You’re gonna wanna have that, if you don’t already. A good CRM is going to take loads of tedious tasks off your plate when it comes to executing your inbound marketing tactics.

Marketing automation tools and CRMs like HubSpot, Salesforce Pardot, and others enable marketers to quickly build attractive, personalized marketing materials like newsletters, as well as keep track of incoming leads as they move through the funnel.

Know your enemy: well, actually your customer

A last key tip to executing a successful inbound marketing strategy is to know your customers well. Since inbound is all about drawing your target audience in, you need to know what their pains are and how your product solves them so that you can effectively grab their attention. This includes knowing your ideal customer profile (ICP) and target buyer personas, which means researching the following characteristics:

Title, Role, Motivations at work, Skillset, and Pain points 

Once you figure these out, you need to wrap that information in a beautiful, creative bow and put it out for them to stumble upon.


So, what strategy wins?

Actually, it’s a champions’ combo!

Outbound marketing is great for early-stage businesses to build brand awareness. Inbound helps nurture those leads and turn them into loyal customers. The real champion is the B2B company that uses both strategically.

By using both inbound and outbound tactics, you can create a well-rounded B2B marketing strategy that gets you noticed, builds trust, and ultimately, converts leads into customers. Now that’s a match worth winning!


About SAGE Marketing

SAGE Marketing, a top global agency, empowers B2B Tech firms to achieve marketing objectives and accelerate growth. We offer CMO-as-a-Service, encompassing strategic planning, branding, digital marketing, content creation, and more. Our tailored approach ensures seamless integration and excellent execution, serving as a trusted in-house partner.