Finding the line between sales & marketing in Saas — Rachel Leist // HubSpot

Senior Director of Marketing at HubSpot, Rachel Leist, wraps up discussions on leveling up your SaaS marketing game. Finding the right balance between marketing and sales can be a complex task. However, it is critical that marketing and sales strategies are aligned in the modern marketplace. Today, Rachel looks at finding the line between your sales and marketing teams when marketing to SaaS businesses.

Show Notes

  • 03:29
    Finding the line between marketing and sales
    Marketing is responsible for generating quality leads for the sales team. Its the sales teams job to close the sale by working that demand.
  • 04:53
    How to improve sales
    Slow sales can be remedied by having quality content to provide to prospects and customers. Due to automation, conversational marketing and email experiences are constant.
  • 06:19
    Handing qualified leads off to sales
    When a person is considered a qualified lead, marketing automation ceases, and sales takes over. However, they can still be sent newsletters and other pieces of relevant content.
  • 07:08
    Figuring out when you should reach out to a prospect
    Sales is responsible while a deal is open. At that point, marketing and communication will not send continuous automation.
  • 07:29
    Defining a qualified lead
    A person considered a quality lead expects to hear from your sales team. Product demand has already been generated in their case.
  • 08:46
    Getting the right leads to the right salespeople
    Persons are routed to the sales team based on the lead form theyve filled out or a sign
  • 09:35
    Building the relationship between marketing and sales
    It boils down to aligning sales and marketing goals. Youre looking at both sets of data to determine how you can hit your targets in a synergistic manner.

Quotes

  • "First and foremost, you need to have an SLA with your sales team based on how many quality leads you can generate for them." -Rachel Leist, HubSpot, Snr Director of Marketing

  • "We take a look at their close rates and average sales price to make sure we're generating quality leads for the sales team. On their end, they need to work that demand." -Rachel Leist, HubSpot, Snr Director of Marketing

  • "When someone is considered a qualified lead for us, that is when marketing stops their automation, and sales takes over." -Rachel Leist, HubSpot, Snr Director of Marketing

  • "You want to make sure that youre not over emailing and interrupting that sales conversation when it comes to automation." -Rachel Leist, HubSpot, Snr Director of Marketing

  • "If there's an open deal, then sales will work on that. Communication and marketing will not send continuous automation." -Rachel Leist, HubSpot, Snr Director of Marketing

  • "A qualified lead expects to hear from the sales team. We generate that type of demand from marketing and product. So we have something called a product qualified lead. " -Rachel Leist, HubSpot, Snr Director of Marketing

  • "It's much more quality if the demand you're sending expects to hear from the sales team." -Rachel Leist, HubSpot, Snr Director of Marketing

  • "When someone first comes into our database, they fill out either our lead forms or our signup forms. That is when they get routed to our sales team." -Rachel Leist, HubSpot, Snr Director of Marketing

  • "Our sales reps are able to talk to people on our database who haven't taken that QL action. They just know that those people won't expect to hear from the sales team." -Rachel Leist, HubSpot, Snr Director of Marketing

  • "One of the things that we have is something we call a demand council. At the demand council, we really make sure sales and marketing are aligned." -Rachel Leist, HubSpot, Snr Director of Marketing

  • "If you're on marketing or sales, give the other side the benefit of the doubt. Each team has tough targets to hit. When you work together, you achieve marketing beauty." -Rachel Leist, HubSpot, Snr Director of Marketing

Up Next: