Seamless consistency between your marketing and sales teams
Get a complete Salesforce technical assessment
Let our certified specialists review your Salesforce CRM to make sure you’re getting the most out of your Salesforce Sales Cloud investment.
Create new marketing automation & Salesforce integrations
If you haven’t integrated your Marketing Automation software to Salesforce yet, we have you covered. We plan out all the activities involved and execute them to make sure your integration launches smoothly.
Improve existing marketing automation & Salesforce integrations
If your Marketing Automation tool is already connected to Salesforce and you’re experiencing challenges or looking for improved ROI, we can take a look under the hood and provide best-practice recommendations.
Optimize Salesforce to support your entire demand generation process
Truly valuable automation extends deep into your data set. It helps to figure out who your prospects are, and if they are a good fit for your products and services in the first place.
How we do it
As a HubSpot Diamond Partner and one of the few AIC (Advanced Implementation Certified) Partners, our team of Yetis has over 10 years of experience helping customers use HubSpot and Salesforce to achieve their business goals. We support both new and existing Salesforce integrations and Salesforce-HubSpot optimizations.
Align data with your marketing automation system
Part of a sound integration is making sure your fields are in lock-step with your Marketing Automation system.
Build a conversion process that works for your business
Without a sound process for converting leads to revenue, you won’t be able to achieve your objectives. We don’t underestimate the value of process, nor should you.
Sync data across leads, contacts and opportunities
Once valuable data lands in Salesforce, we’ll make sure it gets where it needs to go to help you see results.
Lead assignment rules
You’re generating great leads and those now need to be delivered. We’ll get our logic on to ensure your leads find a home with their rightful owner.
Marketing attribution reporting
Which campaigns produce the best leads and the most revenue for your company? Our Jedi-like Yetis can help you find the droids you’re looking for.
Sales performance reporting
We love Sales executives, too! Let us shed light on how your salespeople are doing with new processes and converting leads to closed business.
new Salesforce/HubSpot integrations completed
of existing integrations analyzed revealed significant errors
years experience of software reviews and implementations
Benefits of working with a Yeti
- We consult with you and your team to define your ideal state integration.
- Get your data right. MRM identifies your key fields and normalizes data between both Salesforce and HubSpot to prevent sync errors.
- Provide tools so you can sync campaigns and marketing activities in real time to allow for marketing attribution reporting.
- Give your salespeople context by allowing them to see marketing activities for leads and contacts within their Salesforce records.
- Achieve lead transparency between marketing and sales, regardless of who identified the prospect.
- Save valuable time by having a Yeti do the heavy lifting. We know the intricacies and pitfalls with HubSpot/Salesforce integration and can complete yours smoothly.
Our work speaks for itself
Tim Klimasewski, A USA-based B2B Tech Company
Amanda Fanning, WSB
Gary Wiggins, Speedeon Data
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