How MSPs Can Streamline the Sales and Marketing Funnels with HubSpot

Managed Service Providers (MSPs) face many challenges related to the sales and marketing funnels. IT service firms need to generate leads by attracting and engaging target audiences that are likely to buy their services. MSPs should start by addressing customer pain points instead of promoting the features of their services. 

To overcome challenges and streamline the sales and marketing funnels, MSPs need to develop a strategy that leads potential customers through the buyer’s journey from awareness to conversion and beyond, nurturing them along the way.  

The HubSpot Platform manages the sales and marketing funnels by automating processes and guiding prospects through interactions with your managed service firm’s brand and sales team. 

The Sales & Marketing Funnels 

The sales and marketing funnels are visualizations of the buyer’s journey. The marketing funnel takes prospects through awareness, consideration, and decision stages using different channels to encourage interaction. The marketing funnel can extend beyond the decision stage to customer loyalty and advocacy after a purchase. 

The sales funnel is the path through interactions with the sales team from prospect to lead qualification and through to a close, whether the deal is won or lost.  

Both funnels narrow because the number of prospects decreases as they progress through the stages. To be successful, MSPs need to generate qualified leads and progress them toward a close through collaboration between sales and marketing teams, a process HubSpot calls “smarketing.” 

HubSpot Sales Sequences

MSPs can use the HubSpot Platform to create and manage sales sequences. Sales sequences enable sales teams at MSPs to automate and enhance outreach while still allowing for a personal touch. 

The sequence tool in HubSpot helps IT service firms send a series of emails that are created based on a customizable template. These email sequences are designed to nurture prospects over time. Successive emails provide opportunities for contacts to reply, participate in an offer, or book a meeting. Sequences can be customized using filters, personalization tokens, and manual emails.  

Automated Sales and Marketing Workflows 

HubSpot has an automation tool called Workflows that can enroll contacts in a series of actions. The Workflows tool helps sales and marketing teams follow up on prospects so they can be nurtured once they convert and become contacts. 

When creating a sales sequence, MSPs can create workflows to automatically enroll contacts into the sequence when they meet specific criteria, such as submitting a form. The workflow could start with an email and include different types of interactions, such as calls, automated emails, and manual emails. 

AI-Powered Sales and Marketing Funnels 

HubSpot Smart CRM offers AI assistance for content creation and sales research. Smart CRM provides a single source of customer intelligence that connects sales and marketing teams and gives them a unified view of contact data.  

By using agentic AI to automate and coordinate customer relationship management (CRM), HubSpot optimizes sales and marketing funnels. Breeze is HubSpot’s new collection of integrated, agentic AI tools. Breeze Assistant uses CRM data to help with content creation and developing sales strategies. 

HubSpot Services to Optimize the Sales and Marketing Funnels for MSPs

Working with a HubSpot agency will help your IT services firm get the most value from your platform and the tools needed to streamline your sales and marketing funnels.  

TSL Marketing is a Platinum HubSpot Partner with decades of experience developing winning marketing and sales strategies for MSPs and other B2B tech companies. We offer certified HubSpot Services for the entire lifecycle of your platform. 

Want to find out more about how HubSpot can enhance your sales and marketing funnels? Request a meeting with a TSL Marketing HubSpot expert today.