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5 ways to integrate LinkedIn with your CRM for better sales-marketing collaboration

Martech

This is perfect for teams who want to see LinkedIn’s impact on their pipeline and fine-tune outreach efforts based on what’s working. Use tools for better tracking and prospecting Tools like HubLead or Surfe make it easy to add LinkedIn prospects to HubSpot and keep tabs on LinkedIn activity within the CRM.

CRM 128
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Minimum Viable Metrics

Partners in Excellence

We track 3 things: We have a single top of funnel metric: Number of high impact conversations within our ICP per week. If we see significant under performance for a few weeks, we know that will have an adverse revenue impact in 12-15 months. We have a single pipeline metric, it’s a variant on pipeline coverage.

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Your Dashboards Are Useless, What Are Your 5 KPI's? Posted on January, 2025

Partners in Excellence

Forecast performance against plan (his team has 92% forecast accuracy), Pipeline health, Completed committed tasks (as a %), New committed tasks to be completed. We have a very specific definition of a high impact conversation). I just care that people are meeting their goals on the high impact conversations.

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The Pipeline Generation Problem…

Partners in Excellence

Building and maintaining robust/healthy pipelines is a problem with most organizations. And if my social feeds are any indication, filling anemic pipelines is the number 1 problem facing organizations. And yet, the pipeline generation problem is still a problem, seemingly getting worse every day. It is never about what we sell.

Pipeline 141
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Selling Isn’t Easy, So Why Do We Keep Hitting The Easy Button?

Partners in Excellence

Why do binge on content on writing the perfect cold open, they killer LI outreach, 10 ways to overcome every objections, AI prompts to 10X our pipelines. We’ve never studied how someone prepares for and executes a high impact meeting. But why, instead, do we invest so much time and money into things that don’t work?

Sell 109
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The “Things We Don’t Want To Do”

Partners in Excellence

For individual contributors, it may be prospecting, admin tasks, researching our customers, managing our pipelines, dealing with all the minutiae of moving deals forward, and on and on For managers, it may be hiring, coaching, dealing with poor performers, understanding performance data, and on and on. They vary for each of us.

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Planning Your 2025 ABX Go-To-Market Approach

Heinz Marketing

Shared KPIs: Establish KPIs that reflect each department’s contribution to account success, such as engagement metrics, pipeline acceleration, and customer retention. This lets your team focus on high-impact, personal engagements.