Sales Enablement Services

Optimising your lead pipeline through sales enablement

We know that growing businesses don't have an endless budget for online advertising. We pride ourselves on providing cost-effective sales optimisation strategies to help you to get the most value from both organic and paid marketing campaigns.

To ensure that we deliver the highest possible return on investment (ROI) for our clients, we combine our vast sales and CRM experience with effective automation tools. We support your Sales team in driving more conversions and closing more deals.

Sales enablement services for FinTech & FinServ companies
Elite HubSpot Solutions Partner Badge | Inbound FinTech
HubSpot Elite
Experienced Certified HubSpot Agency Partner
Best FinTech Marketing Agency- FinTech Awards | Inbound FinTech
FinTech Awards
Best FinTech Marketing Agency 2020 & 2021
HubSpot Impact Awards 2020 - Sales | Inbound FinTech
Impact Awards
Sales Enablement Impact Award Winner 2020
 HubSpot Impact Awards 2020 - Website Design | Inbound FinTech
Impact Awards
Website Design Impact Award Winner 2020

Sales automation and optimisation for financial companies

As an experienced digital marketing agency and Elite-level HubSpot partner, Inbound FinTech’s experts help Financial Services companies to align Sales and Marketing teams to turn more leads into SQLs and opportunities. We give you the automation tools and techniques to make the most of your lead pipeline.

What is sales enablement?

HubSpot defines sales enablement as “the processes, content and technology that empower Sales teams to sell more efficiently, at a higher velocity.”


Sales and marketing alignment

Making sure that your Sales and Marketing teams work in harmony is key to successful campaigns and lead conversion. Many businesses suffer from bottlenecks and lost deals thanks to poor communication between teams and a lack of visibility.

Sales and marketing alignment is vital. If your Marketing team is creating great content and driving quality leads, don't let poor visibility and unoptimised lifecycle management undermine the good work. When leads arrive in your pipeline, you need a strategic lead scoring structure and lead qualification rules in place to ensure they receive the right content at each stage of the buyer's journey. 

As part of our sales enablement services, we can set up automation workflows containing relevant content to nurture leads down the funnel. We implement tasks, notifications and triggers to notify people when leads should be reviewed, qualified and contacted. This helps your Sales team to prioritise leads and convert more opportunities.

Sales and marketing alignment strategies


Our agency received a 2019 HubSpot Impact Award for our Sales Enablement work for clients - learn more in our sales enablement case study.

Hubspot Impact Awards 2019 Sales Enablement



Utilising sales automation capabilities

In modern business, speed and efficiency are paramount. When attracting leads to your company website with inbound marketing campaigns and SEO, you need to have the right processes and technology in place to effectively capture and nurture leads. Marketing automation plays a key role in your success here.

For SQLs, you can leverage automation to optimise conversions, arrange meetings and close deals. Sales automation speeds up the sales cycle, removes time-consuming tasks and reduces human error. Automated workflows and sequences can be set up to communicate with SQLs and Opportunities, without the need for human intervention, so that your Sales team only speak to leads directly when necessary.

Here are some of the sales automation tools we use to help your business grow:

  • Lead scoring & qualification - define qualification criteria and rules to establish an effective lead scoring system, so that leads are qualified properly before they’re passed to Sales.
  • Workflows - enjoy extensive automation workflow capabilities, including branch methodology and enrolment triggers, which guide leads down the funnel and manage the level and type of communications that each lead receives.
  • Email integration - connect your inbox to HubSpot to enable full CRM and sales management.
  • Notifications/tasks - make sure the right tasks get delivered to the right team members to optimise the lead nurturing and conversion path.
  • Sequences - send a series of targeted and personalised emails to prospects, to minimise human intervention and streamline the nurturing processes.
  • Snippets - insert short, reusable text blocks for contact, company and deal records, for use in email templates and chat conversations.
  • Meeting scheduling - encourage leads to arrange meetings directly with key members of your team with HubSpot’s meeting scheduling tools.
  • Live chat - implement live chat to nudge visitors and leads to communicate via your business website, and quickly and efficiently answer their queries.
  • Lead flows - create customisable website pop-ups which prompt visitors to engage and click through to content offers appropriate to their lifecycle stage.
  • Pipeline improvements and prospect tagging - we help you to manage your lead pipeline and deal flows, enhanced by prospect tagging.
  • Reporting & dashboards - we implement extensive monitoring and tracking, to ensure nothing slips through the net. Report summaries, alerts and customised dashboards help you measure and analyse conversion/funnel performance.
Sales enablement services IFT offers:
Sales enablement services | Inbound FinTech

  • Lead scoring audits, workshops and strategy
  • Lifecycle stage auditing and optimisation
  • Automation workflows set-up and strategy
  • Sales sequences set-up and strategy
  • Personalised email content
  • Sales process optimisation
  • Sales automation training
  • Deal dashboard set-up and management
  • Contact/user journey tracking
  • Alerts and triggers set-up/implementation
  • Pipeline improvements and prospect tagging
  • Funnel management and reporting
  • Sales process development and lead assignment
  • Sales and Marketing alignment (“Smarketing”)
  • Lead flow and smart content set-up
  • Live chat implementation and training
  • HubSpot coaching and support
IFT - Logo - White-01

Why work with Inbound FinTech for sales enablement?

Inbound FinTech is an Elite HubSpot agency with a wealth of experience working across the Sales, Marketing and Service hubs in this powerful CRM platform, which helps businesses to generate, nurture and convert leads throughout the buyer’s journey. We can support, guide and train your Sales team on HubSpot, to help you get the most out of its tools and features, harnessing them to optimise your sales processes.

Already using HubSpot? Why not get a free HubSpot Portal Audit from our HubSpot specialists to identify your level of adoption, feature usage and opportunities for improvement?

Our HubSpot Portal Audit consists of:

  • An assessment of your HubSpot usage and overview of audit results
  • Gap analysis and recommendations on the tools to use to grow your business
  • Quick-win tactics for getting the best out of HubSpot’s platform capabilities
  • A 30-minute consultation, giving you the opportunity to ask questions of specialists 

Request an audit today and see how you can drive more impact with HubSpot.


Interested in discussing our sales enablement services? Get in touch.

Are you interested in discussing our sales enablement services? Get in touch with our team today and tell us about business and what you’d like to improve.

Or why not get a free sales enablement consultation with IFT? Book a consultation with our sales enablement experts and let us know your key challenges in the form below.


What our clients say about Inbound FinTech..

Don’t just take our word for it. Get the thoughts of our clients and see the impact we’vecreated for Financial Services and Tech companies!

“I worked with Inbound FinTech for just over two years, and the work they did for our company was impeccable. They researched our industry, our business and our way of work and helped develop campaigns that drove consistent results time after time. Each person we worked with gave us 100% dedication and most of all the enthusiasm to want to help us succeed. I would highly recommend them to any company looking to work with a Digital Growth Agency.”


Marketing Director at Vohkus

"Inbound FinTech helped us to increase our brand awareness and services to banks in named countries, which matched our business/expansion model. They've created a net new pipeline of high-quality leads for us and aligned our Marketing and Sales teams, which helps close more deals. We’re delighted with the Inbound, ABM and LinkedIn campaign results and look forward to a long-term engagement with the agency.”


CEO - Apply Financial

“The overall impact of the agency's marketing strategy and support has helped us to significantly grow and develop the brand online, whilst the content they've produced together with our teams has positioned us as a thought-leader in the industry. In addition, they have really helped us to leverage HubSpot's powerful and intuitive tools, allowing us to use the software to its full potential."


Global Head of Marketing - Trade Vela

“IFT has been an exemplary FinTech-focused digital agency to work with. They've always over-delivered, just because sometimes stuff just needs to get done. Sheila's team are all experts in their fields with a can-do approach, which makes them seem part of our own team. Committed, responsive, easy to deal with, no BS, quality results, great value - what more can you ask for?”


Former CEO - TalkRemit

“Inbound FinTech have been instrumental in the rollout of HubSpot from start to finish and have been incredibly knowledgeable, skilled and responsive throughout the process. We look forward to work with them going forward!”


Sales Director - IS Prime

“Inbound FinTech is a wonderful agency to work with. They have true experts in all roles, from technology to business processes and are lovely people to work with. In the year of our engagement with IFT, there was never a moment to fault them and I can highly recommend them to anyone considering Inbound marketing.”


CEO - Walpole Partnership

"We had decided to move from another CRM (Infusionsoft) to HubSpot, but the migration project was looking to be a huge and complex exercise. Lucille and the team at Inbound FinTech made that process far less stressful than it could have been. From the outset, with their template project plan and throughout with their in-depth knowledge about HubSpot and how to bend it to our will we felt absolutely confident that we would end up with a solution that met our needs. And this proved to be the case. Many thanks!"


Chief Marketing Officer at StaySafe

"Great planning and communication throughout. The team could not have been more helpful and approachable during the process. Would recommend."


Account Director at StaySafe

“Over 25 years I have seen the spectrum of Marketing teams and agencies - the majority have underwhelmed me and worse provided mediocre returns for the business. Thank goodness that I have found my marketing unicorns in Inbound FinTech. This team knows their stuff and doesn't waste any time getting down to business. From the beginning - the conversations, expectations and scoping was authentic, thoughtful and strategic. They are not just a digital agency to me, because they are vested in my businesses success.”


CEO and Co-Founder - pepelwerk

"Inbound FinTech is a fabulous strategic partner and trusted advisor. They are experts at utilizing HubSpot for marketing automation and CRM and are continuously aware of the latest best practices. Their FinTech knowledge and genuine curiosity help make our SEO efforts particularly successful. Maria and Sheila manage projects, clients, and expectations exceptionally well and are always willing to go the extra mile to make CipherTrace successful."


Chief Financial Analyst and Chief Marketing Officer at CipherTrace

"Working with IFT was a pleasure - they have supported us with our HubSpot and SEO projects. They are always prompt, reliable, have excellent knowledge and managed to solve even the most complex HubSpot requests. Great team to work with!"


CEO - Car Finance Giant

"A great setup to help businesses get their head around the HubSpot features. A series of insightful sessions help you understand how to structure the best approach for your business on the platform. Recommended."


Head of Partnerships at Unbound

"It has been great working with Maria and Sheila and the team at Inbound FinTech. Not only total experts in everything HubSpot related, but really easy to work with – always taking the time to get into the detail of what we are trying to achieve, so we had the best solution and outcome. They continually went the extra mile and have the patience of saints! Would definitely recommend."


Chief Marketing Officer at Unbound

I have been working with IFT for quite some time now and am very much impressed with their work. They are the real technical experts on HubSpot and have helped us time and again with the best possible solution to our needs. It's a real pleasure to be associated with such a knowledgeable team.


Marketing Automation Manager at BSO

Elite HubSpot Solutions Partner Badge | Inbound FinTech
Inbound FinTech is an award-winning digital growth marketing agency
We are an Elite HubSpot Partner Agency

Are you interested in discussing our inbound marketing services? Get in touch with us today and tell us about your key business challenges and what you’re looking to achieve with inbound.