Steal Your Competitors GTM Playbook - Salesforce Edition

GuidesPlaybooks

Oct 2

The fastest-growing teams don't run Salesforce out of the box. They run Flows in the background, routing leads, chasing no-shows and flagging stalled deals before anyone has to ask. This playbook covers the 10 automations we see most often on high-performing teams. Each one comes with build time, trigger logic and setup steps. The full set takes about 7 hours to build, and most plays take an hour or less.

What's inside:

Lead routing, status auto-progression and Web-to-Lead enrichment
MQL to SQL handoff with a built-in SLA
Meeting no-show and dormant lead re-engagement
Opportunity stall alerts and proposal follow-up sequences
Won-deal customer handoff and high-signal Slack alerts

Download the playbook.

Build it yourself, or have us build it for you.

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Manual work is easy to overlook because it's spread across the whole team: an hour updating records here, a report rebuilt by hand there, leads routed one at a time. This calculator adds it up.

Enter how many people do this work, how many hours they spend on it each week, and roughly what an hour of their time costs. You'll see what that work costs over a year and how much of it a well-set-up CRM could realistically take off their plate in the first year. It takes about a minute, and the number is usually bigger than people expect.

Salesforce, HubSpot, Revenue Operations

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Steal Your Competitors GTM Playbook - Salesforce Edition

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Salesforce, HubSpot, Revenue Operations

RevOps Maturity Snapshot

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Eight questions across the six pillars of the RevOps Growth Curve. Answer honestly, takes about two minutes, and we'll show you exactly where your team lands right now.

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Revenue Operations, GTM, HubSpot

10 Indicators Your GTM Is Not Equipped to Grow Your Business · HubSpot Edition

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You don’t need a broken CRM to have a GTM problem.

Sometimes everything looks fine on the surface, and the friction is just... there.

This guide covers 10 indicators we look for in HubSpot when a team suspects their setup has not kept up with how they actually sell and scale. Things like leads that sit too long, forecasts nobody believes, and reps running their own independent processes because the playbook lives in someone's head instead of the system.

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Revenue OperationsGTMSalesforce

Eric Potter