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

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Revenue Operations, GTM, Salesforce

Steal Your Competitors GTM Playbook - Salesforce Edition

Revenue Operations, GTM, Salesforce

Salesforce, HubSpot, Revenue Operations

RevOps Maturity Snapshot

Salesforce, HubSpot, Revenue Operations

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.

Salesforce, HubSpot, Revenue Operations

Revenue Operations, GTM, HubSpot

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

Revenue Operations, GTM, HubSpot

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.

Revenue Operations, GTM, HubSpot

Steal Your Competitors GTM Playbook - HubSpot Edition

Revenue Operations, GTM, HubSpot

The fastest-growing teams are not working harder in HubSpot. They have just automated the parts that slow everyone else down.

This playbook documents ten of the workflows we see those teams running: lead routing that fires the second a form is submitted, handoffs with SLA clocks that escalate automatically, deal stall alerts that catch slipping pipeline before anyone notices, and more.

Revenue Operations, GTM, HubSpot

Revenue OperationsGTMSalesforce

Eric Potter