Optimize Sales and Marketing with Our Comprehensive Consulting
Sales
Consulting-
Discovery session (1.5 h) to review sales process and tools
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Diagnosis of the current situation
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Identification of 2-3 bottlenecks in the sales funnel
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Recommendations on HubSpot solutions
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Suggested action plan with next steps
Sales + Marketing
Consulting-
Discovery session (1.5h) with sales & marketing leads
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Diagnosis of sales + marketing landscape
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Identification of 2–3 critical bottlenecks
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Competitor audit (benchmark of 5 competitors’ marketing efforts)
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CRM + marketing automation recommendations
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Lead generation strategy outline
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Suggested action plan (quick wins + mid-term initiatives)
Benefits of Sales Consulting with a HubSpot Certified Partner
Quick results + Strategic action plan
Our service is not limited to a diagnosis, but we deliver a customized roadmap to optimize your sales process. We identify critical bottlenecks and suggest smart changes to improve prospecting, funnel management and lead conversion into customers. We support you from identifying problems to implementing effective solutions.
Unlock the full potential of your tools
Many companies don’t make the most of the sales tools they already have, like HubSpot. We help you activate features and processes that are already available, at no additional cost, to maximize your return on investment (ROI) and achieve measurable results.
Complete audit of your business process
We perform a comprehensive analysis of your sales process, including sales funnel, lifecycle stages, prospecting, lead tracking and performance reports. This audit identifies inefficiencies and improvement opportunities that accelerate your growth and increase the effectiveness of your business team.
Octo 360 is a HubSpot accredited GOLD partner with proven expertise in delivering complex and large-scale implementations and optimizations of the HubSpot platform.
Discover how a Sales and Marketing Consultancy can transform your business
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What our customers say, real stories, real results
Frequently Asked Questions (FAQs)
What is sales and marketing consulting?
What is sales and marketing consulting?
It is a strategic service in which we analyze your processes of customer acquisition, prospecting, sales funnel and marketing strategies, identifying bottlenecks and offering practical solutions to convert more leads into customers.
What is included in the consultancy?
- 1.5-hour discovery session with your sales and marketing team.
- Detailed diagnosis of your business and marketing process.
- Identification of 2-3 critical bottlenecks.
- CRM recommendations and marketing automation.
- Action plan with immediate solutions and medium-term improvements.
Why should I invest in sales and marketing consulting?
Because many companies do not make the most of their processes and tools, losing leads and growth opportunities. Consulting allows you to optimize funnels, increase conversions and align marketing with sales for measurable results.
Do you analyze workflows and marketing automation?
Yes, we review your sales flows and marketing automation, identifying inefficiencies and improvement opportunities for your team to work more efficiently.
Can this help us clean up old data and contacts?
Yes, part of the consulting includes reviewing data quality and suggesting actions to eliminate duplicates, update information, and keep your CRM clean and effective.
Show us how to implement the recommended solutions?
Yes, we deliver a practical action plan and support your team in implementing priority changes so that the results are immediate and sustainable.
How is the consultancy carried out?
Consulting is done through virtual or face-to-face sessions, combining interviews with your team, process review and data analysis to generate a complete diagnosis and personalized recommendations.
How long does the service last?
The initial discovery session lasts 1.5 hours. The complete optimization plan may vary depending on the complexity of the process, but we always deliver a diagnosis and roadmap with clear priorities.
Is this service exclusive to large companies?
No, our consulting is adaptable to any size of company. We adjust recommendations and priorities according to your resources and needs.
What happens after consulting?
You will receive a detailed action plan with immediate recommendations and medium-term strategies, as well as support to implement the improvements and maximize your ROI in sales and marketing.