Align Sales & Marketing for Accelerated MSP Growth

Unified strategies, connected teams, measurable pipeline impact.

Unlock collaboration. Accelerate pipeline. Achieve sustainable MSP revenue growth.

Sales and marketing team collaboration workspace

The MSP HubSpot Advantage

Misalignment is expensive (wasted budget, weak leads, and missed opportunities) | HubSpot helps you run both teams like one smart, synchronized engine

The cost of disconnected teams

  • Marketing generates 'bad' leads that Sales rejects
  • Sales bypasses marketing content and strategy
  • No unified view of the customer journey and attribution
Before and after team alignment results graph
Smarketing SLA (Service Level Agreement) template

Why ad-hoc efforts fail

  • No formal Service Level Agreement (SLA)
  • Unclear definition of an MQL vs. SQL
  • Inconsistent lead follow-up process

How Tactics bridges the gap

  • Define and implement a formal Smarketing SLA
  • Build unified lead scoring and handoff workflows in HubSpot
  • Implement closed-loop reporting for shared accountability
Unified pipeline dashboard visualization

Our Proven Smarketing Alignment Approac

Step-by-step process

Assessment of Current State (Tech, Teams, Processes)

 

Smarketing SLA & KPI Development


Lead Management Workflow Design (HubSpot Integration)

 

Sales Enablement Content & Training


Unified Reporting & Iterative Optimization


We don’t just consult—we build the workflows and technology integrations that keep your teams aligned and driving revenue.

Case study block

(Challenge → Solution → Result)
  • Challenge: Marketing sent many leads but little context; sales had no consistent follow-up—resulting in low conversion and long sales cycles.
  • Solution: Performed Smarketing audit, implemented MQL/SQL definitions, built lead scoring and SLAs, and launched HubSpot playbooks plus sales enablement briefs.
  • Results: 2.5x increase in MQL→SQL conversion, 35% reduction in average sales cycle length, and a 22% improvement in win rates within 6 months.
Matts_Tactics_Headshots-1 Tactics black logo

 

 

Quote/testimonial pullout with client photo/logo

Best Practices for MSP Sales & Marketing Alignment

Quick-hit best practices:
  • Start with shared, simple KPIs (e.g., MQLs, SQLs, lead-to-opportunity rate, time-to-contact).
  • Define explicit MQL and SQL criteria; document them in a shared playbook.
  • Implement a firm SLA (e.g., contact within X hours) and track compliance.
  • Use lead scoring to prioritize high-value outreach.
  • Equip sales with bite-sized enablement: one-pagers, objection scripts, and demo checklists.
  • Hold weekly standups early (then move to cadence that fits) and quarterly alignment reviews.
  • Measure and visualize results in a shared HubSpot dashboard.

Alignment isn't a one-time project — it's a repeatable operating rhythm that grows predictable revenue.

HubSpot sales and marketing integration screenshot

HubSpot Integration Capabilities

  • Popular MSP tool integrations (ConnectWise, Autotask, Datto, etc.)
  • Marketing tool connections (SEO, PPC, social platforms)
  • Custom API integrations for unique MSP workflows
FREQUENTLY ASKED QUESTIONS

You ask, we answer

Effective Sales & Marketing Alignment (Smarketing) turns disjointed activity into a predictable revenue engine. Tactics Marketing builds the people, process, and HubSpot systems MSPs need to qualify leads faster, shorten sales cycles, and increase close rates.