Introduction
A healthy pipeline doesn’t just happen, it’s built. Marketers often hand leads to sales and hope for the best. The reality is, what happens after the handover determines your revenue.
In this section, I’ll show you how to align marketing with sales using CRM automation, proposal templates, and structured meeting flows. You’ll see how to reduce friction, shorten deal cycles, and measure conversion properly.
The goal is simple: a pipeline you can trust. One that turns interest into impact.
Playbooks
Go to playbooksCRM optimisation
Shape pipelines and stages, standardise fields, automate tasks and alerts, and clean data, so reps know what to do next and reports match reality across teams.
See playbook
Sales enablement
Equip your sales team with a structured system that shortens cycles, lifts win rates and compounds revenue.
See playbook
Meeting scheduling
Choose the right scheduler. Set fair routing and buffers, send reminders that cut no shows, and ensure every booking creates the correct record, owner and follow up tasks in the CRM.
See playbook
Proposal & quotes
Use clear templates that pull data from the CRM, add price and terms blocks, automate approvals and e signature, and track status so deals move forward without copy and paste work.
See playbook
Tools
Go to toolsSales enablement
Leadinfo
Visitor identification that reveals companies on your site and syncs them to the CRM for faster outreach.
Aircall
Cloud phone system built for sales teams, with call routing, recordings and CRM logging that makes follow up and coaching easier.
Surfe
Turns LinkedIn into your CRM interface, find and enrich contacts, then push leads and messages to HubSpot, Salesforce or Pipedrive without copy pasting.
Meeting scheduling
Lemcal
Clean scheduling tool with branded pages and smart availability, good for teams that want polish and control.
Calendly
Well known meeting scheduler with simple routing and reminders that reduce no shows and make booking easy for buyers.
Cal.com
Open scheduling tool with routing rules and brand control, useful when you want flexible booking that plays nicely with your stack.
CRM optimisation
HubSpot
All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.
Pipedrive
Sales focused CRM with clean pipelines and activity tracking, ideal for small teams that value speed.
Monday.com
Work OS with boards, automations and dashboards, flexible for marketing and ops when configured with restraint.
Proposal & quotes
PandaDoc
Proposal and document tool with templates, pricing tables and e signature that speeds closing.
DocuSign
E signature platform with robust templates and audit trails, trusted for closing deals cleanly and quickly.
Dropbox Sign
Lightweight e signature tool with easy templates and clean UX, good for small teams that need fast signatures.
Books
Go to books
The Science of Selling
David Hoffeld
Research backed techniques for discovery, framing and closing that marketers can support with better assets.
Spin selling
Neil Rackham
A clear walkthrough of Situation, Problem, Implication, Need payoff with examples that match complex deals.
The 10X rule
Grant Cardone
A filter for action and attitude. Use big goals wisely, pair with systems and avoid noisy busyness.
The Goal
Eliyahu M. Goldratt
A novel that teaches constraint thinking. Apply it to backlogs, reviews and handoffs to speed delivery.
The Ultimate Blueprint
Keith J. Cunningham
A practical summary of how businesses really grow. Clear levers, simple maths and actions you can take this quarter.
Wiki articles
Go to wikiBANT
Qualify leads fast with budget-authority-need-timing.
MQL
Generate high-quality leads with Marketing Qualified Lead frameworks.
SQL
Streamline SQL processes to increase conversion rates and close deals faster.
