To establish a revenue or lead-commitment based on your funnel metrics and revenue-growth goals, work backward from the gross revenue amount that marketing is responsible for generating (generally around 40%)

HubSpot
Growth StrategyMarket Research🕑 Reading Time: 0 Minutes

If you haven’t done so yet, it’s time to establish a revenue or lead-commitment based on your funnel metrics and revenue-growth goals. Then lock these goals in with a service-level agreement between your marketing and sales teams.

From here, clearly define how many marketing-qualified leads must be delivered to the sales team in a given month along with what percentage of those will become sales-qualified, then opportunities, then customers. These metrics will allow you to determine how many account executives will be needed for the sales team when factoring monthly quotas and quota-attainment percentages. It will also help you determine how many visitors and leads the marketing team needs to generate to hit its goals by working backwards from these metrics.

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With technologies such as blockchain, artificial intelligence, and mobile banking, the landscape of the financial industry has been forever altered. These technologies are not just additions to the consumer’s financial toolkit—they’re rapidly becoming the primary resources for a burgeoning digital economy.

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