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Inbound Marketing Best Practices & Insights

Improve Sales Enablement & Integrate Content Into the Buyer's Journey Using App Data Room and HubSpot

Posted by Elyse Flynn Meyer

Sales enablement is the technology, processes, and content that empower sales teams to sell efficiently at a higher velocity.  This is critical in today's fast-moving and continuously interconnected business environment. Whether you are selling to consumers or businesses, sales enablement is critical to your success as an aligned marketing team and a sales team working in tandem toward a common goal.

The following is one of our client stories about how they leverage the HubSpot Connect integration, App Data Room, to help share, present and track interactive sales media and content to further enable the sales team and align with marketing efforts.


App-Data-Room-logo.pngApp Data Room is the leading enterprise sales enablement platform assisting sales and marketing teams to organize, store, share, present, and track interactive sales media and content. App Data Room allows companies to collect data about in-person interactions that can be incorporated into the marketing and sales process. Optimized for global organizations, App Data Room puts the right content in the hands of the sales rep and the prospect, wherever they need that content to help streamline the sales process. Here's a video to help you learn more.


The company had three primary challenges they were looking to overcome with the App Data Room and HubSpot integration.

  1. Streamline: Maintaining sales collateral and ensuring sales reps are truly using the most updated and approved material can be a daunting task. With the number of verticals that this company specializes in, this was a challenge.
  2. Content Interactivity: There is always a need to build interactivity into content to make it more tangible for the receiver of the content, and an easier delivery for the sales rep.
  3. Analytics: Tracking the metrics of content is critical. As marketing teams continue to produce more and more content, it becomes increasingly important to know what content is working and what content isn't so you can focus on the right content that is converting prospects into customers. 


This company's marketing team supports sales assets in all 50 states across a variety of verticals and specialties. This makes it critical to leverage digital content for sales reps in a personal, efficient, and engaging way. They use AppDataRoom to:

  • Streamline the content distribution process.
  • Make marketing and sales material more interactive.
  • Integrate field activities with their HubSpot and Salesforce instances.
  • Track and report Key Performance Indicators (KPI’s) to gain a better understanding of which content is being used by field-based sales teams.
  • Ensure regulatory control of material and to safeguard against outdated material being viewed by customers.
  • Segment prospects into the appropriate Buyer Persona, Lifecycle Stage and Vertical to market to them most effectively based on where they are in the buyer's journey.


Some integrations only allow you to sync contact properties to the HubSpot instance, but with App Data Room, the company was able to leverage the following HubSpot tools to customize the journey for each contact that comes through the App Data Room integration:

  • Smart Lists
  • Workflows
  • Email
  • Lead Scoring
  • Custom Contact Properties
This allows them to automate the process to further engage prospects and move them through the buyer's journey.  Here's an example of how their usage of the integration is unique and how the integration helps to further the sales enablement process for their sales team.

  1. Leads generated on the App Data Room platform from face-to-face conversations between sales reps and prospects are automatically synced to theirHubSpot instance.
  2. If the contact record did not previously exist, it is created with no manual data entry required by the sales rep.
  3. Contacts are appropriately and automatically segmented into workflows based on their vertical and specialty of interest.
  4. From there, individuals are added to ongoing email campaigns, which increases the critical volume of monthly touchpoints to high-value customers and prospects.
  5. In addition, those contacts are assigned a Lead Score to move them to another Lifecycle Stage in their journey to ensure they are receiving the most relevant information. In addition, the appropriate Buyer Persona is tied to the contact record to segment the database.


There have been a variety of quanitifiable results, cost savings results and process improvement results utilizing the App Data Room and HubSpot integration.

Percentage of MQL's to Customers: 31.5% conversion rate of marketing qualified leads to new customers.

Average Email Open Rate: For these contacts, the average email open rate is 48% for the workflow follow-up emails triggered by the HubSpot and App Data Room integration.

Average Email Click-Through Rate: For these contacts, the average email click-through-rate is 15% for the workflow follow-up emails triggered by the HubSpot and App Data Room integration.

The chart below shows the contacts created by App Data Room since the beginning of the integration:


Other Notable Results & Impact Quotes:

Marketing Content Usage: With line-of-sight to the most popular and most-used marketing material, the company can now analyze hundreds of pieces of collateral, understand what is valued by Sales and customers, and focus efforts on the types of content being leveraged. This allows them to positively reinforce and gain insights from the Sales assets that are actively using the tool as well as follow-up with those not using the tool to uncover and resolve challenges.

Reduced Costs & Increased Speed: The App Data Room platform has also increased the team’s speed to market with new content, and has reduced costs in printing.

As you can see, the App Data Room and HubSpot integration provides tremendous value to companies that are looking to improve sales and marketing processes and improve sales enablement. Incorporating technology, processes and content allows the sales team to focus on selling. They know their marketing team has a clear understanding of their goals and process, and has dynamic marketing in place to help nurture their contacts over time to become customers. Over time, the company expects usage and adoption, cost per media use, amount and quality of creative elements, the volume of follow-ups, and more, to improve even further.

HubSpot offers a variety of integrated solutions that can integrate with your HubSpot portal to provide you with a completely integrated, all-in-one business platform. Learn more about how you utilize App Data Room, and the other HubSpot Connect integrations to help streamline your business.

Schedule Your Integrations Consultation

This post was developed in conjunction with Matt Greener from App Data Room.

Topics: inbound marketing, HubSpot, HubSpot Integrations, Sales Enablement

Elyse Flynn Meyer

Posted by Elyse Flynn Meyer

Elyse Flynn Meyer is the Owner and Founder of Prism Global Marketing Solutions, an inbound marketing agency and HubSpot Platinum Partner based in Phoenix, Arizona. Elyse is also a HubSpot Accredited Trainer, author, and contributor for Forbes.