Our services
for Sales Teams


  • Are you looking for a digital, modern approach to your lead management?

  • Do you want to implement a CRM system, digitize your sales processes and seamlessly integrate your CRM with your marketing technology stack?

  • Do you want to turn your website into a sales assistant that is active and available 24/7?

  • Are you looking for ways and methods that allow you to offer assistance to your prospects as early as possible, engage with them, and gain clout at the same time?


We act as your sparring partner and work on your goals together. It is important for us to provide you with the know-how you need to achieve these goals.

For this purpose, we analyse not only the goals but also the methods and processes (operations) as a first step. Afterwards, we focus on the topic of software: Which software do you use, and how can it be tailored to carry processes and make information available? Which new software makes sense? The result: The right data you need to make decisions. Together, we will define how and to whom data is transferred. Our goal: to break down silos or prevent them from emerging in the first place.



Our Services for Sales Teams

We assist you in establishing in-house structures, skills and processes for (inbound) lead generation, lead & opportunity management, sales enablement and sales automation. We act as your sparring partner along our three growth layers: operations, software and data.


Enablement & Sparring

This is about processes and methods to achieve your sales objectives. We call this an integrated and consistent pursuit of sales goals (or goals in the fields of sales, sales & marketing, sales & professional services and sales & administration).




  • Process analyses and design (lead generation, lead management, pipeline management, sales communications, pipeline automation, sales touchpoints)
  • Establishment of sales productivity processes (meeting scheduling, document tracking, task management and automation, notifications, snippets and templates, forecast, communication)
  • Sales tech stack analysis/consulting
    funnel analysis and design
    marketing & sales alignment (lifecycle stage management, lead scoring and service level agreement between marketing and sales)
  • Surveys (NPS and custom)


Implementation & Integration

We apply and tailor the HubSpot platform within your system landscape in such a way that it supports your processes ideally. This allows you to break down silos and achieve your goals. We integrate additional applications skilfully and thus ensure greater process consistency and efficiency.





  • Implementation and introduction of Marketing Hub
  • Implementation and introduction of interconnected Marketing Hub, CMS Hub with CRM database
  • Interfaces to marketing, sales and ERP/business tools and online shop systems
  • Reasonable tool extensions for SEO, SEA, social media, webinar and meeting tools, as well as analytics tools
  • Implementation of cookie consent and GDPR tools


Acquisition & Information

If you pursue operations goals consistently, and HubSpot as a platform supports the processes boosting this, this will deliver the right data to derive the right business decisions in a well-informed manner.





  • Performance reviews of campaigns, website, social media, SEO/SEA, e-mail marketing, automation workflows and lead scoring/nurturing/management, funnel
  • Development of standardised reports and dashboards
  • Data management workflows and routines
  • Data enhancement via web services or Operations Hub
  • Optimisation of the data model
  • Event tracking

“TRIALTA has been a real godsend. Every step is smartly deliberated and implemented from start to finish. Yet TRIALTA does not simply act as an "implementation agency" but develops the team from inbound rookies to inbound experts. They sort out problems quickly–and with the right tips, they make planned campaigns a walk in the park.”

Andreas Leidenfrost
Toyota Material Handling Deutschland GmbH

You, too, can get off to a flying start with us

Simply schedule a consultation appointment. We would be happy to assist you as your sparring partner.

Schedule a Meeting