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1 · From Marketing Hub (opens in a new tab)

What’s included

Everything marketing needs, on one record

Email, segments, journeys, forms and reporting share the record your sales and service teams already use.

  • Email campaigns

    Build sends from templates your brand team approves. Every open, click and reply is logged on the contact record.

  • Live segments

    Segments update as records change in sales and service, so your lists are never a week out of date.

  • Journeys

    Trigger the next step from what customers actually do, across email, forms and your website.

  • Forms and landing pages

    Capture leads straight onto the customer record. No exports, no syncing, no duplicates.

  • Campaign reporting

    See opens, clicks and pipeline influenced in one view, by campaign, channel or segment.

  • Handoff to sales

    Route warm leads to the right rep with the full history attached, so the first call starts in context.

2 · From Win target accounts (opens in a new tab)

The account playbook

Four steps to land a target account

One list, one plan and one record for every account you go after.

  1. Choose the accounts

    Build the list from fit and buying signals. The Data Agent explains why each account made it.

  2. Map the buying group

    See every person involved and how engaged they are. Spot the roles you haven’t reached yet.

  3. Reach them everywhere at once

    Ads, email and pages made for the account. Pages that speak to their industry.

  4. Sell as one team

    Reps see who engaged and with what. Shared reports show progress by account.

An outreach plan for Lumenrift Software, drafted by the Prospecting Agent: an intro email, a call and a follow-up, with Approve sequence, Edit and Dismiss buttons.
3 · From Hourglass for manufacturers (opens in a new tab)

Customer stories

How manufacturers keep sales, service and partners in step

Manufacturers use Hourglass to quote faster, fix equipment the first time and grow through dealers, installers and distributors.

Illustrative stories for this demo.

See customer stories

“Quotes, orders and dealer conversations used to live in three systems and a lot of inboxes. Now our sales team and our dealers work from the same account record, and quotes go out the same day.”

Grace Haddad

VP of Dealer Sales, Suzuki

  • 34%

    faster quote turnaround

  • 3

    legacy systems retired