Smarketing & lead management — when marketing and sales share responsibility

Good to know:

Smarketing is more than just an interface process — it is an attitude. Because lead management doesn't just mean managing contacts. It means building relationships, designing customer experiences and taking joint responsibility for economic success. And that is exactly where we start. Yoline brings together the thinking of entrepreneurs, the skills of marketing professionals and the clarity of sales personalities. Not a buzzword, but a living reality.

contact

Lead scoring

Focus on the right contacts

Not every lead is equally valuable. With lead scoring, you can see who has real potential — and who just clicks but doesn't buy. This way you prioritize smartly and don't waste any more time with the wrong people.

Find out now how lead scoring works

CRM setup

Structure instead of chaos

Your CRM is more than just an address database. Configured correctly, it becomes the control center for your lead management — automated, comprehensible and ready for scaling.

Set up CRM correctly and finally get an overview

Inbound trigger

The right moment counts

One click alone is not enough. Inbound triggers help you reach users at the right moment with the right message — personal, relevant, and accurate.

More impact through clever inbound triggers

Sales Enablement

Content that helps sell

Your sales department needs more than product information. With targeted sales enablement, you equip your team with content, arguments and tools that really support — in pitch, call and follow-up.

VStrengthen sales with targeted enablement

Retargeting

Reclaim opportunities

Some leads simply take longer. Retargeting gets you back on the radar — automated, respectful, and data-based. This allows you to stay present without being intrusive.

Use retargeting cleverly now

Why smarketing and lead management are inseparable

Smarketing means: Marketing and sales work together — with clear definition of objectives, common language and coordinated systems.
Lead management is the operational core of this. It ensures that no contact is lost, that leads are nurtured — and that everyone on the team knows what to do and when.

The handover point decides — not the tool

Most companies lose leads not when generating, but during the transition from marketing to sales.
A PDF was downloaded. Completed a form. But what happens afterwards?
Common: Nothing. The lead ends up in CRM — and stays there. Unseen. Unadequate. Unedited.

At Yoline, we're restructuring that moment.
We build a system that answers:

  • What exactly is a qualified lead in your business?
  • Which digital signals indicate genuine interest?
  • When is the perfect time to get in touch — and who does it?
  • Which follow-up automation makes sense when — and when does it become intrusive?

The result: A funnel that not only generates but converts.

This is how we think of modern lead management at Yoline

We are not guided by ideal images, but by your business model.
Because B2B sales in the construction industry work differently than e-commerce, and services that require explanation need different touchpoints than transactional systems. However, there are principles that always apply:

1. Leads with substance — no click tourism

We help you identify real potential — through:

  • Lead scoring: systematic evaluation of contacts based on behavior, channel, content, company size, industry, etc.
  • CRM-driven tracking: Every interaction counts. What was opened? Clicked? Cancelled?
  • Progressive profiling: The more often a lead converts, the more information you collect — without demanding everything

Result: Your sales team works with contacts who are ready — instead of Excel lists and blind gut feeling.

2. Transfers that flow automatically

The transition from marketing to the sales team is the most critical point in the whole funnel.
We build handover processes that:

  • automatically triggered become (e.g. with Lead Score X or Event Y)
  • with clear handover criteria are documented
  • use a CRM, which makes lead history, interest, and conversion probability visible
  • Play back feedback — so that marketing learns what sales really need

Whether it's Hubspot, Salesforce, Klaviyo, or Pipedrive — we integrate this logic directly into the tool of your choice.

3. Content that not only looks good — but also works

Content is good when it works.
That's why we never think of content in isolation, but always along the Sales logic.

An example:

  • A white paper on “10 mistakes in product selection” is being downloaded
  • This triggers an inbound trigger → personalized email with a supplementary article
  • After 3 interactions, an alert is sent to Sales
  • After 7 days, the customer receives a follow-up link to a case study
  • When clicked: automatic entry into an offer route or personal call

It's not a marketing gimmick. That is System sales on a digital basis.

Generate customers from leads?

Do you want leads not only to arrive, but also to move forward?
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FAQ

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What does it take for marketing and sales to really work together — not just on paper?

Yoline marketing agency call-to-action arrow up in Yoline's corporate colors. Part of the corporate design of Yoline, the creative agency in Valais
Yoline marketing agency call-to-action arrow up in Yoline's corporate colors. Part of the corporate design of Yoline, the creative agency in Valais

It takes more than a joint meeting: it requires common goals, a clear definition of leads, a coordinated CRM system and above all — mutual understanding. At Yoline, we reconcile both worlds, create transparency and structure handovers and processes in such a way that both sides benefit from them.

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From when is professional lead management even worthwhile?

Yoline marketing agency call-to-action arrow up in Yoline's corporate colors. Part of the corporate design of Yoline, the creative agency in Valais
Yoline marketing agency call-to-action arrow up in Yoline's corporate colors. Part of the corporate design of Yoline, the creative agency in Valais

As soon as you generate more than 20-30 leads per month — whether through ads, content, or social media — you need a system. Because otherwise you not only lose overview, but also cash. With smart lead scoring, automation and clear handoffs, you get the most out of every contact. Regardless of whether it's B2B or B2C.

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How can we scale automatically without losing personality?

Yoline marketing agency call-to-action arrow up in Yoline's corporate colors. Part of the corporate design of Yoline, the creative agency in Valais
Yoline marketing agency call-to-action arrow up in Yoline's corporate colors. Part of the corporate design of Yoline, the creative agency in Valais

That's the trick: Automation shouldn't sound like a bot. Tools such as Klaviyo, Hubspot or ManyChat enable automated processes that still feel like real dialogue — if you set them up correctly. Yoline helps you automate based on your brand voice and Customer journey to design: smart, human, scalable.

Social triggers & DM automation — when the lead journey starts in the inbox

For some customers, you don't click on a form — you end up directly in their DMs.
With tools such as ManyChat Can automated DM routes be built today on Instagram, Facebook or WhatsApp that look like real conversations — and yet scale.

The principle:

  • Your target sees your post or reel
  • You offer specific added value (“Comment 'guide', I'll send it to you”)
  • An automation takes over, sends a personal message
  • The lead receives your PDF, event ticket, or registration link
  • At the same time, the contact is transferred to your CRM with consent

For the user, this feels like a 1:1 exchange — but is in fact a A smart way to start your lead funnel.

For Yoline, this is not a trend, but a living practice.
We connect this type of Inbound triggers with your CRM, segmentation, and automation—turning a comment into a real business case.

Advantages of this method in sales alignment:

  • Marketing ensures reach & touchpoint (post, video, story)
  • Sales receives pre-qualified, engaged leads directly into the system
  • Lead nurturing starts where attention is highest
  • No breaks in the customer journey

Whether you're sending white papers, filling an event, or scaling high-involvement offerings:
This form of Social selling automation is an example of what modern lead management can look like today.

Why Yoline

Because we understand how sales work — and what marketing often forgets.
Our team does not come from the agency, but from real business.
We built our own companies, sold products, led teams. We know the reality behind beautiful funnels and fancy dashboards.

Marco Zumoberhaus, owner and founder, is a Swiss Dipl. Marketing Director and Swiss Dipl. Sales manager — with experience in managing a business and selling services and high-involvement products that require explanation.
For us, sales are not the recipient of leads.
He is an equal partner in the system.

Ready to experience that for yourself?

Let's think of your funnel — phygital, integrated and scalable.

👉 Plan DM funnels now with Yoline

Generate customers from leads?

Do you want leads not only to arrive, but also to move forward?
Request free sparring now