Automate Sales Outreach & Follow-Ups
Sales Hub’s automation tools, like email sequences and task queues, ensure timely follow-ups with leads, reducing manual effort and increasing conversion rates.
Certified for the
Hard Stuff
Gain Full Visibility Into Your Sales Pipeline
With deal tracking, customizable pipelines, and forecasting tools, Sales Hub provides real-time insights into sales performance, helping teams stay organized and close deals faster.
Accelerate Deals with Smart Sales Engagement Tools
Integrated email templates, document tracking, and sales playbooks give reps the resources they need to engage prospects efficiently and move them through the funnel.
Enhance Prospecting with AI-Powered Insights
HubSpot’s AI and predictive lead scoring help sales teams focus on the highest-value opportunities, prioritizing the leads most likely to convert.
Improve Collaboration with a Centralized CRM
All sales activities, contacts, and deal updates are stored in one place, ensuring seamless collaboration between sales reps, managers, and even marketing teams.
Boost Closing Rates with Integrated Quotes & Payments
Sales Hub enables reps to create professional quotes, manage proposals, and even collect payments directly within the platform, streamlining the sales process.
01
Strategic Planning & CRM Design
We start with a deep dive into your sales process to ensure that HubSpot is built around your workflows, not the other way around.
- Interviews with key stakeholders to map out sales workflows
- Identification of CRM requirements and deal stages
- Customization plan for automation, pipeline management, and reporting
02
HubSpot Setup & System Configuration
A strong CRM foundation ensures your team can track deals, automate tasks, and scale effectively. We handle:
- User access & permissions – Making sure the right team members have the right roles
- Sales pipelines – Setting up custom deal stages and automation triggers
- Sales collateral migration – Ensuring your sequences, templates, and documents are seamlessly transferred
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Email & calendar integrations – Enabling automatic activity tracking and scheduling
03
Data Migration & Custom Sales Structure
Your CRM should reflect how your team actually works. We tailor your data structure so that HubSpot fits your sales operations seamlessly.
- Custom properties – Capture business-critical information that standard fields don’t cover
- Custom objects – Organize data for orders, shipments, distributors, or any unique entity
- Deal funnel stages – Aligning with how your customers move through the buying journey
- Object associations – Mapping relationships between contacts, companies, and deals
04
Sales Tech Stack Integration
Your CRM isn’t an island. It needs to sync with the rest of your sales tools. We integrate HubSpot with your entire revenue tech stack to keep everything connected.
- Proposal & eSignature tools – Automate quotes, approvals, and document signing
- ERP & payment systems – Integrate platforms like NetSuite, Sage, QuickBooks, and Stripe
- CPQ & inventory management – Sync pricing, approvals, and stock tracking
- Custom API integrations – Need something unique? We’ll build it for you.
05
Contact, Company & Deal Migration
Before we transfer your data, we audit its integrity and structure to ensure your new CRM is clean, organized, and actionable from day one.
- Contacts – Including all fields, associations, and statuses
- Companies – Mapped with correct categories and lifecycle stages
- Deals – Retaining legacy data so nothing is lost
- Activity logs – Migrating past interactions for full customer context
06
Sales Reporting & Dashboards
A CRM isn’t just for tracking deals. It should provide real insights that drive action. We set up custom dashboards and reports so sales leaders and reps can make data-driven decisions.
- Sales funnel analytics – Identify where deals stall and optimize conversion rates
- Sales activity tracking – Measure rep performance and pipeline engagement
- Lead response time – Pinpoint missed opportunities and slow handoffs
- Deals by source – See which marketing channels generate the most revenue
- Custom reports – If HubSpot doesn’t have it out-of-the-box, we’ll build it
07
Training & Team Enablement
A powerful CRM is useless if your team doesn’t know how to use it. We provide hands-on training so your team is fully equipped to succeed.
- Expert trainers – HubSpot-certified professionals who know sales
- Train-the-trainer sessions – Build internal HubSpot experts within your team
- Role-based training – Custom sessions for reps, managers, and admins
- Live exercises & practice – Learn by doing, not just watching
- Comprehensive documentation – A reference for new hires and ongoing learning