Getting Started with Sales Hub

HubSpot's Sales Hub combines advanced Sales Engagement features with CRM capabilities to drive your business's growth. It's a game-changer for your sales team, providing the tools they need to excel.

However, a suboptimal setup can turn it into a barrier, hindering your team's access to promising leads and potentially causing lost opportunities.

With deep knowledge of the platform, we ensure Sales Hub is tailored precisely to your needs, unlocking its full potential for your business.

Our Sales Hub Implementation Process

1. Solutions Discovery Phase

We begin your HubSpot setup with a workshop, engaging with your team to understand your needs and evaluate feasibility. We highlight any limitations and propose solutions, then map out your project timeline, budget and key deliverables.

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2. Account Setup

Following the Solutions Design phase, the Siteworx team, will guide you through the HubSpot Sales setup. Your account setup will include:

Setup users and teams, configure access and permissions
Sales pipeline configuration: Setting up stages and fields.
Sales collateral management: Migrating and auditing for sequences, documents, and quotes.
Sales CRM enhancements: Integrating calendars and emails for streamlined activity tracking and scheduling.

3. Custom Data Setup/Migration

HubSpot's standard setup with contacts, companies, and deals might not cover all your needs. No worries, we'll make sure all your essential data finds its place in HubSpot during migration, which can involve:

Adding custom properties for crucial info that doesn't fit the standard fields.
Creating custom objects for various items like memberships, products, subscriptions, and events.
Setting up associations to define and name the connections between your data points.
Designing funnel stages to accurately represent your customer's journey from awareness to purchase.

4. Integration Essentials

We'll streamline your sales tech stack, ensuring seamless data flow across platforms for optimized sales team use.

Document & eSignature: Automate sales with proposals and signatures, plus custom HubSpot quote templates for a personalized buying journey.
ERP/Payments: Integration with platforms like NetSuite, Sage100, SAP, or Stripe.
CPQ/Inventory: Enhance pricing and approval processes; we'll integrate the perfect platform with HubSpot.
Custom Integrations: Tailored solutions for any platform, including your proprietary software.

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5. Data Migration Essentials

Before transferring data to your new CRM, we'll review your current data model, integrity, and field use to prime your new system for action. We'll assist in migrating:

Contacts: Including their details, relationships, and statuses.
Companies: With categorization, lifecycle stages, and associations.
Deals: Seamlessly transition while preserving performance history.
Activities: Transfer historical actions to maintain your communication timeline.

6. Sales Reporting & Dashboarding

Enhancing visibility into your sales performance is a key CRM objective. We'll set up dashboards for executives, managers, and sales reps to track progress and ensure accountability across the sales process.

Sales Funnel Analytics: Pinpoint strengths and areas for improvement within your sales process.
Sales Activity Tracking: Monitor sales activities by rep,team or business unit.
Lead Response Time: Identify timely follow-ups and help your salesteam at following up with new or old leads.
Source-Based Deal Creation: Discover which marketing and presales efforts are driving most revenue.
Custom Reports: Utilize HubSpot's comprehensive reporting tools to create tailored reports, aiding in informed decision-making.