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If you are reading this, you probably are among two groups of people:

  1. You’ve heard of the value that HubSpot’s Sales Hub offers but you’ve never used it, or
  2. You’re using the Sales Hub platform but felt you haven’t yet utilized it to its full potential.

In either case, expert-level guidance on implementing Sales Hub would be massively beneficial in order for you to capture the most value available to you in the platform and consequently grow your pipeline.

Word to the Wise

Your tools are only as good as your ability to use them. Asking those who understand HubSpot’s Sales platform in its entirety and with all its complexities to build them out for you is highly recommended: you will be able to start utilizing it more quickly and effectively, helping you close more sales with more prospects who are happy to become your customer.

We are the HubSpot Sales Implementation Experts.

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Why Having ClearPivot Implement the HubSpot Sales Platform is the Smart Way to Go

Engaging ClearPivot to implement the HubSpot Sales Hub is a smart choice because we know it extremely well – we’re a HubSpot Platinum Certified Agency Partner – and we have spent the past 8 years expertly implementing HubSpot and utilizing their tools for ourselves and on behalf of our clients.

OUR HUBSPOT SALES HUB IMPLEMENTATION CONSISTS OF THE FOLLOWING:

  • Migrate your current CRM data into HubSpot: Contacts, Companies, Deals, Products, and other custom objects as needed.
  • Plan your processes, define and create your pipeline, and build out custom object properties.
  • Build custom views for your reps, and custom dashboards and reports for your managers. Define and document the lifecycle stages to be used for your contacts.
  • Build out custom message templates and playbooks for your sales team to use.
  • Crafting task cadence sequences for prospects in the top, middle and bottom of your sales funnel.
  • Connect HubSpot Sales to your sales team’s email inboxes and calendars, and set up customized meeting booking pages for them.
  • Build out lead scoring models (only for organizations with high monthly lead volume).
  • Set up real-time conversation tools with lead routing and chatbots. Build out a trackable and measurable sales collateral library.
  • Build out integrations with Salesforce or other external CRMs if needed. Implement prospecting and account-based marketing support.
  • Coaching and training your sales reps on the new tools, processes, and playbooks.
  • Document standard operating procedures (SOPs) for your sales processes utilizing HubSpot and other tools.
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What Our Clients Are Saying

Carolyn Ford ClearPivot has been instrumental in helping us optimize our CRM, they have helped implement processes and automation that have made us more efficient and provide insight into our processes so we can continue to optimize and move the needle to impact business growth

Carolyn Ford

Shannon Britton Andrew was absolutely wonderful to work with throughout our CRM migration and onboarding process. He was incredibly helpful in getting us set up with our Seats: Sales, Revenue Professional, and Core Seats, and his knowledge of the HubSpot platform was truly impressive. What stood out most was Andrew's ability to understand our business and help us figure out the best ways to use HubSpot to meet our needs. He was patient, knowledgeable, and always willing to answer our questions. He made me feel like there was never a "stupid" question, which made the entire learning process so much more comfortable and enjoyable. Andrew was not only an expert in the platform, but also a genuinely wonderful person to work with. He made what could have been a stressful and overwhelming experience feel easy, positive, and even fun. We are incredibly grateful for his guidance and support and would highly recommend Andrew to anyone going through a HubSpot migration or onboarding process.

Shannon Britton

Don Mitchell Andrew was great, always prompt and willing to put in the extra effort. He was easy to understand and fantastic at show us the easiest way to understand. Don

Don Mitchell

HELP US HELP YOU

If your company has 10-500 employees and you want to sell better using HubSpot Sales Hub, then you should know that ClearPivot has helped sales leaders grow their sales teams for over a decade. Book a free 30-minute call with our teammate Ryan Wright, and get actionable insights that could change your organization forever, even if we never work together.

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