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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 typical HubSpot implementation price range is $2.6–5.2K, depending on scope.

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

Nikki Brown Our team worked with Andrew Chao Daongam for our HubSpot Onboarding and we could not have been more thrilled with how he was able to assist us! We do not follow the typical business to customer sales cycle, so while we knew that HubSpot was going to be a great tool, we were uncertain at how to set it up for our needs. Andrew was able to listen and immediately open our eyes to a tool we had no idea existed or a strategy we had never thought of. Our minds were blown every onboarding call by something new we learned from Andrew. I must also note that he was incredibly patient on our calls. Our team has a tendency to get a bit distracted or go down rabbit holes, but Andrew never got frustrated with that! Would absolutely recommend to anyone I know going through HubSpot onboarding!!!

Nikki Brown

Brandon Eagle Andrew Chao Daongam was an absolute pleasure to work with throughout our CRM migration. Our migration was complex, with lots of moving parts, and Andrew helped guide our team through it all with ease. I would love to have the opportunity to work with him, and ClearPivot, again in the future!! Thanks for everything, Andrew!!

Brandon Eagle

Craig Inouye Working with Andrew during our HubSpot onboarding was a smooth and productive experience. He was knowledgeable, responsive, and provided clear guidance tailored to our business needs. Most importantly, Andrew was incredibly patient with us throughout the process. We had a lot of questions, unique use cases, and some shifting priorities—but he never rushed us and always took the time to explain things thoroughly and clearly. He helped us not just understand the tools, but also think strategically about how to structure our sales and marketing pipelines within HubSpot. His support saved us a lot of time and helped us avoid common pitfalls. Highly recommend Andrew for anyone starting out with HubSpot.

Craig Inouye

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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