Hubspot Sales Setup

SET UP YOUR SHINY NEW SALES CRM

GAIN INSIGHTS INTO YOUR PIPELINE AND BUYER’S JOURNEY

LAUNCH AND TRAIN YOUR TEAM ON HUBSPOT’S SALES TOOLS

ENHANCE SALES PRODUCTIVITY WITH CUSTOM DASHBOARDS

ALIGN YOUR SALES AND MARKETING EFFORTS IN A SINGLE PLATFORM

COMMON PROBLEMS

WE HEAR

“We’re not sure which channels drives the most leads or revenue. We need better reports and tracking.”

”Our sales team needs updated tools like email tracking and templates. We want to use HubSpot for this but we don’t know where to start.”

“Our contact lists live in spreadsheets and email servers. We need a centralized CRM where all of our prospect and customer data lives in one place.”

“There are inconsistencies in the ways my sales reps work leads. I need a scalable process that gives me insights into their productivity and efficiency.”

“We use HubSpot for marketing but our sales team uses a different tool for selling. Can HubSpot replace that tool and is it easy for our sales reps to learn? We don’t want to miss out on sales during a transition.”

A CLEAN

HUBSPOT CRM

CONTACTS IMPORT

Your HubSpot Sales CRM provides an integrated database to store and manage your contacts. Whether your contacts are currently stored in a sales tool like Salesforce, an email platform like MailChimp/ Constant Contacts, or a combination of spreadsheets and email contact lists, we’ll make sure your leads and customers are successfully imported into your HubSpot CRM.

CUSTOM PROPERTIES

Make sure all of your current contact data is migrated into your HubSpot CRM. We’ll create custom properties for any pieces of data that are specific to your company’s needs.

PROPERTY MAPPING

If you are integrating HubSpot with a platform like Salesforce, we’ll make sure the two softwares communicate effectively by mapping properties to their counterpart in the other platform.

CONTACT RECORD CUSTOMIZATION

Customize the properties that appear on your contact records so your reps can stop wasting time looking for information and immediately dive into selling.

CONTACT MANAGEMENT AUTOMATION

Cut down on tedious logging and manual data entry so your reps can focus their time on selling. HubSpot’s CRM automatically enriches your contact records with data from over 20 million businesses. Plus, set up automated workflows to assign and update contact properties automatically based on rep actions.

HUBSPOT SALES

CRM TRAINING

A clean, well-maintained sales CRM is essential to your team’s success. We offer training services to help your sales team get used to the HubSpot platform so they are set up to succeed with this new tool.

USER SET UP INCLUDING EMAIL INTEGRATION, NOTIFICATIONS, AND CHAT PROFILE

DOCUMENTS FOR PLAYBOOKS

SCREEN SHARE WALKTHROUGHS IN YOUR ACTUAL HUBSPOT PORTAL

CUSTOMIZED AGENDAS FOR YOUR SPECIFIC PROCESSES

HOW TO BEST USE THE TOOL FOR EACH INDIVIDUAL REP

SALES DASHBOARD AND PRODUCTIVITY OVERVIEW

WORKING LEADS WITH HUBSPOT SALES TOOLS

LEAD ROTATION

Automate the process of lead assignment so no lead goes untouched and no sales rep runs out of leads to work. Leads can be assigned based on territories, lead source, industry, or persona to connect your leads with the right rep right away.

LEAD NOTIFICATIONS

Receive real-time updates on prospect activities and engagement to make sure you’re there at the exact moment they’re ready for you. Monitor website visits, blog views, content downloads, email opens, email clicks, workflow completion, and form submissions with email, browser, desktop, and mobile notifications.

MEETINGS

Integrate your reps’ email calendars with the HubSpot Meetings tool to allow leads to book time directly on their calendars. No more emails back and forth trying to find a good time. Empower your leads to choose the meeting day and time that works best for them.

EMAIL INTEGRATION & TRACKING

Connect your reps’ email accounts to HubSpot to automatically log emails onto contact records within your CRM. No email forwarding, copy and paste, or email folders needed. Plus, track all email opens, clicks, and responses right within their contact record.

CALL INTEGRATION & TRACKING

Set up call tracking to maintain a record of phone interactions within each contact’s record. Use productivity reports to monitor call volume and outcomes for individual reps and across your entire sales team.

SALES AUTOMATION TOOLS

Free up time in your day by automating task assignments, task reminders, contact management, deal management, and follow up sequences. Use snippets and templates to easily replicate your most frequent responses and emails without manually typing redundant information over and over again.

DOCUMENTS

Upload product information, spec sheets, sales PDFs, pricing sheets, data sheets, FAQ sheets, checklists, white papers, and other sales collateral for your entire team to use across their engagements with leads and customers.

INSIGHTS INTO YOUR PIPELINE

DEAL PIPELINES

Customizable pipelines provide a framework for visualizing and updating leads within your sales funnel. Build one overarching pipeline or develop different pipelines based on buyer persona, vertical, or internal team.

DEAL STAGES

Create deal stages that are tailored to your business model and sales processes. Easily move leads through deal stages as they hit specified triggers in automated workflows, or manually update deal stages right within the contact’s record.

CUSTOM REPORTS & DASHBOARDS

Identify kinks in your pipeline where leads are frequently lost or stalled with detailed reports. Customize your sales dashboards to monitor quotas, productivity, and other metrics at a glance.

HUBSPOT TRACKING & TECHNICAL SETUP

We will install the HubSpot tracking code so you can monitor and record user behavior across your sales and marketing efforts. We can also assist with integrations, asset migration, and troubleshooting any development issues that may arise during onboarding.

Learn More About HubSpot Technical Set Up

ENHANCED SALES PRODUCTIVITY

PRODUCTIVITY

Dynamic sales playbooks set your team up for success by defining roles, tactics, and objectives to be used across all of your efforts for a unified sales strategy.

LEAD SCORING

When your pipeline is full, how do your reps know where to start? Lead scoring automatically assigns values to your leads so your reps can start selling to the hottest, most promising leads first.

LEAD SEGMENTATION

Divide your leads into segmented lists to make sure your sales team always has a full, fresh list of contacts to work. Eliminate confusion over lead ownership and tailor your sales approach based on lead qualities.

TASK ASSIGNMENT

HubSpot task assignment ensures that even the most mundane tasks don’t get forgotten or lost in the shuffle. Task assignment and reminders can be automated to save your time and effort for actual sales activities.

PERFORMANCE REPORTS

Monitor individual rep performance and overall team performance with customized dashboards and reports. Identify training opportunities for individuals to grow their skills and recognize best practices that can be standardized across your entire team.

SALES AND MARKETING ALIGNMENT

IN HUBSPOT

Your marketing and sales teams need to collaborate in order to achieve their shared goals around leads, deals, and revenue. We’ll help you get set up with live chat for sales, chat bots, sales collateral, sales content, and landing pages for demos, content offers, meetings, or individual sales reps.

Learn More About HubSpot Marketing Set Up

SALES HUB
SET UP & IMPLEMENTATION

Users

Connect sales members
Set up the meetings tool
Teams
Hierarchical teams
Single sign-on
User roles

Tools

Calling
Call transcription
Documents
Meeting scheduling
1:1 video creation
Playbooks

Email

Connect email integration
Team email
Email scheduling
Email tracking & notifications
Email templates
Email sequences
Sequence queues
Workflow extensions
eSignature
Smart send times
Quote-based workflows

Reports

Reporting dashboards
Create custom sales dashboard(s)
Set up deals leaderboards
Custom reporting
Filtered analytics view
Adaptive testing
Multi-touch revenue attribution
Rep productivity performance
Recurring revenue tracking

CRM

Import contacts & companies
Create custom properties
Set up contact record views
CRM pipeline set up
Standard contact scoring
Predictive lead scoring
Calculated properties
Record customization

Deals

Import deals & products
Deal pipeline
Deal stages
Tasks
Lead rotation automation
Quotes
Products

Integrations

Messenger integration
Salesforce integration
Stripe integration
Slack integration
Events API

Forms

Required fields

Conversations

Conversations inbox
Canned snippets
Conversation routing

SET UP FOR SUCCESS!

We had an exceptional experience with Market Veep! Their team is professional, super organized, and friendly, and I truly enjoyed working with them. They executed on time and made the process super easy with their organization and documentation. In addition, they provided additional guidance and answered my many questions as I was new to HubSpot, and provided documentation resources for future use. We're now set up to leverage all that HubSpot marketing has to offer, and we couldn't have done it without Market Veep's expertise.

Bailey G.

5 STARS FOR MARKET VEEP!

We had a fantastic experience with Market Veep! Their expert team seamlessly guided us through implementing HubSpot and provided comprehensive training across Sales, Service, and Marketing Hubs. Their knowledge and support significantly enhanced our workflow and overall efficiency. Highly recommend Market Veep for top-notch HubSpot solutions!

Anneke C.

GREAT MARKETING PARTNER

Market Veep is a great firm that handles all of our marketing efforts. This is the second time that I have used the firm. I highly recommend Market Veep!

Cres F.

EXCEPTIONAL EXPERIENCE

Market Veep's Onboarding Experts in Inbound Marketing are an absolute game-changer! From the get-go, their approach was top-notch. Market Veep's team has undoubtedly set the bar high for excellence in inbound marketing. Five stars aren't enough to commend their outstanding service!

Matthew W.

BEST PARTNER EVER!

As a growing business, setting up our first-ever HubSpot account was a crucial step towards enhancing our marketing and customer management strategies. From the moment we contacted MarketVeep, their team demonstrated professionalism, expertise, and a genuine desire to help us succeed. Overall, our experience with MarketVeep was exceptional, and we couldn't be happier with the results. Thanks to their guidance, we are now utilizing HubSpot to its fullest potential, streamlining our marketing efforts, and nurturing leads more effectively.

Jean M.

SET UP FOR SUCCESS!

We had an exceptional experience with Market Veep! Their team is professional, super organized, and friendly, and I truly enjoyed working with them. They executed on time and made the process super easy with their organization and documentation. In addition, they provided additional guidance and answered my many questions as I was new to HubSpot, and provided documentation resources for future use. We're now set up to leverage all that HubSpot marketing has to offer, and we couldn't have done it without Market Veep's expertise.

Bailey G.

5 STARS FOR MARKET VEEP!

We had a fantastic experience with Market Veep! Their expert team seamlessly guided us through implementing HubSpot and provided comprehensive training across Sales, Service, and Marketing Hubs. Their knowledge and support significantly enhanced our workflow and overall efficiency. Highly recommend Market Veep for top-notch HubSpot solutions!

Anneke C.

GREAT MARKETING PARTNER

Market Veep is a great firm that handles all of our marketing efforts. This is the second time that I have used the firm. I highly recommend Market Veep!

Cres F.

EXCEPTIONAL EXPERIENCE

Market Veep's Onboarding Experts in Inbound Marketing are an absolute game-changer! From the get-go, their approach was top-notch. Market Veep's team has undoubtedly set the bar high for excellence in inbound marketing. Five stars aren't enough to commend their outstanding service!

Matthew W.

BEST PARTNER EVER!

As a growing business, setting up our first-ever HubSpot account was a crucial step towards enhancing our marketing and customer management strategies. From the moment we contacted MarketVeep, their team demonstrated professionalism, expertise, and a genuine desire to help us succeed. Overall, our experience with MarketVeep was exceptional, and we couldn't be happier with the results. Thanks to their guidance, we are now utilizing HubSpot to its fullest potential, streamlining our marketing efforts, and nurturing leads more effectively.

Jean M.

SET UP FOR SUCCESS!

We had an exceptional experience with Market Veep! Their team is professional, super organized, and friendly, and I truly enjoyed working with them. They executed on time and made the process super easy with their organization and documentation. In addition, they provided additional guidance and answered my many questions as I was new to HubSpot, and provided documentation resources for future use. We're now set up to leverage all that HubSpot marketing has to offer, and we couldn't have done it without Market Veep's expertise.

Bailey G.

5 STARS FOR MARKET VEEP!

We had a fantastic experience with Market Veep! Their expert team seamlessly guided us through implementing HubSpot and provided comprehensive training across Sales, Service, and Marketing Hubs. Their knowledge and support significantly enhanced our workflow and overall efficiency. Highly recommend Market Veep for top-notch HubSpot solutions!

HUBSPOT SALES HUB

ONBOARDING & TRAINING

REDUCE TIME TO START WITH GUIDED ONBOARDING

COMMON PROBLEMS

WE HEAR

Let’s Talk

A CLEAN

HUBSPOT CRM

CONTACTS IMPORT

CUSTOM PROPERTIES

PROPERTY MAPPING

CONTACT RECORD CUSTOMIZATION

CONTACT MANAGEMENT AUTOMATION

HUBSPOT SALES

CRM TRAINING

USER SET UP INCLUDING EMAIL INTEGRATION, NOTIFICATIONS, AND CHAT PROFILE

DOCUMENTS FOR PLAYBOOKS

SCREEN SHARE WALKTHROUGHS IN YOUR ACTUAL HUBSPOT PORTAL

CUSTOMIZED AGENDAS FOR YOUR SPECIFIC PROCESSES

HOW TO BEST USE THE TOOL FOR EACH INDIVIDUAL REP

SALES DASHBOARD AND PRODUCTIVITY OVERVIEW

WORKING LEADS WITH HUBSPOT SALES TOOLS

LEAD ROTATION

LEAD NOTIFICATIONS

MEETINGS

EMAIL INTEGRATION & TRACKING

CALL INTEGRATION & TRACKING

SALES AUTOMATION TOOLS

DOCUMENTS

INSIGHTS INTO YOUR PIPELINE

DEAL PIPELINES

DEAL STAGES

CUSTOM REPORTS & DASHBOARDS

HUBSPOT TRACKING & TECHNICAL SETUP

ENHANCED SALES PRODUCTIVITY

PRODUCTIVITY

LEAD SCORING

LEAD SEGMENTATION

TASK ASSIGNMENT

PERFORMANCE REPORTS

SALES AND MARKETING ALIGNMENT

IN HUBSPOT

SALES HUB SET UP & IMPLEMENTATION

Users

Tools

Email

Reports

CRM

Deals

Integrations

Forms

Conversations

GREAT MARKETING PARTNER

Cres F.

EXCEPTIONAL EXPERIENCE

Matthew W.

ARE WE A FIT?

Let's Talk!

SALES HUB
SET UP & IMPLEMENTATION