Foundational Sales Services
Take your HubSpot experience to the next level by exploring a diverse selection of sales foundational one-off services. These exceptional offerings go beyond onboarding, empowering you to unlock the full potential of HubSpot's powerful sales tools.
Elevate your sales efforts with our range of expert services, designed to enhance your sales efforts, optimise your strategies, and maximise your results and revolutionise your sales game.
Project Management
HubSpot Kick-Off Call:
We initiate the process with a call to align objectives and establish clear expectations for your HubSpot project.
Scoping & Business Analysis:
We foster close collaboration with you to define the project's scope, objectives, and crucial prerequisites for your HubSpot implementation or optimisation project.
This process involves setting goals, timelines and budgets, and identifying key stakeholders and team members. We complete a comprehensive evaluation of your current status, ensuring that it seamlessly aligns with your objectives, while identifying any existing gaps that demand immediate attention.
Requirements Definition:
We document user stories, strategise data integration, and outline the requirements for reporting to craft a well-defined and purposeful roadmap.
Project Planning & Management:
We construct a project plan, oversee its methodical execution, and maintain channels of transparent communication throughout the project. This plan outlines the tasks, important milestones, and the delivery of vital components essential for the attainment of your objectives. It also encompasses resource allocation, rigorous budgeting, and a timeline for each phase of the project.
Reporting & Review:
We maintain continuous monitoring of performance, fine-tune utilisation for optimal efficiency, and hold your valuable feedback in high regard to ensure that your HubSpot implementation remains aligned with your objectives and persists in delivering enduring value.
Sales Audit
Audit:
Our first step is to conduct a review of your current sales operations, sales team performance, and strategies. By analysing your entire sales ecosystem, we identify the strengths and weaknesses, bottlenecks, and areas for improvement. This thorough audit provides us with valuable insights to optimise your sales approach.
Planning:
Building upon the findings from the audit, we collaboratively create a tailored plan to optimise your sales performance. Our team takes into account your goals and sets performance indicators to outline a clear roadmap for success. By developing strategic steps, we ensure that your sales strategy aligns with your business objectives and maximises growth potential.
Workshops:
In addition to the audit and planning, we conduct interactive workshops to foster innovation and problem-solving. These collaborative sessions allow us to work closely with your team, identifying specific optimisation opportunities. By aligning the sales team with the strategic plan, we empower them to make data-driven decisions and drive sales performance.
Advanced CRM Setup
By configuring and customising HubSpot CRM to your specific requirements, we help you streamline operations, enhance customer relationships, and drive growth through better data management and automation.
Custom Configuration:
We configure the HubSpot CRM according to your requirements. This includes setting up custom properties, lead scoring, and other key CRM settings to match your unique sales and marketing processes.
User Training:
We provide training sessions to ensure your team can efficiently use HubSpot CRM. This includes teaching your team how to log and track interactions, create and manage deals, and effectively utilise the CRM's features.
Workflow Automation:
We set up workflow automation to streamline your sales and marketing processes. This includes creating automated email sequences, lead nurturing workflows, and sales task automation to save time and increase productivity.
Reporting and Analytics:
We configure reporting and analytics dashboards within the CRM to provide insights into your sales and marketing performance. This allows you to track key metrics and make data-driven decisions.
Reporting Setup
We enable your business to make data-driven decisions, monitor sales performance, and identify areas for improvement.
Whether you need insights on lead generation, conversion rates, or sales team performance, our services provide the tools to keep your sales operations optimised.
Initial Assessment:
We commence with an initial assessment of your business's sales reporting needs. This involves understanding your specific goals, key performance indicators (KPIs), and the types of insights you require from the system.
Custom Report Creation:
Based on the assessment, we create custom reports tailored to your business's unique requirements. These reports can encompass a wide range of sales data, including lead generation, deal progression, conversion rates, sales team performance, and more.
Data Integration:
We ensure that your HubSpot CRM is integrated with the necessary data sources to populate these reports accurately. This may involve connecting other tools and systems used in your sales process, ensuring data consistency and real-time updates.
Dashboard Configuration:
We set up custom dashboards within HubSpot CRM, providing an at-a-glance view of your most critical sales metrics. These dashboards make it easy for your sales team and management to monitor progress and make informed decisions.
Ongoing Support:
Our services include ongoing support to address any issues, update reports as needed, and adapt to changing business requirements. We're committed to ensuring that your sales reporting system remains accurate and relevant.
Sales & Marketing Alignment
Effective alignment between your sales and marketing teams helps break down silos, enhances collaboration, and creates a more cohesive approach to customer acquisition and retention. By working together towards common objectives, your teams can improve lead generation, lead conversion, and overall business growth.
Strategy Development:
We begin by facilitating the development of a unified strategy that aligns the objectives of both teams. This strategy includes defining the ideal customer profile (ICP) and buyer personas, setting shared goals, and outlining the customer journey.
Goal Alignment:
We align the goals and key performance indicators (KPIs) of both teams to ensure that they are working towards common objectives. This eliminates conflicting priorities and encourages shared success.
Lead Management:
We establish a lead management process that ensures a smooth transition of leads from marketing to sales. This includes lead scoring, defining lead stages, and creating automated workflows to nurture leads effectively.
Content Alignment:
We ensure that the content created by the marketing team is tailored to meet the needs of the sales team.
Data Analysis and Reporting:
We implement data analysis and reporting processes to provide both teams with insights into the effectiveness of their efforts. This allows for data-driven decision-making and ongoing optimisation.
Continuous Improvement:
We encourage a culture of continuous improvement, where both sales and marketing teams regularly review and refine their processes based on data and feedback.
HubSpot Kick-Off Call:
We initiate the process with a call to align objectives and establish clear expectations for your HubSpot project.
Scoping & Business Analysis:
We foster close collaboration with you to define the project's scope, objectives, and crucial prerequisites for your HubSpot implementation or optimisation project.
This process involves setting goals, timelines and budgets, and identifying key stakeholders and team members. We complete a comprehensive evaluation of your current status, ensuring that it seamlessly aligns with your objectives, while identifying any existing gaps that demand immediate attention.
Requirements Definition:
We document user stories, strategise data integration, and outline the requirements for reporting to craft a well-defined and purposeful roadmap.
Project Planning & Management:
We construct a project plan, oversee its methodical execution, and maintain channels of transparent communication throughout the project. This plan outlines the tasks, important milestones, and the delivery of vital components essential for the attainment of your objectives. It also encompasses resource allocation, rigorous budgeting, and a timeline for each phase of the project.
Reporting & Review:
We maintain continuous monitoring of performance, fine-tune utilisation for optimal efficiency, and hold your valuable feedback in high regard to ensure that your HubSpot implementation remains aligned with your objectives and persists in delivering enduring value.
Audit:
Our first step is to conduct a review of your current sales operations, sales team performance, and strategies. By analysing your entire sales ecosystem, we identify the strengths and weaknesses, bottlenecks, and areas for improvement. This thorough audit provides us with valuable insights to optimise your sales approach.
Planning:
Building upon the findings from the audit, we collaboratively create a tailored plan to optimise your sales performance. Our team takes into account your goals and sets performance indicators to outline a clear roadmap for success. By developing strategic steps, we ensure that your sales strategy aligns with your business objectives and maximises growth potential.
Workshops:
In addition to the audit and planning, we conduct interactive workshops to foster innovation and problem-solving. These collaborative sessions allow us to work closely with your team, identifying specific optimisation opportunities. By aligning the sales team with the strategic plan, we empower them to make data-driven decisions and drive sales performance.
By configuring and customising HubSpot CRM to your specific requirements, we help you streamline operations, enhance customer relationships, and drive growth through better data management and automation.
Custom Configuration:
We configure the HubSpot CRM according to your requirements. This includes setting up custom properties, lead scoring, and other key CRM settings to match your unique sales and marketing processes.
User Training:
We provide training sessions to ensure your team can efficiently use HubSpot CRM. This includes teaching your team how to log and track interactions, create and manage deals, and effectively utilise the CRM's features.
Workflow Automation:
We set up workflow automation to streamline your sales and marketing processes. This includes creating automated email sequences, lead nurturing workflows, and sales task automation to save time and increase productivity.
Reporting and Analytics:
We configure reporting and analytics dashboards within the CRM to provide insights into your sales and marketing performance. This allows you to track key metrics and make data-driven decisions.
We enable your business to make data-driven decisions, monitor sales performance, and identify areas for improvement.
Whether you need insights on lead generation, conversion rates, or sales team performance, our services provide the tools to keep your sales operations optimised.
Initial Assessment:
We commence with an initial assessment of your business's sales reporting needs. This involves understanding your specific goals, key performance indicators (KPIs), and the types of insights you require from the system.
Custom Report Creation:
Based on the assessment, we create custom reports tailored to your business's unique requirements. These reports can encompass a wide range of sales data, including lead generation, deal progression, conversion rates, sales team performance, and more.
Data Integration:
We ensure that your HubSpot CRM is integrated with the necessary data sources to populate these reports accurately. This may involve connecting other tools and systems used in your sales process, ensuring data consistency and real-time updates.
Dashboard Configuration:
We set up custom dashboards within HubSpot CRM, providing an at-a-glance view of your most critical sales metrics. These dashboards make it easy for your sales team and management to monitor progress and make informed decisions.
Ongoing Support:
Our services include ongoing support to address any issues, update reports as needed, and adapt to changing business requirements. We're committed to ensuring that your sales reporting system remains accurate and relevant.
Effective alignment between your sales and marketing teams helps break down silos, enhances collaboration, and creates a more cohesive approach to customer acquisition and retention. By working together towards common objectives, your teams can improve lead generation, lead conversion, and overall business growth.
Strategy Development:
We begin by facilitating the development of a unified strategy that aligns the objectives of both teams. This strategy includes defining the ideal customer profile (ICP) and buyer personas, setting shared goals, and outlining the customer journey.
Goal Alignment:
We align the goals and key performance indicators (KPIs) of both teams to ensure that they are working towards common objectives. This eliminates conflicting priorities and encourages shared success.
Lead Management:
We establish a lead management process that ensures a smooth transition of leads from marketing to sales. This includes lead scoring, defining lead stages, and creating automated workflows to nurture leads effectively.
Content Alignment:
We ensure that the content created by the marketing team is tailored to meet the needs of the sales team.
Data Analysis and Reporting:
We implement data analysis and reporting processes to provide both teams with insights into the effectiveness of their efforts. This allows for data-driven decision-making and ongoing optimisation.
Continuous Improvement:
We encourage a culture of continuous improvement, where both sales and marketing teams regularly review and refine their processes based on data and feedback.
Retainer-based Sales Services
Elevate your sales game with our ongoing HubSpot sales retainer services. Our comprehensive offering goes beyond one-time solutions, providing continuous support to fuel your Sales efforts and maximise your results.
We are dedicated to crafting and implementing tailored sales strategies within the HubSpot ecosystem. From lead qualification to sales analytics, we ensure your sales engine runs smoothly, driving sustained growth for your business.
Sales Enablement
Our Sales Enablement services are geared towards empowering your sales team with the tools, strategies, and support necessary to excel. We leverage the full capabilities of HubSpot to drive growth and improve sales performance, ensuring your team has what it needs to succeed in today's competitive market.
Playbook Setup:
Develop a customised sales playbook that acts as a comprehensive guide for your sales team. This playbook includes your sales process, best practices, and strategies to ensure consistency and effectiveness in every interaction with prospects and customers.
Sales Automation Workflows:
Create and implement sales automation workflows in HubSpot. These workflows are designed to reduce manual tasks, streamline lead nurturing, and ensure timely follow-ups, thereby increasing efficiency and reducing the sales cycle.
Sequence Creation and Optimisation:
Design and optimise email sequences to effectively nurture leads and guide them through the sales funnel. These sequences are tailored to engage your prospects at the right time with the right message, increasing the chances of conversion.
Sales Document Creation:
Include the creation of professional and persuasive sales documents. These documents, such as proposals, quotes, and presentations, are tailored to your brand and designed to effectively communicate the value of your offerings to potential clients.
CRM Management
Our CRM management and optimisation services are focused on maximising the efficiency and effectiveness of HubSpot, tailored to support your business's evolving needs.
CRM Health Check and Audits:Conduct regular audits to identify and improve data integrity, pipeline accuracy, and system performance.
Data Management and Clean-Up:
Continuously manage and clean CRM data, including deduplication, updating contacts, and removing outdated information.
Customisation and Configuration:
Tailor your CRM to match your business processes, with custom fields, deal stages, and dashboard setups.
Sales Automation:
Implement and refine automated workflows to streamline tasks, improve lead management, and boost team efficiency.
User Training and Support:
Provide comprehensive training and support, including personalised coaching and group sessions, with custom training materials.
Reporting and Analytics:
Develop actionable custom reports and dashboards for insights into sales performance and customer interactions, aligned with your business objectives.
Integration Management:
Ensure seamless integration of your CRM with other tools for optimal data flow and functionality.
Feature Updates and Adoption:
Keep your team updated and adept with the latest CRM features and enhancements.
Process Improvement Consulting:
Use CRM data and insights for strategic advice on improving sales and marketing processes.
Ongoing Strategic Advice:
Engage in regular strategic consultations for CRM strategy refinement and feedback implementation.
Our Sales Enablement services are geared towards empowering your sales team with the tools, strategies, and support necessary to excel. We leverage the full capabilities of HubSpot to drive growth and improve sales performance, ensuring your team has what it needs to succeed in today's competitive market.
Playbook Setup:
Develop a customised sales playbook that acts as a comprehensive guide for your sales team. This playbook includes your sales process, best practices, and strategies to ensure consistency and effectiveness in every interaction with prospects and customers.
Sales Automation Workflows:
Create and implement sales automation workflows in HubSpot. These workflows are designed to reduce manual tasks, streamline lead nurturing, and ensure timely follow-ups, thereby increasing efficiency and reducing the sales cycle.
Sequence Creation and Optimisation:
Design and optimise email sequences to effectively nurture leads and guide them through the sales funnel. These sequences are tailored to engage your prospects at the right time with the right message, increasing the chances of conversion.
Sales Document Creation:
Include the creation of professional and persuasive sales documents. These documents, such as proposals, quotes, and presentations, are tailored to your brand and designed to effectively communicate the value of your offerings to potential clients.
Our CRM management and optimisation services are focused on maximising the efficiency and effectiveness of HubSpot, tailored to support your business's evolving needs.
CRM Health Check and Audits:Conduct regular audits to identify and improve data integrity, pipeline accuracy, and system performance.
Data Management and Clean-Up:
Continuously manage and clean CRM data, including deduplication, updating contacts, and removing outdated information.
Customisation and Configuration:
Tailor your CRM to match your business processes, with custom fields, deal stages, and dashboard setups.
Sales Automation:
Implement and refine automated workflows to streamline tasks, improve lead management, and boost team efficiency.
User Training and Support:
Provide comprehensive training and support, including personalised coaching and group sessions, with custom training materials.
Reporting and Analytics:
Develop actionable custom reports and dashboards for insights into sales performance and customer interactions, aligned with your business objectives.
Integration Management:
Ensure seamless integration of your CRM with other tools for optimal data flow and functionality.
Feature Updates and Adoption:
Keep your team updated and adept with the latest CRM features and enhancements.
Process Improvement Consulting:
Use CRM data and insights for strategic advice on improving sales and marketing processes.
Ongoing Strategic Advice:
Engage in regular strategic consultations for CRM strategy refinement and feedback implementation.