HubSpot Sales Hub Onboarding Service

Typical scope of onboarding for HubSpot Sales hub Starter Tier

Ideal for small businesses building basic sales tracking processes.

• CRM Configuration:
  • Import, map, and segment contacts and companies.
  • Configure single sales pipeline with stages (e.g., Prospect, Qualified, Won).
  • Set up custom deal properties and filters for easy tracking.
• Sales Enablement Tools:
  • Create email templates and snippets for faster communication.
  • Enable email tracking to monitor opens, clicks, and replies.
  • Set up meeting scheduling links integrated with calendars.
  • Configure task queues to organize daily follow-ups.
• Reporting & Basic Analytics:
  • Track deal progression with pre-configured reports.
  • Enable basic performance dashboards (meetings booked, emails sent).
  • Integrate Gmail/Outlook for seamless email logging.

Typical scope of onboarding for HubSpot Sales hub Professional Tier

Designed for scaling businesses with growing sales teams and automation needs.

• CRM & Pipeline Configuration:
• Build multiple pipelines tailored to different sales processes or products.
• Implement lead scoring to rank prospects based on engagement.
• Customize contact lifecycle stages (e.g., MQL, SQL, Opportunity).
• Advanced Sales Automation:
• Automate task creation, deal movement, and follow-ups with workflows.
• Set up sequences to send personalized email cadences with reminders.
• Automate deal creation based on form submissions and contact activities.
• Integrations & Collaboration Tools:
• Sync HubSpot with marketing platforms to automate lead handoffs.
• Integrate Slack for real-time alerts and sales collaboration.
• Connect VOIP systems for seamless call tracking and logging.
• Advanced Reporting & Forecasting:
• Build custom dashboards for team performance, conversion rates, and pipeline health.
• Enable forecasting tools to predict future revenue.
• Track revenue attribution across multiple touchpoints (email, meetings, demos).

Typical scope of onboarding for HubSpot Sales hub Enterprise Tier

Tailored for large enterprises with complex sales teams and advanced reporting needs.

• CRM Configuration & Customization:
• Manage multiple teams with role-based permissions and hierarchy settings.
• Use custom objects to store unique business data (e.g., products, subscriptions).
• Set up team quotas and targets with progress tracking for each unit.
• Sales Automation & Playbooks:
• Create branching workflows for complex processes (e.g., deal routing by region).
• Implement sales playbooks to guide reps with scripts, FAQs, and best practices.
• Automate quote generation and approval workflows using HubSpot’s quoting tools.
• Integrations & Advanced Insights:
• Integrate with ERP, finance, and custom APIs for seamless data exchange.
• Use multi-touch attribution models to measure touchpoint effectiveness in deal cycles.
• Implement predictive analytics to forecast sales trends and identify bottlenecks.
• Advanced Reporting & Forecasting:
• Generate cross-team performance reports with advanced segmentation.
• Build hierarchical dashboards with detailed insights into multi-region teams.
• Use AI-powered forecasting tools for proactive decision-making.

These onboarding scopes ensure businesses unlock the full potential of HubSpot Sales at every level—enabling automation, collaboration, and deep insights. Sunrays Digital ensures smooth onboarding with tailored solutions that align with your business goals.