Custom HubSpot Sales Hub & CRM Implementation

Get the Ultimate Selling System Built Inside Your HubSpot Platform

Are you losing sleep over customizing the HubSpot CRM and Sales Hub correctly for your business, industry, and sales reps?

You want to take full advantage of the HubSpot’s sales platform, but you’re worried about a CRM that is not set up to fit your company, poor visibility into the sales metrics that matter, and low adoption among sales reps.

The HubSpot CRM is brilliant, but its out-of-the-box settings don’t set your sales team up for success.

You can spend months guessing at what might work, while:

  • Frustrating your sales team
  • Letting leads slip through the cracks
  • Losing internal buy-in


You can give your team a process and toolset that salespeople love to use. In addition, our system gives your leadership team visibility into what is working and what is not.

Pipeline Ops’s HubSpot Optimize Program

A Proven Approach to Setting up Your Sales System Inside HubSpot

With our unique approach to implementing HubSpot’s CRM and Sales Hub (or re-implementing) for your specific business, your company will be transformed into a highly-efficient sales machine. You’ll scale your revenue with confidence — armed with the data to address weak points in your funnel and optimize your sales process as your company evolves.

How is our Optimize program different than other HubSpot CRM implementation options?

Setting up the technical aspects of your CRM and HubSpot sales tools is a small part of preparing your business for long-term success.

In order to maximize your company’s growth potential, you’ll need guidance that goes a lot deeper than someone turning on your CRM and connecting your sales reps to their HubSpot calendars.

  • You want (and need!) a business-specific lead management process that doesn’t take your sales reps away from doing what they do best – selling.
  • You want (and need!) to give management and marketers the data they require (in order to see what is working and what is not).
  • You want (and need!) to know that your company is taking full advantage of the sales and marketing platform you have invested in.

Within months, your sales team will be a highly effective selling machine. Meanwhile, you’ll sleep better at night knowing that your sales team has a process for turning leads into sales and tracking progress every step along the way.

HubSpot Optimize Program Profile

We believe in being upfront and transparent with our clients, so you have all the information you need to make the best decisions for your organization.

Program Length: 3-6 months (After month 6, you’ll move into our HubSpot Revenue Ops Program.)

Starting at: $3,800/month

Primary Business Outcome: Your team will convert more leads and target accounts into sales.

Secondary Business Outcome: You will feel confident that your sales team has a solid process for turning hard-earned leads into revenue.

Methodology: You will be set up with a clear sales process inside HubSpot that your sales team loves and uses. Increased adoption of your CRM processes and sales tools provides your executives with the data they need to make better decisions.

Who it can Most Benefit: Businesses that have leads coming in (or a list of target accounts), but their sales team does not have an effective process for working and tracking these leads.

Our program fits businesses that need to implement HubSpot’s CRM and Sales Hub for the first time, as well as businesses that need to re-deploy their HubSpot CRM and sales automation to ensure it is set up correctly.

Is our HubSpot Optimize program right for you?

Whether you are…

  • Implementing HubSpot for the first time
  • Integrating it with another CRM
  • Trying to set your team up for success after years of inefficiency

…our selling system (built inside HubSpot) gives you confidence that your lead generation budget is not being wasted, while providing your sales team with an effective process for booking meetings and closing deals.

Speak with one of our HubSpot Growth Specialists to find out if this is the right program for your business.

Create a Plan to Increase Sales at Your Business

Talk To A HubSpot Growth Specialist