menu
CRM / HUBSPOT IMPLEMENTATION

HubSpot Sales Hub implementation with playbooks that reps actually use.

We implement HubSpot Sales Hub for B2B sales teams that want forecast discipline. Deal pipeline, sequences, meetings, quotes and playbooks, built on a data model that marketing and service can inherit. Addmark is a HubSpot Platinum Partner since 2020.

Book an implementation call Take the Maturity Scan first
What do we deliver?
  • 01
    Working Sales Hub Deal pipeline, sequences, meetings and quotes configured to your process
  • 02
    Playbook pack Sales playbooks that live in Sales Hub and that reps actually open
  • 03
    Forecast reporting Pipeline reporting and forecasting ready for your leadership team every Friday
What you get in your hands

What a Sales Hub implementation with us involves.

A Sales Hub implementation with us is the setup of a pipeline engine, not of a tool. Deal stages with exit criteria, sequences aligned to your ICP, meetings and quotes embedded in the process and forecasting that is not rewritten every quarter.

Half of the Sales Hub tenants we take over have pipeline stages nobody enforces, sequences that have been opted out of and quotes that live in Word next to HubSpot. That is not a tool problem. It is a design problem. We set up Sales Hub as a system in which the sales process lives, with playbooks, deal properties and forecast reporting that can be in your leadership meeting every Friday. Adoption is half the work, so we train your AEs and SDRs on the system instead of leaving a manual behind.

What you get in your hands

  • Sales Hub fully configured (pipeline, sequences, meetings, quotes)
  • Deal stages with exit criteria that enforce discipline
  • Sales playbooks that live in Sales Hub, not in a PDF
  • Forecast reporting with weighted and commitment view
  • Lead routing, lead scoring and SLAs between marketing and sales
  • Adoption package with training and kick-off sessions
Case · B2B mid-market

From Excel forecast to weighted pipeline in Sales Hub in ten weeks

A B2B organisation of 120 employees was running Sales Hub, but the forecast was being cobbled together in Excel every Friday by the Sales Director. Reps were working in their own spreadsheet tabs, deal stages were not being updated and quotes lived in Word.

In ten weeks we redesigned the deal pipeline with exit criteria per stage, built sequences aligned to the ICP profile, moved quotes and e-signatures into Sales Hub and set up a forecast dashboard with weighted and commitment view. The Sales Director no longer writes the forecast on Friday, he reads it.

Read more cases
Sales Director
B2B mid-market, ~120 employees · Sales Director
10 wks
lead time
100%
deals in pipeline
0
Excel forecasts
Who helps you

Two owners on your implementation.

Sales Hub implementations with us are done by people. Carsten as CRM Architect and Carel as RevOps Lead are the owners of the engagement, from kick-off to handover.

  • Carsten Huiskamp

    Carsten Huiskamp

    CRM Architect / Hub owner

    Builds the Sales Hub layer: pipeline, deal stages, sequences, playbooks and forecast reporting. Owner of the configuration and governance.

  • Carel Schrier

    Carel Schrier

    RevOps Lead / Strategist

    Runs the discovery, translates the sales process into deal stages and exit criteria. Stays involved until the handover to your sales team is complete.

Frequently asked questions

What clients usually ask.

Honest answers to the questions we hear before almost every Sales Hub engagement.

How long does a Sales Hub implementation take?

Greenfield six to eight weeks, reconfiguration eight to twelve weeks. Migration from Salesforce or Pipedrive typically runs twelve to sixteen weeks, because deal history and custom objects need to be mapped carefully. We work in sprints, every two weeks you see progress in a working setup.

Does this not fall under the Sales pillar?

No. Sales with us is about sales process, pipeline strategy, playbook design and forecast discipline. Hub implementation is about data architecture, configuration and governance. That sits under CRM, alongside Marketing Hub and Service Hub. A sales process design and a Sales Hub are two separate engagements that do overlap.

Which HubSpot licence tier do we need?

For B2B mid-market, Sales Hub Professional works in most cases. Enterprise pays off when you need playbooks with recording, custom forecast categories or multiple teams. We do not automatically recommend the highest tier, only what you will actually use.

Do you also handle adoption?

Yes, that is a standard part of our engagement. Adoption is half the work in a Sales Hub implementation. We train AEs and SDRs on the system, co-write the first sequences and stay involved until it fits the rhythm of the team. Optionally under a RaaS retainer.

How does this connect to CRM architecture?

The CRM architecture is the data model on which Sales Hub runs. If you do not yet have an architecture, we design it in the first phase. If you already have one, we implement on that blueprint without redesigning it.

Ready to get started?

Ready for a forecast nobody has to write any more?

Book an implementation call. We look at your current sales setup and pipeline discipline, then give you an honest scope and timeline.

Book an implementation call Take the Maturity Scan first