Services - HubSpot for Sales

Q: I am interested to see how HubSpot works, could I book a free demo?

Sure! You can book a free demo from here .

Desktop view of HubSpot Sales Hub Leads list

Why Sales Hub

HubSpot is a diverse CRM platform that combines the benefits of individual software into one. At the heart is the customer relationship management

Centralised Contact Management: A unified view of every interaction helping teams manage customer relationships more effectively
User-Friendly & Scalable: An intuitive interface designed for teams of all sizes.
Sales Automation: Automate repetitive tasks such as rotating leads, sending notifications, and triggering next steps
Seamless Integration: Connect with your favorite tools for a unified experience.
Data-Driven Decision making: Leverage AI-powered analytics to track and enhance performance

Tablet screen view of HubSpot Sales Hub personal summary

HubSpot Onboarding – The Valve Way

We customise the onboarding experience to align with your unique sales processes and goals.

Our HubSpot-certified professionals provide step-by-step assistance to ensure seamless implementation.

Through hands-on training and best practices, our goal is to empower your team to master HubSpot independently, ensuring long-term success without ongoing reliance on us / external partner.

Kick-off & Foundation

1 week

We’ll start by aligning project goals and hosting a kick-off meeting. Then, we’ll define requirements, set the scope, and schedule regular check-ins.

A finalised development roadmap and revised timeline will ensure smooth execution.

Portal Setup & Imports

2 weeks

The portal setup includes configuring basic settings and technically setting up HubSpot by creating Contact, Company, and Deal properties, defining default user views, and setting up the Sales Pipeline.

Additionally, we will document processes and create a comprehensive Sales Handbook for your team

Training & Reporting

1 week

We will host a training session covering HubSpot sales processes, set up MVP reporting in HubSpot Dashboards, and finalise the Sales Handbook to ensure a smooth transition for your team.

Support & Further Development

Monthly cooperation

We will conduct monthly or biweekly planning sessions to refine processes collaboratively, ensuring continuous improvement by building and developing as needed.

Support & Further development project can be tailored to your needs, starting at 1000€/month.

FAQ

How much time does it take to complete the onboarding project?

Based on the scope, an MVP (minimum viable product) version can be developed in 4 weeks. Usually Sales Hub Onboarding takes anywhere from 4-8 weeks.

What does the onboarding project cost?

Our onboarding projects are always tailored for your needs, starting from 6000 euros.

What HubSpot License do I need?

Your needs and requirements will determine the best choice. We recommend Sales Hub Professional, a robust sales software designed to automate and expand your sales processes. You can review the license options here.

Why should I choose HubSpot over Salesforce?

Salesforce is cobbled, requires intensive support, and lots of add-ons. HubSpot is an integrated customer platform with no integrations and offers better values and lower total cost of own.

I am interested to see how HubSpot works, could I book a free demo?

Sure! You can book a free demo from here.

HubSpot Sales Onboarding

Why Sales Hub