TIS– Your Trusted Partner for Sales Hub Implementation

Our Sales Hub onboarding services include comprehensive, hands-on training to ensure your team is fully prepared to utilize HubSpot Sales Hub effectively. We provide both basic and advanced training covering essential functions such as pipeline automation, lead nurturing automation, and sales automation software. Training sessions are customized based on your team’s needs, ensuring they understand how to leverage features like automated sales workflows, manage data, generate reports, and use HubSpot to optimize the sales process from start to finish. Ongoing training resources, video tutorials, and live sessions are also available to support your team post implementation.

When it comes to integrating Sales Hub the first thing that comes to mind is can we implement it directly or does a company need an accredited partner. Here are the reasons how an expert can optimize your HubSpot Sales Hub experience: 

• Right Setup and Workflow: Accredited partners like TIS have the expertise that is required to configure HubSpot in a way that is aligned with your company goals. Our team assesses your existing process first to identify and customize the appropriate Sales Hub features that fits within your operation and ensure smooth data flow and leads to success. This right setup from starting saves your time, money, and avoids potential pitfalls that may come in your way with the wrong configuration. Having a HubSpot accredited partner leads to a more productive and effective use of Sales Hub services from the day of implementation. 
• Expertise & Efficiency: When you solely try to implement this, you will face several challenges with lack of experience. Being your accredited partner, our team possesses extensive experience and knowledge in implementing HubSpot Service Hub effectively. This ensures smooth onboarding and a streamlined process. 
• Tailored Solutions: When you are partnering with an accredited partner, rest assured about the services. As the accredited partner ensures that the business receives customized HubSpot Sales Hub Implementation that align perfectly with the company requirements and goals. 
• Maximised ROI: As your accredited partner, we deeply understand your business needs, HubSpot capabilities to help you in streamline implementation. This helps businesses to maximize their ROI by optimizing their customer service, sales, and marketing strategies adequately. 
• Seamless Integration: An accredited partner helps in seamless integration of HubSpot Sales Hub in your existing system. They enable efficient data synchronization, aligning the new solution with existing tools, maintaining balance between sales team and customer, and provide a holistic view of customer interactions. 
• Faster Implementation: We the leading accredited partner for HubSpot Sales Hub have years of experience in easy, precise, and fast implementation of the solution. This allows companies to start enjoying the perks from the HubSpot service quickly and from the start. 
• Advanced Strategies: When you partner with specialized expertise, they help in developing advanced solutions and strategies to nurture leads, improve team productivity, use data driven approaches to drive growth. 
• Staying Updated: As with the fast-growing digital age, HubSpot is regularly updating its features to stay ahead in the race. With new advancements, features, and updates, we feel helpless without seeking support from an expert. Accredited partners always stay updated to the latest changes, new features, and improvements and can suggest the required tweaks to the businesses to incorporate latest trends in their strategies. 

So, when you go for HubSpot Sales Hub, keep in touch with us, as we are the reliable partner to make all the difference.

It is versatile and can benefit businesses of all sizes and industries. Whether you are a small startup or a large enterprise, our Sales Hub Implementation can be tailored to meet your specific needs. The platform’s robust features, such as sales process automation solutions, sales pipeline automation, and lead nurturing automation, make it suitable for any business aiming to streamline sales operations, increase team productivity, and enhance overall sales performance. It scales seamlessly as your business grows. Our team also offers industry specific configurations, helping you leverage hubspot more effectively within your niche or sector.

A robust dashboard strategy uncovers meaningful insights and fuels accountability. Here is how to roll out dashboards that inform, inspire and drive behaviors.

• Identify Key Metrics Per Role: Representatives care about calls, emails, meetings booked, deals won, average deal size. While managers need pipeline health, team activity, deal velocity, weighted forecast and executives look for performance trends, projection accuracy, pipeline coverage ratios.
  • Build Role-specific Dashboards: In HubSpot you can get the feature to get role specific dashboards. Here are some examples:
  • Representative dashboard: Focus on personal contacts, logged activity, and owned deals.
  • Team dashboard: Includes all representatives’ metrics side-by-side.
  • Executive dashboard: Rolled-up KPIs by team, territory, and month.
  • Use clear visualization: funnel charts, bar graphs, line trends.

Set Clear Targets and Color Coding: Define benchmarks, like a representative should log 50 activities/month or close 5 deals. Use green/yellow/red thresholds so dashboards visually highlight who is excelling or falling behind.

• Promote Transparency: Give representatives access to personal dashboards and summary views of peers. Encourage peer accountability and knowledge-sharing. Ensure managers have full visibility across teams.
• Embed Dashboards into Workflows: Integrate dashboard reviews into weekly pipeline meetings. Build task automations when metrics dip below thresholds. For example: “If call volume < 15/week → trigger coach → create 1:1 meeting”.
• Automate Distribution: Schedule rep, team, and exec dashboard emails every morning or Monday. Use HubSpot’s “Share via email” feature so insights are proactively delivered.
• Review and Evolve: Hold quarterly check-ins to examine dashboard relevance. Add or remove KPIs as you evolve your model. Use business milestones, for example, new product lines may require new metrics.

Dashboards power clarity, ownership, and action. With role-specific, goal-aligned dashboards that are shared, automated, and regularly reviewed, your Sales Hub becomes a cockpit; guiding representatives, teams, and leaders to peak performance.

A successful HubSPot Sales implementation process begins long before you click on the ‘Launch’ button. It starts with clear planning and relying on a team helps in creating a stable foundation that makes the process more effective. The main objective of pre-implementation process is: 

• Assess Current Process: The main objective of pre implementation is to assess your current process. This focuses on how your sales, marketing and service team are working together and where they struggled. This assessment helps in planning the improvement process with HubSpot. 
• Define Clear Goals: With pre-implementation you can set SMART (Specific, Measurable, Achievable, Relevant, and Time Bound) goals. This helps you in decision making and keeping track where it lacks and requires improvement. 
• Assemble the Right Team: Before implementing Sales Hub, it is important to assemble the right team from executive sponsor to the HubSpot admin and align them with their responsibilities and timelines.

Steps For Pre Implementation Prep Framework:

The steps before implementing the Sales hub are not tedious. They are just a few simple steps that you can follow:

1. Map your current state from sales funnel, marketing campaigns to customer service. 
2. Define your HubSpot goals and set metrics to measure success to provide benchmarks to evaluate ROI. 
3. Build your core team as this prevents confusion and ensures the problem is addressed promptly.

Sales Hub solution is up and running from the get-go. You just need to sign in to the software and  grant access to appropriate tools to your sales team. They can start using the tools immediately for lead management, organizing prospect activities, and automating personalized metrics. Features such as email templates, meeting scheduling, lead management, and more are ready to use from the moment you log in to the software. If you want more advanced features like predictive analytics, lead scoring, conversion tracking, and conversation intelligence, they are also available from start. But these advanced features may take some time to collect the valuable insights and information to deliver better results.

Sales Hub is built from the group up while salesforce has been developed by acquisition that makes a big difference in the value of Sales Hub. If you want to understand why to choose HubSpot over Salesforce, read below: 

• Sell Smarter: HubSpot promotes your sales performance with AI-powered tools and software that automates repetitive work and free up representatives to spend more time on actual selling. 
• Accelerate Revenue Growth: With Sales Hub businesses can easily hit the targets with accuracy and speed. This minimizes the time to value with sales software that is why most of the businesses are switching to Sales Hub from Salesforce.
• Power Relevant Connections: With modern features like playbooks, email templates, conversation inbox, lead scoring, Sales Hub deepens your connections with sales software. These sales software unifies your data, tools, and team for a better view of customer services and enhances productivity.