Sales Hub Implementation
Sales Operations|November 2024
The Challenge
Primary needed a structured sales process to support their growing go-to-market efforts. The sales team didn't have proper pipeline management, deal tracking, or sales tooling in place.
What We Did
Worked with Rich Spring to implement HubSpot Sales Hub, establishing:
- Sales pipeline with deal stages reflecting Primary's sales cycle
- Deal properties and tracking for pipeline visibility
- Sales tooling and process configuration
- Foundation for the sales team to operate within a structured CRM
Technologies
HubSpot Sales Hub
RESULTS
Outcome
Primary's sales team gained a structured, trackable sales process in HubSpot, providing pipeline visibility and deal management from day one. This implementation laid the foundation for subsequent projects (support infrastructure, PandaDoc) to build on top of.
Let's build something that works.
No pitch decks, no sales process — just a straightforward conversation about what you're dealing with and whether we can help.
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