Build Pipeline, Close Deals Faster
Dean Infotech implements, customizes, migrates, and optimizes HubSpot Sales Hub so your team spends less time on admin and more time selling. We configure Sales Hub to match the way your sales team works, from pipeline to sales automation, AI-powered selling to CRM integration and more.
Trusted by sales teams running on HubSpot
A sales platform built on HubSpot's Smart CRM
HubSpot Sales Hub is a sales platform that's powered by HubSpot's Smart CRM, so sales teams can manage deals and pipelines, automate their prospecting and outreach, and predict their revenue in one place and without using spreadsheets or multiple sales tools.
- ProspectIdentify and connect with the right prospects via sequences, prospecting, and automated outreach.
- EngageTrack calls, emails, meetings, and interactions directly from the CRM.
- ManageManage pipelines and deal stages, and see them between reps and sales leads.
- ForecastReport, forecast, and plan revenue on live pipeline data.
Why Sales Teams Choose HubSpot Sales Hub
Six reasons sales teams move from spreadsheets and disconnected tools to a connected Sales Hub environment.
Full Pipeline Visibility
View all the deals, stages, and rep activity in a single place, rather than piecing it together on a spreadsheet.
AI-Guided Selling
Use AI to get insights, schedule meetings, and prioritise tasks, leading reps to take action on the right priorities.
Built-In Sales Automation
Automate repetitive tasks such as follow-up, sequences, notifications, etc., and data entry.
Connected to Marketing & Service
Reduce repetition of data entry with work being shared across teams from the same HubSpot CRM.
Reliable Forecasting
Leverage live analysis and pipeline information to help make better-informed revenue predictions.
Scales With Your Team
From individual reps to enterprise sales teams, HubSpot Sales Hub onboarding can evolve with your sales process.
HubSpot Sales Hub Features
Access a single set of features instead of using various tools and pages.
Deals & Pipelines
Track the stages of a deal as they make their way through the sales cycle.
Sequences
Schedule multi-step outreach to prospects and tasks.
Calling
Directly call from CRM records and log calls.
Meetings
Provide prospects with the option to book appointments directly on sales reps' calendars.
Sales Workspace
Provide a consistent daily overview of tasks, calls, activities, and priorities for reps.
AI Assist
Use the AI Agent and features to develop emails, summaries, insights, and next actions.
Deal & Lead Scoring
Focus leads and deals on particular fit and engagement elements.
Quotes & CPQ
Create and send quotes from deal records.
Playbooks
Ensure consistency in sales discussions, qualification, and discovery.
Reporting & Forecasting
Monitor pipeline performance and revenue forecasting with real-time dashboards.
Email Tracking
Track email engagement, clicks, replies, and opens in CRM.
Custom Development
Develop and integrate custom functionality, properties, and support for Sales Hub.
Sell Smarter With AI-Guided Selling
Sales Hub's AI capabilities mean there are AI-powered selling tools in Breeze that can prioritize deals, prepare reps for meetings, generate outreach, follow-up calls, and more. Depending on your subscription, there are particular features that will enable your team to focus on what's likely to move a deal forward, instead of what to do next.
Deal Scoring
We prioritize deals based on activity, engagement, and deal signals available.
Meeting Prep
Context that is relevant to a deal and contact can be collated prior to a sales call.
Task Prioritization
Each day's sales activity was centered on opportunities to be addressed.
AI-Assisted Emails
Develop outreach and follow-up emails according to available details of the contact and deal.
Call Summaries
Key details are more easily captured with Automated Sales Call Summarization.
Next-Best-Action Recommendations
Discussions have been had over what to do next with active deals.
Automate Outreach Without Losing the Personal Touch
Sequences enable sales teams to automate a series of emails and actions to be sent to prospects regularly, while having them all tailored to the prospect but consistent. The result is never-ending follow-up, greatly reduced manual effort, scaled personalization, and a more efficient prospecting process that won't sound robotic.
Prospect Identified
Leaders and contacts are identified as good candidates for outreach.
Sequence Enrolled
A multi-step e-mail and task sequence is activated.
Personalized Email
The first message will be delivered and will contain the available context and contact information.
Automated Follow-Up
The rest of the emails are automatically sent following the sequence schedule.
Task Reminder
If a sequence step is set to have a manual action (such as a call), then the reps get a reminder.
Reply Detected
Email activity is matched against the response to a prospect to identify the response.
Sequence Paused
The sequence stops when the prospect answers, because they might not be able to answer any additional questions.
Manage Every Deal From One Workspace
Sales Hub gives reps a single workspace for all of their calls, tasks, activities, and deals, and gives sales managers a view of their team's pipeline, not the real customer's.
Standardize and Automate Your Sales Process
Automation features such as follow-up reminders, lead rotation, deal stage notifications, and sequence enrollment in Sales Hub save time for reps and guarantee that deals are qualified and progressed in a standard manner.
Delays in follow-up lead to cold deals
The opportunity is forgotten by a rep to circle back, and it quietly dies.
Every rep qualifies differently
Two sales reps pose totally different questions in the same type of sales call.
Leads sit unassigned
No one is accountable for tracking down and following up on any new lead.
Admin work eats selling time
Reps spend more time on updating the records than actually on selling.
Deal stages don't reflect reality
The prospect will be considered “Proposal” even if the prospect is no longer reacting.
Discounts get approved inconsistently
One rep approves the request within a matter of days; another waits for the same request to be approved for days.
Need a Custom Pipeline Built Around Your Sales Process?
Not each phase of the sale is the same, and not every sales process is. Configure Sales Hub pipelines to your sales team's reality.
Explore HubSpot Custom Development ServicesConnect With Prospects From One Platform
Call, email, and meet directly from the deal or contact record - and actions will be automatically recorded without losing any important conversations between different tools.
Click-to-Call
Directly dial a prospect from the CRM record, without switching between separate systems.
Call Recording & Logging
Record calls (Auto Recorded Calls) and log them to the contact/deal timeline.
Meeting Scheduler
Prospects book a block of time on the rep's calendar, instead of lots of back-and-forth email communications.
Email Tracking
You can directly monitor opens, clicks, and replies from the connected sales workspace.
Shared Inbox
Provide teams with visibility of shared inbound conversations, rather than in individual inboxes.
Calendar Sync
Meetings are synced automatically with the reps' existing calendar to ensure the correct schedules and CRM activities.
Move From Proposal to Signed Deal Faster
With Sales Hub, sales reps can go from deal records to closed deals without the disjointed tools, and they can also use e-signature and payment options to create quotes.
Reps rebuild quotes from scratch.
Quotes are inserted in a blank document (not from a standardised, uniform template).
Complex pricing means a spreadsheet
Multi-line, multi-tier pricing is set up manually, which can lead to incorrect pricing.
Signing means a separate tool
The quote is then exported and passed on to another e-signature service.
Payment collection is a manual follow-up
A signed quote won't necessarily encourage the customer to pay.
Quote and deal values drift apart
Deal record/quote may become out of sync if the deal record changes or in case of quote changes.
Forecast Revenue With Data You Can Trust
Real-time Reporting means that sales managers and leadership can view the health of the pipeline, rep performance, deal progress, and revenue forecasts without having to manually fill out spreadsheets, and in an illustrative UI with data instead of real customer data (Pipeline Dashboard, Rep Performance, Forecast Dashboard, Deal Stage Analysis).
Built on HubSpot's Smart CRM
HubSpot CRM is all about contacts and companies, which are its system of record. Sales Hub is a sales platform that is built on that CRM and includes sales-specific functionality like sequences, deal automation, sales forecasting, and AI-powered selling, so sales can see marketing engagement, sales activity, and service interactions all on the same contact record, without having to use a separate system or manually sync data.
- Marketing Engagement → LeadMarketing is gathering the contacts before sales becomes involved.
- Lead → CRM ContactA qualified lead becomes a full CRM contact record.
- CRM Contact → Sales DealSalespeople work the same record, and context is already stored.
- Customer → Service InteractionSupport activity is linked to the customer after the deal has been closed.
Migrating to Sales Hub? We Handle the Transition
Get existing contact/sales data mapped to Sales Hub and synced without disruption to your business, audit before the cutover, and allow for accurate sales information.
- Data and field auditing and mapping of deals
- Data cleaning and deduplication before migration.
- Pipeline and deal-stage mapping feature is integrated with Sales Hub’s structure.
- Migration validation and reconciliation against the source
- Cutover planning so reps can keep working with live data
Migration principle
We aren't here to move records. We monitor the pipeline you're focusing on, so that the deal stages, properties, automation, and forecasting remain aligned with the deals you're actually closing.
Customize Sales Hub to Fit Your Sales Process
If your business has non-standard sales processes, you can customize objects, custom deal properties, additions to the UI to display external data on deal records, and integrations with CPQ/capability and ERP/commission or billing systems.
- Custom Objects & PropertiesDeal data based on data type which is not supported by standard objects.
- UI Extensions on Deal RecordsNo switching of tools needed to access external data from UI Extensions.
- Custom ReportingReports built around the metrics your sales process actually tracks.
The icons are intended to denote integration categories, and should not be interpreted as endorsement. It is available on each platform, depending on its API.
Need a Custom Sales Hub Build?
Every other factor that is not standard can be a challenge, particularly in relation to sales processes, commission plans, ERP integration, etc. We scope custom Sales Hub work just like any work – around your actual requirements.
Talk to Sales Hub training and setup UKChoosing the Right Sales Hub Tier
Sales Hub comes in various packages, and you'll find the tier that's right for your team, sales process, and operational complexity. We'll help you select the right size, not over or under.
| Capability | Starter | Professional / Enterprise |
|---|---|---|
| Deals & pipelines | Yes | Yes |
| Sequences | Limited | Yes |
| AI-guided selling (Breeze) | Limited | Yes |
| Playbooks & Custom Reporting | Not included | Yes |
| CPQ / Advanced Quotes | Not included | Professional: Limited · Enterprise: check |
| Custom objects & advanced permissions | Not included | Professional: dash · Enterprise: check |
Is a Sales Hub Right for Your Business?
Six types of sales organizations that will benefit the most from Sales Hub.
B2B Sales Teams
Monitor and manage longer sales cycles with multiple stakeholders, with 100% visibility of the pipeline.
Growing Sales Organisations
As salespeople begin to expand their team and the volume of deals expands, the sales process needs to be standardized.
Teams Leaving Spreadsheets
Go from manual pipeline tracking to one CRM for sales.
Enterprise Sales Teams
Tackle complex territories, approvals/permissions, and forecasting on a large scale effectively.
RevOps-Focused Businesses
Connect sales information with marketing and service and have a single revenue view.
Teams Adopting AI Selling
Use AI sales prioritization for rep time, deals, and next steps.
Our HubSpot Sales Hub Services
Seven services from setup to constant optimization.
Sales Hub Implementation
Map the pipelines, deal stages, properties, and sales tools to your real process.
Sales Hub Development
Develop user-defined objects, properties, user interface extensions, and functions for less common processes.
Sales Automation Setup
Create sequences, workflows, and playbooks to minimize repetitive sales administration.
AI Selling Enablement
Facilitate teams in embracing guided selling, deal intelligence, and AI-driven sales processes.
Reporting & Forecasting Setup
Build dashboards and predictive sales reports for the pipeline to give sales leadership a solid sales view.
Sales Hub Integration
Integrate Sales Hub with your current ERP, CPQ, billing, or other systems.
Support & Optimization
As your sales process evolves, continuous pipeline sales process tuning, automation, integrations, and reporting.
How We Implement Sales Hub
Seven steps, one by one, on each engagement, no steps missed, no steps hurried.
Discovery
Understand the existing sales process, sales pipeline, and pain points.
Pipeline Design
Outline the deal phases, properties, qualifications, and sales requirements.
Configuration
Create pipelines, sequences, automation, playbooks, and sales settings.
Migration
Move information to current deals, contacts, and businesses as necessary.
Integration
Integrate Sales Hub with other necessary CRM and sales systems.
Testing & Launch
Test data, pre-implementation automation, integrations, and reporting.
Training & Optimization
Compile a group of reps and managers and then tweak as needed according to usage.
Which HubSpot Solution Do You Need?
Eight common requirements, and which HubSpot product actually covers each one.
| Requirement | Sales Hub's Job? | Recommended Solution |
|---|---|---|
| Managing deals & pipeline | Yes | Sales Hub |
| Free contact/company record-keeping | Not included | HubSpot CRM |
| Marketing campaigns & automation | Not included | Marketing Hub |
| Customer support & ticketing | Not included | Service Hub |
| Website & content management | Not included | Content Hub |
| CRM implementation & migration | Not included | HubSpot CRM Implementation |
| System integrations | Not included | HubSpot Integration Services |
| Ongoing portal management | Not included | HubSpot Managed Services |
Frequently Asked Questions About HubSpot Sales Hub
Can't find what you're looking for? Talk to an expert directly.
Ready to Build a Sales Process That Actually Scales?
Whether it's building a new pipeline from scratch, bringing your workflow into HubSpot Sales Hub, configuring Sales Hub with your other tech stack, outfitting it with sequences and automated outreach, or even using AI selling, Dean Infotech is here to plan, build, and optimize your HubSpot Sales Hub environment.
Talk to a HubSpot Sales Hub Expert