Sales Hub Implementation Services
Launch Sales Hub in 90 days or less
Sales Hub is only as good as the team behind it. RevPartners is the best in the world at making it work for you.
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Built for Revenue
Other partners set up software. We build revenue engines.
Go Live FAST
Choose between two implementation paths that get your marketing team up and running in 60 or 90 days.
Pick & Choose Use Cases
Choose from proven playbooks built on thousands of successful HubSpot implementations.
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Phase 1
Foundationals
- Diagnostics: Discovery of existing processes & desired end state.
- User Setup: Configure roles, teams, and permissions for accuracy and adoption.
- Lifecycle Stages: Automate stage assignments so every lead, opportunity, and customer moves through the funnel consistently.
- Lead Status: Track rep activity with clear status updates, ensuring visibility into how contacts are being worked.
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Phase 2
Sales Operations
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Sales Hub Technical Setup: Connect key apps, goals, Gmail/calendar integrations, and meeting links.
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Deal Pipeline Setup: Build one pipeline with probabilities, entry/exit requirements, views, and required fields.
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Forecasting: Create forecast categories mapped to sales stages, giving leaders real visibility into pipeline health.
- Pick & Choose + Add-Ons: Configure the add-ons your team chose. Deal Source, Lead Scoring, CPQ setup, etc
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Phase 3
Reporting & Training
- Sales 1:1 Dashboard: Build personalized dashboards for activity and deal management.
- Sales Weekly Dashboard: Track pipeline movement, rep performance, and KPIs at a glance.
- Adoption & Training: A live training session to ensure your team understands and uses the new setup effectively.
Fast Track Package #1
$15k / 60 Days
Included Playbooks
- Sales Hub Technical Setup
- Deal Pipeline Setup
- Deal Property Setup
- Closed Won/Lost Reasons
- Sales Weekly Review Dashboard
Pick & Choose
- Two 'Pick & Choose' Playbooks
Fast Track Package #2
$18k / 90 Days
Included Playbooks
- Sales Hub Technical Setup
- Deal Pipeline Setup
- Deal Property Setup
- Closed Won/Lost Reasons
- Sales Weekly Review Dashboard
Pick & Choose
- Two 'Pick & Choose' Playbooks
Add-Ons
- Three 'Add-On' Playbooks
Playbooks
Pick & Choose
- Lead Routing
- Sales Forecasting
- Sales 1:1 Reporting
- Level 1 KPI Reporting
Add-Ons
- Lead Management Reporting
- Lead Scoring
- Sales Sequence (1x)
- Deal Tags
- Renewal or Cross-Sell Pipeline
- Live Chat Setup
Sales Hub Playbooks
Proven processes for repeatable wins
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Technical Setup
Ensure all Sales Hub settings are configured to match your business. This includes connecting key apps, setting goals, and enabling calendar, Gmail, and meeting link integrations for seamless rep adoption.
Deal Pipeline Setup
Design a pipeline with defined stages, required fields, and probabilities so deals move consistently and are easy to forecast.
Deal Properties Setup
Standardize deal fields to capture the right data and keep reporting accurate across teams.
Closed Won/Lost Reasons
Capture why deals close to surface trends, improve win rates, and sharpen rep coaching.
Sales Weekly Review Dashboard
Centralize weekly performance data into one dashboard for pipeline health, rep activity, and sales KPIs.
Contact & Company Upload
Import and clean records so reps are working from a single, accurate source of truth.
Sales Forecast Categories
Map forecast categories to pipeline stages so leaders can predict revenue with confidence.
Lead Routing Assignment
Automatically assign inbound leads to the right rep for faster follow-up and better conversion rates.
Sales 1:1 Dashboard
Give reps personalized dashboards to track their pipeline, activities, and goals in real time.
Level 1 KPI Dashboard
Provide visibility into core metrics like deals created, stage conversions, and revenue pacing.
Sales Stage Conversion
Track conversion rates between deal stages to identify bottlenecks and improve pipeline velocity.
Deal Stage Approval
Add guardrails to your pipeline with approvals required for key stage changes or exceptions.
Sales Training
Hands-on training to ensure your reps adopt Sales Hub and use it effectively.
Office Hours
Live Q&A sessions where your team can get real-time answers on Sales Hub usage/features/best practices.
Product Library
Set up a standardized product catalog inside HubSpot to streamline quoting and reporting.
Deal Source
Track where deals originate to understand which channels and motions generate the most revenue.
Lead Mgmt Dashboard
Monitor lead volume, assignment, and follow-up activity to ensure no opportunities slip through the cracks.
Lead Scoring
Prioritize leads with fit and engagement scoring so reps focus their time on the highest-quality prospects.
Sales Sequences
Automate outreach with HubSpot’s sales sequences to drive consistent and timely follow-up.
Deal Tags
Flag deals by type, urgency, or other categories for easier segmentation and pipeline management.
Live Chat Setup
Configure HubSpot’s live chat on your website—whether bot-driven or human—so visitors can get instant answers and you can capture leads in real time.
HubSpot Native Quotes
Build and send professional, trackable quotes directly from HubSpot for smoother deal closing.
Renewal or Cross Sell Pipeline
Add dedicated pipelines for renewals and expansions to support account growth strategies.
Trusted by leading B2B brands on HubSpot
We equip those who own the number with the strategy, systems, and execution to exceed it.
Who we deliver for
The Elite choice in GTM excellence
But you need more than Elite. You need exceptional.
RevPartners gives you access to the best possible talent in the HubSpot ecosystem. We've done the work. Now let us show you.
Less than 1% of HubSpot Partners achieve Elite status. RevPartners is the fastest to do it. Ever.
Service Hub Implementation Accreditation
CRM Implementation Accreditation
Solutions Architecture Design
Platform Enablement Accreditation
Custom CRM Integration Accreditation
HubSpot Onboarding Accreditation
HubSpot CRM Data Migration Accreditation
Platform Excellence Impact Award Winner
AICPA SOC 1 and SOC 2 Certified
The DIY Death Sentence
What happens without a proven roadmap?
AKA...Why do you need a Partner?
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Blind Forecasting
Leadership has no clear view of what’s real, what’s sandbagging, and what’s at risk.
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Messy (or Missing) Pipelines
Deals get stuck, skipped, or lost without a standardized sales process.
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Dirty Data
Reps track deals inconsistently, making forecasting unreliable.
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Slow Follow-Up
Leads sit idle because there’s no automated routing or assignment.
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Scattered Tools
Reps hack together their own tools and spreadsheets, leaving Sales Hub underutilized.
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Missed Revenue Targets
Opportunities slip away because the CRM isn’t designed to drive action or accountability.
Sales Hub Implementation FAQs
What if I’m migrating from Salesforce or another CRM?
We’ve migrated hundreds of CRMs into HubSpot. We’ll bring over your data, pipelines, and key processes—cleaning and optimizing along the way so you don’t carry old problems into your new system.
Learn more about our migration expertise here.
Can I bundle Sales Hub with Service and/or Marketing Hub?
Yes—and we recommend it. Sales Hub becomes far more powerful when connected with Marketing and Service Hubs for a full-funnel RevOps engine. Discounted pricing is available for multi-hub Fast Tracks.
Why RevPartners instead of another partner or agency?
Most partners either configure HubSpot or advise on strategy—we do both. Our RevOps-first approach combines deep technical execution (pipelines, routing, reporting) with revenue strategy, ensuring Sales Hub isn’t just set up—it’s engineered to drive measurable growth.
How does the Pick & Choose model work?
Every Fast Track includes core playbooks. From there, you select additional playbooks—like lead routing, lead scoring, or renewal pipelines—that best fit your sales process. Different packages unlock more add-ons, giving you flexibility.
How long does implementation take?
Fast Tracks run 60–90 days, depending on the package. By the end, your team will have fully built pipelines, dashboards, routing, and training to ensure adoption.
Will my team finally use HubSpot?
Yes—adoption is baked in. We train your team with office hours, live sessions, and embedded documentation so Sales Hub becomes your system of record.
What happens after the engagement ends?
Many partners continue with RevOps-as-a-Service, where we optimize, build new playbooks, and scale your GTM systems as your business grows.
What if my data is a mess?
That’s normal. Our playbooks include database cleanup, imports, and proper field/lifecycle mapping so you start with a clean foundation.
What reporting will I get out-of-the-box?
Sales Weekly Review Dashboard, Sales Forecasting, 1:1 Rep Dashboards, Level 1 KPI Reporting. Optional Add-Ons are available.
