Sales Hub Onboarding

Streamline, scale, and unify sales processes

Provide salespeople tools for success and CRM that is fun and easy to use

HubSpot sales tools support salespeople in automating day-to-day tasks and help increase understanding of potential customers' movements. When all information is centralized in one place, the information available is always up to date! Enhance lead identification, track the progress of existing deals, and lead the sales pipeline with HubSpot sales tools. We can proudly say that in-depth sales expertise is one of our strongest points.


cassette left

Kaks.io Labs – Your favorite onboarding partner

Know where to start. We have helped dozens of our domestic and international customers deploy HubSpot. Deployment projects are built through the definition phase for system configuration and technical design, not excluding the administration training. Need a comprehensive HubSpot and content strategy partner? Work closely with our selected office partners. Whether your needs are system deployment, redesign, or a comprehensive deployment project, don’t hesitate to leave us a contact request.

contact us

building right

Sales Hub deployment project steps

The implementation of HubSpot’s CRM and sales tools consists of a kick-off meeting, three configuration workshops, and 1–2 sales training sessions. In between workshops, we will configure the system to suit your needs and implement the necessary customized record fields, sales pipelines, workflows, and reports for HubSpot.

Sales Hub deployment phase 1 Preparations

  • A cooperation agreement is created
  • Project start date is set on the calendar
  • Contacts and roles are defined

Sales Hub deployment phase 2 Project kick-off

  • The project schedule and goals are defined
  • The roles of sales, marketing, and communications are defined
  • Specify possible integration needs and system architecture

Sales Hub deployment phase 3 Configuration and Deployment

  • Define the sales process from the perspective of the vendor and
  • HubSpot, as well as the necessary sales pipelines
  • Define the required CRM fields for deals, contacts, and companies
  • System configuration
  • Data migration from a previous CRM system
  • Workflow Construction

Sales Hub deployment phase 4 Vendor Tools and Reporting

  • Defining vendor tools (e.g. product information and pricing, quote templates, snippets, workflows and automations, HubSpot mobile app, videos)
  • Testing for possible integrations
  • Building the necessary sales reports and dashboards
  • Project approval meeting and transition to continuous services

Sales Hub deployment phase 5 Training and continuing services

  • Training for salespeople
  • Transition to continuous service

What the CRM & Sales Hub Deployment project includes?

  • Kick-off meeting (1.5 h)
  • Definition workshops (3 x 3h)
  • Training for marketing administrators (3 h)
  • Creation of Sales Reports and Dashboard
  • Migration of sales CRM data in a standard format from the previous system
  • Modification of basic sales settings
  • Definition of contact, company and deal fields
  • Definition of the sales process and pipes from HubSpot’s perspective
  • Definition of Lifecycle stages for HubSpot

Optional modules

  • Lead scoring planning and implementation
  • HubSpot products and offers into the sales process
  • Design and creation of model sales emails and snippets
  • Design and creation of sales workflows and sequences
  • Implementation of telephone contact work at HubSpot (e.g., inside sales, bookkeeping, partner sales)
  • Definition and implementation of lead scoring
  • Definition and implementation of buyer personalities for HubSpot
  • Customer Path Design

Ask for a quote from the Sales Hub onboarding

Leave us your contact details and our experts will be in touch with you soon!

Request an offer

Continuous Services - A systems expert as part of your team

Through deployments, we get to know our customers’ processes almost as well as our own. Our customers often want to take advantage of this understanding through a continuous service agreement. You’ll get a designated expert to help your team succeed with the HubSpot platform. The number of monthly service hours is always tailored to the customer's needs and wishes. In the broadest collaboration models, our experts are an integral part of the outsourced marketing team.

request an offer for the continuous services

gekko left


Migration of CRM systems and Digital Transformation
We worked closely with Kaks.io labs on moving to a single CRM platform using HubSpot. The team worked well on identifying a great migration plan and executed flawlessly in the implementation. The team was flexible, agile and ready to drive the right outcomes for us despite tight time schedules. Thanks for being a great partner for us!

Steffan Schumacher

Steffan Schumacher Efecte