CRM architecture
- Objects, properties and labelled associations
- Lifecycle stages and lead statuses
- Users, teams and permissions
- Ownership and assignment rules
HubSpot implementation
We configure Marketing, Sales and Service Hub around your real process: data model, pipelines, automation, reporting and role-based training. We work in phases and weekly sprints so your team can use it as soon as possible.
Before configuring anything
Switching HubSpot on takes an afternoon. Making it work as your company’s CRM is another matter: you need to decide what a qualified lead is, when a deal moves to the next stage, who owns each account and what data leadership needs to make decisions.
That’s why every HubSpot implementation starts with your teams, not the tool. We interview marketing, sales, service and finance, review the data you already have and map the process before creating a single property.
The result is a portal that’s simpler than you expected, with what each role needs and no fields that nobody fills in.
Deliverables
The exact scope depends on your Hubs and your process. This is the catalogue we work from.
Why Vexco
The data model, pipelines and automations are documented and signed off with you before we touch the portal. So nothing has to be undone when your team grows.
We work in phases and weekly sprints with demos. Sales can start working in HubSpot while we carry on with marketing, service or integrations.
The same team that configures HubSpot builds the integrations with your ERP, payment gateway or online shop. Your CRM is designed to connect from day one.
We’re a HubSpot Diamond Solutions Partner, with 9 certifications and a 4.9/5 rating in HubSpot’s official partner directory.
Method
A Sales Hub or Marketing Hub implementation usually takes 4 to 8 weeks. Projects involving a migration or several integrations can run to 10-14 weeks.
Audit
We interview each team, review your data and current tools, and prioritise what HubSpot needs from day one and what can wait.
Architecture
We define objects, properties, pipelines, lifecycle stages, permissions and automations. You sign it off in writing before we build.
Build
We configure the portal, import the initial data and build workflows, quotes and dashboards. Every week you see and test what’s been built.
Adoption
We train each team on their own real cases, support the first days of use and fine-tune whatever doesn’t fit day-to-day work.
Problems we solve
We start from your sales process and turn it into pipelines, properties and automations. Within a few weeks your team is working inside the CRM.
We define stages with exit criteria, required fields and ownership rules. The whole team works the same way and leadership sees the same picture.
We agree on what a qualified lead is, translate it into lead scoring and automate the handover with tasks and alerts.
We design pipelines, teams and permissions by business line or country, with consolidated reporting for leadership.
We simplify the portal to what each role uses and train people on your own deals and customers, not a generic demo.
We audit what’s there, keep what works and rebuild only what’s needed, without losing the data you already have.
Case studies published by HubSpot
HubSpot has published these implementations as official customer stories, with Vexco as the partner. The figures are the ones HubSpot reports.
Lexidy
Legaltech · Barcelona
+75%higher conversion rate
Automatic lead assignment by nationality and budget, process automation, and tickets that track each lawyer’s workload. Today they operate in 6 countries.
Winahost
Holiday rental management
−38%fewer manual touchpoints
From spreadsheets to automated sales and customer service: time to close down 12% and the portfolio managed by Customer Success up 46%.
FAQs
A Sales Hub or Marketing Hub implementation usually takes 4 to 8 weeks. If the project includes a large migration or several integrations, it can run to 10-14 weeks. We work in phases so you can start using it before we finish.
It depends on how many Hubs we configure, how many teams and pipelines there are, the volume and condition of your data, and whether you need integrations or a migration. After the free audit we send you a fixed-price, phased proposal with scope and price in writing.
The lowest one that covers your process. Professional is usually needed for advanced automation and custom reports; Enterprise for custom objects or complex team structures. We recommend one after the diagnosis, without overselling licences.
A project owner in your company, admin access to HubSpot, the data exports we’ll be importing and a few hours from each team for interviews, sign-offs and training.
Yes, it’s one of the most common cases. We audit the portal, clean up data and properties, rebuild pipelines and automations where needed and keep everything that works.
Yes. We train each role on their own real cases (sales, marketing, service and leadership) and leave user guides and technical documentation so you don’t depend on us.
You can carry on by yourself or sign up for our monthly HubSpot and RevOps support for new automations, reports, training and portal maintenance.
Free audit
In 30 minutes we review how you capture, follow up and close opportunities, in HubSpot, another CRM or Excel, and tell you honestly what we would change first. No commitment, no sales pitch.
We reply within 24 business hours.