Pipelines and stages
- Pipelines by business line, country or sales motion
- Exit criteria and required properties per stage
- Win probabilities based on your track record
- Loss reasons and stage-based automation
Sales Hub implementation
A Sales Hub implementation your reps will actually use
We set up HubSpot Sales Hub around the way your team sells: pipelines with exit criteria, products and quotes, sequences, meetings, playbooks and a reliable sales forecast. With or without an existing CRM, and connected to your ERP if you invoice from another system.
4.9
Verified reviews on HubSpot
9
official HubSpot
certifications
certifications
+200
clients in Spain,
Italy and Dubai
Italy and Dubai
19
people on the team
15 in Barcelona · 4 in Dubai
15 in Barcelona · 4 in Dubai
Before we configure
A pipeline isn’t a list of stages. It’s an agreement.
Most of the Sales Hub portals we audit don’t fail because of the tool. They fail because every stage means something different to every rep. For one, “Proposal” means the offer has been sent; for another, it means the first meeting happened. With stages like that, the sales forecast is guesswork.
So we start by agreeing with sales leadership on what has to happen for a deal to move forward: exit criteria, required data, who signs off a discount and when a deal is marked as lost. Then we translate that into Sales Hub with required properties per stage, automatic tasks and probabilities that reflect how you really close.
And we design around the rep’s working day: fewer clicks, everything from the deal record, and email and calendar connected so activity is logged automatically.
When we’re done you’ll have
- Pipelines with exit criteria agreed with sales leadership
- Quotes generated from the CRM with products, discounts and your branding
- Sequences and tasks that structure every rep’s follow-up
- A sales forecast by team and period you can stand behind
- Reps trained on their own deals, not on a demo
Deliverables
What we set up when implementing HubSpot Sales Hub
Scope depends on your process and your Sales Hub edition. Some features are only available in Professional or Enterprise, and we’ll tell you which ones you need before we start.
Products and quotes
- Product library, pricing and discounts
- Branded quote templates
- Approvals and e-signature depending on edition
- Quote handed over to the ERP for invoicing
Prospecting and follow-up
- Connected email and calendar (Gmail or Outlook)
- Sequences and email templates
- Prospecting workspace with tasks and queues
- Meeting links and lead assignment
Playbooks and sales method
- Qualification and discovery playbooks
- Call scripts inside the record
- Snippets and sales documents
- An agreed marketing-to-sales handoff
Forecasting and analytics
- Sales forecast by team and period
- Targets per rep and per team
- Activity, pipeline and conversion dashboards
- Sales cycle and loss reason reports
Breeze and adoption
- Breeze Assistant to summarise and prep meetings
- Breeze agents, such as prospecting, depending on edition
- Role-based training on your own deals
- User guides and adoption tracking
Why Vexco
Sales Hub built for the people who sell, not just the people who report
01
We start with your sales process
Before creating a single stage, we sit down with sales leadership and with the reps. What gets configured is your sales method, documented and signed off in writing.
02
Quote and invoice without retyping
The same team that configures Sales Hub builds the integration with your ERP. We already do it with Holded: when a deal is won, the invoice is created from the quote’s line items and its number comes back to HubSpot.
03
Adoption is a project goal
We trim views and records down to what each role uses, train on your own deals and review usage over the first few weeks so we can course-correct early.
04
Diamond Partner with public reviews
We’re a HubSpot Diamond Solutions Partner, certified in Frictionless Sales and Sales Enablement, with a 4.9/5 rating in HubSpot’s official directory.
Method
How we implement Sales Hub in four phases
A Sales Hub implementation usually takes 4 to 8 weeks. If it includes a migration from another CRM or an ERP integration, it can run to 10-14 weeks.
Audit
Sales diagnosis
We interview sales leadership and reps from each profile, review your current CRM or spreadsheets and agree on what the team needs from day one.
Architecture
Pipeline design
We define pipelines, stages and exit criteria, properties, products, assignment rules and the forecast structure. You sign it off in writing before we build.
Build
Configuration in sprints
We configure the portal, import deals and contacts and build quotes, sequences, playbooks and dashboards. Every week you test it with real deals.
Adoption
Training and go-live
We train reps and managers on their own cases, support the first weeks of use and fix whatever slows down the working day.
Problems we solve
What sales directors tell us
Nobody believes the sales forecast.
We define exit criteria per stage and realistic probabilities, and we separate what the rep estimates from what the pipeline says. The forecast gets reviewed with data in the weekly meeting.
Our reps note everything in a notebook, not in the CRM.
We connect email and calendar so activity is logged automatically, cut fields down to the essentials and bring the day’s tasks into a single place.
We write proposals in Word and then copy them into the ERP.
We build products and quote templates in HubSpot and, where needed, connect your ERP so the order or invoice comes straight from the accepted quote.
Every rep follows up in their own way.
We set up sequences and playbooks based on your sales method so everyone follows the same steps without losing their own voice.
New business, renewals and resellers are all mixed together.
We split pipelines by sales motion, each with its own stages, permissions and reports, plus a consolidated dashboard for leadership.
We pay for Sales Hub Professional and use half of it.
We audit the portal, switch on what fits your process (sequences, forecasting, playbooks) and tell you honestly if you have seats you don’t need.
Real projects
Sales Hub connected to the rest of the business
90/90
acceptance tests passed
From a deal won in HubSpot to an invoice in Holded, without typing anything twice
An integration pattern already used by a shop, a foodtech company, a tax advisory firm, a manufacturer and a law firm with 5 companies.
Read the case study1,615
Ironclad contract workflows loaded into HubSpot
A fintech SaaS leaves Salesforce with its business logic intact
A migration to HubSpot with around 12 microservices: numbering, daily ARR, automatic renewals, data warehouse, Ironclad contracts and trial provisioning.
Read the case studyCase studies published by HubSpot
Don’t take our word for it. Take HubSpot’s.
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.
- Sales Hub
- Marketing Hub
- Service Hub
- Data Hub
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%.
- Sales Hub
- Service Hub
FAQs
What clients ask us before we start
How long does a Sales Hub implementation take?
Between 4 and 8 weeks in most cases. If you need to migrate from another CRM or connect Sales Hub to your ERP, the project can run to 10-14 weeks. We work in phases so your sales team starts using it before we finish.
Which Sales Hub edition do I need: Starter, Professional or Enterprise?
Starter covers pipelines, simple quotes and basic follow-up tools. Professional is usually needed for sequences, playbooks, sales forecasting and automation; Enterprise for custom objects, complex team structures or advanced permissions. We recommend the lowest edition that covers your process.
How much does a Sales Hub implementation cost?
It depends on the number of pipelines and teams, the state of your data and whether there’s a migration or ERP integration. After the free audit we send you a fixed-scope proposal by phase, with scope and price in writing.
Can you migrate our data from another CRM?
Yes. We migrate contacts, companies, deals, activities and products from Salesforce, Pipedrive, Zoho, Odoo, Clientify or spreadsheets, and fit them into the new pipeline without losing their history.
Can Sales Hub be connected to our ERP?
Yes. We build integrations with Holded and other ERPs so that, when a deal is won, the order or invoice is created from the quote’s line items and the billing details flow back to HubSpot.
What does Breeze add to Sales Hub?
Breeze Assistant helps summarise records, prepare for meetings and draft emails, and some Breeze agents, such as the prospecting agent, research accounts and suggest outreach. Availability depends on your edition and HubSpot credits; we only switch it on where it saves real work.
How do you get reps to actually use it?
By keeping it simple: views and records with only what each role uses, connected email and calendar, tasks in one place and training on your own deals. In the first few weeks we review usage with sales leadership and adjust.
Free audit
Is your sales process working for you?
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.