Streamlining SALES PROCESSES
Bastion's Sales Hub Onboarding with Peddle: A Playbook for Success
Efficient Lead Management
SalesOps, RevOps
The Challenge
Bastion, a lean startup navigating the world of Web3, needed more than just a tool to manage their sales; they needed a trusted partner to guide them through their HubSpot Sales Hub Professional onboarding. They’d already worked with a sales strategist to outline their process, but it was stuck in theory and scattered across Google Docs. To bring it to life, they needed Peddle to map out their sales strategy within HubSpot, ensuring their team could easily execute and, ultimately, drive revenue.
Goal
Peddle set out to optimize Bastion’s sales processes by harnessing HubSpot’s powerful tools, ensuring streamlined lead management, improved sales performance, and sustained adoption through bulletproof Standard Operating Procedures (SOPs).
Our objectives?
- Redesign their sales pipeline for better clarity and efficiency.
- Equip new sales team members with the tools and knowledge to hit the ground running.
- Unlock the full potential of HubSpot’s lead management features.
- Establish comprehensive SOPs for consistent HubSpot adoption and long-term success.
Solution
To address these objectives, Peddle began by analyzing and simplifying Bastion’s sales pipeline. This involved removing deal stages that were better suited as lifecycle and lead stages, resulting in a more focused and efficient pipeline. Because Bastion was a service business with monthly recurring revenue, the Peddle team used Revenue Operations principles to help the team track key metrics.
Concurrently, Peddle connected new sales team
members accounts to HubSpot and conducted personalized training sessions. These sessions provided hands-on support, ensuring that team members quickly adapted to using HubSpot in alignment with Bastion’s current sales processes. Sales team was introduced to HubSpot’s prospecting view and lead objects, training them on
effective lead tracking and engagement. This enhanced their ability to identify and pursue high- potential prospects. Additionally, Peddle created automations to streamline lead management, setting up workflows that automatically passed leads through deal stages based on specific criteria and actions. This ensured that leads were consistently organized and easily accessible for follow-up.
To support future onboarding and continuous adoption of HubSpot, Peddle documented the current sales process in detail and created comprehensive SOPs. These SOPs included step-by-step guides on using HubSpot features, aligning with Bastion’s sales strategies.
The Result
Thanks to Peddle’s optimization of their sales processes, Bastion is now running a tight ship when it comes to revenue operations. Their reporting is precise, time spent in each stage is being tracked, and hand-off processes between teams are crystal clear—making onboarding new hires a breeze. With enhanced lead tracking and automation in place, Bastion has significantly boosted its sales efficiency and effectiveness.
The comprehensive SOPs have ensured that best practices are embedded in their daily operations, positioning Bastion to continue leading the charge in Web3 with a highly efficient sales team and a robust HubSpot setup.
Client Testimonial
“With HubSpot’s advanced features, Peddle optimized our sales processes and streamlined onboarding, which has greatly enhanced our operational efficiency. The clear documentation and automated workflows that Peddle created now ensure that our sales team is better equipped to manage leads and drive growth.”
Nassim Eddequiouaq
Co-Founder, Bastion
LOOKING FOR TOP-TIER HUBSPOT RESOURCES?
We help HubSpot Partners take on more HubSpot work without the strains and risks of hiring or training more people.
