Bastion's Sales Hub Onboarding with Peddle:  A Playbook for Success

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.

The 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.

The 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.