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Optimizing Sales Processes and Onboarding with HubSpot for Bastion

bastion-dashboard

Industry

Blockchain and Digital Assets

Challenge

Bastion’s sales process had become cluttered and inefficient. Their pipeline included stages that overlapped with lifecycle and lead stages, creating confusion. New sales team members lacked a structured onboarding process, slowing down adoption of HubSpot best practices. Lead management lacked automation, making it difficult to track engagement consistently. Without standardized documentation, there was no clear framework to ensure ongoing alignment and adoption across the sales team.

Services

HubSpot Implementation

www.bastion.com
$200k+
Pipeline Revenue
3
Sales Seats Onboarded
2,000
Contacts Migrated
50+
Deals Migrated

“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

Bastion

About Bastion

Bastion is a regulated blockchain and digital asset infrastructure provider, delivering API-first stablecoin solutions for enterprises and institutions. Their platform enables businesses to issue and manage stablecoins, streamline payments, and build compliant financial products on web3 rails. Bastion empowers organizations to unlock new use cases in treasury, settlements, and customer engagement while meeting the highest regulatory standards.

Challenge

Bastion is a regulated blockchain and digital asset API provider dedicated to solving some of the hardest challenges in web3. As the company scaled, it needed to streamline sales operations to improve efficiency and support future growth. Their goals included remodeling the sales pipeline, onboarding new team members effectively, leveraging HubSpot’s advanced features, and documenting processes with Standard Operating Procedures to ensure sustained adoption.

Solutions

Peddle simplified and redesigned Bastion’s sales pipeline, eliminating unnecessary stages and creating a more efficient flow. New sales reps were connected to HubSpot and provided with personalized training sessions, ensuring they adapted quickly to the new processes. HubSpot’s prospecting view and lead objects were introduced, enabling structured lead tracking and engagement. Automation was deployed to pass leads through deal stages based on activity, reducing manual effort. To support long-term adoption, Peddle created detailed SOPs documenting the sales process, providing step-by-step guidance for onboarding and ongoing usage.

Impact

  • Streamlined Sales Pipeline: Removal of redundant deal stages reduced pipeline complexity by 30%, making it easier to manage deals.
  • Faster Onboarding: Personalized HubSpot training cut new rep ramp-up time by 40%.
  • Smarter Lead Management: Automated workflows increased lead follow-up consistency by 28%.
  • Sustained Adoption: SOPs provided a standardized framework, ensuring best practices were consistently followed across the team.

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