HubSpot Sales, Reporting, & Account Management for Digonex

HubSpot Deal Pipeline Completion

I finished building their sales pipeline, ensuring that HubSpot mirrored their process. In addition, I set up automation (property tagging, notifications, etc.) to enhance their process, freeing up salespeople to work with more engaged prospects.

HubSpot Lead Pipeline Setup

After completing the deal pipeline, the team wanted to set up the lead pipeline. They knew it would be vital to their B-to-B business but had no idea how to set it up themselves. We conducted a discovery session to uncover how they needed it to function, then I built it accordingly. 

The sales team began using it, and we made a few refinements. The team walked away with an efficient process from the time a new lead comes in to the time they become a customer and are handed off to the client services team.

HubSpot Reporting Refinement

Once we finished setting up the two pipelines, our focus shifted to ensuring leadership has reporting it can rely on in HubSpot. One of their biggest concerns at the start of me coming onto the project was that they relied on spreadsheets for reporting. Our goal was to eliminate the need for spreadsheets, and use HubSpot as the single source of truth for new business and renewals. 

Now the executive leadership team has a dashboard that shows key information that they know is accura

Account Management

I served as the primary point of contact for the Digonex team, leading all consulting calls, conducting training sessions, and providing timely communications with the client.