Automated Dreams

Improve Your Sales Process with Precision and Agility

Set up advanced HubSpot Sales Hub features, enhance sales performance, close deals faster, and build lasting relationships through enhanced customer experience.
help your team adopt new tools photo Automated Dreams
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Our Certifications

Optimize HubSpot Sales Hub to Perform at Its Peak

Customize Your Hub

Tailor the platform to meet the specific requirements of your business and your customer’s journey.

Streamline Sales Processes

Implement business process automation to make your sales operations more efficient, while reducing manual efforts and errors.

Enhance Customer Experience

Leverage advanced HubSpot Sales Hub capabilities to build a seamless, personalized customer experience that increases satisfaction and loyalty.

Drive Growth

Use HubSpot for sales insights and analytics to identify opportunities for growth and areas for improvement in your sales strategy.

Optimize Operations

Align your sales processes with your business’s growth stage and operational needs to recapture margins and sustain growth.

Our HubSpot Sales Hub Optimization Process

As an accredited HubSpot solutions partner, we follow a meticulous, step-by-step process to ensure you get the most out of your HubSpot investment. Here's our customer-centric approach to adapting HubSpot Sales Hub features to improve your sales strategy.

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How We Improve Your Sales Outcomes with HubSpot

Sales Process Automation

Streamline your sales cycle by automating routine tasks. Help your team focus more on closing deals and building customer relationships.

CRM Customization

Tailor HubSpot Sale Hub to fit your unique sales process and business needs. Track and manage all customer interactions effectively.

Lead Scoring and Management

Implement advanced lead scoring models to prioritize leads based on their engagement and likelihood to convert. Have your team focus on high-value prospects.

Email Sequences and Templates

Create and automate personalized email sequences and templates that save time and increase engagement with prospects at each stage of your sales funnel.

Sales Pipeline Management:

Optimize and manage your sales pipeline with customized stages and reporting to ensure a clear overview of deal progress and forecast future revenue accurately.

Meeting Scheduling Automation

Simplify the scheduling process through an automated booking workflow that adds meetings directly into your sales team’s calendars. Reduce friction and accelerate your sales cycle.

Deal and Task Automation

Automate task creation and deals within the CRM based on specific triggers. Make sure no opportunity is missed and all follow-ups are timely.

Why Automated Dreams?

01.

Top-Tier HubSpot Solutions Partner
Dedicated to your success, we combine our proprietary Business Process Automation framework with HubSpot Sales Hub capabilities.

02.

Expert Team
Comprising SMB tech stack experts, system architecture specialists, business process analysts, HubSpot automation professionals, and custom developers plus quality assurance experts.

03.

Unique Approach
Our custom methodology helps to improve sales figures, streamline operations, eliminate inefficiencies, and foster continuous process improvement for enhanced efficiency and ROI.

04.

Sector Specialization
Expertise in transforming high-touch complex B2B sales processes in real estate, enterprise SaaS, coaching, professional services, and ed tech.

05.

Business Process Automation
We customize, optimize, and automate business processes to achieve unparalleled operational efficiency.

06.

Enhancing Customer Experience
By focusing on improving engagement across all touchpoints, removing manual redundancies, and enhancing data visibility, we facilitate seamless system integrations.

07.

Address Critical Pain Points
Tailored solutions to recapture margins, sustain growth amidst shrinking profit margins, and eliminate operational inefficiencies.

08.

Partnership Over Vendorship
We work closely with businesses as a partner to address integration, adoption, and operational efficiency challenges.

5-Star Performance, 5-Star Reviews

Learn the transformative impact of our process improvement and optimization methodologies on businesses like yours.

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Sonia Villarreal
May 15, 2024

The Automated Dreams team is a pleasure to work with. They’re proactive, highly responsive, and understood our project needs. Most importantly, they made the process incredibly smooth start to finish. We highly recommend their services.

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Larissa Hare
February 28, 2024

I’ve worked on several development projects over the years. None have been as seamless as our experience with Automated Dreams. We’ve worked on two large projects with them and both were completed on time and on budget. Most importantly, I felt like I always knew what was going on in a timely matter. Their team is incredibly talented, responsive, and can easily translate non-technical language into a coherent project plan. My team and I can’t wait to work with them again.

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Cecilia De La Rosa
October 6, 2023

Great team…extremely knowledgeable and easy to work with.

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Nancy Lew
August 11, 2023

Automated Dreams is a true dream team. They are an excellent partner in providing recommendations, best practices, as well as the behind the scenes work of building an automated sales team. Not only are they a delight to work with (some of us on our team may or may not have talked about wanting to put them in our pocket and carry them around with us), their care makes them feel like a true part of our company’s team.

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Maggie Yu
August 4, 2023

Have worked with them for near 5 years now. Kissed a lot of frogs before. They know ontraport, they know automation, they also have great account management, communication and help with other aspects like webpage design and support. I like how they have a team of people and have access to other services that help solve the technical challenges we face as a company. Responsiveness is a 10, knowledgeable 10, communication 10. I have never had that experience with any of the previous automation people we’ve worked with. This is a team and they provide a wide variety of services that helps me solve our ever evolving automation issues and beyond. Hit me up if you need more detailed feedback but I absolutely love this company and their team.

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Ammanuel Selameab
April 17, 2023

Fantastic team to work with for marketing automation! Highly recommend.

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John Bingham
April 3, 2023

From our initial scoping meetings through final deliverables, it has been a pleasure working with the team at Automated Dreams. They took the time to understand our requirements, provided practical recommendations, and delivered on time and on budget. Our project required them to implement a technically challenging series of integrations along with a visually appealing site design. By involving the right team members as needed for different areas of expertise, they were able to deliver. We will definitely work with AD again and highly recommend them.

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Agustí Dosaiguas
March 23, 2023

We’ve been collaborating with the Automated Dreams dream team for more than 5 years already and I can assure you they are the best out there. Their team knows exactly what they are doing and you can trust them 100%.

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Daniel McHarness
March 21, 2023

Automated Dreams has been an amazing team to work with. They have helped us immensely with setting up a complex CRM environment, and working with us as needs and requirements change with our organization. Absolutely recommend Automated Dreams.

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Tom Evans
March 20, 2023

Automated Dreams has been a solid and dedicated partner in our initiatives over the past year. They’ve brought the flexibility and insight we needed and helped us evolve in our business practices. Their staff has worked diligently to understand the complexities of our business, and rolled with the punches when we have made sharp turns. Would recommend the AD team to anyone.

AD has a strong knowledge of the many platforms to help automate business process. There were instrumental in helping to improve our contract and lead process for our business. They also assisted with optimizing landing pages and Google Ads. I would recommend.

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Craig Brummell
March 31, 2022

Love this team. Luca, Ger, Lis and Trisha were fabulous. Clear scope, tracked time, brought knowledge to accelerate the work. Delivered what was asked very well.

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Jeremy Steinman
March 3, 2022

The team at Automated Dreams helped our outdoor activities company restructure our digital marketing funnel and redesign our eCommerce website. Their no-nonsense approach to creative and digital services is expressed through very organized processes and clear communication. From strategy through execution, Automated Dreams is a pleasure to work with. You always know where you’re at in the project. The team is approachable and rational when there is need to pivot. In an industry that tends to be filled with fluff, Automated Dreams is reliable, focused, flexible and engaged. I’d recommend Automated Dreams for any company looking to take their marketing and automation needs to the next level.

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Jacob
February 5, 2022

It was an absolute pleasure working with the Automated Dreams team for several months on a complex project for my website! They went above and beyond my expectations, and played a key role in helping me scale my business to the next level! (They helped automate my website’s checkout process, designed template shop pages, integrated Ontraport and LearnDash, created lesson templates in LearnDash, improved the overall layout and appearance of my website, and automated various aspects of our marketing strategy.) The Automated Dreams team was always very responsive, always met deadlines, communicated effectively, and even provided additional suggestions on how to automate other aspects of the marketing and operations. I would highly recommend them to anyone who is looking to automate their website’s marketing and operation processes! It has been a life-saver for me! Thank you Lis, Julian, and Luca for all of your hard work!

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Tane Cabe
January 20, 2022

I came to Automated Dreams as a repeat client. That should say it all. I enjoy working with the team. They are all very responsive and professional and get the job done. I would highly recommend them.

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Claire Timmerman
December 30, 2021

Great, professional team and perfect end result!

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Chris Costanzo
December 10, 2021

Vince is the man! He came to the rescue and solved the problem very quickly! I had created a Landing page on Ontraport that contained a questionnaire for customers to fill out but could not figure out why the data was not transferring to the Contact record. It only took Vince a few minutes to determine what the issue was and he explained it in a screen share so that I could make the adjustments. It probably took less than 20 minutes for him to solve a problem that I had been working on for days. He took the initiative and made it happen! This world needs more people like Vince!

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Marlene Morris
November 13, 2021

We can’t say enough good things about the team at Automated Dreams. They do amazing work and we highly recommend them for anyone who is looking for a professional, knowledgeable and responsive company to handle their automation needs.

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mike alexander
November 12, 2021

I have worked with Vince and Automated dream for the past few years. They are great to work with and very professional. They have helped our business grow and would recommend them.

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Aja Davis
October 4, 2021

Working with Automated Dreams has been incredible. They are able to help us map out a vision and then bring it to life. They care about our business as if it were their own. Highly recommend working with them

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Cassie Harden
September 29, 2021

AMAZING team of humans here! I can’t say enough about the organization, the professionalism, the quality and speed of outcomes – Automated Dreams is a dream team. So much so, I’ve hired them at every organization with whom I work right now as a consultant! I’ve had the pleasure of working with Luca and Dylan on 3 projects now, and we have plans to work with them on everything in the pipeline! 1000% recommend if you need people who can innovate and create based on a vision, and adjust or advise plans as you need!

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humberto arguello
August 25, 2021

The best experience that I ever had with any other company of this matter, tres went above anbeyond my expectations, realy, really satisfied

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Stéph Schafeitel
August 14, 2021

When working with automation and technology experts, I think it’s super important that tasks and processes are explained simply so a layperson can easily understand them. Working with Automated Dreams has been a true blessing. Already after working with them for only 2 months, our automations are getting streamlined, cleaned up, and becoming the efficient engine we need for success! We strongly recommend Automated Dreams to anyone looking to improve their business results. Thank you, Vince, Dylan, Luca, and the rest of the Dream Team at Automated Dreams. We appreciate you so much!

We’ve worked with several Marketing teams in the past and Automated Dreams has been the most responsive and professional in getting the job completed – even when hitting roadblocks and requiring a change in direction. We required very customized implementation with Ontraport and our payment processing systems and Automated Dreams was able to break down the tasks and get the projects completed.

Fast and accurate, but what stood out was that they really got what I wanted, after many others just didn’t. Way ahead of me, they are like guides, coaches and advisors, then they carry it out. Amazing. Lovely people, quick responses and excellent work. Love and highly recommend.

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Joseph Ochoa
October 25, 2019

They guys know what they are doing and have a fantastic view of how to market to customers. This separates them from the rest. They also very responsive and deliver on time. I highly recommend the Automated Dreams team.

Partnerships That Drive Transformation

We work with B2B organizations across many sectors. Whatever industry you’re in, we’ll help you thrive.

Ready to tailor HubSpot Sales Hub to achieve your sales targets? Work with a HubSpot Solutions Partner.

Need More Clarity?

We’ve Answered Some Common Questions Potential Clients Ask Us

How does Automated Dreams' HubSpot Sales Hub Optimization differ from the standard HubSpot Sales Hub setup?
We go beyond standard setups by aligning HubSpot Sales Hub with your unique business strategy and optimizing it for peak performance. Our data-driven approach ensures that the platform is tailored to your specific needs and improves your ROI.
How will HubSpot Sales Hub integrate with our existing software stack?
Our team of experts will ensure seamless integration of HubSpot Sales Hub with your existing marketing tools, analytics platforms, and more. This unified approach enhances data flow and collaboration across departments.
What kind of training and ongoing support does Automated Dreams provide?
We offer hands-on training, specialized sessions, and comprehensive documentation to ensure your team is fully equipped to leverage HubSpot for Sales. Our ongoing support includes troubleshooting, updates, and continuous optimization to ensure long-term success.
How long does a typical HubSpot Sales Hub Optimization take with Automated Dreams?
The duration varies based on your specific needs and complexity. Our team works closely with you to create a timeline that ensures a smooth transition without disrupting existing workflows.
Can Automated Dreams assist with data migration when switching to HubSpot Sales Hub?
Yes, our team will handle data migration and ensure accuracy and integrity. We assess your current data structure, create custom properties in HubSpot, and provide guidance on best practices for ongoing data management.
How can we ensure that HubSpot Sales Hub aligns with our specific industry needs?
We have experience working with clients in various industries and understand the unique challenges and opportunities in different markets. We tailor HubSpot Sales Hub to your specific sector.