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.
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.
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?
5-Star Performance, 5-Star Reviews
Learn the transformative impact of our process improvement and optimization methodologies on businesses like yours.
“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!”
Stéph Schafeitel
Mindpower Coach to Business Leaders & High Performers at Stéph & Shay
“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.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.”
John Bingham
Chief Operating Officer at Speak by Design
“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.”
Tom Evans
EVP Technology and Marketing at Fairway
“Have worked with them for near 5 years now. Kissed a lot of frogs before. They know automation, they also have great account management and communication. 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.”
Maggie Yu
MD IFMCP Holistic and Functional Physician
“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.”
Nancy Lew
Director of Education Partnerships at GoNoodle
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.
