Your HubSpot Should Tell You Exactly What Is Happening in Your Pipeline.
Does It?
Most BPO companies have had HubSpot for months and their pipeline data still cannot be trusted. Stages do not match how deals actually move. Properties were set up that do not match BPO sales cycles. Reports exist but nobody uses them.
The result: leadership makes decisions without reliable data. SDRs work without visibility into what is working. And every quarter, the forecasting conversation is more uncomfortable than it needs to be.
Trainedge configures HubSpot the way it should have been done from the start — built around your actual sales process, with the pipeline stages, properties, and dashboards that give your team the visibility they have been missing.
Check your RevOps maturity →Is this engagement right for you?
- BPO companies buying HubSpot for the first time and wanting it done properly from the start
- Companies whose HubSpot was set up by a generalist and has never quite worked
- New CMO or VP Sales who inherited a broken system and needs it rebuilt
- Companies running outbound with no CRM tracking and needing a proper system quickly
Four weeks. Full configuration. Your team ready to go.
Week 1–2: Discovery and Design
We interview your sales and marketing leadership to understand current setup. Compare yours with standard industry setup. Finalise ICP, sales process, tools, and reporting needs.
Week 2–3: Build and Configure
Full HubSpot configuration: pipeline setup that maps to your actual sales process, custom contact, company, and deal properties. Workflow automation and reporting dashboards. User management and tool integration set up. Training material for sales and SDR training.
Week 3–4: Data Migration and Cleanup
We import your existing contacts and companies from wherever they currently live. All records are deduplicated, enriched, and tagged before import. You start with clean data.
Week 4: Training and Handoff
We train your SDR team and marketing team on the new setup. All configurations are documented. You receive a written handoff guide covering every workflow, property, and dashboard we built.
Fixed price. No surprises.
Includes: discovery, full configuration, data migration (up to 10,000 contacts), team training, and written documentation. Timeline: 3–4 weeks from kickoff.
Ready for a HubSpot that actually works?
Start with our free RevOps maturity assessment. See exactly where your current setup is falling short before we talk.
Check your RevOps maturity →Free 45-minute assessment · Written summary within 72 hours · No obligation