Days to Launch
TWO TITLE COMPANIES, ONE HUBSPOT PORTAL: DRIVING SALES ALIGNMENT AND GROWTH
41
1,000+
Records Imported
Real Estate
Industry
The Challenge
Home Abstract & Title Company and Capstone Title approached us with overlapping challenges: fragmented sales processes, inconsistent data practices, and limited visibility across pipelines.
Each company had unique workflows, yet both required a unified, scalable solution that could support multiple teams in a single HubSpot instance.
Our goal was to align both sales operations, standardize data entry, and create a portal that could adapt to the nuances of each business while driving efficiency, adoption, and long-term growth.
The Solution
We implemented a dual-company Sales Hub onboarding that focused on strategic alignment across both teams. Through process discovery calls and technical alignment, we designed two separate deal pipelines, customized object views, and standardized record creation for each business while keeping them within a single portal.
We installed tracking, connected email domains, imported deal data, and delivered live rep support and training tailored to each company’s workflow. This approach created a scalable HubSpot environment capable of supporting multiple sales teams efficiently.
Key Results:
- Established a clearly defined, customized sales pipeline
- Improved visibility into deal movement and rep activity
- Standardized data entry through optimized create settings
- Enhanced clarity across Contact, Company, and Deal records
- Implemented authenticated outbound email via domain connection
- Installed engagement tracking code across their site
- Reduced manual work through foundational lead routing automation
- Successfully imported deal data with up to 20 custom properties
- Centralized sales document access for the entire team
- Equipped sales reps to connect inboxes and calendars with live support
- Delivered strategic Sales Hub training focused on adoption
- Increased data reliability for reporting and forecasting
- Unified sales processes for consistent team-wide execution
- Created scalable foundations for future automation and reporting
Dual-Company Process Alignment
We mapped the sales processes for both Home Abstract & Title Company and Capstone Title to design pipelines and workflows that reflected their unique operations, ensuring clarity while maintaining a shared portal.
Strategic Discovery to Inform Smart Configuration
Before configuring any portion of Sales Hub, we conducted structured discovery sessions to deeply understand Home Abstract & Title Company’s sales cycle, data needs, and operational challenges. This alignment ensured every element of the portal supported their real workflow. The result was a system intentionally designed for clarity, consistency, and adoption.
Data Architecture Built for Long-Term Scalability
We focused on building a clean, organized data foundation that would support accurate reporting and future automation. By standardizing create settings, refining object views, and importing deal data with precision, we established a structure that eliminated ambiguity and protected long-term data quality. This gave their team confidence in the information they rely on to make decisions.
Enablement Designed Around Real Sales Behavior
Our training and rep support focused not only on how to use HubSpot, but how to integrate it naturally into the team’s daily routines. By tailoring examples and processes to their actual selling environment, we empowered their sales reps to adopt Sales Hub quickly and effectively. This ensured that the system wasn’t just set up; it was actively embraced.
ESSENTIAL COMPONENTS FOR
Driving HubSpot Success
Alignment Calls
Identified process needs to build a portal that reflected real workflows.
Pipeline Build
Created a custom 10-stage pipeline aligned with their actual sales cycle.
Data Import
Imported their deal file with up to 20 custom properties.
Record Views
Structured object layouts for faster insights and cleaner navigation.
Create Record Settings
Enforced consistent data entry to protect long-term data quality.
Association Cards
Highlighted key cross-object details for quick rep context.
Board Views
Optimized the deal board for clearer stage visibility and prioritization.
Lead Routing
Automated initial lead assignment for faster response times.
Tracking Setup
Enabled engagement insights through tracking code installation.
Domain Connection
Authenticated outgoing email for improved deliverability.
Sales Docs
Added core documents for centralized access and tracking.
Sales Training
Provided actionable training tailored to their real workflows.
HUBSPOT ONBOARDING THAT
Transforms Your Sales Operations
If you’re managing multiple teams or companies and want a HubSpot portal that unifies your sales processes while respecting each team’s unique workflow, Market Veep can help. Our approach ensures adoption, clarity, and scalable growth.
With Market Veep you can expect:
- A HubSpot portal tailored to your real sales process
- Cleaner data and improved reporting accuracy
- Faster team adoption with guided training
- Scalable infrastructure ready for future automation
Contact us today to discuss your HubSpot onboarding project and achieve unified sales operations for multiple teams.
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