STREAMLINED SALES OPERATIONS FOR TAVO WITH HUBSPOT ONBOARDING

Days to Launch

200+

Imported Records

Professional Coaching

Industry

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The Challenge

Tavo faced challenges with fragmented sales processes and limited visibility into pipeline activity. Sales reps were spending excessive time on manual data entry, while leadership lacked reliable insights into deal progress.

The company needed a structured, centralized system to manage contacts, deals, and documents efficiently while enabling consistent communication and faster deal closure.

Their goal was to standardize sales workflows, improve reporting accuracy, and empower the team to focus on high-value activities.

The Solution

Market Veep implemented a fully customized Sales Hub tailored to Tavo’s workflow and growth objectives. We configured a deal pipeline with ten stages, set up object views for contacts, companies, and deals, and established automated lead routing to ensure timely follow-ups.

Sales documents were imported and organized, while inbox and calendar integrations streamlined rep communications.

Our strategy combined strategic pipeline design, system customization, and live training to equip the team with the necessary tools and knowledge for both immediate productivity and long-term scalability.

Key Results:

Fully configured Sales Hub aligned with Tavo’s sales process
Custom deal pipeline with ten stages for clear opportunity tracking
Automated lead routing to improve follow-up speed and consistency
Tailored object views for contacts, companies, and deals
Configured create settings and association cards for streamlined data entry
Import of sales documents for easy access across the team
Clean import of CSV deal data with up to 20 custom properties
Inbox and calendar integration for faster communication
Board view customization for pipeline visibility and efficiency
Reduced manual entry and redundant tasks for reps
Improved reporting accuracy and leadership insights
Standardized workflows for consistent sales execution
Enhanced adoption through hands-on Sales Hub training
Scalable foundation for future automation and growth

Business Process Translation

We mapped Tavo’s existing sales processes to HubSpot pipelines and objects, ensuring the system supported their natural workflow.

Data Integrity & Structure

Custom properties, imports, and object views were organized to maintain clean, actionable data across contacts, companies, and deals.

Sales Automation

Lead routing automation reduced delays and minimized human error, allowing reps to focus on closing opportunities.

HubSpot Sales Training

Role-specific training and live demonstrations ensured that the team could adopt the system confidently and maximize efficiency immediately.

THE KEY COMPONENTS OF

Fast HubSpot Sales Onboarding

Deal Pipeline

Customized ten-stage pipeline to match sales cycle.

Lead Routing

Automation ensures timely lead follow-ups.

Data Import

Imported CSV deal file with up to 20 custom properties.

Object Views

Tailored views for contacts, companies, and deals.

Create Settings

Simplified contact, company, and deal creation.

Association Cards

Configured for easy linkage of related objects.

Board View

Visual pipeline board for efficient deal management.

Inbox Integration

Connected email for streamlined communication.

Calendar Integration

Sync with reps’ schedules for better time management.

Document Library

Up to five sales documents imported and organized.

Training Sessions

60-minute hands-on training for adoption.

Tracking Setup

HubSpot tracking code installed for data consistency.

“We had a wonderful experience with Market Veep during our HubSpot onboarding process. We had regular meetings with organized agendas to ensure we were accomplishing all of our goals during that time. As a team, we felt very supported by the Market Veep team through meetings, emails, and proactive materials they shared with us. I felt that we could meet our deadline of rolling out to our team thanks to Market Veep!”

Molly Concannon, Senior Director of Strategic Projects

Conclusion

Tavo’s Sales Hub onboarding established a centralized, structured system for managing deals, contacts, and team activity. By implementing custom pipelines, automating lead routing, and delivering focused training, Market Veep enabled Tavo to increase efficiency, reduce manual work, and gain clearer visibility into their sales performance.

The result is a scalable, data-driven foundation that empowers the team to focus on growth and closing revenue opportunities.

Pipeline Optimization

Custom stages and board views streamlined the sales process.

Automation

Lead routing improved response times and reduced errors.

Team Adoption

Hands-on training accelerated user confidence and efficiency.

IMPLEMENT HUBSPOT TO

Transform Your Sales Workflow

A fully optimized Sales Hub can streamline operations, increase deal velocity, and provide actionable insights. Market Veep ensures your sales platform works efficiently for your team.

Partner with Market Veep to:

Standardize sales workflows for consistency
Automate lead routing and follow-ups
Gain complete visibility into deals and pipeline health
Equip your team with tools and training for success

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