Software Engineering

Sales and Marketing Together: HubSpot Configuration

HubSpot configurations that suit the needs of your small or medium-sized business, plus team training and 24/7 support.

Imagine sales and marketing in one place. Imagine well-organized information that moves seamlessly between teams. Imagine all the hassle and confusion you won’t need to deal with anymore.  

This is the HubSpot dream.  

And HubSpot delivers. It’s an exceptional tool – and one that’s remarkably user-friendly once it’s configured for your business.  

The challenge for many small and medium-sized businesses is configuring it in the first place. You could do it yourself, but that means you’re spending a whole lot of time figuring it out (and that’s time better spent managing your business). HubSpot’s onboarding is helpful yet cookie cutter, and it also doesn’t provide a whole lot of support. That means the configuration process could take longer, it’ll take up your valuable time, and you might end up with a configuration that doesn’t take full advantage of what HubSpot can do for your business.  

We can help.  


Here’s a recent HubSpot configuration example where we led the HubSpot strategy and configuration and increased sales qualified leads by 225%:  

HubSpot Configuration for a Tech-Enabled Housing Company

Business Challenge:  

A tech-enabled housing company needed to create a scalable sales and marketing strategy. They only had a splash page for their website and no way to market to customers and generate leads. They also needed to establish how to qualify leads, streamline their deal flow, and convert leads into customers. Given the lengthy home-buying journey, they needed to identify qualified leads and nurture them through the sales process.  


‍Uprise stepped in as their sales and marketing team leading both strategy and execution.  We worked with the company to develop a lead generation plan, and we defined their lead qualification criteria and sales process.  

We proceeded with HubSpot CRM, marketing, and sales automation configuration, based on company requirements and goals, and established a custom analytics dashboard to track and optimize leads as well as setting up daily follow-up with prospects and deploying email campaigns.  

This implementation was a 6-week project from assessment to configuration and training. Following training, we transitioned into 24/7 support and maintenance.    


In six months, marketing qualified leads (MQLs) increased by 400% and sales qualified leads (SQLs) increased by 225%.  

We ran a highly targeted and cost-effective Google Ads program generating 30% of MQLs.  

Organic social post content was targeted to customer interests and pain points and generated 14% of MQLs.  

Internal sales team time was reduced by 50% with automation deployment, and event attendance increased by more than 125%.  

This transformed their marketing and sales results and put the company on track to exceed their revenue targets.

We were able to drive significant change in their business, because we always start with understanding a business’ goals and challenges, and craft the solution based on that.  Whatever solution we’re implementing, we take the time to wholly assess your company’s unique needs and properly configure the solution to meet those needs. We want to know your wish list of features; then we’ll figure out how to maximize HubSpot to do what you need it to.  

Following the configuration, we train your team, and we stick around for ongoing 24/7 questions and troubleshooting. For HubSpot configurations, we do all of that in about 6 weeks.  

Our team is skilled at flexing into different technology stacks (read more about our Salesforce implementations), and HubSpot is one of our specialties.  

If you have questions about a HubSpot configuration, or what platform might be the best fit for your company, reach out to us. We’d love to talk with you about it.  

Malinda Gagnon

Malinda is CEO at Uprise and has more than 20 years of experience in business strategy and technology at companies including Google and WPP, and has advised clients such as Procter & Gamble, General Electric, VW, BlackRock, and Walmart.

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