A HubSpot CRM Implementation That Will Transform Your Sales & Marketing

Solve your growth challenges with an integrated, automated HubSpot setup that keeps critical opportunities from slipping through the cracks while solving operational inefficiencies. 

Does Your Organization Struggle With These Challenges?

  • Systems fail to track equipment and other inventory accurately

  • Problems with prospecting new accounts

  • Hiring more salespeople when the current team isn't performing at a high level

  • Sales reps aren't getting and documenting the right insights during discovery calls

  • Quoting and ordering systems are time-consuming and often inaccurate
  • Missing cross-sell and upsell opportunities that could lead to big revenue increases

  • Stalled deals in the sales pipeline get forgotten

  • Poor data hygiene in the CRM

  • Marketing and sales are misaligned and failing to communicate effectively

  • Marketing, sales, and client onboarding processes need to be streamlined and automated

Put These Problems Behind You for Good.

Our unique approach to HubSpot implementations will systemize, automate, and optimize your go-to-market strategy.

If you are looking into HubSpot as a solution for your company's growth challenges -- you are on the right track.

HubSpot is an amazing ecosystem of tools, but success depends on a few factors. You need a setup that addresses critical business challenges, a team that's willing to learn and collaborate, and a culture that strives to get to the next level.

 

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We will set up your company with a streamlined, automated infrastructure that helps teams ensure clients stay engaged, sales reps identify and pursuee cross-sell and upsell opportunities, and stalled deals never get lost and forgotten.

Let us help you get more productivity from your sales and marketing teams today. 

A Faster Track to ROI Than Any Other System Can Deliver.

Our plug-and-play system enables us to set up your portal and train your team in two months or less.

SYSTEMIZE

your sales, marketing, and onboarding processes 

OPTIMIZE

using insights gained from reports and dashboards 

AUTOMATE

best practices and hold teams accountable

Compare Our Standard Setup vs. Growth-Ready HubSpot Implementation

Growth-Ready Setup

149 /month

Standard Setup

8 /month

Growth-Ready Setup

Standard Setup

Standard Onboarding

Technical Setup
Domain setup and connecting social accounts
Domain setup and connecting social accounts
Contact Database Setup
Contacts, Companies, and Deals
Contacts, Companies, and Deals
Account Defaults & Branding
Set up logo, brand styling, and fonts
Set up logo, brand styling, and fonts
Website Tracking & Analytics
Setting up tracking code on website
Setting up tracking code on website
Permissions & Role Management
Creating teams, and granting/restricting permissions
Creating teams, and granting/restricting permissions
Sales Pipeline Setup
Creating pipeline(s) and sales dashboard
Creating pipeline(s) and sales dashboard
HubSpot Meetings & Calendar Integration
Assist with meeting links and integrating calendars
Assist with meeting links and integrating calendars
Marketing Dashboard Setup
Tracking marketing asset performance
Tracking marketing asset performance
Custom Objects & Properties
Creating custom CRM objects and properties for lists, pipelines, and reporting
Creating custom CRM objects and properties for lists, pipelines, and reporting
Connecting Social Media Accounts
Assisting your team with connecting social accounts (admin login credentials required)
Assisting your team with connecting social accounts (admin login credentials required)
HubSpot Training
(4) training sessions with your users
(4) training sessions with your users

Active Lists For Tracking Customers

Customer Cross-Sell & Upsell
Customer upselling opportunities for products and services, segmented by buyer personas
Customer Contract End Dates
Track contract renewal dates and systemize outreach
Customers by Size of Business
Prioritize accounts by business size

Active Lists For Tracking Prospects

Contacts by Buyer Persona
Prospects Who Have Answered a Call
Prospects Who Have Visited the Website
Prospects Who Have Attended a Webinar
Prospects Who Fit Ideal Customer Profile
Decision Makers With Mobile Phone Number
High Priority Prospects
Target Accounts
Prospects With Competitors: Contract End Dates in 30, 60, 90, 180 days, 1 year, 2 years

Active Lists For Tracking Product Contracts

Contract end date in 30 days, 60 days, 90 days, 180 days, 1 year, 2 years

Active Lists For Tracking Deals

Deal Stalled 30,60,90,180 days ago
Deals with No Next Activity Date
Deals Closed past 30,60,90 days
Deals with No Engagement
Deals with no Associated Contacts
Deals with No Associated Companies

Custom Objects

Contracts
Leases
Competitive Products

Sales Automation

Email Sequences for Sending Info When Prospects Request It On The Phone

Reporting Dashboards

Website Traffic
Sales Performance: Activity, Forecasting, Revenue
Marketing Performance
Customer Cross-Sell & Upsell Opportunities
Data Hygiene: Customers & Prospects
Pipeline Overview
Database Engagement
Quantum’s “Dashboard +”

Custom CRM Views

Contacts by Owner (Contact)
Clients by Owner (Contact)
Head of Company by Owner (Contact)
Head of Finance by Owner (Contact)
Head of IT by Owner (Contact)
Net New Prospects (Contact)
Prospects by Owner (Contact)
Clients <20 Employees (Company)
Clients 101-250 Employees (Company)
Clients 20-100 Employees (Company)
Clients 250+ Employees (Company)
Current Clients (Company)
Unassigned - Clients (Company)
My Parent Companies (Company)
My Child Companies (Company)
Unassigned - All (Company)
Closed Lost (Deal)
Won Last Month (Deal)
Won Last Quarter (Deal)
Won This Quarter (Deal)
Won This Year (Deal)
Closed (Ticket)

Task Queues

Calls - Initial Outreach
Calls - Outreach Follow-Up
Client - Account Review
Client - Follow-Up
E-Mail - Cold Outreach
E-Mail - Follow-Up
In Person - Sales Call
LinkedIn - Connect

Marketing Automation

Website Visitor Nurture Campaign (Emails are Templated)
Send Info Call Outcome Nurture (Emails are Templated)
Lifecycle Stage Automation (Lead, Marketing Qualified Lead, Sales Qualified Lead, Opportunity, and Customer)
6 Month Drip Nurture (Emails are Templated)
Lead Assignment Routing
Data Hygiene: Contacts, Companies, Deals
Executive Overview of Upcoming Meetings
Persona Assignment
Expiration of Contracts Task Assignment: Leases, Contracts, Competitive Equipment

Templated Forms

Quarterly Business Review
Contact Us
E-book Download
Prospect Call Form

Integrations

E-Automate
CEO Juice
ZoomInfo
ConnectAndSell
ConnectWise
Leasing Providers (coming soon!)
TESTIMONIALS

What our customers say

“Our experience has been wonderful. Quantum is a well-run company from top to bottom. They are very detailed and organized when it comes to keeping us on track. They are willing to help on any level of marketing and training. A pleasure to work with.”

"Quantum Business Solutions transformed our use of ZoomInfo. We went from just scratching the surface to fully leveraging its capabilities, driving significant growth in our lead generation efforts."

"Thanks to Quantum's guidance, we now fully capitalize on our ZoomInfo investment. Their strategic approach to data analysis and lead generation has been instrumental in our success."

Our Partners

Set the Stage For a More Efficient and Productive Sales & Marketing Operation in Three Months.

Schedule a Call Today >>