Sales process and pipeline
Stages with clear exit criteria, useful required fields, consistent ownership and next steps. Your CRM reflects how deals actually move through your business.
HubSpot and sales operations
A CRM your team can rely on. Someone responsible for keeping it that way.
Your sales leader should be running the team. Instead, they’re fixing reports, chasing missing updates and trying to work out why an automation stopped running. We configure and manage HubSpot around how your business sells, then stay on to keep it working as your team grows.
HubSpot health checkExample
Duplicates0
Ownerless deals0
Stage rulesWritten
Deal owner98%
Close date94%
Amount88%
Next step71%
- Unused properties archived
- Every workflow has a named owner
- Seat and credit use checked this month
The problem
When nobody owns the CRM, everybody works around it.
Deals sit untouched. Reps interpret stages differently. The forecast gets rebuilt in a spreadsheet before every leadership meeting. Someone adds a field or workflow to solve one problem, and six months later nobody remembers what it does.
We give your sales system a named owner and a clear operating rhythm.
What we take care of
The foundations, maintained.
Data quality
Duplicate records, missing information, outdated contacts and inconsistent properties. We establish what needs correcting, what can be automated and what needs a person’s review.
Reporting and forecasting
Pipeline, conversion, activity and revenue reporting built around the questions your leadership team needs answered. For a deeper look at forecast rules and pipeline reviews, see Forecasting and Reporting.
Automations and integrations
Routing, task creation, notifications and handoffs maintained as your process changes. Existing workflows are reviewed before we add more.
HubSpot costs and access
Seats, subscriptions, permissions and credit usage checked against what your team actually needs. Renewal preparation starts before the quote becomes urgent.
Start with your current setup
Start with the system you have.
We review your current setup, identify the issues that matter most and agree on a manageable scope. That might mean cleaning up an inherited portal, rebuilding a pipeline or taking responsibility for ongoing administration.
Our strongest platform is HubSpot. If another CRM is a better fit, we’ll explain why. Sonan is independent and earns no commission on your HubSpot spend.
Ongoing ownership
Keep it working as your team grows.
Your team gets a clear route for requests, documented changes and regular checks on system health, adoption and cost. You keep ownership of your accounts, data and configuration.
Working with Sonan
A clear starting point.
We begin with a free discovery call to understand the problem and decide whether Sonan is a fit. Where a review is useful, the $500 review produces a written assessment and recommended scope. The four-week fix is $7,500, with the scope agreed before work begins. Ongoing ownership is available from $2,000 per month, quoted in writing for your setup.
Related services
Free 30-minute discovery call