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sales

SELL MORE, LESS ADMIN

A high-performing sales team needs one thing: space to sell. No administrative burden, no fragmented tools, no manual reporting. Just clarity, focus, and the right leads at the right moment.

With HubSpot Sales Hub and the Smart CRM, your team gets a platform that works with them, not against them. Administrative tasks are automated, your sales process is streamlined, and forecasting happens in real time. The result is a team that sells more, with less effort.

We help you optimise your sales process and automate the workflows that slow your team down, so HubSpot becomes a tool they actually want to use.

  • Sales team
  • Account Management

Younited

A New CRM for Younited®

Look at
Look at

01

sales team

Too much admin, not enough selling. For many salespeople, the CRM is just another form to fill in rather than a tool that actually helps. Every minute spent on data entry is a minute not spent with a customer.

With Sales Hub as part of the Smart CRM, that changes. Activities are logged automatically, follow-ups are suggested, and all deal context is a single click away. The CRM stops feeling like a burden and starts feeling like an edge.

The result is a sales team that genuinely embraces the system, because it makes their day easier, not harder.

02

account management

Most sales teams keep their eyes fixed on new business. That is understandable. New logos are visible, they feel like wins. But the biggest untapped source of growth is often sitting right in your existing customer base.

With the right account management setup in HubSpot, you shift that balance. Spot upsell and cross-sell opportunities early, map stakeholders across accounts and track revenue potential, all in one place.

The result is a healthier commercial mix, stronger customer relationships and a higher lifetime value across your portfolio.

FREQUENTLY ASKED QUESTIONS

  • What is the difference between Sales Hub and the Smart CRM?

    The Smart CRM is the free foundation: contacts, companies, deals and basic reporting. Sales Hub builds on top of that with email sequences, a meeting scheduler, pipeline automation, custom reporting and forecasting.

  • How do we reduce the administrative burden for sales?

    Automation does the heavy lifting. Meeting logs sync automatically from Gmail or Outlook, deals update based on email activity, calls are summarised by AI and fields are pre-filled using company data. Most sales teams save between 30 and 40 percent of their admin time.

  • Which sales processes can we automate?

    Lead routing, follow-up tasks, email sequences, deal stage transitions, quote generation and reminders. In practice, almost every repetitive part of the sales process can be taken off your team's plate.

  • How do we get salespeople to actually use the CRM?

     By building a system that speeds their work up rather than slowing it down. That means mobile-first interfaces, smart defaults, AI suggestions and as few required fields as possible. Adoption follows value, not enforcement.

  • What are realistic sales KPIs to track in HubSpot?

    Focus on three categories: activity KPIs such as calls, meetings and emails; pipeline KPIs such as new deals, deal velocity and conversion per stage; and outcome KPIs such as closed-won rate, win rate and average deal size. Start with five to seven metrics and build from there.

  • How do we measure sales performance in HubSpot?

    Through dashboards that cover activity, pipeline health and outcomes. Forecasting functionality uses historical data to predict results, giving leadership a reliable view of where the business is heading.

  • Does HubSpot Sales Hub work for long, complex B2B sales cycles?

    Yes. Custom objects, multi-stakeholder mapping, MEDDIC and BANT frameworks, deal forecasting and account-based selling are all supported natively.

  • Can we put our sales playbook in HubSpot?

     Yes. Playbooks are a standard Sales Hub feature. Reps get structured conversation guides, suggested questions and note templates, all accessible directly within the deal view.

  • How do you set up account management in HubSpot?

    Companies sit at the centre, with contacts linked as stakeholders and deals used for active opportunities. Custom objects handle contracts or subscriptions where needed. Dashboards per account manager give a complete picture at a glance.

  • How do we prevent account managers and customer success from getting in each other's way?

     By defining clear ownership in HubSpot. Account management focuses on commercial growth through upsell and cross-sell. Customer success owns retention and adoption. Both teams work in the same CRM, with separate pipelines or object types keeping responsibilities clear.

Your success story starts here

Our cases show how we’ve helped organizations achieve more grip and growth. Every project is unique, but the outcome is always the same: a stronger, more efficient, and more successful commercial process. Are you ready to become our next case?
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