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// crm & sales
Pipelines that follow your real sales cycle.
We structure your HubSpot pipelines, make your sales follow-up reliable and turn your prospects into real opportunities. Your CRM becomes a tool your sales reps actually use.
// at a glance
- sales hub onboarding
- from €1,200 excl. VAT
- audit & support
- from €600 / day excl. VAT
- our topics
- Pipelines, marketing & sales alignment, opportunity tracking, reporting
// references we are proud of
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HubSpot Sales Hub onboarding
Healthy foundations for your sales activity. A poorly structured CRM doesn’t let your sales teams make the most of the data it holds. This lack of structure and architecture isn’t fixed with more tools or excessive reporting, but with solid, usable foundations:
- Defining your targets/personas
- Defining your sales processes (stage by stage) based on your real sales cycle
- Structuring sales pipelines
- Creating the essential properties and associations needed to track your deals
- Opportunity prioritization & automation
- Organizing and customizing deal records
Goal: readable, manageable pipelines that match your business reality, so you can focus on your growth.
- Personas
- Pipelines
- Properties
- Automation
from €1,200 excl. VAT
HubSpot Sales Hub audit & support
Audit and challenge of your existing HubSpot Sales Hub setup. Already on HubSpot Sales Hub? Our consultants can help you restructure and simplify your Sales Hub configuration, first by auditing it and then by challenging it. Our goal is to evolve it so it stays aligned with your business needs and keeps getting simpler for your teams to use.
So that your pipelines aren’t just lists of deals, the if/else agency team helps you:
- (Re)build coherent stages
- Restructure your deals with the right properties
- Simplify the sales journey and remove gray areas
- Make every deal understandable at a glance, so your teams can work with it more easily
- Deploy the automations needed to track and prioritize opportunities better
Goal: know exactly where you stand… and why.
- Audit
- Stages
- Properties
- Automations
from €600 / day excl. VAT
Marketing & Sales alignment on HubSpot
Marketing and sales working for your conversion.
A good CRM is useless if your marketing and sales teams aren’t aligned around a coherent journey in which important information is easy to find. To get there, we work on:
- Alignment between your marketing and sales teams
- Lead qualification (MQL/SQL)
- Information handover
- A coherent, smooth customer journey
Goal: turn your leads into concrete opportunities and remove friction between your teams.
Opportunity tracking & automations
Clear tracking for fast decisions.
In many companies, deals exist… but they aren’t really tracked, because no structuring system was ever set up for it. What we help you deploy:
- Simple follow-up rules
- A logical sequence of actions
- Opportunity prioritization
- The automations needed to notify your sales reps
Goal: avoid stalled deals and improve conversion without too much effort.
Reporting, data & performance
Steer your business with reliable data.
Data is good; the right data is better if you want to make relevant decisions. Your dashboards aren’t enough if they don’t show what matters for your business and/or if the data isn’t reliable. To solve this, our consultants help you:
- Define the right indicators
- Track actual performance in real time
- Iterate based on results
Goal: make decisions based on the reality of your actions.
// 03 · a real case
- CRM & Marketing automation
- CRM & Sales automation
BGYB: unified sales management in HubSpot
Challenge: structuring its sales activity with HubSpot.
- duration
- 2 months
- deliverables
- CRM, pipelines, lead scoring
// 04 · testimonials
Our clients vouch for our HubSpot expertise.
More than 100 companies have already entrusted us with their web and marketing projects. See our case studies
- Brand identity and web design
- CRM implementation, integrations & architecture
- HubSpot CMS development (website, landing pages, blog)
- Software synchronization and API connections
- Marketing automation, acquisition and sales performance
- Tracking and data
“We worked with Luc and Garance on two separate projects: optimizing and designing our corporate website, and migrating and redesigning another site. I hope you get to work with them, because what’s amazing about this duo and this agency is that you can run a project with your eyes closed! Thanks to them.”
Alexandra Desbat
“Great exchanges with the team. Responsive and professional. I recommend them for your HubSpot projects.”
Samuel Breton
“Well-run projects, pleasant exchanges, sound advice, much-appreciated flexibility and transparency throughout… We are very satisfied with our collaboration with if/else on the development and design of our different websites.”
Camille Collin
// 05 · faq
Questions about HubSpot’s sales side? We answer.
A poorly structured pipeline is easy to spot: deals that stay open for a long time, unclear stages and therefore actions that are hard to prioritize.
If you can’t tell in a few seconds which deals are really moving forward, your pipeline is probably not usable.
Calls, emails or follow-ups don’t guarantee sales progress. A deal can be “active” without moving forward in the pipeline.
The real problem often comes from a lack of structure: poorly defined stages, no progression logic, insufficient follow-up and/or automations that don’t fire at the right time.
Without structured pipelines, defined follow-up processes and sales discipline, even the best CRM can’t really improve sales performance and remains largely underused.
HubSpot CRM combined with HubSpot Sales Hub is an excellent tool, but nothing replaces good structuring and an in-depth study of business needs to set up effective logic that delivers results.
It depends on your organization, but in most cases:
- A first structure can be set up in a few days
- A complete optimization usually takes 1 to 2 weeks
The goal isn’t to redo everything, but to make the pipeline usable quickly.
Yes, absolutely. A pipeline must reflect your real sales cycle. A complex B2B process can’t follow the same logic as a short cycle or a B2C journey.
That is why every structure must adapt to:
- the types of deals
- the decision stages
- the maturity level of leads
- the business needs of the teams who will manage them every day
Activity is what you do: calls, emails, meetings.
Progress is what actually changes in the deal: a stage validated, client commitment, moving to the next stage.
Well-structured pipelines let you clearly tell the two apart.
A weekly review is usually recommended. The goal is simple: identify what is moving, what is stuck and what should be closed.
Without this discipline, the pipeline quickly loses reliability.
Yes, a deal that doesn’t progress should be questioned quickly, because leaving it open distorts the picture and slows down decisions.
Closing a deal (lost or won) is often healthier than leaving it “on hold”.
Yes, we run audits to identify:
- blockers
- inconsistencies
- opportunities for improvement
The goal is to understand what is blocking your current setup in order to choose solutions that make your pipelines more readable and more usable.
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