Business development foundation in HubSpot

Building demand often requires thousands of sales activities and touchpoints, including calls, emails, Linkedin outreach, tasks, and more.
Even in bulk, it's vital to still maintain data-driven and personalized outreach, and hit the right people with the right messages at the right times.
Your systems should help you ensure that nothing slips through the cracks.
Effective business development evolves over time, so having reporting dashboards that allow reps and managers to get actionable insights is a key ingredient.

Core HubSpot BD implementations

A concise document outlining steps to properly configure new BD profiles in HubSpot.

Automated routing of new leads from forms, sales tools, or imports to the right rep based on key criteria.

A dedicated HubSpot property to record initial prospect conversations—backed by automation to trigger follow-up actions.

Custom views featuring optimized columns, filters, and sorting for efficient operations.

Efficient records displaying key details for a more personalized and effective outreach.

A reporting dashboard on BD activities that provides actionable insights to optimize processes and performance over time.

Lead tracking that highlights prospects in the business development (MQL) stage.

Automated processes that empower BD reps to advance leads—whether handing off, booking meetings, or opening deals.

Seamlessly integrate your calling tools for faster, more efficient outreach and call tracking.