HubSpot Diamond Solutions Partner for DACH

HubSpot agency or consulting: What does your CRM need?

Your HubSpot partner for B2B software, SaaS and professional services in Germany, Austria and Switzerland. We build your revenue operating system in HubSpot: customer journey, migration, workflows and reporting around your actual sales motion, from qualification to the handover to customer success. As a HubSpot Diamond Solutions Partner, we support you from planning through go-live. Our guide explains what HubSpot partner tiers mean.

  • 5 weeks per hub From zero to HubSpot, per hub
  • 100+ B2B implementations
  • 45 HubSpot reviews · Avg. 5.0/5
Three legacy-source lanes become one connected HubSpot operating system. The standard run takes five weeks per hub; multiple hubs or complex integrations need more time.

Starting point

  1. Salesforce / Pipedrive
  2. Spreadsheets & data
  3. Point tools
  1. Marketing Hub
  2. Sales Hub
  3. Service Hub
  4. Reporting & forecast
HubSpot
Human decides

One data foundation · clear ownership · trusted forecast

References from our success stories

All success stories
  • Workist
  • Perspective
  • Jung von Matt
  • Benetics AI
  • DeepOpinion
  • Boostbar
  • Würth Leasing Ongoing
  • HR Campus Ongoing
  • Dash0 Ongoing
  • Comarch Ongoing
Before you decide

What to clarify before hiring a partner.

We support B2B teams in Germany, Austria and Switzerland. Your proposal depends on the hubs you need, your data and your integrations.

What will the project cost?

Our published range for a HubSpot CRM implementation is CHF 5,000–50,000 in total. Scope and price depend mainly on the number of hubs, the condition of your data and the integrations required. HubSpot licences are additional. For Salesforce migrations, we offer a defined scope at a fixed price.

Explore pricing and scope

What typically goes wrong?

Unchecked legacy data, unclear lifecycle stages and a single training session can turn a new CRM into the same old problem in a new interface. Check how a provider addresses these risks before go-live.

Review typical mistakes

How do you recognise the right partner?

Ask to see comparable projects, a clear project scope and the handover to your team. Partner status demonstrates HubSpot experience, but does not replace specific answers about your data, processes and responsibilities.

Explore HubSpot projects
Revenue system, not tool setup

How we turn HubSpot into your revenue system.

We build the building blocks your sales team works with every day: customer journey and pipelines, a clean data foundation, migration, workflows and reporting, each with a clear job, wired to your actual sales motion.

Marketing Hub, Sales Hub and Service Hub share one data foundation. Marketing, sales and service see the same customers and numbers.

Illustration: record cards, a table grid and a connected system flow into a central working sheet with a lifecycle band and status dots; reports, workflows and the lifecycle cycle emerge on the right.

What we build into your HubSpot.

Customer journey & pipelines

We define who takes over a customer when and what must happen before the next step.

What you get

  • Lifecycle stages with clear transitions
  • Deal pipelines with exit criteria
  • An owner for every stage
Marketing
SubscriberLeadMQL
SDR / BDR
NewIn progressQualified
Account Executive
Demo / Deep DiveBusiness CaseProposalClosed Won
Customer Success
OnboardingAdoptionExpansion
Marketing
SDR
AE
CS
Business Case
AE
Proposal
Ready when Business case clearEconomic buyer identified
Planning example from our project template

Fields, migration & sync

Every field gets a source, an owner and a rule before we migrate one object at a time.

What you get

  • Field mapping with clear ownership
  • Migration with backups and checks
  • Sync rules across your systems
Before
Sample contacta@example.com
After · sample record
Contact · Example Ltd
Email
a@example.comUnique key
Company
Example LtdSync: company & deal
Job title
Sales
Lifecycle stage
SQLRequired
Owner
Account Executive
Source
Form
Deal
Company
Contact
Sample values: we adapt fields and sync rules to your systems.

Sales workflows & reporting

Recurring steps run automatically, and reports show where your team needs to act.

What you get

  • Automated handovers and tasks
  • Dashboards for your business questions
  • Data quality that stays visible
  1. Demo booked
  2. LeadSQL
    Contact qualified
  3. Demo · Deep DiveDemo
    Deal created

What is missing in your CRM and what happens next

DealNext activity—
Owner plans the next step
DealOwner—
Deal is assigned
ContactJob title—
Complete the data
Planning example: automation and reports for your everyday sales work.

From webinar registration to confirmation.

A real workflow configured in our own HubSpot shows how a registration triggers the next step.

Registration is the enrollment condition.
Only contacts who registered for the selected webinar are enrolled in the workflow.
The confirmation email is the next action.
Right after enrollment, sending the confirmation email is configured. You can see which condition starts the workflow and what happens next.
See the example in our article
Configured HubSpot workflow: registration for Webinar XY is the enrollment condition, followed by the configured confirmation email. Status in this screenshot: inactive.
Configured webinar workflow in HubSpot: registration → confirmation email. The workflow is inactive in this screenshot.
View the full workflow

Proven in real projects.

  • MAIA by Prodlane
    Moved from Pipedrive to HubSpot in under two months with under 20 hours of CEO involvement.

    Pipedrive replaced by HubSpot, making go-to-market repeatable.

    View project
  • Reducing the time for sending quotes by 80%.

    HubSpot fully optimized in under two weeks, enabling a smooth sales process.

    View project
  • Workist
    €200k lower annual costs with HubSpot instead of Salesforce.

    Salesforce to HubSpot in two months: marketing, sales and service on one platform mapping the revenue journey end to end.

    View project
Explore all client stories

How we work together

Five weeks. Every step has a clear exit.

Migration in weeks, not quarters. Every week ends with a concrete, usable deliverable, from a signed-off foundation to a forecast your board can trust. The standard run is five weeks per hub; larger setups with multiple hubs or complex integrations get the extra time they need.

Week 1

Customer journey & data structure

Outcome

We start with the deep dive into your sales process: stakeholders, stages and transitions are captured in one pass. Week exit: the signed-off foundation that build and migration work from directly.

Next: Week 2 · Migration & field mapping

Week 2

Migration & field mapping

Outcome

You sign off the field mapping, then contacts, companies, deals and activities move from the legacy system into HubSpot, with a source backup before every step. Week exit: your data lives in HubSpot, pipeline history intact.

Next: Week 3 · Workflows & hub setup

Week 3

Workflows & hub setup

Outcome

Pipelines, field sync and the first automations go live and get tuned to your daily sales motion. Week exit: the daily work runs in HubSpot instead of side tools.

Next: Week 4 · Team adoption

Week 4

Team adoption

Outcome

Your team gets training and coaching to build new habits that are actually used. Week exit: your team operates pipelines, tasks and reporting on their own.

Next: Week 5 · RevOps & forecast

Week 5

RevOps & forecast

Outcome

Forecast rhythm, dashboards and governance are set up, ownership is defined. Week exit: your board reporting runs out of HubSpot.

The most expensive HubSpot mistakes and how we avoid them.

From more than 100 B2B implementations we know where HubSpot projects usually break and how to actively prevent those issues in every setup.

Lifecycle stages without clear definitions

Marketing marks leads as MQLs that sales never accepts. Frustration and mistrust develop between the teams.

Consequence: Sales rejects MQLs and pipeline quality drops.

Too many custom fields too early

Everyone wants their own field. The CRM becomes difficult to use, data quality falls and reporting becomes unreliable.

Consequence: Reports lose meaning and the team stops maintaining data.

Migration without data cleanup

Old data problems move into the new system. Duplicates, inactive contacts and incorrect stages damage the CRM from day one.

Consequence: Legacy data has to be cleaned again after go-live.

Adoption treated as a one-off training session

One training session on go-live day, with nobody checking afterwards whether the team uses the CRM. In daily work, the team falls back to Excel.

Consequence: The team falls back to Excel and licences go unused.

What revenue leaders clarify before a HubSpot project.

A free 60-minute Strategy Call. No pitch, just an honest fit / no-fit view and a clear next step.

Book Strategy Call

No pitch. We look at your situation together.

What does a HubSpot agency cost?

The price depends on your hubs, data and integrations. Our published range for a HubSpot CRM implementation is CHF 5,000–50,000 in total, plus HubSpot licences. Your proposal defines the specific scope.

How do I recognise a good HubSpot partner?

A good partner shows comparable projects and explains scope, responsibilities and handover. Our Diamond status adds to that evidence; what matters is how the partner addresses your specific processes and data.

HubSpot agency or consulting: Which do I need?

Consulting sets the direction; the agency delivers the agreed CRM project. With SalesPlaybook, you get both: we clarify your needs together and handle implementation, migration, training and handover to your team.

Is there a fixed price for a HubSpot migration?

For Salesforce migrations, we offer a clearly defined scope at a fixed price. For other projects, hubs, data and integrations determine the proposal. We clarify the scope before the project starts.

Do you also work with teams in Switzerland?

Yes. We support B2B teams in Switzerland, Germany and Austria. In the free introductory call, we discuss your situation and the right next step.

Testimonials

What our clients say.

We did not want to repaint what we already had in a different colour. We deliberately started from scratch.
Malte Lindberg, CEO, Würth Leasing AGWürth Leasing AG
Service
HubSpot CRM
Duration
10 months
Read the success story
We save approximately €200,000 every year—not only through fewer, better technologies, but also by eliminating complexity and the staffing cost of one full-time role. We can now also see in real time whether we are on course.
Markus Bimüller
Markus BimüllerWorkist
Service
HubSpot CRM
Duration
Under 3 Months
Read the success story
Our starting point was: help us fill the pipeline until our colleagues ask, ‘How are we ever supposed to work through all of this?’ Then came the aha moment. We realized that we needed to solve a completely different problem—one we did not even know we had. I cannot find a better way to put it: it is fantastic. We now have an automated process, clean qualification, and can see the numbers improving.
Daniel Nitz
Daniel Nitz Experts Inside
Service
HubSpot CRM
Duration
3 Months
Read the success story

No more tool zoo. No spreadsheet forecast. No gut-feel revenue view.

From zero to HubSpot in 5 weeks per hub, together with your team.

Free · 60 minutes · no pitch · honest fit / no-fit answer and a clear next step

View services & pricing
Book Strategy Call