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CRM structures for B2B sales in any industry.

HubSpot Sales Package for B2B Companies

A proven sales framework for products and services that require explanation—ready to use right away, no matter what industry you’re in.

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Here's how it works
Solving a Problem

Which package is right for you?

We offer specialized packages for three industries, each with its own deal phases and features. If none of these are a good fit, the B2B package is your starting point.

Illustration: Sales Team with Buying Center and Pipeline Analysis

A CRM that fits your sales team.

Whether you’re in consulting, services, wholesale, or an agency: B2B sales almost always follow the same patterns. Multiple points of contact, quotes that go through several rounds of revision, and an existing customer base that needs to be nurtured. This package is designed to address exactly these patterns.

Industry-neutral sales structure: Sales stages that work for virtually any B2B sales organization and can be easily expanded later on.

A clean database from the start: contact, company, and deal attributes that your team actually maintains because they're needed in day-to-day sales work.

Focus on the Buying Center: Decision-makers, influencers, and users clearly assigned to each company.

Required fields per phase: Each deal phase requests exactly the information needed for forecasting and reporting.

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What's inside?

Everything your sales team needs for a structured B2B sales process.

For Your B2B Sales

500€

Here's what you get:

  • HubSpot Deal Properties
  • HubSpot Contact Properties
  • HubSpot Company Properties
  • Two deal pipelines for new and existing customers with pre-built B2B deal stages
  • Dependent required fields per deal stage
  • A workflow that automatically notifies the deal owner of stalled deals
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For Your B2B Sales

Here's how the package is structured

Designed specifically for your B2B sales—regardless of industry or product.

Deal Characteristics

The metrics you need for qualification, forecasting, and accurate loss analysis.

  • Lead Source (Details)
  • Interest in Product/Service
  • Initial Situation / Problem Statement
  • Existing Solution
  • Decision-maker identified (Yes/No)
  • Budget
  • Timeframe for Decision
  • Offer Date
  • Next step
  • Next step due on
  • Competitor
  • Reason for Win
  • Reason for loss

Contact Attributes

  • Role in the Buying Center (Decision-maker / Influencer / User / Purchasing)
  • Department
  • Decision-Making Authority
  • Lead Source (Details)

Company Attributes

  • Customer Status (Target Customer / Prospect / Customer / Former Customer)
  • Customer Segment (A / B / C)
  • Company Size (Categories)
  • Industry (detailed)
  • Existing Solution / Service Provider

Deal Pipeline for New Customers

  1. Qualified Lead
  2. Needs Analysis
  3. Solution Presented
  4. Offer sent
  5. Under negotiation
  6. Won
  7. Lost

Deal Pipeline for Existing Customers

  1. Potential identified
  2. Needs clarified
  3. Offer sent
  4. Under negotiation
  5. Won
  6. Lost

Conditional Phase Properties

PhaseRequired fields when switching to the phase
Qualified LeadLead source, interest in product/service
Needs AnalysisInitial Situation, Decision-Makers Identified
Solution presentedBudget and timeline for decision
Offer sentAmount, Offer Date, Closing Date
Under negotiationNext step, competitors
WonReason for win
LostReason for loss

Deal Hygiene Workflow

If an open deal has been inactive for 14 days or its closing date has passed, the deal owner automatically receives a task with a link to the deal. This keeps the pipeline and forecast up to date without anyone having to follow up by phone.

How do I get my B2B sales package?

1

Fill out the form and grant access to HubSpot

2

Transfer Amount

3

Get the HubSpot B2B Plan

Frequently Asked Questions

What types of companies is the B2B Sales Package designed for?

For all B2B companies that sell products or services requiring explanation and are not in the SaaS, IT services, or mechanical engineering sectors—such as consulting firms, agencies, wholesalers, and human resources and education service providers.

What sets the B2B package apart from the industry-specific packages?

The industry-specific packages include additional, industry-specific features and phases (e.g., renewals for SaaS or machine data in mechanical engineering). The B2B package reflects the patterns that are common to nearly every B2B sales process.

Which HubSpot license do I need?

[PLACEHOLDER – Open-ended question: Fill in the required HubSpot edition and compare it to the current editions]

Can I upgrade the package later?

Yes. Features, phases, and workflows are designed so that you can add to them or adapt them to your processes—either on your own or with our help.

How long does the setup take?

[PLACEHOLDER – Answer pending: Add the time period, as with the other packages]

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Do you have any questions?

We look forward to hearing from you, whether it’s just to get to know each other or to discuss a specific project. If you’re interested, we’d love to schedule an initial personal discovery call to understand your needs.

This saves a lot of back-and-forth emails and usually helps both sides quickly determine whether we’re a good fit for a joint project.