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CRM Structures for Technical Sales Processes.

HubSpot Sales Package for Mechanical Engineering and Industrial Companies

With our HubSpot implementation, we map out complex sales cycles—digitally, measurably, and efficiently.

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Here's how it works
Solving a Problem
Mechanical Engineering_Supered

A CRM that adapts to your processes.

Long sales cycles, customized customer requirements, and technical products place unique demands on CRM systems in the mechanical engineering industry. That’s exactly why we’ve developed a proven HubSpot implementation for mechanical engineering and industrial companies—with clear processes for your sales team.

Mapping Complex B2B Sales Processes: Multi-stage deals, lengthy decision-making processes, and customized quote logic are accurately mapped within the CRM.

Deal and customer master data structure tailored to production: machines, serial numbers, maintenance intervals, and customer history are documented centrally and in a traceable manner.

Document and Quote Templates for Technical Products: Consistent quotes, specifications, and follow-ups directly from the CRM.

Dashboards for Bid Success & Order Volume: Transparency regarding conversion rates, pipeline status, and revenue potential.

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What's inside?

Everything your sales team needs for fast and seamless sales.

Can't find your industry here? → B2B Sales Package

Designed specifically for your sales in mechanical engineering and industry

€5000 /month

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 SaaS deal stages
  • Dependent required properties per deal stage
  • A workflow for automated processing of renewals for existing customers
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Designed specifically for your sales in mechanical engineering and industry

Features
Deal Characteristics
A wide range of deal features that make your SaaS sales easier.
Attributes such as existing system/product, project idea, lead source, date, product interest/application, technical contact, technical suitability, project description, quote date, budget, approval status, timeframe, project duration (months), competitors, and customer feedback.

Deal Pipelines
Deal Pipeline for New Customers
With customized deal phases, such as a demo for new customers or expansion needs for existing customers
Deal Stages: Qualified Lead, Technical Analysis / Project Clarification, Proposal Sent, Under Negotiation, Won, Lost.
Deal Pipeline for Existing Customers
With customized deal phases, such as a demo for new customers or expansion needs for existing customers
Deal Phases: Project opportunity identified, requirements discussion held, concept/proposal prepared, technical review/approval, won, lost.
Conditional Phase Properties
Conditional phase properties can help the sales team add the most important information about a deal in a standardized way.
Each deal phase has conditional phase properties. Conditional phase properties can help the sales team add the most important information about a deal in a standardized way.

A Look Inside the Package

How do I get my sales package for mechanical engineering?

1

Fill out the form and grant HubSpot access

2

Transfer Amount

3

Get the HubSpot Package for Mechanical Engineering

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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 project together.