Our Sales-ready CRM Service

How it works

We start with a consultation and CRM review to understand your goals and uncover opportunities for improvement. Together, we prioritise the changes that will have the biggest impact on your revenue and implement them in your CRM.

Our HubSpot Certified Trainer then delivers live, in-person training to ensure your team fully understands the system and gains confidence in using it. To support long-term adoption, we provide a custom CRM Handbook and reusable training videos, making it easy for new hires to get up to speed as your business grows.

 

What you'll learn

Your bespoke programme depends on your goals, your existing set-up and HubSpot subscription, but typically we include:

Sales Automation & Efficiency

Enrichment and Automation Workflows, Email Templates, Sales Workspace.

Record Customisation

Required fields, Custom fields, Custom Views.

Sales Process & Pipeline Management

Pipeline Creation, Deal Stages, Lead Object Creation, Lead Pipeline.

Sales Activity & Engagement

Activity Tracking, Activity Types, Activity Results.

Performance Tracking & Reporting

Configure Custom Reports, Goals, Forecasting, Dashboard.

Why choose this service?

We have helped hundreds of small and medium businesses like yours to find the hidden revenue in their pipeline.  Working with us, you can expect:

Less Admin, More Selling

Automate routine tasks so your team can focus on closing deals.

Faster Sales Cycles

Increase velocity with tailored CRM records.

Stronger Pipeline Management

Streamline and optimise your sales funnel.

Smarter Forecasting

Improve decision-making with accurate sales insights.

Better Sales Coaching

Focus your time on performance gaps.

Why Choose Breckenridge?

Established in 1983, we have been helping businesses grow for over 40 years. We're a HubSpot Platinum Partner—one of just four in our region offering HubSpot Certified Trainers— so you know you are in safe and qualified hands. 
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HubSpot Platinum Partner

We’ve been recognised as a HubSpot Platinum partner since 2020 showing our commitment to helping our clients generate leads and achieve tangible results through HubSpot’s inbound marketing methodology.

HubSpot Advanced Implementation Certified badge

HubSpot Advanced Implementation Certified

With this certification, Breckenridge is recognised as being able to deliver specialised service to clients with complex CRM migration, integration and implementation needs.

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HubSpot Advanced CMS Certified

As one of the few agencies with Advanced CMS certification, Breckenridge is able to take on advanced website projects, including highly complex CMS migrations, software integrations, and custom website development.

Case Study: Slashing Lead Response Time by 99%

SaaS Sales Team Accelerates SQL Velocity from 9 days to 1 hour 

The situation

A Bedfordshire SaaS company’s sales team struggled to meet targets, believing they lacked leads. However, a CRM audit revealed that:

  • Sales had leads but lacked key data to identify those ready to buy.
  • Marketing spent 20 minutes per lead manually researching and qualifying prospects, delaying handover.
  • Sales reps weren’t receiving timely alerts about new leads.
  • It took 9 days, on average, for leads to move from interest to sales contact.

What we did

  • We updated lead capture forms to ensure that prospects provided key qualification details upfront.
  • Lead scoring was refined so only engaged, high-fit leads were passed to sales as MQLs.
  • Automated alerts notified sales reps immediately when a new MQL was identified.

Outcomes achieved

  • Lead handover went from 9 days to 1 hour, increasing in MQL to SQL pipeline stage velocity by 99%!
  • Sales reps contacted leads at peak interest, improving MQL-to-SQL conversion.
  • Marketing saved many hours of admin every week, freeing time for higher-value activities.
Don't let valuable opportunities slip through the cracks.
Optimise your CRM usage and unlock your team's full potential today.

FAQ

How long does the training take?
It depends on the size of your sales team. For a team of around 8 people, training is usually delivered over two days.
Is this suitable for all CRM systems?
We focus on HubSpot.
What changes will you make in my CRM?
Depending on your needs and HubSpot subscriptions, we may implement data enrichment, record customisation, lead scoring, lead routing, task alerts, sales sequences, sales playbooks, required fields and more.
What results can I expect?
You can expect to improve sales conversions at every stage of your deal pipeline. One client saw a 30% gain on sales to previously lapsed customers from a single workflow change.
How much does it cost?
Prices start at £3120 for a sales team of up to 8 people.
How soon could we get started?
We offer just 2 spots for this service per month, to ensure our clients get a high quality experience. The sooner you enquire, the sooner you secure yours and start your journey to enhanced sales performance.

Make an enquiry

One of our friendly sales team members will be in touch to see how we can help.