CRM & Sales Process

CRM & Sales Process

Streamline sales & marketing operations & enable data-driven decision-making.

CRM and Sales Process

Improve Sales Pipelines & Performance

Improve Sales Pipelines and Performance

Prospecting Prospect

Contact the Right People

Have accurate key investor, customer, potential customer, and other essential data at your fingertips.


Productivity Streamline

Increase Productivity

Use simple and effective sales tools to spend more time closing deals and less time on admin.

Messaging Communicate

Use the Best Messaging

Create and analyze sales messaging to discover and systematize the best way to start a conversation.


Scale Scale

Expand as You Grow

HubSpot has free tools to get started and then expand into more features as you need them.

Improve Sales Performance & Pipeline Visibility

Contact the Right People

Have accurate key investor, customer, potential customer, and other essential data at your fingertips.

Use the Best Messaging

Create and analyze sales messaging to discover and systematize the best way to start a conversation.

Increase Productivity

Use simple and effective sales tools to spend more time closing deals and less time on admin.

Expand as Your Business Grows

HubSpot has free tools to get started, then expand into more features as you need them.

What We Do

Build Your Customized CRM & Sales Process

CRM Configuration

Make it easy to find and connect with the investors and prospects with the right properties and workflows.

Pipeline Development

Create investor and sales deal pipelines to get a clear view of your growth trajectory.

Data Import

Consolidate data spread across email, spreadsheets, or other technologies into a centralized CRM.

Dashboards and Reports

Use starter dashboards to begin analyzing and tracking your sales outcomes. 

View and Lists

Build views and lists to segment buyers for targeted sales and marketing campaigns.

Training

Quickly get onboarded and trained on how to effectively use HubSpot to start and manage sales conversations.

3 Ways We Help Build Your HubSpot CRM

Our special force will ensure a successful growth trajectory.

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Guided

You do it with our guidance.

Expert guidance, feedback, advice, and recommendations to answer all of your questions, help you upskill quickly to bootstrap a CRM that is set up for growth.

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Collaborative

We do it together.

Working meetings, expert guidance, and as-needed supportive services. We pick up the pieces that you don’t have the time, skills, or resources to do.

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Turnkey

We do it for you.

Full supportive services to set up your new CRM. You stay focused on the revenue line, and let us handle the time-sucking details.

*HubSpot purchased separately.

What Our Clients Are Saying

Listen to Rob Wilson, VP of Marketing at VivoSense, an early-stage digital health company, describe how Ascend Business Growth helped them achieve the next level of growth.

“She was integral to building both pieces of the client relationship management software and the website in HubSpot. Our company, about a year and a half ago, raised a $25 million series A round to finance the next stage of the company's growth.

Let's Build Your Growth Story Together

Your business deserves more than just solutions—it deserves results. Let’s work together to create a future of sustainable growth and success.