Challenge
SendSites helps hospitality sales teams modernize their sales engagement processes, serving hotels, resorts, and destination marketing organizations. As the company continued to grow, its leadership team recognized that sales activities were being managed inconsistently, making it difficult to create a predictable pipeline and forecast future revenue accurately.
The company had a large target account list, inbound leads that lacked systematic follow-up, and outbound sales efforts that were succeeding through LinkedIn but were not supported by a repeatable process. Leadership wanted greater visibility into performance, stronger accountability across the sales process, and a framework that would support long-term growth.
SendSites engaged No Bounds Digital to configure HubSpot and establish a structured sales system capable of supporting a more disciplined revenue operation.
Solution
No Bounds Digital worked closely with SendSites to design and implement a sales process inside HubSpot that aligned with the company's business goals and existing sales methodology.
The project included:
Sales Process Design
No Bounds Digital designed and configured a new sales pipeline centered around the stages most important to SendSites' buying journey, including Opportunity, Demo, Proposal, Closed Won, and Closed Lost. The solution leveraged HubSpot's Leads object and Lifecycle Stages to separate prospecting activities from active opportunities, creating a cleaner and more scalable sales process.
Reporting and Executive Visibility
Custom dashboards and KPI reporting were developed to provide leadership with greater visibility into pipeline performance, deal progression, and sales activity. These reports created a centralized source of truth for monitoring growth and identifying opportunities for improvement.
Accountability Automation
No Bounds Digital implemented automated workflows that monitored opportunities as they progressed through the pipeline. Notifications were configured to alert sales representatives and leadership when deals remained stagnant beyond predefined thresholds, helping ensure opportunities continued moving forward.
Lead Management and Qualification
The team configured HubSpot's Leads object and developed workflows to identify and notify stakeholders when high-quality inbound leads entered the system. This allowed SendSites to prioritize valuable opportunities and improve response times.
Sales Automation
To support both inbound and outbound sales motions, No Bounds Digital created automated sales sequences based on HubSpot best practices. Additional automation was developed to manage meeting no-shows and ensure prospects continued receiving appropriate follow-up communication.
Ongoing Strategic Guidance
Beyond implementation, No Bounds Digital provided consultative guidance on pipeline design, reporting strategy, workflow automation, and HubSpot administration, helping SendSites establish a foundation for future sales process improvements.
Results
Following implementation, SendSites gained a significantly more structured sales operation and improved visibility into revenue-generating activities.
Key outcomes included:
- A fully documented and repeatable sales process inside HubSpot.
- Standardized management of inbound and outbound opportunities.
- Automated accountability systems that reduced the likelihood of deals stalling in the pipeline.
- Improved leadership visibility through KPI dashboards and reporting.
- Faster identification and follow-up of high-value inbound leads.
- Reduced manual effort through workflow automation and sales sequences.
- A scalable CRM foundation capable of supporting future growth initiatives.
While specific revenue metrics were not publicly available, the project successfully transformed SendSites from a largely manual sales process into a more predictable and measurable revenue operation, creating the foundation for improved forecasting and pipeline management.
Conclusion
SendSites partnered with No Bounds Digital to bring structure, accountability, and automation to its sales organization. By leveraging HubSpot Sales Hub Professional alongside Marketing Hub Starter and Service Hub Starter, the company established a repeatable sales framework designed to support long-term growth and more predictable revenue generation.
No Bounds Digital specializes in helping organizations maximize their investment in HubSpot through CRM implementation, sales process optimization, reporting, automation, and ongoing strategic guidance. As a HubSpot Diamond Solutions Partner, No Bounds Digital helps growing companies build scalable systems that improve efficiency, visibility, and business performance.
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