Challenge
View Imaging needed a more structured and measurable approach to managing its sales process in HubSpot. The team wanted greater visibility into pipeline progression, improved reporting on sales activities, and a practical way to track participation in business development events.
As their sales process evolved, they identified the need for a dedicated "Scope Alignment" stage within the pipeline to better reflect their buying journey. Additionally, leadership needed clearer reporting to understand deal movement, monitor sales activity, and segment contacts based on event attendance without relying on spreadsheets or manual workarounds.
The organization was looking for a streamlined solution that could be implemented quickly while remaining easy for internal users to manage and scale over time.
Solution
No Bounds Digital worked with View Imaging to design and implement a simplified HubSpot sales infrastructure focused on visibility, reporting, and usability.
The project included:
Sales Pipeline Optimization
No Bounds Digital redesigned the HubSpot sales pipeline to align more closely with View Imaging's sales process. A new "Scope Alignment" stage was introduced between Discovery and Proposal, providing additional visibility into opportunities as they progressed toward closing.
The updated pipeline included:
- Opportunity
- Qualified Lead
- Discovery Meeting
- Scope Alignment
- Proposal
- Negotiation
- Closed Won
- Closed Lost
- Kickoff Meeting
Custom Reporting
To help leadership and sales representatives understand performance at a glance, No Bounds Digital developed custom HubSpot reports that provided:
- Pipeline visibility by deal stage
- Deal value distribution across the sales process
- User activity reporting for calls, meetings, and emails
- Sales engagement tracking by representative
These reports gave the team a centralized view of both pipeline health and day-to-day sales execution.
Event Tracking Framework
No Bounds Digital implemented a scalable event tagging system using a custom HubSpot contact property. The solution allowed the View Imaging team to:
- Track attendance at conferences, trade shows, and networking events
- Segment contacts based on event participation
- Upload event attendee lists through CSV imports
- Build targeted contact views and reports around event engagement
The framework was intentionally designed to be flexible and easy for internal teams to maintain without requiring additional integrations or custom development.
Training and Enablement
To ensure long-term success, No Bounds Digital delivered a live training and handoff session covering:
- Event management processes
- Contact tagging best practices
- Report customization
- Contact filtering and segmentation
- Ongoing administration of the HubSpot setup
The result was a system that could be managed confidently by internal stakeholders after implementation.
Results
Following implementation, View Imaging gained a clearer view of its sales funnel and team performance through a simplified reporting structure.
Key outcomes included:
- Improved visibility into deal progression through the addition of a dedicated Scope Alignment stage
- Centralized reporting for pipeline management and sales activity tracking
- Standardized event attendance tracking across contacts
- Faster audience segmentation for follow-up and business development initiatives
- Reduced manual effort required to organize and report on event participation
- Increased confidence among internal users through hands-on training and documentation
By leveraging native HubSpot functionality, the organization achieved a scalable reporting framework without the complexity or cost of custom integrations.
Conclusion
View Imaging partnered with No Bounds Digital to create a cleaner, more measurable sales process within HubSpot. Through pipeline optimization, custom reporting, event tracking capabilities, and user enablement, the organization gained the visibility needed to make better sales and business development decisions.
No Bounds Digital is a HubSpot-focused implementation partner specializing in CRM optimization, reporting, automation, onboarding, and HubSpot administration. By combining strategic consulting with hands-on implementation, No Bounds Digital helps organizations build scalable systems that improve visibility, streamline operations, and support long-term growth.
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