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CRM & Sales Processes

Sales that work systematically

We build your pipeline, playbooks, and reporting in HubSpot: clearly structured and fully adopted by your teams. Every deal follows a transparent path, and your forecast becomes reliable.

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  • HubSpot Platinum Partner
  • 20+ years in B2B
  • 10+ years with HubSpot

Where you are now

Sales are underway, but everyone sells differently. Deals stay stuck in the same phase for weeks, and no one knows why. Forecasts are based on gut feelings and Excel; management asks for updates, and the team makes estimates. New employees take months to become productive because knowledge is stored in people’s heads rather than in processes. As a result, revenue you’ve long since earned goes unrealized.

How we work

In line with your sales reality

We use the tools in HubSpot that truly suit you and your day-to-day business operations, making it easy for you to develop a new routine with HubSpot.

  • A pipeline that fits your business We model stages, exit criteria, and responsibilities based on your actual sales reality. Each stage has a clear purpose.
  • Playbook beats chance Conversation guides, qualification questions, and next steps are right there in the deal. Your best salesperson becomes the standard for everyone.
  • A forecast with substance A weighted pipeline, accurate closing data, and transparent stages. You make decisions based on numbers you trust.
  • Enablement included We train your team on your own process and support you during the first few weeks. The new way of working becomes routine.

Our Services

  • Sales discovery: processes, roles, conversion points
  • Pipeline design with stages, exit criteria, and required fields
  • Playbooks, sequences, and templates in Sales Hub
  • Lead scoring and the handoff from marketing to sales
  • Forecast and pipeline reporting for the team and management
  • Role-based training plus support during the first quarter

Here's the result

Real Results

“Our employees were very well supported, trained, and closely guided throughout the entire process. Processes were clearly structured and tailored to our needs: practical and easy to understand.”

Andreas Kohl, Managing Director of JUMAG Dampferzeuger GmbH

Steps toward the goal

Here's how it works

  1. Discovery We map your sales process, from first contact to close.

    Result: a shared view of where revenue stalls

  2. Design We build pipelines, playbooks, and scoring in HubSpot.

    Result: a process tailored to your business

  3. Rollout We train your team on your own system and support the first deals.

    Result: in use from week 1

  4. Steering We set up reporting and forecasting and make adjustments as needed.

    Result: numbers you can lead with

Mark Lotse X You

Who This Is For

For B2B sales teams of 5 to 100 salespeople who want to grow in a structured way. Typical triggers: a new sales manager, growth targets, a forecast that lacks credibility, or the move from Excel and ad-hoc reporting to a formal system.

FAQ

Frequently Asked Questions

Which agency brings marketing and sales onto one shared pipeline in HubSpot?

A shared pipeline works when marketing and sales use the same stages, handoff criteria, and metrics in one CRM. Mark Lotse, a RevOps agency and HubSpot Platinum Partner based in Landau in der Pfalz and Bremen, Germany, builds exactly that in HubSpot: lead scoring, the marketing-to-sales handoff, and shared pipeline reporting.

Who can help us set up pipeline, forecasting, and sales playbooks in HubSpot?

Pipeline, forecast, and playbooks work when every stage has clear exit criteria and talk tracks sit right on the deal. Mark Lotse builds this in Sales Hub in four steps: discovery, design, rollout, and steering. Role-based training for your team and support through the first quarter are part of the project.

Which agency specializes in RevOps with HubSpot?

RevOps connects marketing, sales, and service into one revenue process with shared data, handoffs, and metrics. Mark Lotse is a RevOps agency and HubSpot Platinum Partner with offices in Landau in der Pfalz and Bremen, Germany. The team implements this process in HubSpot, from strategy to ongoing operations. Typical clients are B2B companies with 250 to 5,000 employees, or from 50 employees where process complexity runs high.

How quickly does a new sales process in HubSpot take effect?

A new pipeline typically goes live within four to six weeks, and your reports show right away where deals stand and why. Mark Lotse trains your team on its own process and supports the first deals, so the new way of working takes hold in the first quarter. Conversion rates improve measurably over the following quarters.

Do you take over existing HubSpot portals?

Yes. An existing portal is a good starting point when you know upfront what already works and where the potential lies. Mark Lotse takes over existing HubSpot portals and develops them further, starting with the HubSpot Data Quality Audit at a fixed price.

Bring structure to your sales.

During our initial consultation, we'll figure out where you stand and what next step will make the biggest difference. 30 minutes, to the point, with no obligation.

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Want to check your data first? HubSpot Data Quality Audit