CRM implementation

HubSpot CRM and Hubspot Sales is the all-in-one sales solution that helps sales teams of all sizes to grow their business by creating a human-friendly experience for sales reps and the people they’re selling to.

Our CRM implementation service will setup and customise HubSpot CRM for your Automotive business so you can manage and analyse customer interactions and data throughout the customer lifecycle from Lead generation to Customer acquisition, and Client engagement.

Services we provide for CRM implementation include: Define deal stages, Create custom fields, Data migration, Ongoing audits, Build custom Views and Reports for reps and managers.

The first step is to understand the best software option for your team and the right services to customise the CRM for your business. This is done as part of our free consultation.

In our consultation, we will uncover your priorities, such as:

  1. Do you lack insight into day to day team activity

  2. Is there poor rep adoption of your current CRM or do you have no CRM

  3. Do you need to improve sales team productivity and success

  4. Are you worried opportunities are “slipping through the cracks”

  5. Do your reps complain about manual jobs taking them away from selling?


Request your Free Consultation >>>

Learn more about Hubspot CRM and Hubspot Sales software

HubSpot CRM connects directly to your Outlook or Gmail, it's a central place to track sales activity, and is hosted on the cloud. It’s designed to automatically track emails, responses, and phone calls without the extra work. It includes unlimited contacts, users, and storage for free, forever. The only cost you'll pay is for our implementation service or to upgrade to one of the paid HubSpot Sales packages.

About Hubspot CRM

Manage connections without hardwork. Get deep insights on every lead, monitor deals, and stay organised.

About Hubspot Sales

Skyrocket Sales Productivity. Connect with more leads and close deals faster with tools that speed up sales.

Email inbox tool for Outlook or Gmail

HubSpot Sales is built on top of HubSpot CRM, and includes sales acceleration and productivity features that seamlessly integrate with your Outlook or Gmail. Automatically create contacts and log emails in the CRM. Schedule emails to send in the future. And, view all information about a contact right in your inbox such as contact and company details, deals, tasks, and contact timeline.

Smart send times: Use this feature to know the best time to email each person

Pipeline management

You will spend less time doing manual data entry and more time selling with customisable deal stages to match your sales process, and a drag and drop deals dashboard.

Pipeline management

Smart notifications

watch_video Prioritise your day. Focus on your hottest leads using live notifications. Know when each person opens an email, clicks links, views documents, and views your website!

Smart notifications

Templates and Sequences

Save emails that you send over and over to create Templates and track email open, click, and reply rates to understand which emails work best across your entire sales team.


Opportunities slipping
through the cracks?

The Sequences feature automates email follow-up and reminder tasks.


Automate manual tasks = Workflows

Your sales pipeline will always be accurate and up-to-date when you use workflows for deal and task automation. Automatically assign leads to salespeople (round robin + based on criteria) or create a deal, or a task based on a criteria (ex: when lead fills out a form, create a task for sales rep to follow up).

Predictive lead scoring

You'll get a predictive lead score for each contact to help you prioritise your sales activity. HubSpot uses the most modern and predictive machine learning algorithms to analyse your CRM and industry data to determine the probability that each contact in your CRM will become a customer within 90 days.


Contact management

Add new contacts manually using a prospect’s corporate email address, or pull them straight from your inbox or form submissions.

HubSpot will automatically create an associated company record and populate details such as revenue, industry, and contact details from its database of over 20 million businesses. Less manual data entry. More selling.



watch_video Instead of bouncing emails back and forth trying to find a meeting day and time, include a URL in your emails and even on your website so people can see your availability to make it ridiculously easy for a prospect to book a meeting with you.




Make it easy for prospects to ask questions directly from your website.

This will encourage your prospects to raise their hand earlier in their buying process than waiting until they are ready for a phone call.


Calling and Call Tracking

Calling and Call Tracking

Make calls from emails in Outlook and Gmail or inside the CRM.

Just one click connects you to a prospect through Voice Over IP or your desk phone. Your calls will always come from your number and all calls are automatically logged in the CRM.

You’ll spend less time dialing, and more time selling.

Share and track documents

Share and track documents

Stop wasting valuable time tracking down important sales documents. Build a single shared library, share documents in your emails and on your website, and get live notifications when each person views a document. You'll even know what pages have been viewed and for how long.


Track your to-do list = Tasks

Track your to-do list = Tasks

The tasks tool in HubSpot CRM helps you keep track of your to-do list and easily access the records associated with each task. You can even build a task list to automatically move from one task to the next.


Hubspot CRM dashboard is the home of reporting. The free version gives you one dashboard with up to ten out-of-the-box drag and drop reports. Standard reporting modules include; Deal forecast, Deals Closed vs Goal, Deal snapshot, Sales pipeline, Productivity, Recent activity, Sales campaigns (Sequences), Outbound calls, Call outcomes, and Total meetings booked.

Sales Pro allows you to customise reports and the Reporting add-on allows up to 200 fully customisable reports so you can drill into areas such as; Deals by owner with deal stage, Deal stage funnel, Detailed forecasts by rep, and Engagements by rep.

Reporting to improve

Products and Services as part of Deals

Create a product library of all the goods and services you sell, then associate those products with individual deals in HubSpot. Using products, you can easily track what you're selling to your customers and what constitutes your business.

Products and Services as part of Deals

Know what companies view your website = Prospects

watch_video The prospects tool allows you to see who is visiting your site. You can use the tool to help identify businesses that may be interested in your product or services. You'll see the company name, how many people from that company have been on your website and even what pages they viewed, how many times, and when they viewed those pages.

Prospect notifications: You can get a daily email summary of the companies that viewed your website

Know what companies visit your website with Hubspot CRM and Hubspot Sales by The Tree Group

As a Certified Hubspot Sales Partner, we help you benefit from HubSpot CRM and HubSpot Sales.

We'll look at the most efficient way to meet your business goals. This is our CRM consultation process:

  1. Understand your systems for emails and calendar

  2. You and your team using the CRM

  3. How you categorise your contacts

  4. A walkthrough of your sales process

  5. What you want to get from the consultation call

  6. And, your main business challenge

If you're already a HubSpot user, we'll advise you on:

  • Import contacts and companies

  • Setup a deal management strategy

  • Learn best practices for Sales Start and Sales Pro

Submit the form then pick a day and time for your free CRM consultation...

Book your free CRM consultation