SalesPlaybook is your HubSpot agency for B2B software teams. We handle implementation, migration and revenue operations. As a HubSpot Diamond Solutions Partner, we support you from planning through go-live.
One data foundation · clear ownership · trusted forecast
We support B2B teams in Germany, Austria and Switzerland. Your proposal depends on the hubs you need, your data and your integrations.
Our published range for a HubSpot CRM implementation is CHF 5,000–50,000 in total. Scope and price depend mainly on the number of hubs, the condition of your data and the integrations required. HubSpot licences are additional. For Salesforce migrations, we offer a defined scope at a fixed price.
Explore pricing and scopeUnchecked legacy data, unclear lifecycle stages and a single training session can turn a new CRM into the same old problem in a new interface. Check how a provider addresses these risks before go-live.
Review typical mistakesAsk to see comparable projects, a clear project scope and the handover to your team. Partner status demonstrates HubSpot experience, but does not replace specific answers about your data, processes and responsibilities.
Explore HubSpot projectsHow we work together
Your sales stages, exit criteria, lifecycle, ICP fields, Marketo or 6sense integration and CRM governance are defined. The foundation for everything that follows.
Your contacts, accounts, deals and activities move from Salesforce, Pipedrive or Excel without losing pipeline history.
Your workflows, sequences, lead routing and reporting are aligned with your actual sales process.
Your team gets training and coaching — new habits that are actually used, alongside the new tool.
Your forecast, dashboards, governance and clear responsibilities support reliable board reporting.
Named outcomes from B2B software teams that replaced fragmented CRM operations.
Less than 20 hours of CEO time. Pipedrive retired.
Excel and Pipedrive migrated in under 2 weeks.
Marketing, sales and service on one HubSpot platform.
From 100+ implementations, we know where HubSpot projects usually break and how to actively prevent those issues in every setup.
Marketing marks leads as MQLs that sales never accepts. Frustration and mistrust develop between the teams.
Everyone wants their own field. The CRM becomes difficult to use, data quality falls and reporting becomes unreliable.
Old data problems move into the new system. Duplicates, inactive contacts and incorrect stages damage the CRM from day one.
Two hours of training on go-live day, with nobody checking whether the team uses the system. Six months later, Excel is back.
A free 60-minute Strategy Call. No pitch, just an honest fit / no-fit view and a clear next step.
Book Strategy CallNo pitch. We look at your situation together.
The price depends on your hubs, data and integrations. Our published range for a HubSpot CRM implementation is CHF 5,000–50,000 in total, plus HubSpot licences. Your proposal defines the specific scope.
A good partner shows comparable projects and explains scope, responsibilities and handover. Our Diamond status adds to that evidence; what matters is how the partner addresses your specific processes and data.
Consulting sets the direction; the agency delivers the agreed CRM project. With SalesPlaybook, you get both: we clarify your needs together and handle implementation, migration, training and handover to your team.
For Salesforce migrations, we offer a clearly defined scope at a fixed price. For other projects, hubs, data and integrations determine the proposal. We clarify the scope before the project starts.
Yes. We support B2B teams in Switzerland, Germany and Austria. In the free introductory call, we discuss your situation and the right next step.
Comparisons, playbooks and calculators for teams that do not want to treat pipeline, HubSpot and sales execution as separate systems.
One CRM for 5+ portfolio companies rarely fails on HubSpot. It fails on deciding what must be the same group-wide. Operating model, rollout, governance.
HubSpot has over 6,000 certified solutions partners. How to pick the one that fits your stack, team size and go-to-market, and what to ask before signing.
30+ hands-on HubSpot hacks, 10+ tips for a scalable single source of truth and clear process definitions, from 50+ CRM implementations in 18 months.
Testimonials
We save approximately €200,000 every year—not only through fewer, better technologies, but also by eliminating complexity and the staffing cost of one full-time role. We can now also see in real time whether we are on course.
Our starting point was: help us fill the pipeline until our colleagues ask, ‘How are we ever supposed to work through all of this?’ Then came the aha moment. We realized that we needed to solve a completely different problem—one we did not even know we had. I cannot find a better way to put it: it is fantastic. We now have an automated process, clean qualification, and can see the numbers improving.
“Having this clarity now—with complete dashboards, deal size, sales cycle, and conversion rate—is an absolute basic requirement, but openly speaking, we did not have it back then. Now we do. Our rough estimate is that we are closing five times as many deals, with the same deal size and a significantly faster sales cycle.”
From zero to HubSpot in 5 weeks per hub, together with your team.
Free · 60 minutes · no pitch · honest fit / no-fit answer and a clear next step
View services & pricingQuick diagnosis
Choose the area where you need the most clarity right now.
Pipeline check
Choose the constraint that comes closest to your current situation.
Sixty seconds
Licences, tool sprawl and lost selling time — run the business case with your own numbers.
Forecast check
Choose the situation that is holding your sales team back most right now.
No pitch
Leave your details and we will come back with an honest read on whether and how we can help.
No pitch
We will get in touch with an honest view of which constraint should be solved first.
No pitch
We will get in touch with an honest view of whether HubSpot and our approach fit your situation.
No pitch
We will get in touch with an honest view of deals, forecast and sales leadership.
Value selling for software & SaaS
Predictable new business for consulting
HubSpot for an agency group