You sell five ways. Your CRM sees one.
Inside sales, account managers, outside rep firms, partners and VARs, distributors and your own web store. Each works differently, and most CRMs only understand the first.
HubSpot sees leads, not sell-through
Reports stop at the lead, so nobody can show which campaigns and channels turn into orders.
Reps and partners work outside HubSpot
Rep firms and partners send updates by email and spreadsheet, so their deals are invisible until they close.
Your ERP and HubSpot disagree
Orders, inventory and pricing live in the ERP, and deals in HubSpot never match what shipped.
Who gets credit?
An inside rep, an outside rep firm and a partner all touched the deal. Commissions and reports turn into arguments.
Trade show leads that go nowhere
Hundreds of booth scans, a few follow-ups, and no way to tell which shows paid for themselves.
Pricing nobody can follow
Price books, partner tiers and stacked discounts live in spreadsheets, so quotes are slow and inconsistent.
How do you sell?
Pick every channel you use. See what HubSpot needs for each one, and where your channels collide.
Pick the first channel to start. You'll get:
- What HubSpot needs for each channel
- Where your channels collide
- What to set up first
Revenue trends by account, partner and channel, with AI that flags at-risk accounts 30 to 60 days early. Every distributor, rep firm and partner, with a red, yellow or green flag when buying drops.
From the first lead to the installed base.
Every channel modeled
Rep firms, partners, VARs and distributors as companies with types, tiers and territories, with each deal tied to the channel that sold it.
Leads routed to the right seller
By territory, product, account size and channel: inside sales, an account manager, a rep firm or a partner.
ERP and orders in sync
Your ERP connected to HubSpot, so orders, inventory and true cost show on the deal and the account.
Quotes and pricing in Revenue Hub
Price books, partner tiers and stacked discounts handled in quotes, so reps quote fast and reports match finance.
The installed base, on the record
Products, installations, warranties and device alerts as custom objects, with RMAs and tickets in Service Hub.
Trade shows that prove their value
Booth scans routed to the right seller in hours, tracked through to pipeline and orders for each show.
Make HubSpot see every channel.
Most manufacturer portals we see were set up for one sales team. Start by mapping the rest.
- Free instant auditConnect HubSpot read-only. See your Health Score, top issues and unused AI credits in minutes.
- Model your channelsRep firms, partners and distributors as records, with deals tied to the channel that sold them.
- Connect your ERPOrders, inventory and pricing on the deal, so reports match what shipped.
- Keep it runningThe HubSpot Admin Subscription, from $2,500 a month.
Manufacturers we've built for.
We describe clients by what they do and keep their names private.
94% match rate across 2,860 systems
Custom objects for installers, sites, systems and alerts, plus a 56-property warranty object, tied together with fuzzy matching.
A NetSuite sync that stopped corrupting deals
Fixed the sync, then built a pipeline with quote-to-deal mapping, approvals and live inventory from NetSuite.
All three Hubs, then a retained client
Marketing, Sales and Service Hub with a custom structure that kept legacy processes, so the team adopted it faster.
Content that lifts AI visibility
Articles written with Claude on the buyer questions tracked in HubSpot AEO. The AEO score is climbing.
An AV manufacturer? Our AV page goes deeper on integrators, distributors and rep firms in the AV channel. See HubSpot for AV →
What you'll want to know.
Can HubSpot track sales through rep firms, distributors and partners?
Yes. We model rep firms, partners, VARs and distributors as companies with types, tiers and territories, and tie each deal to the channel that sold it. Marketing, sales and service then work from one view of every customer, across every way you sell.
Can you connect our ERP to HubSpot?
Yes. We connect your ERP so orders, inventory and true cost show on the deal and the account, and reports match what shipped. For one equipment manufacturer, we fixed a NetSuite sync that was corrupting deals, then built quote-to-deal mapping, approvals and live inventory.
How should leads be routed across our channels?
By territory, product, account size and channel: to inside sales, an account manager, a rep firm or a partner. Trade show scans reach the right seller within hours and are tracked through to pipeline and orders, so you can see which shows paid for themselves.
Can HubSpot handle price books and partner discounts?
Yes. Price books, partner tiers and stacked discounts are handled in HubSpot quotes, so reps quote fast and reports match finance.
Map your channels in 15 minutes.
Bring how you sell today. You'll leave with a channel map for HubSpot and the first three things we'd set up.