HubSpot & Sales Consulting: Turn Leads Into Customers
Acorn To Oak Media Group is a HubSpot Solutions Partner. After a marketing campaign brings in leads, we work inside your business to make sure your sales team can close them: we set up or migrate your CRM, route every lead to the right person, work with your IT team to build the tools and automations you need, train your salespeople, and report on what turns into revenue.
Most agencies stop at the lead. We don't.
We work alongside your sales team and IT staff as an extension of your company. Leads that sit in an inbox, go to the wrong person or never get a follow-up are wasted ad spend. We connect marketing to sales so every lead is tracked from first click to closed deal.
"Thanks to Acorn To Oak Media Group, this is the best website we've had yet. They truly led the charge in elevating our online presence. It's a whole new way of doing business for us."Guy DiMemmo, Founder and CEO, VCS HR
What we do
CRM setup and migration
HubSpot portal setup, or moving you from Salesforce or spreadsheets, with your contacts, deals and history.
Lead routing
Web forms, phone calls and chat sent to the right salesperson automatically, including call tracking and phone system routing.
Custom tools and automations
We work directly with your IT team and vendors to build the integrations, calculators, workflows and automations your sales process needs.
Pipelines and deal stages
A sales process in HubSpot that matches how you actually sell.
Follow-up and sequences
Thank-you emails, reminders and automated follow-up so no lead goes cold.
Sales team training
Hands-on training for your salespeople and client advisors, plus onboarding for new hires.
Reporting
Dashboards that tie marketing spend to pipeline and revenue.
Proof
VCS HR · Payroll & HR software
Moved from Salesforce to HubSpot Sales Hub Enterprise; lead and call routing, website form follow-up, custom tools and automations built with their IT team, and hands-on training for their sales team.
American Shipping Co. · Logistics
Fixed lead notifications, moved forms to native HubSpot, routed intent and visitor-ID leads into the CRM, and right-sized their HubSpot subscription.
How it works
Sales audit
We review how leads arrive today, who follows up and where they drop off.
Setup
We configure HubSpot, routing and pipelines, or migrate your existing CRM.
Training
We train your team and hand over simple playbooks.
Ongoing support
Monthly reporting and adjustments as your team and campaigns grow.
Questions we hear a lot
Do I need HubSpot to work with you?
No, but as a HubSpot Solutions Partner we recommend it and can help you pick the right plan.
Can you move us off Salesforce?
Yes. We handle the migration of contacts, companies, deals and history, and train your team on the new system.
Do you only set it up, or stay on?
Either. Some clients want a one-time setup; others keep us on for monthly support and reporting.
How is this different from your marketing services?
Marketing brings in leads. This service makes sure your sales team turns them into customers, and shows you which campaigns produce revenue.
Let's look at your sales process.
Book a free sales audit, or start with a free marketing audit of how customers find you online.
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