When View Imaging needed to enhance its sales operations without adding complexity, they turned to No Bounds Digital once again. Building on a previously successful collaboration, this project focused on simplifying the sales pipeline, boosting event-driven reporting, and empowering the internal team through training. The result: a streamlined system that provides clarity, efficiency, and scalability—delivered on time and fully aligned with business development goals.
Highlights
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Simplified HubSpot sales pipeline with a new Scope Alignment stage
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Event tagging system for detailed segmentation and reporting
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Four tailored reports created to enhance visibility
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Live training with recordings and documentation for sustainable adoption
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Strong collaboration ensured timely delivery within budget
Client Background Information
View Imaging operates within a sector where streamlined sales operations and clear tracking of client engagement are vital. After a successful prior engagement with No Bounds Digital, they returned for further enhancements to their HubSpot instance. The business was looking to simplify its sales tracking while enabling better segmentation and event-driven reporting, all without adding unnecessary complexity to their workflows.
Goals and Objectives
The core aim of this project was to improve visibility and usability in View Imaging’s sales process using HubSpot, ensuring the internal team could independently manage the system going forward. Specifically:
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Implement a streamlined and standardized sales pipeline
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Add a Scope Alignment stage to improve early lead qualification
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Create up to four custom reports tailored to the team’s needs
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Enable event-driven filtering and tagging for engagement tracking
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Deliver training and handover to support long-term internal use
The Challenge
View Imaging needed a sales pipeline that was both simplified and effective—capable of supporting early-stage qualification and later-stage conversion tracking. Their existing system didn’t allow for easy filtering based on event engagement, nor did it provide adequate reporting tools. They also wanted to ensure their team could independently use and adapt the system without ongoing external support.
The Solution
No Bounds Digital built a streamlined HubSpot sales pipeline that included a new Scope Alignment stage, which improved early-stage qualification visibility. The team also developed four custom reports to offer tailored insights into sales performance and engagement. An event tagging system was implemented to allow for segmentation and detailed reporting based on event interactions. Finally, a live training session with supporting documentation and call recordings was provided to empower the View Imaging team with the tools and knowledge to maintain the system effectively.
Project Results
The new system delivered significant improvements in how View Imaging manages and reports on sales and engagement. The Scope Alignment stage clarified qualification processes, and event tagging allowed for more nuanced reporting. The custom reports gave the team better access to relevant data, and the comprehensive training ensured that the internal team could confidently use the system without needing frequent external support. The project was completed on time and within budget, building further trust and collaboration between View Imaging and No Bounds Digital.
The Impact
This initiative had a measurable and positive impact on both process and team capabilities:
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4 tailored reports increased reporting accuracy and team insight
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Event tagging system enabled new segmentation strategies for campaigns
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100% adoption of the new pipeline and reporting system after training
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Client satisfaction remained high, reinforcing a strong partnership
Call to Action
If your organization is looking to streamline its sales processes, enhance reporting, or empower internal teams through sustainable HubSpot solutions, No Bounds Digital is ready to help. Get in touch today to discover how we can simplify your systems and maximize your team’s capabilities.
