--- title: Case Study - Butterdocs description: A case study about how Velainn enhanced sales productivity and created sales automation for Butterdocs. image: https://velainn.com/hubfs/butter.png --- [![HubSpot Experts and HubSpot Implementation Consultants](https://velainn.com/hs-fs/hubfs/%D0%9D%D0%B0%20%D0%B1%D0%B5%D0%BB%D0%BE%D0%BC.png?width=250&height=53&name=%D0%9D%D0%B0%20%D0%B1%D0%B5%D0%BB%D0%BE%D0%BC.png "HubSpot Experts and HubSpot Implementation Consultants")](https://velainn.com/?hsLang=en) En Search toggle - [About](https://velainn.com/about) - [Services](https://velainn.com/services) Services - [Free HubSpot Audit](https://velainn.com/hubspot-portal-audit) - [HubSpot CRM setup](https://velainn.com/crm-implementation) - [HubSpot Administration](https://velainn.com/hubspot-ongoing-support) - Solutions Solutions - [Customer Journey Foundation](https://velainn.com/customer-journey-alignment) - [HubSpot Training](https://velainn.com/hubspot-training) - [Case Studies](https://velainn.com/case-studies) - [Resources](https://velainn.com/resources) - [Blog](https://velainn.com/blog) - [Contact](https://velainn.com/contact) [Follow us on Facebook](https://www.linkedin.com/company/velainncom/) [![HubSpot Experts and HubSpot Implementation Consultants](https://velainn.com/hs-fs/hubfs/%D0%9D%D0%B0%20%D0%B1%D0%B5%D0%BB%D0%BE%D0%BC.png?width=250&height=53&name=%D0%9D%D0%B0%20%D0%B1%D0%B5%D0%BB%D0%BE%D0%BC.png "HubSpot Experts and HubSpot Implementation Consultants")](https://velainn.com/?hsLang=en) - [About](https://velainn.com/about) - [Services](https://velainn.com/services) Services - [Free HubSpot Audit](https://velainn.com/hubspot-portal-audit) - [HubSpot CRM setup](https://velainn.com/crm-implementation) - [HubSpot Administration](https://velainn.com/hubspot-ongoing-support) - Solutions Solutions - [Customer Journey Foundation](https://velainn.com/customer-journey-alignment) - [HubSpot Training](https://velainn.com/hubspot-training) - [Case Studies](https://velainn.com/case-studies) - [Resources](https://velainn.com/resources) - [Blog](https://velainn.com/blog) - [Contact](https://velainn.com/contact) En Search toggle [![HubSpot Experts and HubSpot Implementation Consultants](https://velainn.com/hs-fs/hubfs/%D0%9D%D0%B0%20%D0%B1%D0%B5%D0%BB%D0%BE%D0%BC.png?width=250&height=53&name=%D0%9D%D0%B0%20%D0%B1%D0%B5%D0%BB%D0%BE%D0%BC.png "HubSpot Experts and HubSpot Implementation Consultants")](https://velainn.com/?hsLang=en) - [About](https://velainn.com/about) - [Services](https://velainn.com/services) Services - [Free HubSpot Audit](https://velainn.com/hubspot-portal-audit) - [HubSpot CRM setup](https://velainn.com/crm-implementation) - [HubSpot Administration](https://velainn.com/hubspot-ongoing-support) - Solutions Solutions - [Customer Journey Foundation](https://velainn.com/customer-journey-alignment) - [HubSpot Training](https://velainn.com/hubspot-training) - [Case Studies](https://velainn.com/case-studies) - [Resources](https://velainn.com/resources) - [Blog](https://velainn.com/blog) - [Contact](https://velainn.com/contact) [Follow us on Facebook](https://www.linkedin.com/company/velainncom/) - [English](https://velainn.com/case-study-butterdocs) - [Українська](https://velainn.com/uk/case-study-butterdocs) En Choose your language. What are you looking for? [Book a meeting](https://velainn.com/meetings/anton-tverdokhlib/demo?hsLang=en) [Home](https://velainn.com/?hsLang=en) # How Velainn helped Butterdocs configure HubSpot Sales Hub ButterDocs is a writing tool designed to enhance a writer's productivity. It features an integrated notes application, an outlining board, focus tools, and collaborative features tailored for professional writing and editing processes. Velainn has implemented HubSpot CRM and set up sales automations, AI configurations to handle various sales operations in HubSpot Service: Sales Hub Implementation Industry: Computer Software, SaaS Location: United States Hubs: Sales ![butterdocs - sales automation by velainn](https://velainn.com/hs-fs/hubfs/butter.png?width=500&height=375&name=butter.png "butterdocs - sales automation by velainn") ## Story Butterdocs was looking for a reliable partner to help them onboard and implement Sales Hub in line with HubSpot's best practices. ## Solution Velainn set up all the configurations, onboarded the users, and established a Sales Workspace, a centralized hub for overseeing daily sales activities, including goal assessments, task execution, deal management, and schedule and sales feed reviews. We subsequently introduced Deal Pipeline Automation, tailoring automation settings such as close date configurations and triggers for actions when a deal advances to a particular stage. Velainn streamlined the creation and management of tasks, including follow-up tasks triggered by task specifications or when a deal reaches a new phase. We developed templates, snippets, and sequences to generate qualified sales leads and trained the client in sequence creation and use. Additionally, we integrated various CRM functions, such as emails, calls, and meetings, into the sales automation processes. ![Sales Hub Enablement](https://velainn.com/hs-fs/hubfs/%D0%97%D0%BD%D1%96%D0%BC%D0%BE%D0%BA%20%D0%B5%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202024-10-08%20%D0%BE%2023.04.42.png?width=600&height=515&name=%D0%97%D0%BD%D1%96%D0%BC%D0%BE%D0%BA%20%D0%B5%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202024-10-08%20%D0%BE%2023.04.42.png) ## Results Butterdocs owns an established HubSpot portal, implemented in line with its internal processes and HubSpot's best practices. Additionally, the client has received training and education on the effective use of HubSpot CRM and Sales Hub. ## Velainn Service used ![HubSpot Sales Automation](https://velainn.com/hs-fs/hubfs/%D0%97%D0%BD%D1%96%D0%BC%D0%BE%D0%BA%20%D0%B5%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202024-10-08%20%D0%BE%2023.04.27.png?width=600&height=515&name=%D0%97%D0%BD%D1%96%D0%BC%D0%BE%D0%BA%20%D0%B5%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202024-10-08%20%D0%BE%2023.04.27.png) ### HubSpot Sales Hub Implementation Sales automation employs software to remove repetitive, manual tasks, enabling you and your sales team to concentrate more on closing deals and earning revenue. [Read more](https://velainn.com/sales-enablement?hsLang=en) Are you interested in improving your company's Sales processes? [Contact Velainn today](https://velainn.com/contact?hsLang=en) ## Sales Enablement resources ### [![How to Use HubSpot Prospecting Agent](https://velainn.com/hubfs/ChatGPT%20Image%2015%20%D0%BB%D0%B8%D0%BF.%202026%20%D1%80.%2c%2014_48_08.png) How to Use HubSpot Prospecting Agent 16 Jul 2026](https://velainn.com/blog/how-to-use-hubspot-prospecting-agent?hsLang=en) ### [![Best Sales Enablement Software for Consulting Firms in 2026](https://velainn.com/hubfs/Best%20Sales%20Enablement%20software.png) Best Sales Enablement Software for Consulting Firms in 2026 26 May 2026](https://velainn.com/blog/best-sales-enablement-for-consulting-firms-in-2026?hsLang=en) ### [![How to Evaluate the CRM Company HubSpot’s AI for Service Businesses](https://velainn.com/hubfs/HubSpot%E2%80%99s%20AI%20for%20Service%20Businesses.png) How to Evaluate the CRM Company HubSpot’s AI for Service Businesses 14 Apr 2026](https://velainn.com/blog/how-to-evaluate-the-crm-company-hubspots-ai-for-service-businesses?hsLang=en) ![Logo\_white](https://velainn.com/hubfs/Logo_white.svg "Logo_white") ### We help B2B tech and professional services companies turn HubSpot into a revenue engine   [![Velainn HubSpot Partner](https://velainn.com/hubfs/SVG_platinum-badge-color.svg)](https://app.hubspot.com/ecosystem/6325387/marketplace/solutions/velainn) Receive regular HubSpot best practices you can implement right away     2026 All rights reserved