How Poster unified sales & support operations in HubSpot

6Minded partnered with Poster, a point-of-sale and management platform for cafés, restaurants, and retail, to support their HubSpot CRM implementation. Our role was primarily as HubSpot experts—consulting the team on CRM design, sales workflows, customer success operations, and product usage integration. The project aimed to streamline sales processes, enhance support efficiency, and leverage HubSpot’s CRM and Service Hub capabilities to provide a unified operational environment.

Poster - Hero Cover

In numbers

150 +

Call-center agents supported on an integrated calling system

2

HubSpot Hubs unified — Sales & Service

3

Product-usage signals synced daily (supplies, sales, logins)

About Poster

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POS & management platform for cafés, restaurants & retail

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HubSpot CRM implementation consulting

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Sales Hub & Service Hub

Poster is a point-of-sale and management platform for cafés, restaurants, and retail. 6Minded supported their HubSpot CRM implementation as HubSpot experts — streamlining sales processes, enhancing support efficiency, and unifying operations across Sales and Service Hub.

Hubspot

The challenge

Poster needed clarity across the board — how to structure a cold-sales process, unify support operations, surface product-usage data in the CRM, and get more out of HubSpot’s chat, Sales Workspace, and calling tools.

HCSHI

Our role & approach

6Minded acted primarily as HubSpot experts, consulting Poster’s team on CRM design, sales workflows, customer success operations, and product-usage integration — with the goal of one unified operational environment built on HubSpot’s CRM and Service Hub.

Three areas we focused on

Sales process

A clear cold-outreach workflow and a clean Leads vs Contacts model in HubSpot.

Case study dataII

Support operations

Unified tagging, ticket automation for chats and calls, and Service Hub escalation.

Product usage in CRM

Company properties for product activity, synced daily via batch API updates.

Deliverables & Recommendations

A clear overview of what we did to help drive stronger performance. Each deliverable is designed to support a more effective digital presence, improve the customer journey, and create a scalable foundation for continued growth.

Sales process
Support operations
Product usage in CRM
Chat & calling

Conclusion

Through expert consultation and tailored HubSpot recommendations, 6Minded enabled Poster to align their cold sales, support operations, and product-usage data inside HubSpot. The result is a scalable CRM environment that supports growth, improves efficiency, and equips teams with the tools and processes they need to succeed.

★★★★★ 5/5

Excellent CRM Assistance and Functional Guidance

“The team provided valuable support during our CRM setup. Their consultations were clear, insightful, and helped us tailor the system to our needs. Thanks to their guidance, we avoided common pitfalls and launched with confidence. Great experience overall!”

Ivanchenko, V., CRM Implementation · Poster

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