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Recommended HubSpot setup

05 / 10

Recommended HubSpot setup.

Recommended platform stack

  • Sales Hub

    Professional

    Unlocks advanced automation, sequence tools, and professional reporting for the Garments sales and service teams.

Key outcomes enabled

  • Leadership gains real-time visibility into pipeline health and account retention across the Garments division.
  • Sales representatives save significant time through automated email logging and AI-generated record summaries.
  • Account managers receive proactive alerts for at-risk customers, enabling targeted revenue protection activity.
  • Customer service teams manage shared inboxes with clear ownership and full visibility of historical interactions.
  • The business establishes a scalable data model that allows for rapid rollout to Healthcare and Fabrics divisions.
  • Management can track adoption and commercial ROI through a consolidated director-level scorecard.

Why this setup

A configuration matched to your stage of growth, not the loudest tier.

Behrens Group requires a robust commercial platform that can handle the complexity of multiple divisions while remaining simple enough for high adoption. Sales Hub Professional provides the necessary automation for RFM monitoring and AI-driven productivity without the overhead of Enterprise governance at this stage. This setup prioritises the 'Single Source of Truth' by connecting ERP data to the frontline sales and service teams.

Capability mapping

How the platform supports your business goals.

  • Challenge

    Manual email and call logging

    Capability

    Outlook Integration & Activity Capture

    Hub

    Sales Hub Professional
  • Challenge

    Passive RFM reporting in Power BI

    Capability

    Workflow Automation & Task Triggers

    Hub

    Sales Hub Professional
  • Challenge

    Fragmented shared inbox management

    Capability

    Conversations Inbox & Routing

    Hub

    Sales Hub Professional
  • Challenge

    Lack of management visibility

    Capability

    Custom Dashboards & Analytics

    Hub

    Sales Hub Professional