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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Service Hub

    Enterprise

    Unlocks advanced routing, custom objects, and hierarchical permissions for complex multi-divisional customer operations.

  • Sales Hub

    Enterprise

    Automatic activity capture, lead routing across a 30,000 to 40,000 record database, two commercial pipelines, forecasting and leadership dashboards for a 40 user sales team.

Key outcomes enabled

  • Leadership gains real-time visibility into response and resolution times across all 16+ shared mailboxes.
  • Key Account Managers are automatically notified of high-priority service risks without monitoring routine traffic.
  • Custom Objects allow for precise mapping of sites, suppliers, and waste types to every service ticket.
  • Automated routing ensures requests are instantly assigned to the correct Internal Account Management team.
  • Standardised ticket pipelines replace Outlook folders, ensuring consistent process adherence across the organisation.
  • Advanced permissions protect sensitive commercial data while allowing cross-departmental visibility where required.
  • BDMs and Key Account Managers work from a daily sales workspace with clear tasks, owned leads and next actions.
  • Leadership sees pipeline, weighted forecast, conversion and deal velocity immediately, instead of compiling reports from several places.
  • Quote requests, sent dates and outstanding quotes are visible and followed up as a matter of process.

Why this setup

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

Service Hub Enterprise is the essential foundation for Go Green's complex subcontracted model. It provides the sophisticated governance and data architecture required to manage 18 account managers across multiple divisions while maintaining strict commercial data silos. This setup moves the business away from 'organised chaos' in Outlook towards a structured, scalable customer operations platform.

Capability mapping

How the platform supports your business goals.

  • Challenge

    Key Account Managers overwhelmed by routine email volume

    Capability

    Automated Triage and Skill-Based Routing

    Hub

    Service Hub Enterprise
  • Challenge

    No visibility of service performance or SLA breaches

    Capability

    Service Analytics and SLA Management

    Hub

    Service Hub Enterprise
  • Challenge

    Complex relationships between sites, suppliers, and customers

    Capability

    Custom Objects and Data Modelling

    Hub

    Service Hub Enterprise
  • Challenge

    Manual QA process is slow and unrepresentative

    Capability

    Conversation Intelligence and Advanced Reporting

    Hub

    Service Hub Enterprise
  • Challenge

    Calls and emails must be logged manually, so activity is not captured

    Capability

    Connected inboxes, calendars and automatic activity capture

    Hub

    Sales Hub Enterprise
  • Challenge

    Leads assigned and recycled by hand across 30,000 to 40,000 records

    Capability

    Lead statuses, assignment rules and routing

    Hub

    Sales Hub Enterprise
  • Challenge

    Follow-up relies on callback reports and memory

    Capability

    Tasks, queues, sequences and overdue activity views

    Hub

    Sales Hub Enterprise
  • Challenge

    A full sales report can take around two days to compile

    Capability

    Forecasting and leadership dashboards

    Hub

    Sales Hub Enterprise