Recommended HubSpot setup
05 / 09
Recommended HubSpot setup.
Recommended platform stack
Service Hub
EnterpriseUnlocks advanced routing, custom objects, and hierarchical permissions for complex multi-divisional customer operations.
Sales Hub
EnterpriseAutomatic 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.
Business challenge
Capability enabled
Recommended Hub
Challenge
Key Account Managers overwhelmed by routine email volume
Capability
Automated Triage and Skill-Based Routing
Hub
Service Hub EnterpriseChallenge
No visibility of service performance or SLA breaches
Capability
Service Analytics and SLA Management
Hub
Service Hub EnterpriseChallenge
Complex relationships between sites, suppliers, and customers
Capability
Custom Objects and Data Modelling
Hub
Service Hub EnterpriseChallenge
Manual QA process is slow and unrepresentative
Capability
Conversation Intelligence and Advanced Reporting
Hub
Service Hub EnterpriseChallenge
Calls and emails must be logged manually, so activity is not captured
Capability
Connected inboxes, calendars and automatic activity capture
Hub
Sales Hub EnterpriseChallenge
Leads assigned and recycled by hand across 30,000 to 40,000 records
Capability
Lead statuses, assignment rules and routing
Hub
Sales Hub EnterpriseChallenge
Follow-up relies on callback reports and memory
Capability
Tasks, queues, sequences and overdue activity views
Hub
Sales Hub EnterpriseChallenge
A full sales report can take around two days to compile
Capability
Forecasting and leadership dashboards
Hub
Sales Hub Enterprise



