Recommended HubSpot setup
05 / 09
Recommended HubSpot setup.
Recommended platform stack
Sales Hub
EnterpriseAdvanced customisation to map complex machinery pipelines and automate hand-offs between HireDesk and Appointed Persons.
Marketing Hub
ProfessionalSophisticated automation to coordinate lead scoring and follow-ups across your fleet and engineering teams.
Key outcomes enabled
- Leadership gains real-time visibility into the status of all outstanding quotes and site visits.
- The HireDesk and APs operate from a Single Source of Truth, eliminating information silos.
- Automated workflows ensure that RAMS and lift plans are triggered immediately upon job booking.
- Fleet maintenance schedules are digitised, removing the reliance on physical Collins diaries.
- Marketing efforts are directly linked to lead generation and sales outcomes for the first time.
- Account management for large utility clients is structured to ensure invoicing accuracy and speed.
Why this setup
A configuration matched to your stage of growth, not the loudest tier.
The combination of Sales Hub Enterprise and Marketing Hub Professional is designed to solve the 'visibility gap' identified in your machinery and engineering operations. This setup provides the advanced customisation needed to track complex, multi-service projects whilst automating the manual follow-ups that currently lead to quote leakage.
Capability mapping
How the platform supports your business goals.
Business challenge
Capability enabled
Recommended Hub
Challenge
Zero traceability post-site visit invite
Capability
Customisable Sales Pipelines & Task Automation
Hub
Sales Hub EnterpriseChallenge
Manual 'Collins' diary for fleet maintenance
Capability
Custom Objects & Dashboard Visualisation
Hub
Sales Hub EnterpriseChallenge
No follow-up on outstanding quotes
Capability
Automated Sequences & Lead Scoring
Hub
Marketing Hub ProfessionalChallenge
Difficulty finding PO contacts in large accounts
Capability
Account-Based Management & Contact Mapping
Hub
Sales Hub Enterprise