Recommended HubSpot setup
05 / 09
Recommended HubSpot setup.
Recommended platform stack
Sales Hub
ProfessionalUnlocks automated sequences and intent-based prospecting for 6 business development seats.
Marketing Hub
ProfessionalReplaces Mailchimp with automated lead management and integrated website engagement tracking.
Key outcomes enabled
- Leadership gains a Single Source of Truth for all commercial data, eliminating manual spreadsheet consolidation.
- The business development team receives real-time alerts when target accounts engage with high-intent website content.
- Marketing eliminates the 'painful' manual export process, allowing for instant campaign execution and tracking.
- Sales efficiency increases through the use of automated sequences, reducing time spent on administrative outreach.
- Pipeline reporting becomes automated, providing accurate revenue forecasting for the new financial year.
- Marketing assets like video and case studies are directly linked to lead generation and deal influence metrics.
Why this setup
A configuration matched to your stage of growth, not the loudest tier.
M6 Toll is currently operating with a significant visibility gap between marketing engagement and sales outreach. Upgrading to Professional tiers for both Sales and Marketing is essential to bridge this gap, enabling the automation of manual data tasks and the surfacing of buyer intent signals that are currently lost in siloed systems. This setup provides the operational maturity required to meet your January growth objectives.
Capability mapping
How the platform supports your business goals.
Business challenge
Capability enabled
Recommended Hub
Challenge
Manual Mailchimp exports
Capability
Automated data sync and integrated email marketing
Hub
Marketing Hub ProfessionalChallenge
Reactive sales outreach
Capability
Buyer intent signals and prospecting alerts
Hub
Sales Hub ProfessionalChallenge
Lack of pipeline visibility
Capability
Advanced reporting and custom dashboards
Hub
Sales Hub ProfessionalChallenge
Inefficient content tracking
Capability
Integrated website and content analytics
Hub
Marketing Hub Professional



