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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Sales Hub

    Professional

    Unlocks automated sequences and intent-based prospecting for 6 business development seats.

  • Marketing Hub

    Professional

    Replaces 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.

  • Challenge

    Manual Mailchimp exports

    Capability

    Automated data sync and integrated email marketing

    Hub

    Marketing Hub Professional
  • Challenge

    Reactive sales outreach

    Capability

    Buyer intent signals and prospecting alerts

    Hub

    Sales Hub Professional
  • Challenge

    Lack of pipeline visibility

    Capability

    Advanced reporting and custom dashboards

    Hub

    Sales Hub Professional
  • Challenge

    Inefficient content tracking

    Capability

    Integrated website and content analytics

    Hub

    Marketing Hub Professional