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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Sales Hub

    Enterprise

    Unlocks custom objects for telecoms product modelling and advanced governance for high-value contract management.

  • Service Hub

    Professional

    Formalises the provisioning and support desk with automated ticketing, SLAs, and proactive customer health tracking.

Key outcomes enabled

  • Leadership gains a Single Source of Truth across the entire customer journey, from initial lead to live service.
  • The Operations Director achieves real-time visibility into account margins and contract profitability without manual consolidation.
  • Marketing campaigns are automatically suppressed for active customers, protecting brand reputation and reducing waste.
  • The Technical Service team receives automated, structured handovers from Sales, reducing time-to-provisioning.
  • Sales teams can generate complex quotes and contracts directly within HubSpot, ensuring pricing accuracy and consistency.
  • Support desk performance is measured against formal SLAs, ensuring high-value telecoms queries are prioritised correctly.

Why this setup

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

To resolve the deep data disconnect between marketing and operations, SquareOne requires a platform capable of modelling complex B2B telecoms assets. This setup moves the business away from niche, siloed tools into a unified environment where sales performance and service delivery are intrinsically linked.

Capability mapping

How the platform supports your business goals.

  • Challenge

    Marketing to existing customers by mistake

    Capability

    Unified Lifecycle Stage automation

    Hub

    Sales Hub Enterprise
  • Challenge

    Complex telecoms product tracking

    Capability

    Custom Object modelling

    Hub

    Sales Hub Enterprise
  • Challenge

    Manual provisioning handovers

    Capability

    Automated Ticket Pipelines

    Hub

    Service Hub Professional
  • Challenge

    Lack of support desk rigour

    Capability

    SLA Management and Playbooks

    Hub

    Service Hub Professional