Recommended HubSpot setup
05 / 09
Recommended HubSpot setup.
Recommended platform stack
Marketing Hub
ProfessionalAutomates lead capture and nurturing to transition prospects into sales ready opportunities.
Sales Hub
ProfessionalEnables high volume sequencing and pipeline management for the telemarketing team.
Key outcomes enabled
- Leadership gains real time visibility into telemarketing performance and pipeline health.
- Marketing transitions from manual landing pages to a structured, automated lead generation engine.
- Sales teams execute consistent follow up sequences, protecting domain health and deliverability.
- The business establishes a Single Source of Truth for all prospecting data outside of Autotask.
- Internal teams gain the technical confidence to manage and scale the platform independently.
- Automated lead scoring ensures sales focus on the highest value opportunities first.
Why this setup
A configuration matched to your stage of growth, not the loudest tier.
Vizst requires a robust bridge between marketing lead generation and sales prospecting. The Professional tiers are essential to move away from manual 'spray and pray' tactics and establish the automation required to support a growing telemarketing team without increasing administrative overhead.
Capability mapping
How the platform supports your business goals.
Business challenge
Capability enabled
Recommended Hub
Challenge
Manual, inconsistent follow ups
Capability
Sales Sequences and Task Automation
Hub
Sales Hub ProfessionalChallenge
No visibility into lead source ROI
Capability
Campaign Reporting and Multi-touch Attribution
Hub
Marketing Hub ProfessionalChallenge
Fear of domain blacklisting
Capability
Technical Domain Authentication and Governance
Hub
Sales Hub ProfessionalChallenge
Disconnected website enquiries
Capability
Native Form Integration and Lead Routing
Hub
Marketing Hub Professional