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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Sales Hub

    Enterprise

    Unlocks custom objects for Units and conversation intelligence for sales coaching and methodology enforcement.

Key outcomes enabled

  • Leadership gains a Single Source of Truth for the entire care home market and live pipeline.
  • Sales reps follow a forced-discipline process that prevents callbacks from being missed.
  • The 'Unit' custom object provides clear visibility into mealtimes and local managers for every site.
  • Automated 'No-show' recovery workflows salvage stalled opportunities without manual rep intervention.
  • Onboarding handovers are 100% complete due to mandatory data capture at the 'Committed' stage.
  • Conversation intelligence allows for objective call coaching and faster onboarding of new sales staff.

Why this setup

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

To manage the complex hierarchy of care home groups and units, Eyecare Oncall requires the advanced data modelling and governance capabilities of HubSpot Enterprise. This setup ensures that operational details like mealtimes and unit-specific managers are captured without cluttering the primary sales record, while providing leadership with the conversation intelligence needed to drive rep performance.

Capability mapping

How the platform supports your business goals.

  • Challenge

    Complex care home/unit hierarchy

    Capability

    Custom Objects (Units)

    Hub

    Sales Hub Enterprise
  • Challenge

    Lack of visibility into call quality

    Capability

    Conversation Intelligence

    Hub

    Sales Hub Enterprise
  • Challenge

    Inconsistent sales follow-up

    Capability

    Sales Workspace & Sequences

    Hub

    Sales Hub Enterprise
  • Challenge

    Incomplete onboarding data

    Capability

    Required Fields & Validation

    Hub

    Sales Hub Enterprise