Recommended HubSpot setup
05 / 09
Recommended HubSpot setup.
Recommended platform stack
Sales Hub
EnterpriseUnlocks 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.
Business challenge
Capability enabled
Recommended Hub
Challenge
Complex care home/unit hierarchy
Capability
Custom Objects (Units)
Hub
Sales Hub EnterpriseChallenge
Lack of visibility into call quality
Capability
Conversation Intelligence
Hub
Sales Hub EnterpriseChallenge
Inconsistent sales follow-up
Capability
Sales Workspace & Sequences
Hub
Sales Hub EnterpriseChallenge
Incomplete onboarding data
Capability
Required Fields & Validation
Hub
Sales Hub Enterprise



