Recommended HubSpot setup
05 / 09
Recommended HubSpot setup.
Recommended platform stack
Sales Hub
ProfessionalUnlocks advanced sequencing, automated pipelines, and forecasting for the 20-person sales team.
Key outcomes enabled
- Leadership gains real-time visibility into the £20k-£50k deal pipeline without manual spreadsheet consolidation.
- Sales reps benefit from automated task management, reducing time spent on administrative 'fax-era' processes.
- The business establishes a clean, centralised database of 1,600 active customers, replacing the fragmented ERP proxy.
- Standardised sales stages ensure consistent commercial behaviour across Wendsbury, Rugby, Leeds, and Leicester sites.
- Accurate forecasting allows for better inventory and warehouse planning at the Wendsbury super-site.
- The platform provides a scalable blueprint that can be replicated across the 30+ other companies in the Boofab group.
Why this setup
A configuration matched to your stage of growth, not the loudest tier.
Apex requires a transition from manual, legacy-bound operations to a modern commercial platform. Sales Hub Professional provides the necessary automation and reporting depth to manage high-value distributor relationships without the complexity that might hinder the critical goal of sales rep adoption.
Capability mapping
How the platform supports your business goals.
Business challenge
Capability enabled
Recommended Hub
Challenge
Forecasting relies on anecdotal evidence and ERP data
Capability
Advanced forecasting and pipeline analytics
Hub
Sales Hub ProfessionalChallenge
Manual follow-ups for high-value distributors
Capability
Sales automation and sequences
Hub
Sales Hub ProfessionalChallenge
Fragmented customer data across sites
Capability
Unified CRM record and custom properties
Hub
Sales Hub ProfessionalChallenge
Need for a pilot for the Boofab group
Capability
Standardised playbooks and reporting templates
Hub
Sales Hub Professional



